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) -- "Even though the markets got pummeled this week, the earnings continue to be strong," Jim Cramer told the viewers of his "Mad Money" TV show Friday.

That's why for next week's game plan, Cramer noted a dozen stocks that he'll be watching to see if the trend will continue.

On Monday, Cramer said he'll be watching drugstore giant

CVS Caremark

(CVS) - Get Free Report

to see if this company is finally turning things around. If so, Cramer said he may turn positive on the name next week.

Cramer will also be watching

Vulcan Materials

(VMC) - Get Free Report

to see if the federal stimulus is kicking in and

Electronic Arts

( ERTS) to see if social gaming is as hot as he believes.

Cramer said on Tuesday he'll be watching bellwethers


(KO) - Get Free Report



(DIS) - Get Free Report

, two companies that have a lot going for them. Cramer said he would not be a buyer of either company, as both have run, but he does want to listen to see how well things are going.

Wednesday's stocks to watch include

L-1 Identity Solutions

( ID),


(S) - Get Free Report


Discovery Communications

(DISCA) - Get Free Report

. Cramer said counter-terrorism, communications and cable channel stocks are all the rage, and he wants to see if that translates into profits.

For Thursday, Cramer said his attention will be on


(MAR) - Get Free Report


Treehouse Foods

(THS) - Get Free Report


Panera Bread


, three more hot sectors as of late.

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In the restaurant group, Cramer also mentioned that

Cheesecake Factory

(CAKE) - Get Free Report


Chipotle Mexican Grill

(CMG) - Get Free Report

are also stocks to watch.

Finally, Cramer said

Ultra Petroleum


reports Friday, and is the only company he'd recommend buying ahead of its earnings. He said he's not expecting this company to disappoint in the red hot natural gas sector.

A Matter of Timing

In the "Executive Decision" segment, Cramer spoke with Harald Braun, president and CEO of

Aviat Networks

(AVNW) - Get Free Report

, formerly known as Harris Stratex, which Cramer recommended on Sept. 11. Since then, shares of Aviat have been flat, with the company reporting a less than stellar fourth quarter.

Braun explained that Aviat booked a lot of new deals in its fourth quarter, but since many of the deals are complex, spanning multiple quarters, the company was not allowed to recognize all of the revenue. He said the fundamentals are in place and demand for the company's products are there, but the revenue was simply a timing issue.

Braun remained cautious for the company's fiscal first quarter as well, saying that revenue recognition is a short-term issue and that it will take two or three more quarters to be fully resolved.

Cramer took a disappointed and a cautious stance towards Aviat, saying that with the mobile Internet growing like gangbusters, he expected Aviat's microwave backhaul equipment to be flying off the shelves. He took a wait-and-see approach and stopped short of recommending the company at these levels.

3-D's for Real

For "Speculation Friday," Cramer said the trend towards movies in 3-D is apparently not a fad, and he changed his recommendation on

Cinemark Holdings

(CNK) - Get Free Report

, the nation''s third largest movie theater chain.

Cramer said he mistakenly told a viewer last week that Cinemark was a "don't buy," because he failed to realize the growth potential of 3-D technology. He said 3-D is giving people a reason to go back to the movies, and with 3-D tickets selling for $3 more than regular showings, the theaters are the big winners.

Cinemark operates 426 theaters here in the U.S. and has big exposure in Latin America, where it's the No. 1 chain in Brazil. Cramer said with 17 films planned in 3-D for 2010, the 3-D trend will be big news for Cinemark's earnings.

Cramer also noted that Cinemark is pioneering its own XD technology, which provides an immersive experience similar to


(IMAX) - Get Free Report

theaters. With only 15 theaters XD compatible so far, Cramer said here again, the growth potential could be huge.

Cinemark trades at only 15.4 times its earnings, compared to about 20 times which it fetches historically. Cramer said that makes it cheap given that 50% of all films are expected to be in 3-D by 2015.

Outrage of the Day

Cramer took aim at

Air Products

(APD) - Get Free Report

bid to purchase rival



, a company which Cramer said is far superior.

Cramer said not only would the deal be completely anti-competitive, but it grossly undervalues Airgas, which has outperformed Air Products nine of the past 10 years. Cramer stood behind Airgas CEO Peter McCausland, who has appeared on Mad Money over a dozen times.

Cramer said Airgas shareholders should not approve the deal for a quick profit, but rather stick with McCausland, who has proven that he is the better manager and an excellent CEO.

Lightning Round

Cramer was bullish on


(C) - Get Free Report


SPDR Gold Shares

(GLD) - Get Free Report


Ford Motor

(F) - Get Free Report


He was bearish on

XTO Energy

( XTO),

Neutral Tandem

(TNDM) - Get Free Report


Stillwater Mining



Toyota Motor

(TM) - Get Free Report


-- Written by Scott Rutt in Washington D.C.

To watch replays of Cramer's video segments, visit the Mad Moneypage on CNBC


Want more Cramer? Check out Jim's rules and commandments forinvesting from his latest book by

clicking here.

For more of Cramer's insights during the Lightning Round, clickhere


At the time of publication, Cramer was not long any stock mentioned.

Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for, Inc., and CNBC, and a director and co-founder of All opinions expressed by Mr. Cramer on "Mad Money" are his own and do not reflect the opinions of 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, 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 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, 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, 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 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, 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.