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NEW YORK (TheStreet) -- Volatility will continue to reign supreme, Jim Cramer said on Mad Money Friday as he laid out his game plan for next week's trading. Cramer said this week's rally was spurred on by the bears being caught with their pants down but what happens next week is anyone's guess.
Cramer said his week will start on Tuesday with earnings from AutoZone (AZO) and Workday (WDAY). He said AutoZone remains a favorite as the company has decreased its share count from 56 million to 34 million in just the past five years. As for Workday, Cramer said the company will likely post great growth but the markets may not react well to it.
Wednesday brings earnings from Michael Kors (KORS) and Toll Brothers (TOL). Cramer said he'd be a buyer of Kors and Toll Brothers should confirm that a mini housing recovery is at hand after the long, brutal winter.
On Thursday, it's Costco (COST), a stock Cramer owns for his charitable trust, Action Alerts PLUS, and Splunk (SPLK) reporting. Cramer said Costco should have great numbers compared to other retailers but Splunk is another high-growth speculative stock the markets may not how what to do with.
Finally, on Friday, Ann (ANN), formerly Ann Talyor, will be reporting. Cramer said he expects good things from this retailer as well.
What Have We Learned?
What can investors learn from this quarter's round of retail earnings? Cramer said this quarter's lesson is that not all retailers are created equal.
Cramer said there's unprecedented pressure on retailers to adapt and connect to their customers in new ways. Those that are up for the task are flourishing, but those sticking to what they've always done are getting crushed.
Among the winners are Williams-Sonoma (WSM), said Cramer, a company that's now split right down the middle between bricks-and-mortar stores and online and catalog sales. Another standout: Nordstrom (JWN), a company investing billions in its online and omni-channel efforts to serve its customers better. Finally, Cramer said that Home Depot (HD) remains a standout as well, with a terrific stock buyback to boot.