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On Monday, Cramer said, he'll be focused on PVH Corp(PVH) - Get Report, the apparel maker he expects will do well but it will also shed light on which other retailers may be bucking the trend this holiday season.
Next, on Tuesday, Burlington Coat Factory(BURL) - Get Report and AutoZone(AZO) - Get Report will be reporting. Cramer expects Burlington to report a good quarter but AutoZone should be having an even better one. He advised buying AutoZone on its traditional after-reporting weakness but avoid rival Pep Boys (PBY) - Get Report at all costs. Also on Tuesday: Toll Brothers(TOL) - Get Report, the home builder that, like PVH, should provide insight into whether other companies, mainly the home-related names, are likely to do well.
Then, on Wednesday, it's Costco(COST) - Get Report and Mens Warehouse (MW) taking center stage. Cramer said that Costco, an Action Alerts PLUS holding, remains a fave, especially on weakness. But Mens Warehouse has too much going on, which makes it too hard to own.
Turning to Thursday, Ciena(CIEN) - Get Report will be reporting, and Cramer said this company is taking share and will keep going higher. He was less bullish on Lululemon Athletica(LULU) - Get Report, however, saying he needs to see that company's new CEO before opining.
Finally, on Friday it's the next set of macro economic data with the producer price index. Cramer said he hopes earnings will be strong enough to withstand whatever is reported in this data.
For "Speculation Friday," Cramer turned his sights onto a stock that's been murder for your portfolio, McDermott International(MDR) - Get Report. Shares on McDermott have fallen 28% so far this year despite record spending on offshore oil rigs, a trend that's likely to continue for years to come.
So how can McDermott be doing so poorly in such a great environment? Execution. Cramer said the company has been bidding on jobs with ultra thin margins, then mismanaging them with huge cost overruns. Fortunately, the company's CEO is retiring this month and Cramer said he's a fan of the replacement.
Things have been so bad at McDermott that expectations have finally gotten too low for the stock, said Cramer. Shares seem almost impervious to bad news because all of that bad news is now baked in. The company also has a rock-solid balance sheet going for it which, coupled with new management, may be a recipe for success.
McDermott is now just a $7 stock that trades at 18.8 times earnings with a 17% long-term growth rate. Cramer said he expects the company to beat its 2014 estimates, which should allow shares to finally stem the decline.
Xooming the Globe
When it comes to transferring money around the globe, should investors stick with the big boys or upstart Xoom (XOOM) , which just came public this Feburary but has fallen precipitously over the past few weeks, down 24% from its highs? That was the question posed to Cramer on an earlier show, and one he was prepared to answer tonight.
Cramer said Xoom has a unique business model in the money transfer world. Rather than relying on physical locations, the company mainly transfers money online via its Web site and an affiliation with Wal-Mart(WMT) - Get Report. This model doesn't allow the company to accept cash, as the big boys MoneyGram(MGI) - Get Report and Western Union (WU) - Get Report can, but that hasn't seemed to matter up until recently.
Cramer said the huge decline in Xoom was a direct result of the typhoon that ravaged the Philippines. Turns out Xoom gets 35% of its revenue from this single country and nearly 70% of its revenue from just three countries -- Philippines, India and Mexico. This lack of diversification will cost the company several quarters to regain its footing. That said, Cramer liked Xoom's prospects up until the disaster hit.
So what about Western Union and MoneyGram? Cramer said MoneyGram has been the winner in 2013, with shares up 60%, but that's not likely to continue into 2014 as new regulations will add cost pressures to the company's bottom line. Cramer said he's betting on Western Union into the new year because that stock trades at 11 times earnings with an 8.6% growth rate.
In the Lightning Round, Cramer was bullish on Red Hat(RHT) - Get Report, DepoMed Inc (DEPO) , CVR Energy(CVI) - Get Report, Chesapeake Energy(CHK) - Get Report, United Community Banks(UCBI) - Get Report, Randgold Resources(GOLD) - Get Report, Cummins(CMI) - Get Report and DryShips(DRYS) - Get Report.
Executive Decision: Todd Teske
In the "Executive Decision" segment, Cramer spoke with Todd Teske, chairman, president and CEO of Briggs & Stratton(BGG) - Get Report, the small-engine maker that's making a comeback with the housing recovering and a successful restructuring plan. Cramer admitted he was wrong to recommend this stock after hurricane Sandy last year, but is now willing to reconsider.
Teske said he's excited about the upcoming lawn and garden season now that the housing market is recovering. He said Briggs will be offering 40 new products this year, including the quietest lawn mower on the market. All of its user-driven innovation will move the needle for his company.
Teske noted that his company does have portable generators in its lineup, but that represents a smaller segment of the business than snow blowers, lawn mowers and pressure washers.
Teska also said part of Briggs & Stratton's success stems from education -- letting customers know why its products are better. The company does that both in stores as well as online and through digital marketing and videos on YouTube, all of which help spread the company's name and reputation.
With inventories at lower levels, Cramer said there's a lot to like with Briggs & Stratton, even more than he liked with his ill-timed recommendation last year.
No Huddle Offense
In his "No Huddle Offense" segment, Cramer dug in to determine whether the recent declines in Ulta Salon(ULTA) - Get Report and Five Below(FIVE) - Get Report represented broken stocks or broken companies.
Cramer said he got very worried when Ulta blamed everything from a "heighten promotional environment" to "less-certain consumers" for its weakness, leading him to deem this a broken company. But Five Below encountered only a small glitch in its results, one that can be easily correctly. With the bar now lowered, Cramer said Five Below is merely a broken stock, which is evident by how quickly it seems to already be recovering.
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-- Written by Scott Rutt in Washington, D.C.
To email Scott about this article, click here: Scott Rutt
At the time of publication, Cramer's Action Alerts PLUS had a position in CMI, COST and RHT.
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