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NEW YORK (
) -- What doesn't kill this market only makes it stronger, Jim Cramer told his
viewers Friday. Cramer said on
, the markets seem to be only resting and recharging before resuming their march to new highs.
Cramer said his game plan next week starts over the weekend after Netflix (NFLX) released season three of House of Cards Friday. Netflix doesn't move on earnings, Cramer reminded viewers, it moves on subscriptions. This is the one time of year when subscriptions pop.
Turning to Tuesday, Cramer advised buying AutoZone (AZO) after it reports as the company has a steady pattern of selling off before continuing higher. He was also bullish on Target (TGT) , a stock he owns for his charitable trust, Action Alerts PLUS. Cramer said he'll also be listening to what Best Buy (BBY) has to say about consumer spending.
Finally, on Friday, Cramer said the latest U.S. jobs report should create some buying opportunities for investors who missed out earlier in the week.
Executive Decision: Cheryl Bachelder
For his "Executive Decision" segment, Cramer spoke with Cheryl Bachelder, CEO of Popeyes Louisiana Kitchen (PLKI) , the restaurant chain that fell 9% when it reported earlier this week, despite delivering in-line earnings with a 10% rise in same-store sales. Shares of Popeyes are up 17% since Cramer last checked in back in mid-November.
Bachelder said it's an exciting time for Popeyes, as the company is becoming a big-name brand and has lots of new product innovations to talk about. She said he company have multiple years of growth ahead of it, as they can double in size here in the U.S. and expand overseas as well.
When asked about her success, Bachelder noted that Popeyes number one customer are the franchisees, the people that put it all one the line every day. She said that Popeyes makes listening to its franchisees the company's number one responsibility.
Finally, when asked about her use of cash, Bachelder said the best investment Popeyes can make is to reinvest in its business. But outside of that, the company is happy to return excess cash to shareholders and has a long history of doing so.
Cramer said this week's weakness in Popeye's is a buying opportunity.
Riding a Monster WhiteWave
How can an organic food maker and a decidedly inorganic beverage maker coexist, and even profit, in the same market? Cramer said WhiteWave Foods (WWAV) and Monster Beverage (MNST) may not share a culture or customers but they certainly share growth and profits.
On the surface, it may seem that WhiteWave only delivered an inline quarter when it last reported, but Cramer said that's only because the company is spending like mad to ramp up to meet demand for its all-natural milk, yogurt and organic offerings. The company had 45% growth last year and continues to make inroads in the U.S., Europe and China.
Cramer said it may seem counterintuitive that both of these companies can be doing well, but they are, which is why both stocks can still be bought.
Executive Decision: Bill Tauscher
In his second "Executive Decision" segment, Cramer sat down with Bill Tauscher, chairman and CEO of gift card provider Blackhawk (HAWK) , a stock that plummeted 11% earlier this week after the company reported an 11-cents-a-share earnings beat but only offered investors tepid guidance for the remainder of 2015.
Tauscher started off by saying that Blackhawk's business is doing just fine and is, in fact, growing around 15%. He said the slight revenue miss this quarter was caused by several moving pieces including an accounting change that re-classified some revenue, along with some non-recurring items including currency, interest and tax rate charges.
Tauscher went on to confirm that Blackhawk's recent acquisition will indeed be accretive to earnings for 2015.
When asked about digital gift cards, Tauscher said Blackhawk already offers over 370 of its cards digitally and is expanding its platform to offer and distribute even more. But for the time being, digital is not a big seller.
Cramer said the confusion surrounding the company's earnings may be a buying opportunity for investors to get into Blackhawk at a good price.
In the Lightning Round, Cramer was bullish on Acadia Pharmaceuticals (ACAD) , NXP Semiconductors (NXPI) , Concho Resources (CXO) , Noble Energy (NBL) , Allegiant Travel (ALGT) , Spirit Airlines (SAVE) , Alaska Air Group (ALK) and Nucor (NUE) .
No Huddle Offense
In his "No Huddle Offense" segment, Cramer told viewers to stop listening to every ridiculous commentator that's warning of a market bubble. Cramer said he's not worried about a bubble and you shouldn't be either.
Cramer said that, in fact, we just had a tech bubble, and no, he's not talking about the one in 2000. He's talking about the one last year in 2014.
Cramer recalled that at the beginning of last year there was a deluge of new tech and biotech IPOs flooding the market, many of which had little to no revenue or earnings. Yet, the market continued to buy into deal after deal, even though nothing kills a bull market faster than oversupply.
While many of these "hot" IPOs from 2014 have faltered, some are still around, including Paylocity (PCTY) and A10 Networks (ATEN) . Cramer warned not to be tempted by these single-digit share prices, as these stocks are value traps to be avoided at all costs.
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-- Written by Scott Rutt in Washington, D.C.
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At the time of publication, Cramer's Action Alerts PLUS had a position in TGT.