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NEW YORK (TheStreet) -- Feeling a little new-high fatigue after the Dow and S&P 500 reached new highs yet again? Jim Cramer asked his Mad Money viewers Friday. Well, here are some ideas to watch next week to get you excited about the market again.
U.S. industrial stocks that do business in China have been on a tear, Cramer said. China's manufacturing PMI number, due Monday, is a critical read for them. In addition, the semiconductor sector has been a real standout, especially Micron (MU), which reports Monday after the close. Cramer expects a lights-out quarter.
Oracle (ORCL) disappointed today, down nearly 4% after reporting fourth-quarter 2014 numbers that fell short of expectations. Cramer still expects it to go down a little bit more Monday before coming back.Tuesday brings earnings from pharmacy giant Walgreen (WAG). Cramer thinks the company will announce a restructuring that could send the stock even higher than its already stand-out performance this year, especially if it is able to complete a deal that allows it to move to tax-friendly Britain. Wednesday brings earnigns from Monsanto (MON), which Cramer said is becoming more of a biotech company than an agriculture play, Cramer said. Monstanto is always heavily shorted because its controversial and overvalued, but he'd be a buyer on any dip. Meanwhile, Cramer said General Mills (GIS) will deliver a decent number that will get a subdued reaction and then bounce back because it does offer a pretty good yield. Hes more of a fan of beer stocks, including Molson Coors Brewing (TAP), which also reports Wednesday. Hes expecting to learn of a big restructuring or merger plans. Accenture (ACN) and Nike (NKE) report Thursday. Accenture has come on strong lately, Cramer said, with a rebound in enterprise-technology spending. Nike, part of Cramer's charitable trust Action Alerts PLUS, refuses to budge on even the best of days. That's usually not a good sign, and Cramer said he's nervous. Still, long-term growth has been so good that he's holding on.