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NEW YORK (TheStreet) -- If you want to know what a bull market looks like, look at September. It's supposed to be the worst trading month of the year but it turned out terrific, Jim Cramer told "Mad Money" viewers Friday.
The central bank optimism that drove the market isn't going away soon, he said. Next week will have some big-picture data points and if they turn out badly, particularly the Friday unemployment numbers, "we'll roll back the bountiful September harvest," Cramer said.Tuesday he'll be watching Mosaic (MOS), which despite its beautiful name sells fertilizers, perhaps the least glamorous products on earth. "The agriculture trade is alive and well," Cramer said, but should be played with Monsanto (MON) because it's the "higher quality company" even though Mosaic is much cheaper. As for Monsanto, which reports Wednesday, "they'd better blow away the numbers, or else," Cramer said. Family Dollar (FDO) also reports Wednesday. "I don't think Family Dollar is going to be as bad as the analysts think," he said. As for Marriott (MAR), which reports Thursday, it got downgraded about a week ago and Cramer says the analysts must know something we don't. He says to buy Wyndham (WYN) for being the cheapest stock in the sector while having the best value. In economic news, Monday brings the Institute of Supply Management index. This is the number that will call into question the whole idea of a slowdown, Cramer said. "We need a better number to get this stock market higher." Also Monday, we'll see the German purchasing agents report. Cramer said we need the Germans to realize their hard line is hurting themselves. On Thursday comes news from the European Central Bank, which may tell us if Spain has met its endpoints. The U.S. nonfarm employment report Friday will be "the most important piece of data this week, this year if you're Mitt Romney," Cramer said. Look out below if the number is low because we, the market, will get hammered, Cramer warned. Also, Cramer fave PVH (PVN) hosts its analyst day Tuesday, and he said the company usually uses the event to share some good news. Retail and banking have been the stalwarts of the quarter, he said.
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