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.
Next, on Tuesday, Cramer will be watching retail with earnings from Target (TGT) - Get Report , Kohl's (KSS) - Get Report , Ross Stores (ROST) - Get Report and Urban Outfitters (URBN) - Get Report . 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) - Get Report and Estee Lauder (EL) - Get Report , and Thor Industries (THO) - Get Report . 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) - Get Report , online marketplace Etsy (ETSY) - Get Report , Costco (COST) - Get Report and Burlington Industries (BURL) - Get Report . 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) - Get Report .
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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) - Get Report , a stock that has soared an astounding 1,942% over the past year.
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) - Get Report , 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) - Get Report , which is up 80% since December. Coty was followed by Xilinx (XLNX) - Get Report , up 58%, Chipotle Mexican Grill (CMG) - Get Report and General Electric (GE) - Get Report , up 57% and 56% respectively.
Cramer was also bullish on Netflix (NFLX) - Get Report , which has pricing power, Boeing (BA) - Get Report , which never should have sold off in the first place, and Best Buy (BBY) - Get Report , a company that continues to turn itself around.
Rounding out the list was eBay (EBAY) - Get Report , which has rallied 42% from its lows after an activist investor took an interest in the company, and Norwegian Cruise Line Holdings (NCLH) - Get Report , 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) - Get Report 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.
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) - Get Report 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.
In the Lightning Round, Cramer was bullish on Walt Disney (DIS) - Get Report , Wells Fargo (WFC) - Get Report , Enphase Energy (ENPH) - Get Report , Starbucks (SBUX) - Get Report and Marriott International (MAR) - Get Report .
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At the time of publication, Cramer's Action Alerts PLUS had a position in CRM, KSS, AMZN, DIS.