Cramer's 'Mad Money' Recap: Next Week's Game Plan (Final)

Click here for an archive of Jim Cramer's MadMoney recaps.Click here to get Jim Cramer's Mad Money Post Game video exclusivelyon TheStreet.com.


NEW YORK ( TheStreet) -- "The week leading up to Thanksgiving is usually an up week for stocks," Jim Cramer told the viewers of his "Mad Money" TV show Friday.

As a result, he encouraged viewers to use the opportunity to pick up a few good earners at bargain prices.

Cramer said he's looking for good things from Hewlett-Packard ( HPQ) when it reports after the close on Monday. But, he said, the stock has run up ahead of the quarter, so he'd wait to buy in after they report. "No matter how good the quarter, they're likely to sell off anyway," he said.

Likewise with J. Crew ( JCG), a stock Cramer called the best retailer out there. He said that so many investors believe in this company that it's almost surely going to sell off after it reports on Tuesday. Cramer said he'd be a buyer on any weakness.

Cramer also said he'd be a buyer of agriculture equipment giant John Deere ( DE), along with Heinz ( HNZ). Both of these stocks, he said, should benefit from a global recovery and a weaker dollar.

Tanker company Frontline ( FRO) also reports next week. Cramer said he would not be a buyer, but would instead just listen to the commentary on the company's conference call.

Finally, Cramer said as Congress debates health care next week, the negative headlines will likely hurt Wellpoint ( WLP), and he'd be a buyer of that name on any weakness as we feels the stock will see $60 a share.

> > Bull or Bear? Vote in Our Poll

Dealing With Patent Expirations

In the "Executive Decision" segment, Cramer spoke with Chris Viehbacher, CEO of Sanofi-Aventis ( SNY), a stock which Cramer called a battleground, as investors debate the impact of coming patent expirations for its blockbuster drugs.

Viehbacher said that Sanofi's strategy has been not to just fill in the voids left by drugs that are coming off patent, but rather to create new businesses, with high barriers to entry, that offer stability and tremendous growth opportunities. He said the company's vaccine and animal health businesses offer that stability.

Viehbacher also announced Sanofi's new treatment for malaria, which cures people infected with the disease in just three days for just a dollar for adults and 50 cents for children. The drug promises to be huge in the developing world.

Turning to macro issues, Viehbacher said our country hasn't talked enough about prevention and screening, and he feels we're taking steps backwards in some regards.

When it comes to diseases like breast cancer, Viehbacher said screening and early detection are paramount. He also said his company's latest treatment for breast cancer, currently in phase-three testing, is showing promise with a number of different tumor types.

Cramer continued to recommend Sanofi-Aventis as a solid drug maker with a great dividend.

Speculation Friday

In this segment," Cramer highlighted Lear ( LEA), an auto parts supplier which just emerged from four months in bankruptcy protection.

Cramer said Lear is a great way to speculate on the recovery, since this No. 2 player in automotive seating was able to shed $2.5 billion of debt, leaving it with just $1.0 billion in debt and an estimated $1.5 billion in cash on hand by year's end.

Cramer said competition in automotive seating is limited, and the new leaner, meaner Lear makes it an attractive company. The company is now generating margins seen at the peak of the market in 2007 and has great geographic diversity, with only 30% of sales being tied to the U.S.

According to Cramer, Lear is also attractive because of its electrical and electronics business, both of which are growing steadily. He said Lear, which trades at a 18% discount to its peers, should be trading at a premium given its new, solid balance sheet, cash positive position, and great growth prospects.

Getting Into Bonds

Shifting gears to something outside the realm of stocks, Cramer welcomed Curtis Arledge, co-head of U.S. fixed income at Blackrock ( BLK), to the show to discuss the outlook for the bond market.

Arledge said while 2008 was all about managing credit risk in the bond market, 2009 is turning out to be all about managing interest-rate risk. He agreed with Cramer that investing in U.S. Treasuries does entail some risk. Arledge said that investors will get their money eventually, but there are other fixed-income classes available that are better investments.

When it comes to choosing the right bonds to invest in, Arledge said that bond require in-depth credit analysis that's best left to the professionals and not the average investor.

Finally, when asked about his recent bullish comments on the commercial real estate market, Arledge said that the government's programs have stabilized housing and real estate, and while he's not overly bullish on those groups, there is some value out there, even in commercial real estate.

Lightning Round

Cramer was bullish on Wynn Resorts ( WYNN), ADC Telecommunications ( ADCT), Enterprise Products Partners ( EPD) and Kinder Morgan ( KMP).

Cramer was bearish on Knight Trading Group ( NITE), Las Vegas Sands ( LVS), Satyam Computers Services ( SAY), Cosan Limited ( CZZ) and Crosstex Energy ( XTEX).

-- Written by Scott Rutt in Washington D.C.

To watch replays of Cramer's video segments, visit the Mad Moneypage on CNBC .

Want more Cramer? Check out Jim's rules and commandments forinvesting from his latest book by clicking here.

For more of Cramer's insights during the Lightning Round, clickhere .

At the time of publication, Cramer was not long on any stock mentioned.

Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for TheStreet.com, Inc., and CNBC, and a director and co-founder of TheStreet.com. All opinions expressed by Mr. Cramer on "Mad Money" are his own and do not reflect the opinions of TheStreet.com or its affiliates, or CNBC, NBC UNIVERSAL or their parent company or affiliates. Mr. Cramer's opinions are based upon information he considers to be reliable, but neither TheStreet.com, nor CNBC, nor either of their affiliates and/or subsidiaries warrant its completeness or accuracy, and it should not be relied upon as such. Mr. Cramer's statements are based on his opinions at the time statements are made, and are subject to change without notice. No part of Mr. Cramer's compensation from CNBC or TheStreet.com is related to the specific opinions expressed by him on "Mad Money."

None of the information contained in "Mad Money" constitutes a recommendation by Mr. Cramer, TheStreet.com or CNBC that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. You must make your own independent decisions regarding any security, portfolio of securities, transaction, or investment strategy mentioned on the program. Mr. Cramer's past results are not necessarily indicative of future performance. Neither Mr. Cramer, nor TheStreet.com, nor CNBC guarantees any specific outcome or profit, and you should be aware of the real risk of loss in following any strategy or investments discussed on the program. The strategy or investments discussed may fluctuate in price or value and you may get back less than you invested. Before acting on any information contained in the program, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.

Some of the stocks mentioned by Mr. Cramer on "Mad Money" are held in Mr. Cramer's Action Alerts PLUS Portfolio. When that is the case, appropriate disclosure is made on the program and in the "Mad Money" recap available on TheStreet.com. The Action Alerts PLUS Portfolio contains all of Mr. Cramer's personal investments in publicly-traded equity securities only, and does not include any mutual fund holdings or other institutionally managed assets, private equity investments, or his holdings in TheStreet.com, Inc. Since March 2005, the Action Alerts PLUS Portfolio has been held by a Trust, the realized profits from which have been pledged to charity. Mr. Cramer retains full investment discretion with respect to all securities contained in the Trust. Mr. Cramer is subject to certain trading restrictions, and must hold all securities in the Action Alerts PLUS Portfolio for at least one month, and is not permitted to buy or sell any security he has spoken about on television or on his radio program for five days following the broadcast.

More from Jim Cramer

Roku, GTT Communications, Total SA: 'Mad Money' Lightning Round

Roku, GTT Communications, Total SA: 'Mad Money' Lightning Round

Market Can't Handle the Wild Ride: Cramer's 'Mad Money' Recap (Thursday 5/24/18)

Market Can't Handle the Wild Ride: Cramer's 'Mad Money' Recap (Thursday 5/24/18)

Replay: Jim Cramer on North Korea, Oil Prices, Apple and Carnival Corporation

Replay: Jim Cramer on North Korea, Oil Prices, Apple and Carnival Corporation

Video: This Startup Connects Buyers and Sellers of Legal Marijuana

Video: This Startup Connects Buyers and Sellers of Legal Marijuana

Inside Carnival's Mind Blowing New Horizon Cruise Ship (Video)

Inside Carnival's Mind Blowing New Horizon Cruise Ship (Video)