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

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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.

Cramer said he'll be listening to Dick's Sporting Goods ( DKS) for insights as to whether Nike ( NKE) and Under Armour ( UA)might have promising results when they report.

On Tuesday, Cramer said he wants to hear from the Chinese firm E-House ( EJ) for a read on the state of real estate in China. Likewise, he said grocery store chain Kroger ( KR) should have insights as to whether it might be time to ring the register on private label food companies like Treehouse ( THS) and Perrigo ( PRGO).

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Finally, on Wednesday, Cramer said he's going to hold off buying Carrizo Oil & Gas ( CRZO) if natural gas futures are trending lower, and he's avoiding Brown Forman ( BF-B) altogether. Clean Energy Fuels ( CLNE) however, could be an opportunity, and is worth paying attention to, he said.

Auto Parts Play

For "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 Boom

Cramer 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 Mail

Cramer 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 Round

Cramer 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 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 long Procter & Gamble.

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."

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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.

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