After 11 bullish weeks in a row, Jim Cramer told his Mad Money viewers Friday, they should be prepared for a pullback next week, especially ahead of next Friday, March 8, when the all-important non-farm payroll numbers are released. Cramer said this single report is what's most important to the Federal Reserve -- and if it's too strong, it could reignite fears of rising interest rates.
Cramer's game plan for next week starts on Monday with earnings from Salesforce.com (CRM) . Cramer said investors need to be careful as this stock has already run up big.
Next, on Tuesday, Cramer will be watching retail with earnings from Target (TGT) , Kohl's (KSS) , Ross Stores (ROST) and Urban Outfitters (URBN) . He was bullish on all but Urban Outfitters, which has gotten little love from Wall Street as of late.
Wednesday brings earnings from Cramer favorites Dollar Tree (DLTR) and Estee Lauder (EL) , and Thor Industries (THO) . Cramer said recreational vehicles are still not the place to be, but he was bullish on Estee Lauder and Dollar Tree.
Then on Thursday, we hear from grocer Kroger (KR) , online marketplace Etsy (ETSY) , Costco (COST) and Burlington Industries (BURL) . Cramer expects to hear good things from Burlington, Costco and Etsy, but needs to hear an update from Kroger on the threat from Amazon (AMZN) .
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Executive Decision: Tandem Diabetes Care
For his "Executive Decision" segment, Cramer sat down with Kim Blickenstaff, executive chairman of Tandem Diabetes Care (TNDM) , a stock that has soared an astounding 1,942% over the past year.
Blickenstaff explained that Tandem has the best touchscreen insulin pump on the market today and after consolidation in the industry, now exists in a duopoly with only Medtronic (MDT) .
Blickenstaff added that Tandem has taken a consumer electronics approach to diabetes management, making sleek, stylish products that are not embarrassing and help patients stick to their routines. The latest technology and algorithms to most of the work managing insulin, leaving the patient to mostly just monitor the results.
Tandem has also partnered with another hot player in the diabetes space, Dexcom (DXCM) , which makes the latest technology in blood glucose monitoring. Together, Dexcom's G5 platform, paired with Tandem's pumps and delivery systems, are proving to be a winning combination.
As shares of Tandem have been rising, the company has been issuing additional shares and using the proceeds to pay down debt. Blickenstaff noted that Tandem is now a debt-free company.
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Winners With Room to Run
The markets have been on fire since the fourth quarter bear market, which ended on Christmas. But that doesn't mean all of the gains have already been had. Cramer looked at the biggest winners since the December lows to see which stocks still have room to run.
Topping the list was cosmetics maker Coty (COTY) , which is up 80% since December. Coty was followed by Xilinx (XLNX) , up 58%, Chipotle Mexican Grill (CMG) and General Electric (GE) , up 57% and 56% respectively.
Cramer was also bullish on Netflix (NFLX) , which has pricing power, Boeing (BA) , which never should have sold off in the first place, and Best Buy (BBY) , a company that continues to turn itself around.
Rounding out the list was eBay (EBAY) , which has rallied 42% from its lows after an activist investor took an interest in the company, and Norwegian Cruise Line Holdings (NCLH) , which is up 40% from its lows and is the biggest winner in the travel sector.
Fueling Gains in the Pipeline Group
The oil and gas renaissance has made the U.S. the largest oil producer in the world. Our country is now overflowing with energy. But what's the best way to profit? Cramer told viewers that when a commodity is in great supply, prices get depressed, which is bad for oil producers. But that's not the case for the oil pipelines, which get paid to carry all of that oil and gas to where it needs to go.
Of the pipeline companies, Cramer said there are only two that he's willing to recommend. He said that Enterprise Product Partners (EPD) remains the best-of-breed. The company is an exceptional operator and has lots of exposure to the red-hot Permian Basin. Shares also sport a 6.3% dividend yield.
Cramer's second recommendation was Kinder Morgan (KMI) , which is also a terrific operator that has not one, but two new pipelines coming online soon to help propel its growth.
So with the U.S. now topping 12 million barrels of oil a day, Cramer concluded that these two pipelines are the best ways to win.
Mind The Gap
In his "No-Huddle Offense" segment, Cramer opined on Gap's (GPS) decision to spin off the faster growing Old Navy in a move to unlock value. Shares responded to the news by popping 16% in a single day.
Cramer said Gap has been marking time for years, trying dividend boosts, stock buybacks and even new store concepts as a way to spur growth. But none of it worked. That's why this week's news, which is a classic case of "addition by subtraction," makes so much sense.
Separately, Old Navy will be able to grow and keep doing what it's been doing, only faster. Meanwhile, the remaining company will have the proceeds to close stores that aren't working and focus on the brands and stores that are.
Cramer was bearish on Acacia Communications (ACIA) .
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