Get ready for next week, with Jim Cramer's Game Plan from Friday's episode of Mad Money.
In the old days, August was a time for rest and relaxation on Wall Street, Jim Cramer told his Mad Money viewers Friday. But next week is not the old days, as Cramer's week-ahead game plan was jam-packed with earnings.
The week starts off on Monday with earnings from Estee Lauder (EL) , a company at the heart of the selfie generation. Good news from this company will likely mean good things for Ulta Beauty (ULTA) and the battered Macy's (M) .
Next, on Tuesday, we get retail earnings from Action Alerts PLUS holding Kohls Stores (KSS) and TJX Companies (TJX) . Cramer said he expects good things from both companies. He was also bullish on Medtronic (MDT) and Urban Outfitters (URBN) , but took a more cautious tone with home builder Toll Brothers (TOL) , which will have to brief investors on the current state of home affordability.
The parade of earnings continues on Wednesday with Lowes (LOW) , Target (TGT) , L Brands (LB) and Analog Devices (ADI) . Cramer said he likes the turnaround at Lowes, but took a wait-and-see stance on Target. He avoided L Brands, calling it "troubled." Analog Devices, however, should have good news for investors.
Rounding out the week are yet more retail earnings, with Ross Stores (ROST) and Gap Stores (GPS) on Thursday and Foot Locker (FL) on Friday. Of the three, Foot Locker was Cramer's favorite, with Ross coming in second. He was puzzled by Gap, a company he said can't seem to deliver, even in a great environment for retail.
More from Friday's special episode of Mad Money, dedicated to Cramer's lessons: Play by the rules if you want to stay in the game for the long run.
Cramer and the AAP team talk are adding to their holding of Schlumberger (SLB) , and keeping a close eye on Google. 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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To read a full recap of this episode of "Mad Money," click here.
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