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NEW YORK (
) -- "On Monday we could wake up in a whole new investing universe," a cautious Jim Cramer told the viewers of his "Mad Money" TV show Friday.
He said that Washington is what matters most to the markets and all eyes will be on health care, which could reignite president Obama's anti-stock agenda if it passes.
Cramer said for next week's game plan, he's continuing his trend of watching and listening to conference calls to get a better read on the various sectors of the economy, and how they'll likely fair in a new, post-health care world.
On Monday, Cramer said he'll be watching high-end retail with
, while on Tuesday he'll be listening to
to see if travel is seeing an uptick.
Cramer said he'll also be watching
, purveyors of the Olive Garden and Red Lobster chains, for the latest read on casual dining.
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On Wednesday, Cramer said the stock to watch is
. He said he wants to see if branded foods are taking back share from private label brands, and if so, it'll be time to take profits in
Finally, on Thursday, Cramer said
will be the key stock. Cramer said he was wrong to recommend it after the company gave disappointing guidance, but he now feels the company should be firing on all cylinders.
Also on Thursday is software giant
, the only stock Cramer said he'd buy ahead of its earnings report.
Also next week are the February home sales report on Tuesday and durable goods report on Wednesday. Cramer said he'll be looking for lower inventory numbers in housing and an uptick in durable goods.
Telco Turnaround Play
For "Speculation Friday," Cramer recommended the stock of
, a little $2.57-a-share telco-equipment company that makes the gear need to connect legacy phone networks to new Internet-based systems.
Cramer said Sonus has been a dog since 2007, when the stock traded at $8 a share. Since then, the company has seen three restructurings, including one in 2008 and two in 2009. However, now that the company has finally improved its cost structure, Cramer said Sonus is finally looking attractive and has limited downside.
Sonus beat expectations when it reported its last quarterly earnings, and as Cramer noted, the company has a diverse international customer base, which makes it not dependent on a few key clients.
Cramer said even though Sonus competes with the big boys like
, a stock which he owns for his charitable trust,
Action Alerts PLUS, Sonus still has a bright future ahead of it now that its financing woes are finally behind it.
Speculative Energy Play
In a second "speculative" segment, Cramer told viewers that there are two ways to value a company, by its share price and by the price it's worth to another company. He said that
, a speculative oil and natural gas driller, is one company where the share price doesn't match its takeover value.
SandRidge currently trades just two points above its 52-week low, yet the company has 1.3 trillion cubit feet of gas reserves and a great 48%-to-52% mix of oil versus natural gas production. The company operates mainly out of Texas, Oklahoma and surrounding areas and has several trillion cubic feet of additional reserve potential in the areas it serves.
Cramer said SandRidge's share price has been in the doghouse because none of the company's production is hedged after 2010, and the company has $2.59 billion in debt. He said analysts fear that unless the price of gas improves, the company may not be able to service its debt after 2011.
But Cramer noted that the company's share price does not reflect its value to a potential acquirer, and debt fears may be overblown as that risk is already priced into SanRidge shares, and the bulk of the company's debt does not come due until 2014.
Cramer said SandRidge is priced for disaster, but with so much going right in the natural gas world, it's hard to believe the apocalypse is coming for SandRidge.
Cramer told a viewer that
is a difficult stock since it requires new business formation to thrive, and as such, will likely be a flatliner.
Cramer told another viewer that
is in a multi-year move, but might be a little too hot at current levels.
Cramer was bullish on
Nordic American Tanker
ATP Oil & Gas
Green Mountain Coffee Roasters
He was bearish on
Air Products and Chemicals
Navios Maritime Partners
-- Written by Scott Rutt in Washington D.C.
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At the time of publication, Cramer was long Cisco.
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