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In an era where tariffs are all that matters, investors need to be be careful, Jim Cramer cautioned his Mad Money viewers Friday. That's because after the surprising announcements from President Trump about tariffs on Mexico, anyone could be next in line for punishment.

Cramer's cautious game plan for next week's action begins on Monday with an analyst meeting from Amgen (AMGN) - Get Free Report . Cramer said this company needs to turn things around. Box (BOX) - Get Free Report will be reporting earnings on Monday, but Cramer said this company has a cloudy growth path.

Next, on Tuesday, we get earnings from Tiffany (TIF) - Get Free Report  and (CRM) - Get Free Report . CVS Health (CVS) - Get Free Report will hold an analyst meeting. Cramer said Tiffany is hostage to the strong dollar and even Salesforce is too risky to buy ahead of earnings, only after. As for CVS, Cramer said he loves the company, but the stock is down 17% for the year as investors shy away from healthcare.

Wednesday brings earnings from Campbell Soup (CPB) - Get Free Report and spirits maker Brown Forman (BF.B) - Get Free Report . Cramer advised staying away from both stocks.

Rounding out next week's earnings are J.M Smucker (SJM) - Get Free Report , along with two recent IPOs, Zoom Video (ZM) - Get Free Report and Beyond Meat (BYND) - Get Free Report . Cramer said Smucker has run too high, and both IPOs have more competition coming, which makes him not want to own either.

Finally on Friday we get the latest non-farm payroll numbers, and this report will be pivotal for the markets.

Amgen, Salesforce and CVS are holdings in Jim Cramer's Action Alerts PLUS member club. Want to be alerted before Jim Cramer buys or sells? Learn more now.

Executive Decision: Okta

For his "Executive Decision" segment, Cramer spoke with Todd McKinnon, CEO of Okta (OKTA) - Get Free Report , the cybersecurity company with sales up 50% this quarter. Shares rallied 6.2% by the close Friday.

McKinnon said Okta has over 6,500 customers across the globe and they're working hard to protect each and every one. One of those customers is Major League Baseball. McKinnon said Okta helps MLB's employees create and maintain their digital identities when logging into the systems they use at work and also maintains identities for users of

Okta counts Zoom Meetings as a customer, as well as many schools and universities, McKinnon explained, as all of them need a simple, yet secure, user experience.

When asked why Okta's service is in such high demand, McKinnon said in the old world companies had firewalls and everything inside the firewall was trusted. But that's no longer the case and digital identities need to be secure no matter where they originate from.

Mexico Tariffs

There is a time and a place for tariffs, Cramer told viewers, but tariffs against Mexico make no sense at all.

Cramer said he supports President Trump's actions against China. China hasn't played by the rules for decades and has destroyed countless American industries as a result. America is right to stand our ground and put an end to these predatory practices.

But then there's Mexico. Mexico is our country's best trading partner, Cramer said, and Mexico plays by the rules. It makes no sense to punish them with tariffs, especially if the goal is to try and change immigration policy. Despite Trump's pronouncements to the contrary, U.S. citizens pay the price for tariffs, Cramer concluded, and hitting Mexico with tariffs is only going to make us pay even more.

Executive Decision II: Zscaler

In his second "Executive Decision" segment, Cramer sat down with Jay Chaudhry, chairman and CEO of Zscaler (ZS) - Get Free Report , the cloud security platform which just reported a four-cent-a-share earnings beat with a 61% rise in revenues. Shares fell 5.9% amidst the market's broader selloff Friday.

Chaudhry said Zscaler is disrupting legacy security systems, many of which are still protecting offices rather than protecting data no matter where it lives. He said products like Microsoft's (MSFT) - Get Free Report Office365, along with, Workday (WDAY) - Get Free Report and many others are moving companies to the cloud, so security needs to move there as well.

Chaudhry explained that Zscaler acts as a checkpoint for a company's cloud and network traffic, inspecting it for threats of all kinds.

Lightning Round

In the Lightning Round, Cramer was bullish on Planet Fitness (PLNT) - Get Free Report , Twilio (TWLO) - Get Free Report and MongoDB (MDB) - Get Free Report .

Cramer was bearish on Aramark (ARMK) - Get Free Report , California Resources (CRC) - Get Free Report , Medifast (MED) - Get Free Report , Annaly Capital (NLY) - Get Free Report and Marathon Petroleum (MPC) - Get Free Report .

Executive Decision III: P-Tech Schools, IBM

For his final "Executive Decision" segment, Cramer went on location in Brooklyn to learn about P-Tech Schools, a institution working to bridge the skills gap. P-Tech is a partnership between New York City, New York State and IBM (IBM) - Get Free Report . Cramer sat down with IBM's chairman and CEO, Ginni Rometty to learn more.

Rometty called P-Tech a new model of education. The program includes six years of high school and community college rolled into one. Brooklyn is just one of 200 schools, Rometty said, and she thinks the program could eventually reach millions of students.

Many jobs simply don't require a four-year degree, she said, and P-Tech fills that gap with students that are prepared for the work that needs to be done in our new economy.


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At the time of publication, Cramer's Action Alerts PLUS had no position in the stocks mentioned.