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NEW YORK (
) -- "Today was rough," Jim Cramer admitted to the viewers of his
TV show Friday.
"But don't let this Egyptian sell-off scare you away from the whole market," he continued as he laid out his game plan for next week's trading. Cramer told viewers to keep their eye on the ball, as the selling will create tremendous buying opportunities.
For Monday's trading, Cramer said he'll be watching
for comments on the unrest in Egypt and its affect on oil. He said he'll also be watching construction machinery company
, a stock Cramer's warming up to, along with
a semiconductor equipment maker that is also heating up.
On Tuesday, Cramer said
, a stock which he owns for his charitable trust,
Action Alerts PLUS, will have his attention as the truck bull market continues. Also on the radat,
, generic drug maker
are stocks to watch on Wednesday, along with
, a company that could surprise Wall Street, and
Then on Thursday, Cramer said to focus in on
, along with
National Fuel Gas
Finally, on Friday, Action Alerts Plus name
will be the stock to watch.
On the IPO front, Cramer said to keep an eye out for the $175 million offering from professional social networker LinkedIn Corp. Cramer said the deal will likely be a good on.
Late Cycle Plays
In the "Executive Decision" segment, Cramer spoke with Sandy Cutler, chairman and CEO of
, a stock that's up 167% since Cramer first recommended it in October, 2008. Eaton just delivered a two-cent-a-share earnings beat, along with a 17-cent-a-share dividend boost.
Cutler said he sees all of Eaton's end markets growing 8% in 2011, a good sign for his company. And, he noted, many of Eaton's segments are late cycle economic plays which haven't even really gotten started yet.
One of those late cycle businesses is trucks, said Cutler, which after a weak two years is now on track to see truck sales of 240,000 in the U.S., up from just 150,000 last year.
Another bright spot for Eaton is the company's uninterruptible power business, used mainly in computer data centers. Cutler said uninterruptible power is the gift that keeps on giving, as data centers are constantly looking to lower their electric bills.
Turning to another exciting area for Eaton, electric cars, Cutler said the electric car market really isn't moving as fast as he'd hoped, but as electric cars become more mainstream, Eaton will be ready with not only home charging stations but also higher voltage level two and level three stations that can charge cars in a fraction of the time.
Cramer said as the markets are taking down all stocks, Eaton should definitely be one investors consider picking up on the cheap.
Reinventing the Business
In a second interview, Cramer sat down with Farooq Kathwari, chairman, president and CEO of
, a stock that's up 44% since Cramer recommended it on July 29 and one that just delivered a 10-cent-a-share earnings beat on revenue that increased 20.9%.
Kathwari said the recession allowed Ethan Allen to look at every element of their business and ask whether it was relevant. He said this question led to reinvention of their business and "raising the bar" for everything they do to become more meaningful to their customers. Now, said Kathwari, the fruits of that reinvention are upon us and "we're just getting started."
Cramer continued his recommendation of Ethan Allen.
New Account Growth
In a third interview, Cramer spoke with David Fisher, president and CEO of
( OXPS), a stock that's up 11% since Cramer last spoke with Fisher on Nov. 9, after factoring in the company's $4.50 a share special dividend.
Fisher said his company is seeing the strongest new account growth in six quarters, as investors are once again returning to the markets and considering options as a way to play stocks that have had big runs. He said customers can use options in up, down or sideways markets and there are dozens of strategies that can be used.
Fisher also noted that when the
raises interest rates, that will be great for OptionsXpress because the company holds customer assets on their books, and also because it will mean the economy is healthy and customers will be putting more money to work.
Cramer continued his recommendation of OptionsExpress as a way to play investors returning to stocks after a horrible two years.
Cramer was bearish on
In his "No Huddle Offense" segment, Cramer commented on the disappointing results out of
earlier today. He said the earnings were a clear miss, and that expectations had simply gotten too high.
Cramer said while the stock was down big today, he's keeping in mind that CEO Alan Mullaly saved the company from bankruptcy, without government funds, and that entitles him to an earnings miss from time to time.
He said that the markets will likely continue to sell the stock, but that's it a great buying opportunity for the longer term since expectations have now been reset to attainable levels.
--Written by Scott Rutt in Washington, D.C.
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At the time of publication, Cramer was long Cummins, Weyerhaeuser.
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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