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

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NEW YORK ( TheStreet) -- "Every trade next week is at risk until we see Friday's unemployment number," Jim Cramer told the viewers of his "Mad Money" TV show Friday.

Cramer said that while he expects the key household unemployment number to decline, causing a huge rally in the financials. If he's wrong, he says his picks next week could be muted.

Cramer said his game plan for next week is once again to largely sit and listen to conference calls, allowing the companies reporting to confirm his theses. He said that on Monday, he'll be watching food distributor Sysco ( SYY) to see if restaurants are still booming, and Vulcan Materials ( VMC) for an update on whether stimulus dollars are finally hitting the ground.

On Tuesday, Cramer said he'll be watching Steve Madden ( SHOO), a company he expects to beat estimates.

Cramer said he'll also be watching American Tower ( AMT) and SBA Communications ( SBAC) for a read on the mobile Internet as well as Merck ( MRK) and Pfizer ( PFE) to see if the drug stocks have indeed bottomed.

For Wednesday, Cramer focuses on Transocean ( RIG) and Devon Energy ( DVN) for an update on energy, and also JDS Uniphase ( JDSU) for yet another read on the mobile Internet.

Finally, on Thursday, Cramer turns his attention to Scotts Miracle-Gro ( SMG), which he recommended buying ahead of the quarter.

He said he'll also be listening to Clean Energy Fuels ( CLNE) and new favorite Copano Energy ( CPNO) for a read on the future of natural gas.

A 'Monster Quarter'

In the "Executive Decision" segment, Cramer spoke with David Pyott, chairman and CEO of Allergan ( AGN), a company which just delivered what Cramer characterized as a monster great quarter.

Pyott said that Allergan had a great quarter, with modest costs and a strong outlook. He said that Allergan faired pretty well with the recent health care reforms. The company will see no additional taxes until 2013, and has limited exposure to Medicare.

Regarding Botox, the company's flagship product, Pyott said Allergan is seeing growth in not only aesthetic uses for the drug, but also for medical applications as well. Allergan has applied to the FDA for Botox's use in the treatment of chronic migraines, overactive bladder, incontinence and everntually even prostate issues in men.

Pyott also commented on Brazil, a great market for Allergan and one that's "aesthetically oriented." Pyott said Brazil is the second largest aesthetic market in the world behind the U.S., and the country recently reduced its sales tax on implants, making them more affordable for its citizens.

Cramer continued his support for Allergan and continued to recommend the stock.

Downgrade Disputed

In a second interview, Cramer spoke with Martin Franklin, chairman CEO of Jarden International ( JAH), another company posting monster earnings results.

Franklin said that Jarden is all about innovation, and that one-third of its sales stems from new products that are less than three years old. He said that innovation is working at Jarden, and that's where the company is seeing most of its results.

Franklin responded to a recent downgrade by Goldman Sachs, citing increased resin costs and rising foreign currencies by saying that he feels the downgrade was over done. He said Jarden has always taken a conservative view, and has under promised and over delivered. He said resin costs are a concern, but won't eclipse the company's growth.

Franklin continued by saying that Jarden delivered 4% sales growth in the quarter and sees that rate as sustainable. He said Jarden is truly a global business, with only 60% of its sales stemming from the U.S. This global exposure provides Jarden with "natural hedges" when it comes to currency risk, he said.

Cramer said Jarden is one company that continues to deliver, and he remained bullish on the stock.

Solid Dividend

Cramer spoke with David Smith, president and CEO of National Fuel Gas ( NFG), a little known producer of natural gas with a hefty dividend.

Smith said that while National Fuel Gas may not be well known on Wall Street, the company is well known in the natural gas business. The company operates equally among regulated and non-regulated natural gas markets, and controls over one million acres in Pennsylvania's highly desirable Marcellus shale region.

Smith said that National Fuel Gas takes a long-term approach to their business, and is not interested in splitting its businesses to unlock value. He said that instead, the company is rebalancing its portfolio to focus on Marcellus, and thanks to its strong cash position, the company will not have to raise cash to take on new projects.

When asked about the company's dividend, Smith said National Fuel Gas has paid a dividend for 109 years, and has been able to raise that dividend for the last 39 years in a row.

Cramer said that National Fuel Gas is a winner, and he'd be a buyer of this little known company.

Lightning Round

Cramer was bullish on International Paper ( IP), Cleveland-Cliffs ( CLF), Best Buy ( BBY), Shaw Group ( SHAW), American Superconductor ( AMSC), Cheesecake Factory ( CAKE) and SandRidge Energy ( SD).

He was bearish on Rovi ( ROVI) and EnergySolutions ( ES).

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

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

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

For more of Cramer's insights during the Lightning Round, click here .
At the time of publication, Cramer was was not long any stock mentioned.

Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for, Inc., and CNBC, and a director and co-founder of All opinions expressed by Mr. Cramer on "Mad Money" are his own and do not reflect the opinions of 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, 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 is related to the specific opinions expressed by him on "Mad Money."

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