Next week might have everything we need to continue the rally, Jim Cramer told his Mad Money viewers Friday as he laid out his game plan for next week's action.

Monday begins with earnings from Mazor Robotics (MZOR) , but after a big run, Cramer said he's going to wait and see what the company has to say.

Next, on Tuesday, perennial favorite Home Depot (HD) will be reporting. Cramer said it's gardening season, typically a strong one for Home Depot, and he expects good news.

Wednesday sees earnings from Macy's (M) , Take-Two Interactive (TTWO) and Cisco Systems (CSCO) and Cramer has positive things to say about all three companies.

Retail earnings continue on Thursday with Walmart (WMT) , Nordstrom (JWN) and JC Penney (JCP) all reporting. Cramer was looking for good things from Walmart and Nordstrom, but said Penney just doesn't have anything to set itself apart from the pack. Also on Thursday, Applied Materials (AMAT) , which should be able to mount a rally with the semiconductor stocks being hot recently.

Finally, on Friday, Deere & Company (DE) and Campbell Soup (CPB) will announce earnings and Cramer said these two couldn't be more different. Deere's customers are flush with cash, while the consumer packaged goods stocks have been beaten down for weeks. 

Over on Real Money, Cramer says rates are higher, oil's higher. Only Korea's better. What does that tell us? Get more of his insights with a free trial subscription to Real Money.

Executive Decision: Prologis

For an "Executive Decision" segment, Cramer spoke with Hamid Moghadam, chairman and CEO of the logistics REIT, Prologis Inc.  (PLD) , which recently announced the acquisition of DCT Industrial Trust (DCT) .

Moghadam said that DCT had the closest strategy and portfolio to Prologis and the combined company will have a much bigger and better platform on which to serve their customers. In the short term, he explained that by creating scale, they will be able to reduce costs and the cost of capital, but longer term, it's all about leveraging the customer relationships and having the right properties.

Moghadam added that the combined company will have over 750 million square feet of space and DCT has an extensive land bank of well-located properties.

Executive Decision: Nice Ltd.

In another "Executive Decision" segment, Cramer also sat down with Barak Eilam, CEO of Nice Limited (NICE) , the data analytics provider that just posted a two-cents-a-share earnings beat on a 10% rise in revenues. Shares of Nice are up 8.9% for the year.

Eilam explained that Nice uses its analytics tools in the areas of improving customer experiences and fighting financial crime. He said Nice connects to hundreds of financial institutions and monitors transactions in real time, instantly identifying transactions that don't appear legitimate.

In the customer experience arena, Nice helps connects customers to the enterprise, helping to route inquiries to the best people to provide those services.

Cramer said Nice is a great company that investors should look into.

Broken Stocks vs. Broken Companies 

It's always important to know the difference between a broken stock and a broken company, Cramer reminded viewers, as he compared two companies with similar names, but very different outlooks. He looked at accessory maker Michael Kors (KORS) versus brewer Molson Coors (TAP) .

Shares of Michael Kors fell out of favor between 2014 and 2016, as growth at the high-flying handbag maker slowed. But in 2017, growth was reignited with the purchase of Jimmy Choo for $1.35 billion. Since then, shares have been on fire, rallying hard into 2018 with a strong outlook.

Molson Coors was flying high in 2016, when the company acquired Miller Coors from Anheuser Busch InBev (BUD) , a deal that was supposed to be transformative. The problem? It was ill-timed, completed at the exact moment mass market beers were falling out of favor and craft brews were gaining in popularity. Molson was also hit by the odd trend that in states where cannabis is legal, beer sales have fallen an average of 15%.

Cramer noted that shares of Michael Kors trade at 13 times earnings, and shares of Molson Coors trade as 12 times. Given the bleak outlook for the latter, Cramer said he's sticking with handbags and accessories.

No-Huddle Offense

In his "No Huddle Offense" segment, Cramer said he didn't rename his dog Nvidia (NVDA) for nothing.

For years, Nvidia (the company, not the canine) was only known as a gaming company. But today, the company's ultra-powerful GPUs are in everything from cloud computing, to driverless cars to the Internet of things -- end markets that are all on fire.

The problem is that Nvidia's chips can also be used to mine cryptocurrency, something the company has told investors will drop off significantly next quarter.

But Cramer contends that crypto was never part of the Nvidia story. The metric to watch is how the company trades on the "out years," because what looks expensive today at 40 times earnings, could end up being just 12 times earnings as the estimates prove to be too low year after year. 

Lightning Round 

In the Lightning Round, Cramer was bullish on Idexx Laboratories (IDXX) , XPO Logistics (XPO) , Diamondback Energy (FANG) and Illinois Tool Works (ITW) .

Cramer was bearish on PetMed Express (PETS) , Xerox (XRX) , Daseke (DSKE) , Portola Pharmaceuticals (PTLA) , STMicroelectronics (STM) and Booking (BKNG) .

Cramer and the AAP team say their favorite part of the Kohl's (KSS) story is its ties with Amazon (AMZN) . 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 KSS, AMZN, JWN, ITW, NVDA.

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