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NEW YORK (
) -- Investors rejoice but traders beware. Those were Jim Cramer's words to his
TV show viewers Friday, as he laid out his game plan for next week's trading. He explained that Friday's unemployment data could wipe out any gains for the week, but that will only give longer-term investors a chance to buy on the cheap.
On Monday, Cramer said he'll be watching both
, two companies he expects will do well when they report.
, two companies Cramer was excited about, but also
, two companies Cramer was worried about. He advised taking profits in both names.
Wednesday's earnings include
, all companies Cramer said he'd be a buyer of. He was bearish on
, which is losing customers to rival
Green Mountain Coffee Roasters
, a company with too many still unanswered questions.
Then on Thursday, it's
, a stock Cramer owns for his charitable trust,
Action Alerts PLUS, taking center stage. Cramer said he expects good things from all three companies.
But regardless of the earnings, Cramer warned investors that Friday's unemployment data will be key and a bad number will cause all of these names to go on sale.
In the "Executive Decision" segment, Cramer spoke with T.J. Rodgers, president and CEO of
, a stock that received a 10% haircut after it lowered expectations in the first quarter, but is still yielding 3%.
Rodgers admitted to "screwing up" in the company's first quarter, albeit not as badly as they initially projected. That said, Rodgers noted that the company's guidance for the remainder of the year is conservative. "The only way for us to mess up now is to not execute," he concluded.
Putting his money where his mouth is, Rodgers also noted that he recently purchased 500,000 shares of Cypress stock, a bullish gesture that Cramer said is not seen by many CEOs.
Turning to the company's business prospects, Rodgers said that buttons on gadgets will become obsolete, as touch interfaces will be the way humans interact with everything from their watch to their TV in the near future. That trend, said Rodgers, leaves huge opportunities for touch controllers that Cypress manufactures. He also touted the company's investment in Deca Technologies as being another huge opportunity for Cypress.
Cramer said while the semiconductor business can be rocky from time to time, Rodgers has delivered in the past and Cypress pays a nice dividend while investors wait for the more lucrative back half of the year.
Upon Further Review
In the "Upon Further Review" segment, Cramer took a second look at the earnings of
, a company that delivered a 7-cent-a-share earnings beat on a 4.2% increase in revenue.
Cramer said while Kimberly delivered great earnings on its own, those earnings were even more spectacular when compared to those of its peers, like rival
Procter & Gamble
, which disappointed analysts for its second quarter in a row. While P&G appears to have lost its way, said Cramer, Kimberly, the makers of Kleenex tissues and Huggies diapers, has been taking share and growing organically.
Kimberly executives were very upbeat on their conference call, noted Cramer, as the company continues to do well overseas. Latin America and Asia for example, now account for 35% of the company's sales and is growing rapidly. Increased sales, coupled with falling pulp and natural gas prices, are only adding to the company's success.
Better still is valuation, noted Cramer. While Kimberly trades at just 14.2 times earnings, P&G trades at 15.6 times earnings and
trades at 19 times earnings. Given that Kimberly Clark is able to execute, is taking share and has a 3.75% dividend yield to boot, Cramer said the choice in the consumer staples arena is pretty clear.
In the second "Executive Decision" segment, Cramer spoke with Greg Lucier, chairman and CEO of
, a biotech firm on the leading edge of DNA sequencing products.
Lucier said that his company's latest gene sequencers will allow patients who get diagnosed with cancer on a Monday to be able to review their specific mutants that Tuesday, all for around $1,000. That will allow doctors to match patients with one of the 500 or so oncology drugs on the market that will work best for them.
When asked what the market potential could be for this technology, Lucier said the market opportunity is in the billions for just cancer patients alone and Life Technologies expects to sell thousands of its new machines.
Lucier also responded to criticism that the company relies too heavily on government subsidies and research grants. He said those fears are largely overblown and even during times of budget cuts, the budget for this form of research will never fall to zero.
Given that Life Technologies just posted a great first quarter on record sales, Cramer said the company remains a great investment, giving investors multiple ways to win.
No Huddle Offense
In his "No Huddle Offense" segment, Cramer illustrated the difference between a buyable dip versus a dangerous one. He said that the declines in
are buyable ones, as both of these companies are in growth mode.
But the declines in
Procter & Gamble
are a different story. Cramer reiterated that Procter has lost its way and has raised prices too much and is losing share. As for Deckers, the company's famed Uggs footwear may have run its course, as all brands are known to do from time to time.
Cramer said he would also not be a buyer of
nor any disk drive makers, as global weakness is trumping any good news that may be coming out of the U.S.
In the Lightning Round, Cramer was bullish on
Cramer was bearish on
--Written by Scott Rutt in Washington, D.C.
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At the time of publication, Cramer's Action Alerts PLUS was long AIG.
Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for TheStreet.com, Inc., and CNBC, and a director and co-founder of TheStreet.com. All opinions expressed by Mr. Cramer on "Mad Money" are his own and do not reflect the opinions of TheStreet.com or its affiliates, or CNBC, NBC UNIVERSAL or their parent company or affiliates. Mr. Cramer's opinions are based upon information he considers to be reliable, but neither TheStreet.com, nor CNBC, nor either of their affiliates and/or subsidiaries warrant its completeness or accuracy, and it should not be relied upon as such. Mr. Cramer's statements are based on his opinions at the time statements are made, and are subject to change without notice. No part of Mr. Cramer's compensation from CNBC or TheStreet.com is related to the specific opinions expressed by him on "Mad Money."
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Some of the stocks mentioned by Mr. Cramer on "Mad Money" are held in Mr. Cramer's Action Alerts PLUS Portfolio. When that is the case, appropriate disclosure is made on the program and in the "Mad Money" recap available on TheStreet.com. The Action Alerts PLUS Portfolio contains all of Mr. Cramer's personal investments in publicly-traded equity securities only, and does not include any mutual fund holdings or other institutionally managed assets, private equity investments, or his holdings in TheStreet.com, Inc. Since March 2005, the Action Alerts PLUS Portfolio has been held by a Trust, the realized profits from which have been pledged to charity. Mr. Cramer retains full investment discretion with respect to all securities contained in the Trust. Mr. Cramer is subject to certain trading restrictions, and must hold all securities in the Action Alerts PLUS Portfolio for at least one month, and is not permitted to buy or sell any security he has spoken about on television or on his radio program for five days following the broadcast.