Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener.

Lots of controversial stocks report earnings later this week, Jim Cramer told his Mad Money viewers Monday, as he laid out his game plan for the week. But the ultimate event will be Federal Reserve Chair Janet Yellen speaking on Friday, an event that could send the markets tumbling if there are any hints of an imminent interest rate hike.

As we wait for Yellen, however, Cramer said he'll be watchingBest Buy (BBY) - Get Best Buy Co., Inc. Report on Tuesday on hopes will talk about sales of Apple (AAPL) - Get Apple Inc. (AAPL) Report , Fitbit (FIT) - Get Fitbit, Inc. Class A Report and GoPro (GPRO) - Get GoPro, Inc. Class A Report products. Apple is an Action Alerts PLUS holding. Also on Cramer's list will be JM Smucker (SJM) - Get J.M. Smucker Company (SJM) Report , which should have good things to say thanks to its expansion into pet products, and home builder Toll Brothers (TOL) - Get Toll Brothers, Inc. Report , which will also likely have good things to say even if the market doesn't notice.

Wednesday brings earnings from PVH (PVH) - Get PVH Corp. Report , the apparel maker with expectations so low it could surprise to the upside. Cramer is also bullish on HP (HPQ) - Get HP Inc. (HPQ) Report and Workday (WDAY) - Get Workday, Inc. (WDAY) Report for the long term.

Then, on Thursday, both Dollar Tree (DLTR) - Get Dollar Tree, Inc. Report and Dollar General (DG) - Get Dollar General Corporation Report will be reporting and Cramer remains a fan. Not so with Tiffany (TIF) - Get Tiffany & Co. Report and Signet Jewelers (SIG) - Get Signet Jewelers Limited Report , which also report. He is also downbeat on GameStop (GME) - Get GameStop Corp. Class A Report but did recommend Ulta Salon (ULTA) - Get Ulta Beauty Inc Report on any weakness.

Executive Decision: Jim Taiclet

For his "Executive Decision" segment, Cramer sat down with Jim Taiclet, president and CEO of American Tower (AMT) - Get American Tower Corporation Report , a stock that's up 18% so far in 2016 thanks to a robust quarter reported at the end of July.

Taiclet said that growth remains strong around the globe, but India in particular is poised to become American Tower's biggest market in the coming years. He said that while the iPhone was the catalyst that drove carriers to 3G and now 4G networks, nearly 80% of India still uses 2nd generation, or 2G, technology, leaving much room for growth.

Meanwhile, back at home, Taiclet noted that as people consume more and more data on their cell phones, the demand for more capacity on the network continues to grow.

Taiclet was also bullish on his company's decision to convert to a real estate investment trust, noting that since the conversion, dividends are up 20% a year and that trend will likely continue for years to come. American Tower is also expanding into indoor small-cell systems for arenas and other spaces that demand better cellular coverage.

Cramer remains bullish on American Tower.

The Mall Is Not Dead

The conventional wisdom about the death of the mall is dead wrong, Cramer told viewers as he highlighted a number of retailers that did exceptionally well this quarter. Turns out (AMZN) - Get, Inc. Report is not taking over the world, he said, even though the company is both huge and terrific.

Among the winners this quarter were Nordstrom (JWN) - Get Nordstrom, Inc. (JWN) Report with better-than-expected sales, Urban Outfitters (URBN) - Get Urban Outfitters, Inc. Report and Lululemon Athletica (LULU) - Get Lululemon Athletica Inc (LULU) Report , which has finally fixed its supply chain issues.

Cramer is also bullish on Foot Locker (FL) - Get Foot Locker, Inc. Report , L Brands (LB) - Get L Brands, Inc. (LB) Report and even J.C. Penney (JCP) - Get J. C. Penney Company, Inc. Report . He continued to recommend both Walmart (WMT) - Get Walmart Inc. Report and apparel maker PVH.

TheStreet Recommends

There were only two retailers that missed the mark, Cramer said, and those were Macy's (M) - Get Macy's Inc Report and Target (TGT) - Get Target Corporation Report , which posted stunning losses and seems totally lost.

Know Your IPO

In his "Know Your IPO" segment, Cramer dove into the stock of At Home (HOME) - Get At Home Group, Inc. Report , the furniture and home decor retailer that debuted on Aug. 2.

Cramer said there are both positives and negatives at the company. On the plus side, the company is early in its growth with just 115 locations but plans to expand to 600. It features over 50,000 products, many of which are private label or designed by At Home and carry higher gross margins.

At Home has friendly, warehouse-style stores with everyday low prices that represent good value, Cramer noted.

On the negative side, however, At Home has over $300 million in debt on its balance sheet and is levered to the housing market, which hangs on the Federal Reserve's every word.

Trading at 27 times earnings with a 20% growth rate, Cramer said that At Home is pricey, but given how early the company is in its growth, he's willing to bless it for speculation, but certainly not as a core holding.

Lightning Round

In the Lightning Round, Cramer was bullish on XPO Logistics (XPO) - Get XPO Logistics, Inc. Report , Federal Realty Investment Trust (FRT) - Get Federal Realty Investment Trust Report and Ventas (VTR) - Get Ventas, Inc. Report .

Cramer was bearish on JetBlue Airways (JBLU) - Get JetBlue Airways Corporation Report , Apple Hospitality REIT (APLE) - Get Apple Hospitality REIT Inc Report , Synergy Pharmaceuticals (SGYP) - Get Synergy Pharmaceuticals Incorporated Report and GNC Holdings (GNC) - Get GNC Holdings, Inc. Class A Report .

No Huddle Offense

In his "No Huddle Offense" segment, Cramer said the markets may be all abuzz about Pfizer's (PFE) - Get Pfizer Inc. Report bid for Medivation (MDVN) , but he's more interested in the bid for semiconductor makerIntersil (ISIL) , which sent shares soaring up 19%.

Cramer said the semiconductor stocks are prime hunting grounds for takeovers and he thinks Marvell Technologies (MRVL) - Get Marvell Technology Group Ltd. Report , Maxim Integrated (MXIM) - Get Maxim Integrated Products, Inc. (MXIM) Report and Xilinx (XLNX) - Get Xilinx, Inc. (XLNX) Report could all be attractive for larger companies looking to diversify.

Cramer is also bullish on Cypress Semiconductor (CY) - Get Cypress Semiconductor Corporation Report , which is making a big play into the Internet of Things and sports a 4% yield.

To watch replays of Cramer's video segments, visit the Mad Money page on CNBC.

To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here.

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