When the stock market gets really oversold, investors can expect a big bounce, Jim Cramer told his Mad Money viewers Friday. But when you add great news to the mix, that bounce can be amazing. That's what happened this week, Cramer explained, after the Federal Reserve told us they're ready to cut interest rates if the economy weakens. Investors are now walking a tightrope, Cramer said, they want the economy to weaken so the Fed will follow through on their promise, but not get too weak, to the point where individual companies' earnings suffer.

Cramer's game plan for next week started off with Thor Industries (THO - Get Report) and an analyst meeting at Eli Lilly (LLY - Get Report) . He said Thor went from market darling to disappointment and he sees no catalyst for a turnaround. He did expect good things from Lilly, however, and he'd be a buyer.

Next, on Tuesday, Cramer said he'd buy Dave & Buster's (PLAY - Get Report) and listen to HD Supply (HDS - Get Report) for a read on how small businesses are faring.

On Wednesday, Cramer was bullish on Lululemon Athletica (LULU - Get Report) but remained skeptical on RH (RH - Get Report) , which is off 25% for the year.

When Broadcom (AVGO - Get Report) reports on Thursday, the narrative will be all about China, Cramer said, making this a look and listen stock.

Finally, on Friday, Cramer was bullish on Centene (CNC - Get Report) , which will hold an analysts' day, and he'll also be watching for the latest retail sales data to find out what the Fed might do next.

Cramer and the AAP team are looking at everything from earnings and tariffs to the Federal Reserve. Find out what they're telling their investment club members and get in on the conversation with a free trial subscription to Action Alerts Plus.

Executive Decision: Boot Barn 

For his "Executive Decision" segment, Cramer spoke with Jim Conroy, president and CEO of Boot Barn (BOOT - Get Report) , which just posted earnings that included an 8.7% rise in same-store sales. Shares of Boot Barn are up 23% over the past year.

Conroy said that Boot Barn is not just a retailer, it's building a brand and an experience that tells a story which resonates with its customers. Those customers are not just in rural America, he said, some of his company's biggest stores are in urban areas.

When asked about the effects of tariffs and trade, Conroy said that Boot Barn carries an assortment of boots and apparel made in the U.S., as well as items made in China and elsewhere. He didn't see increased tariffs with China as a major disadvantage for Boot Barn. He explained that as a bigger player, they have options to both push their supply chain to offset costs or shift their sourcing to other brands and locations.

At a time when many retailers are struggling, Cramer said, Boot Barn has found a winning niche. 

On Real Money, Cramer asks, who do you think really pays all those tariffs? Get more of his insights with a free trial subscription to Real Money.

Executive Decision: Covanta 

In his second "Executive Decision" segment, Cramer sat down with Stephen Jones, president and CEO of Covanta (CVA - Get Report) , the waste disposal company with shares that are up 31% for the year.

When asked about which metrics his business is levered to, Jones explained that 70% of their revenues stem from waste management, with small percentages coming from power generation and metal recycling. He added that it's a great time to be in the waste business, as many landfills are closing, making their properties along the East Coast more valuable.

Covanta also operates two marine transfer facilities serving New York City, helping to generate energy from the waste the city generates.

Jones said growth continues in their U.K. business, with four facilities now under construction. He said those facilities will fuel his company's growth in 2020 and beyond. He didn't anticipate any impact from Brexit. 

Choices in Streaming Media 

With so many companies getting into the streaming media business, which ones are investable? Cramer did the homework and ranked his top picks in the group.

Coming out on top was Walt Disney Co.  (DIS - Get Report) , which will have the most compelling offerings; that includes Disney movies, ESPN sports and Hulu for TV shows. Cramer said Disney edged out his second choice, Netflix (NFLX - Get Report) , which already has 153 million subscribers.

Coming in third was AT&T (T - Get Report) , which owns Warner Media and HBO. Cramer found this bundle of content compelling enough to win over subscribers. He was also bullish on his fourth pick, Amazon (AMZN - Get Report) , with its Prime Video service that is a must-watch to many subscribers.

Rounding out the pack was Comcast (CMCSA - Get Report) , with its NBC Universal offerings, Apple (AAPL - Get Report) , which its coming Apple+ service, and lastly CBS (CBS - Get Report) , which already has a streaming service, but lacks compelling content to make it essential for many viewers. 

Wins for Beyond Meat and Zoom

In his "No-Huddle Offense" segment, Cramer said sometimes the market gets it right. Case in point, Beyond Meat (BYND) and Zoom Meetings (ZM) , both of which reported stellar earnings that sent shares up 39.4% and 18.4% respectively.

Cramer said the ideal IPO is a win for both the company and shareholders and both of these companies, at least for the time being, are operating at the top of their game. This has not been the case for the likes of Uber (UBER) and Lyft (LYFT) , but with Zoom and Beyond Meat, the deals were priced to win. 

Lightning Round

In the Lightning Round, Cramer was bullish on Americold Realty Trust (COLD - Get Report) , PayPal (PYPL - Get Report) , Pfizer (PFE - Get Report) , Cintas (CTAS - Get Report) , Splunk (SPLK - Get Report) and VMware (VMW - Get Report) .

Cramer was bearish on Tesla (TSLA - Get Report) , Continental Resources (CLR - Get Report) and United Natural Foods (UNFI - Get Report) .

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Advice from Jim Cramer: Setting Up A Portfolio For Your Grandchildren

At the time of publication, Cramer's Action Alerts PLUS had a position in DIS, AMZN, CMCSA, AAPL.