Which way will the markets be headed next week before traders head home for Thanksgiving? Jim Cramer laid out his game plan for his Mad Money viewers Friday.
On Monday, Cramer said the mood of the markets will be set by news on the trade war. But even if there's no deal, Cramer said he sleeps better knowing the Federal Reserve is paying attention to the economy and isn't likely to repeat its mistakes from last year.
We also get earnings from PVH (PVH) - Get Report and Palo Alto Networks (PANW) - Get Report on Monday. Cramer said PVH will provide insights into the department stores, while Palo Alto Networks should be heading higher.
Tuesday sees the bulk of the earnings action, with Burlington Stores (BURL) - Get Report , Dollar Tree (DLTR) - Get Report , Best Buy (BBY) - Get Report and Dick's Sporting Goods (DKS) - Get Report all reporting. Cramer was bullish on all four names. Old tech will check in when Dell (DELL) - Get Report and HP (HPQ) - Get Report release their quarterly reports, but Cramer was more excited for VMWare (VMW) - Get Report and Analog Devices (ADI) - Get Report . He was also expecting good things from Hormel Foods (HRL) - Get Report .
Cramer and the AAP team are looking at everything from earnings and tariffs to the Federal Reserve. 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.
Executive Decision: Clorox
For his "Executive Decision" segment, Cramer checked in with Benno Dorer, chairman and CEO of Clorox (CLX) - Get Report , the consumer products giant with shares that have fallen from $166 over the summer to $146 today. Shares currently yield 2.9%.
Dorer said that while the quarter was challenging, Clorox remains on track to meet its full-year forecasts. He said innovations will drive its growth and the company's diverse portfolio of brands remains one of its biggest strengths.
When asked about the weakness this quarter, Dorer explained it stemmed from charcoal and trash bags. He said price increases for Glad bags were not well-received and are being rolled back, while Clorox has a new plan for Kingsford charcoal in 2020.
Dorer also spoke about Clorox's environmental initiatives. He said what's good for the planet is good for business and they're working to reduce their use of plastics and offer new products like compostable wipes.
Finally, Dorer noted that Clorox remains committed to its dividend, which has been raised every year for the past 77 years.
Executive Decision: Five9
Trollope explained that Five9 allows companies to operate intelligent call centers in the cloud that allow customers to be treated like humans. For companies like Lululemon Athletica (LULU) - Get Report , agents are able to see information about every customer that's calling in before they even pick up the phone. Lulu is also able to use Five9 to scale up or down their number of available agents in as little as an hour to meet demand.
Trollope added that unlike some cloud companies, Five9 is cash flow positive and grows itself responsibly. He said they do not have a "growth at all costs" model and are running the business for the long term.
Five9 is not in the telemarketing or robocalling business, Trollope said, they are the gold standard of how customer service should be done.
On Real Money, Cramer keys in on the companies and CEOs he knows best. Get more of his insights with a free trial subscription to Real Money.
Executive Decision: Salesforce.com
For his final interview, Cramer checked in with Ebony Beckwith, chief philanthropy officer at Salesforce.org to talk about how companies can do more than just make money.
Beckwith said that while 177,000 people attended their Dreamforce conference this week, she's most excited about the 750 children that were able to attend and learn about technology first-hand. She said, "you can't be what you can't see," which is why it's so important for kids to be involved with coding and programming.
Beckwith continued by saying that business is the greatest platform for change, and every stakeholder matters. That's why Salesforce makes their philanthropy playbook available to other companies and has even created a philanthropy cloud product to help companies monitor their charitable giving.
Off the Tape: SoFi
In his "Off The Tape" segment, Cramer sat down again with Anthony Noto, CEO of the privately-held SoFi, the financial services company that's expanding into a lot more than just student loans.
Noto said SoFi has made a remarkable transformation from loans into services to help members spend, save, invest and protect their money. They now aim to become a household name through such projects as the new SoFi Stadium, a 70,000-capacity stadium and entertainment complex in Los Angeles, scheduled to open in July 2020.
SoFi currently has over 900,000 members, Noto said, and innovative new products like investing in fractional shares of stocks are being very well received. Over 50% of all first-time trades are using fractional shares, allowing younger investors, in particular, to get started in stock-market investing.
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At the time of publication, Cramer's Action Alerts PLUS had a position in BURL, LCRX, SBUX, MRVL.