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Jim Cramer's 'Mad Money' Recap: Here's Next Week's Game Plan

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NEW YORK ( TheStreet) -- Our markets can't save the rest of world, Jim Cramer told his Mad Money viewers Friday. That's why investors headed for the exits -- they locked in profits and fled for the safety of bonds.

What will allow the bulls to return? Cramer said a bottom in oil prices wouldn't hurt, which is why he'll be focused on the earnings from Exxon Mobil (XOM) and Anadarko Petroleum (APC) Monday, to see just how far back these companies will cut production.

Must Read: 10 Stocks Carl Icahn Loves for 2015: Apple, eBay, Hertz and More

Tuesday continues that trend, with earnings from National Oilwell Varco (NOV) and BP (BP) . Cramer said these two companies should further clarify just how fast oil prices might rebound.

Also on Tuesday, earnings from two Cramer faves, Walt Disney (DIS) and Chipotle Mexican Grill (CMG) . Cramer said a decline in tourism may bring down shares of Disney, which would be a buying opportunity.

On Wednesday it's Clorox (CLX) and General Motors (GM) , a stock Cramer owns for his charitable trust, Action Alerts PLUS, reporting. Cramer said he's still a fan of both companies and thinks GM could bottom right here if the company raises its dividend.

Then, on Thursday, it's Buffalo Wild Wings (BWLD) , always a favorite during football season, and Twitter (TWTR) , a second Action Alerts PLUS name. Cramer said Wild Wings should have a good quarter and he still sees value in Twitter.

Finally, on Friday, it's the latest employment report that will be driving the markets. Cramer said by then the markets should have answers on the state of the oil market and just how well the rest of the U.S. economy is faring.

Betting on Boot Barn

Investors looking for a terrific little regional-to-national retail growth story should try on Boot Barn (BOOT) , Cramer told viewers. He said this speculative stock came public last October at $16 a share and has already risen to over $20. But that could be just the beginning.

Cramer emphasized that Boot Barn is a small, speculative company, with just 166 stores in 26 states that sell western and work boots, apparel and accessories. Boot Barn does have a $20 billion addressable market, however, and the company projects it could support up to 400 locations because nearly 45% of its ecommerce sales stem from areas where the company has no physical stores.

Boot Barn has grown same-store sales for the past 20 consecutive quarters and boasts that 89% of its merchandise is currently sold at full price. Coupons need not apply.

Why is Boot Barn speculative? Cramer said it's because the company sports an operating margin of just 8%, which could rise to 10% eventually as it benefits from an improved supply chain and economies of scale.

Shares of Boot Barn trade at 23 times 2016 earnings, but Cramer said he feels 29 times earnings would be more appropriate given the company's growth and potential. That would value shares 25% higher than where they trade today.

Must Read: Fed Already Knows It Won’t Raise Rates Until September: Economist

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