Cramer's 'Mad Money' Recap: Twelve Stocks to Watch Next Week (Final)

Search Jim Cramer's Mad Money trading recommendations using ourexclusive Mad Money Stock Screener and watch Jim Cramer's Mad Money Post Game videoexclusively on TheStreet.com.


NEW YORK ( TheStreet) -- "Even though the markets got pummeled this week, the earnings continue to be strong," Jim Cramer told the viewers of his "Mad Money" TV show Friday.

That's why for next week's game plan, Cramer noted a dozen stocks that he'll be watching to see if the trend will continue.

On Monday, Cramer said he'll be watching drugstore giant CVS Caremark ( CVS) to see if this company is finally turning things around. If so, Cramer said he may turn positive on the name next week.

Cramer will also be watching Vulcan Materials ( VMC) to see if the federal stimulus is kicking in and Electronic Arts ( ERTS) to see if social gaming is as hot as he believes.

Cramer said on Tuesday he'll be watching bellwethers Coca-Cola ( KO) and Disney ( DIS), two companies that have a lot going for them. Cramer said he would not be a buyer of either company, as both have run, but he does want to listen to see how well things are going.

Wednesday's stocks to watch include L-1 Identity Solutions ( ID), Sprint ( S) and Discovery Communications ( DISCA). Cramer said counter-terrorism, communications and cable channel stocks are all the rage, and he wants to see if that translates into profits.

For Thursday, Cramer said his attention will be on Marriott ( MAR), Treehouse Foods ( THS) and Panera Bread ( PNRA), three more hot sectors as of late.

> > Bull or Bear? Vote in Our Poll

In the restaurant group, Cramer also mentioned that Cheesecake Factory ( CAKE) and Chipotle Mexican Grill ( CMG) are also stocks to watch.

Finally, Cramer said Ultra Petroleum ( UPL) reports Friday, and is the only company he'd recommend buying ahead of its earnings. He said he's not expecting this company to disappoint in the red hot natural gas sector.

A Matter of Timing

In the "Executive Decision" segment, Cramer spoke with Harald Braun, president and CEO of Aviat Networks ( AVNW), formerly known as Harris Stratex, which Cramer recommended on Sept. 11. Since then, shares of Aviat have been flat, with the company reporting a less than stellar fourth quarter.

Braun explained that Aviat booked a lot of new deals in its fourth quarter, but since many of the deals are complex, spanning multiple quarters, the company was not allowed to recognize all of the revenue. He said the fundamentals are in place and demand for the company's products are there, but the revenue was simply a timing issue.

Braun remained cautious for the company's fiscal first quarter as well, saying that revenue recognition is a short-term issue and that it will take two or three more quarters to be fully resolved.

Cramer took a disappointed and a cautious stance towards Aviat, saying that with the mobile Internet growing like gangbusters, he expected Aviat's microwave backhaul equipment to be flying off the shelves. He took a wait-and-see approach and stopped short of recommending the company at these levels.

3-D's for Real

For "Speculation Friday," Cramer said the trend towards movies in 3-D is apparently not a fad, and he changed his recommendation on Cinemark Holdings ( CNK), the nation''s third largest movie theater chain.

Cramer said he mistakenly told a viewer last week that Cinemark was a "don't buy," because he failed to realize the growth potential of 3-D technology. He said 3-D is giving people a reason to go back to the movies, and with 3-D tickets selling for $3 more than regular showings, the theaters are the big winners.

Cinemark operates 426 theaters here in the U.S. and has big exposure in Latin America, where it's the No. 1 chain in Brazil. Cramer said with 17 films planned in 3-D for 2010, the 3-D trend will be big news for Cinemark's earnings.

Cramer also noted that Cinemark is pioneering its own XD technology, which provides an immersive experience similar to IMAX ( IMAX) theaters. With only 15 theaters XD compatible so far, Cramer said here again, the growth potential could be huge.

Cinemark trades at only 15.4 times its earnings, compared to about 20 times which it fetches historically. Cramer said that makes it cheap given that 50% of all films are expected to be in 3-D by 2015.

Outrage of the Day

Cramer took aim at Air Products ( APD) bid to purchase rival Airgas ( ARG), a company which Cramer said is far superior.

Cramer said not only would the deal be completely anti-competitive, but it grossly undervalues Airgas, which has outperformed Air Products nine of the past 10 years. Cramer stood behind Airgas CEO Peter McCausland, who has appeared on Mad Money over a dozen times.

Cramer said Airgas shareholders should not approve the deal for a quick profit, but rather stick with McCausland, who has proven that he is the better manager and an excellent CEO.

Lightning Round

Cramer was bullish on Citigroup ( C), SPDR Gold Shares ( GLD) and Ford Motor ( F).

He was bearish on XTO Energy ( XTO), Neutral Tandem ( TNDM), Stillwater Mining ( SWC) and Toyota Motor ( TM).

-- 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 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

Jim Cramer: 4 Stocks Could Get Throttled By a 'Knock Down Drag Out' With China

Jim Cramer: 4 Stocks Could Get Throttled By a 'Knock Down Drag Out' With China

Baidu.com, Momo, Praxair: 'Mad Money' Lightning Round

Baidu.com, Momo, Praxair: 'Mad Money' Lightning Round

Global Gloom: Cramer's 'Mad Money' Recap (Monday 6/18/18)

Global Gloom: Cramer's 'Mad Money' Recap (Monday 6/18/18)

REPLAY: Jim Cramer on Tariff Worries, Oil, Alphabet and Centene

REPLAY: Jim Cramer on Tariff Worries, Oil, Alphabet and Centene

Video: Athens Stock Exchange CEO on What's Next for Greece's Debt Woes

Video: Athens Stock Exchange CEO on What's Next for Greece's Debt Woes