NEW YORK ( TheStreet) Keep listening to those conference calls, Jim Cramer told the viewers of his "Mad Money" TV show Friday, as he outlined his game plan for next week's trading. Cramer said the sentiments from individual companies will be far more telling than any macro-economic data. Cramer said it's time to buy J Crew ( JCG) ahead of its earnings on Monday. He called the company "the finest retailer in the country," with strong management and easy comparisons. He said he'd also consider Men's Warehouse ( MW), another firm with strong same-store sales growth.
Auto Parts PlayFor "Speculation Friday," Cramer recommended Gentex ( GNTX), a high-tech auto parts maker specializing in auto-dimming rear view mirrors. Cramer said this little auto-parts company is more like a technology company than it is an auto-parts maker. The company specializes in a host of high tech mirrors, including those with integrated compasses, General Motors' On Star system, HomeLink garage door openers and even rear view camera displays. Cramer said Gentex is a solid performer and would be growing even without the massive build up in U.S. auto inventory that's currently occurring. Better still is pending legislation in Congress that would require rear-camera displays on all cars sold in the U.S. Cramer said if this bill passes, some 60% of all new cars would likely opt to put rear-view displays in their mirrors, a market where Gentex has 80% market share. On the downside, Cramer said Toyota's ( TM) ongoing woes have cost Gentex 10,000 units a week, as Toyota has ceased production of its cars while it retools its brake pedals. Cramer said Gentex has a pristine balance sheet, with $2.25 a share in cash and no debt. It trades just off its 52-week high, and Cramer said he would not chase the stock higher.
3-D BoomCramer recommended Dreamworks Animation ( DMA), a stock that restaurateur Danny Meyer added to his hospitality index just two weeks ago on "Mad Money." Cramer said Meyer is a winner, with his index up 101% since it debuted on Feb. 2, 2009, and Dreamworks has what it takes to deliver strong profits. Cramer said Dreamworks is a fabulous play on the continued roll-out of 3D animated films, as the number of 3D theaters continues to increase, and the competition's ability to compete with the big boys like Dreamworks, gets less and less. Cramer's last 3D recommendation was theater chain Cinemark ( CNK), which is up 20% since he recommended it on Feb. 5. Dreamworks delivered a 13 cent-a-share earnings beat when it last reported, delivering double-digit growth in the quarter. The company plans to release three films in 2010, with the first one hitting theaters on March 26. Cramer said Dreamworks is more in control of its costs than ever, and less competition should yield longer run times for its films. Like Gentex, Cramer said Dreamworks is just off its 52-week high, and he would not chase the stock higher. "Wait for a pullback," he concluded.
Mad MailCramer told viewers that Citigroup ( C) is the last great bargain on Wall Street. He said CEO Vikram Pandit gave a fabulous performance in front of Congress yesterday, and Cramer's sticking with his $12 price target in 2012. Cramer told a viewer that the dividend at EV Energy Partners ( EVEP) is a safe one, and he likes the stock. He told a final viewer that he's sticking with his recommendation of Electronic Arts ( ERTS), even though the stock is a little lower than where he first embraced it.
Lightning RoundCramer was bullish on Procter & Gamble ( PG), Teekay Tankers ( TNK), Staples ( SPLS), Palm ( PALM), Dow Chemical ( DOW) and ARM Holdings ( ARMH). He was bearish on Valmont Industries ( VMI). -- Written by Scott Rutt in Washington D.C. To watch replays of Cramer's video segments, visit the Mad Money page on CNBC.