Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener.
NEW YORK (TheStreet) -- It could be a long, tough road for the industrial stocks, Jim Cramer told his Mad Money viewers Friday. Unless there's a pickup in economic activity, the earnings from these stocks are going to be pretty disappointing given the currency headwinds. That's why Cramer's game plan for next week's trading includes looking for any inkling of growth.
On Monday, Cramer will be watching AAR (AIR), the aerospace services company, to see how the aerospace and airline sectors are doing. The transports failed to confirm the rally last week, which is part of the reason the markets slid this week.
Next, on Tuesday, Cramer hones in on FreshPet (FRPT), the natural and organic pet food maker. Healthy eating is working for people, why not for pets too?Wednesday brings earnings from seed giant Monsanto (MON). While Cramer used to be a fan, he'd rather buy Dow Chemical (DOW), a stock he owns for his charitable trust, Action Alerts PLUS, especially given today's news that Dow continues to transform itself before our eyes, shedding commodity businesses while expanding its high-margin proprietary ones. Then, on Thursday,it's Carmax (KMX) and Micron (MU) reporting. Carmax should provide an outlook for Ford (F) and General Motors (GM), another Action Alerts PLUS holding, while Micron should offer another read on just how bad the PC market has become. Finally, on Friday, the markets will be closed, but the government is still releasing its latest non-farm payroll numbers, a number that will most certainly set the mood for trading the following Monday. Restaurants With Earnings Recipes What's the recipe for a successful earnings report? If you're a restaurant stock, the most important ingredient is same-store sales, and the best way to cook it is to keep slowly turning up the heat. There were a total of 12 restaurants that reported same-store sales growth of 5% or more this quarter, but not all of those behaved the same after the news. Shares of Sonic (SONC) plunged 12% after it reported a stellar 11.5% increase in same-store sales. The reason? The stock had run up ahead of the quarter and the company offered disappointing guidance for the rest of the year. Then there was Chipotle Mexican Grill (CMG), Fiesta Restaurant Group (FRGI) and Popeye's Louisiana Kitchen (PLKI), which also posted strong same-store sales, but saw shares decline between 3% and 9% afterwards. Here again, conservative guidance was to blame. But for some stocks, notably Cracker Barrel (CBRL), shares reacted positively to its 7.9% increase in sales. Unlike the others, Cracker Barrel has accelerating growth and a positive outlook. The trend is what's most important, Cramer concluded, which is why Buffalo Wild Wings (BWLD) and Jack in the Box (JACK) remain among his favorites in the group.
Must Read: Sell These 5 Large-Cap Stocks Despite Their Juicy Dividends