Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener.
NEW YORK (
) -- "I like it when people are being hired and the economy is doing well," Jim Cramer told his
TV show viewers Friday, as he laid out his game plan for next week's trading. Cramer said while the naysayers continue to worry about Fed tightening, the smart investors are betting on companies that have growing earnings.
That's why on Monday, Cramer said he'll be listening to
Dick's Sporting Goods
, but not for that company's earnings but for what they have to say about
. He'll also be listening to
to get an update on hydraulic fracking in America's shale fields.
On Tuesday, it's
earnings, and Cramer said he doesn't expect this stock to go down much, even if it disappoints. Also on Tuesday,
has an analyst day and Cramer's hoping to hear plans for spinoffs, as many other big oils have done.
Starwood Hotels & Resorts
, one of Cramer's favorite travel and leisure stocks.
Then on Thursday,
report. Cramer said he's keeping an eye on Diana as dry bulk rates creep higher. He's concerned about performance at Ulta, but would be a buyer of United Technologies ahead of its earnings.
Executive Decision: David Demers
In the "Executive Decision" segment, Cramer once again spoke with David Demers, CEO of
, a company leading the charge to develop natural gas engines. Shares of Westport are up 12% since Cramer last spoke with Demers on Nov. 12.
Demers said Westport is actively working with railroads to test natural gas locomotives, a "compelling opportunity" for the industry. Since a lot of natural gas is already being carried by rail, natural gas-powered locomotives wouldn't need to stop for refueling, he noted, something that could have lasting effects on how railroads operate.
When asked about natural gas for 18-wheelers, Demers said partner
will begin selling the widely-anticipated 12-liter truck engine in April. He said it will be a controlled release until about August, after which the engines will be readily available for any company that wants one.
Demers said with any new technology there are the early adopters, then a pause as the industry ramps up the new technology, then a big surge of adoption. He said natural gas engines are in the pause as manufacturers and infrastructure ramp up, and the surge is not far away.
Along those lines, Demers said Westport remains in investment and revenue growth mode, but still plans on becoming profitable by 2015.
Cramer said that natural gas is "almost there" and Westport remains a great way to play the coming transition to natural gas as a fuel for vehicles.
For "Speculation Friday," Cramer highlighted orphan drug maker
, a stock that has been off many investors' radar as the company previously focused on boring antibiotics instead of the latest in cutting edge therapies.
Cramer explained that ViroPharma purchased a drug called Cinryze, a drug treating a rare blood disorder, back in July 2008 for a steal. Back then, the estimates were for peak sales between $350 and $450 million a year. But since then estimates have more than doubled for Cinryze, and the company is working on its next generation, which can be injected versus the current generation which is IV only.
ViroPharma is more than a one-trick pony, Cramer continued, as the company made another smart acquisition in 2011, buying a drug for just $37 million. That drug has now already paid for itself with just sales in Europe, he added, and U.S. approval should be forthcoming.
So after transforming itself from a boring maker of antibiotics to an excellent acquirer and developer of drugs to treat rare diseases, Cramer said ViroPharma needs to be on everyone's speculation radar.
In the Lightning Round, Cramer was bullish on
Oaktree Capital Group
Cramer was bearish on
In the "Mad Mail" viewer feedback segment, Cramer followed up on
, which stumped him during an earlier show. He said that Keryx is a difficult stock to value and he'd stick with easier stocks in that group instead.
Cramer was also bearish on
, a company he said lacks credibility, despite selling for just 14 times earnings with a 22% growth rate. He was also bearish on
, telling a viewer to roll into
Finally, Cramer said he'll only recommend
on a pullback, after the company's shares ran up a quick 10%.
No Huddle Offense
In his "No Huddle Offense" segment, Cramer said that after a big market run, money managers are always looking for new ideas, stocks that have been behind the curve.
In today's market, that means the laggards of tech, stocks like
Cramer said these companies are all seeing signs of life again and money managers are taking notice, as the manta is "out with the old and in with the new."
To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here.
To watch replays of Cramer's video segments, visit the Mad Money page on CNBC
-- Written by Scott Rutt in Washington, D.C.
To email Scott about this article, click here:
Follow Scott on Twitter
or get updates on Facebook,
At the time of publication, Cramer's Action Alerts PLUS had a position in UTX.
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."
None of the information contained in "Mad Money" constitutes a recommendation by Mr. Cramer, TheStreet.com or CNBC that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. You must make your own independent decisions regarding any security, portfolio of securities, transaction, or investment strategy mentioned on the program. Mr. Cramer's past results are not necessarily indicative of future performance. Neither Mr. Cramer, nor TheStreet.com, nor CNBC guarantees any specific outcome or profit, and you should be aware of the real risk of loss in following any strategy or investments discussed on the program. The strategy or investments discussed may fluctuate in price or value and you may get back less than you invested. Before acting on any information contained in the program, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.
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.