Get ready for the week with Jim Cramer's game plan from Friday's episode of Mad Money.
We're entering the most confusing part of earnings season, Jim Cramer told his viewers, as he laid out his game plan for the coming week's trading.
Cramer said he'll be listening to Newell Brands (NWL) - Get Report on Monday to learn more about that company's turnaround efforts. He was bullish on Marriott (MAR) - Get Report , Zillow (Z) - Get Report and Etsy (ETSY) - Get Report , all of which also report on Monday. But the biggest upside surprise may come from refiner Andeavor (ANDV) .
Tuesday sees earnings from Emerson Electric (EMR) - Get Report , which will likely deliver an upside surprise that will be tempers from tariff fears. Walt Disney Co. (DIS) - Get Report will also likely deliver stellar numbers that might finally put to rest worries over ESPN subscriber losses.
Next, on Wednesday, we'll hear from Keurig Dr. Pepper (KDP) - Get Report , CVS Health (CVS) - Get Report and Occidental Petroleum (OXY) - Get Report . Cramer was bullish on Occidental and CVS, but said he'd reserve judgement on the newly-merged Keurig.
Thursday brings earnings from two interesting companies, Dropbox (DBX) - Get Report and Viacom (VIA.B) . Cramer said he liked Dropbox's subscription model and felt that Viacom's assets were being under appreciated.
And for Friday, Cramer said Wall Street will get the number that worries him the most, the Consumer Price Index. Will this be the moment inflation starts to pick up? If so, it may be a tough end to the week.
Cramer and the AAP team are getting ready for their monthly members-only call, set for 11:30 a.m. Eastern on Thursday, Aug. 9. 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.
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At the time of publication, Cramer's Action Alerts PLUS had a position in EMR.