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NEW YORK (
) -- Next week's game plan starts on Sunday, Jim Cramer told
That's because on Sunday, he and Treasury Secretary Tim Geithner will be appearing on "Meet The Press." He said he hopes Geithner will lay out where we stand on the fiscal cliff. That interview, he said, will set the tone for next week's trading.
Beyond politics, Cramer said he'll be waiting for auto sales numbers from
on Monday. He said the first half of November was likely bad, but towards the end of the month Hurricane Sandy should be spiking demand for new cars.
On Tuesday, Cramer said he'll be listening to
for a report on the housing boom that's just getting underway.
Wednesday brings earnings from
, a Cramer favorite, along with
, another stock Cramer said he'd buy into on weakness. Also on Wednesday is an analyst day for another of his favorites,
, an event Cramer said he's excited about.
For Thursday, it's
analyst day and Cramer said this company will have a lot of explaining to do regarding its earnings shortfall this week.
will also be reporting, and Cramer said that he'd buy this stock on weakness as well.
Finally, on Friday, it's non-farm payrolls hogging the spotlight. With Hurricane Sandy throwing a major wrench in the works, Cramer said this month's jobs numbers won't be indicative of anything.
In the "Executive Decision" segment, Cramer sat down with Bill McDermott, co-CEO of
, a stock that's climbed 51% since Cramer first got behind the company in August 2011. Shares of SAP are currently just off their highs.
McDermott said SAP sits right at the intersection of two major trends, the world going mobile and the amount of big data doubling every 18 months. He said for clients like
Bank of America
, SAP software allows the bank to determine in just minutes how much cash it has on hand and where it should be invested, while for customers of
equipment, SAP allows farmers to use smart-farming techniques to maximize crop yields.
McDermott said SAP is even working with the National Football League to make fantasy football faster, more accurate and more fun for fans. He said whether a company wants to run its business in the cloud or just innovate at the edge of the cloud, SAP has software solutions.
When asked about Europe, McDermott said that in a bad economy companies are even more hard-pressed to cut costs and run more efficiently, which is what SAP software allows them to do. He said if you innovate, you can win, which what all 65,000 SAP employees do every day.
Cramer continued his recommendation of SAP.
What the Heck?
In his "What The Heck" segment, Cramer examined the puzzling stock of
, which is up a stellar 122% so far this year during a time when small businesses, the company's bread and butter, are pulling back the reins.
Cramer said that at first investors might think the economy simply isn't that bad, but that's not the case. Rival
is seeing its shares slide 16% so far this year. That makes the move at OfficeMax an OfficeMax story, not an industry one.
There are three things going in OfficeMax's favor, said Cramer. First, the company set very low expectations last year. So this year, even a 2% decline in same-store sales is being treated as good news. The results aren't good, noted Cramer, but they were expected.
Second, OfficeMax is getting its fiscal house in order. The company reinstated its dividend, giving it a modest yield of 1%, and it is simplifying its balance sheet. OfficeMax owns a 20% stake in
, which makes wood products and building materials. That company is preparing to return to the public market in an IPO soon, which finally give's OfficeMax's 20% stake a value.
Finally, Cramer said OfficeMax has a leg up on its competition because the company started closing stores and reducing its footprint early, which leaves it the best positioned when the economy rebounds.
Cramer said he's not a buyer of OfficeMax at these levels, but would consider it if the fiscal cliff takes the markets lower.
In the Lightning Round, Cramer was bullish on
Cramer was bearish on
Barnes & Noble
In the "Mad Mail" viewer feedback segment, Cramer followed up on
, which stumped him during an earlier show. Cramer said it's too early to invest in this company and suggested SAP instead.
Cramer was also bearish on
Textainer Group Holdings
, a stock he said looks cheap but really isn't.
When asked about
, Cramer said he'd wait for the company to release its latest data on Dec. 8, then buy on a pullback if the data are positive.
Cramer was an outright bull on
, however, saying he likes the company's outlook and its 3.6% yield.
Finally, Cramer was bullish on
and said he would be a buyer.
No Huddle Offense
In his "No Huddle Offense" segment, Cramer told viewers not to extrapolate that all of China must be weak just because
reported a 4% decline in same-store sales. He said the Chinese picture may be mixed for many U.S. companies operating there, but he's still bullish on the country's long-term prospects.
Cramer said the restaurant stocks have been difficult to invest in recently but he's not ready to give up on Yum quite yet. He said sellers will probably get a better time to sell during the company's upcoming analyst day next week.
In the meantime, Cramer said he likes another China growth story, Starbucks. He said he would be a buyer of Starbucks on any weakness as that company is delivering in both China and in the U.S.
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-- Written by Scott Rutt in Washington, D.C.
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At the time of publication, Cramer's Action Alerts PLUS had a position in CAT, SBUX and VALE.
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