Cramer's 'Mad Money' Recap: Next Week's Earnings Plays (Final)

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NEW YORK ( TheStreet) --"This market is poised to run through the end of the year," 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 market feels terrific and with stocks starting to actually respond to good news, the opportunities are aplenty. On Monday, Cramer said he'll be listening to Darden Restaurants ( DRI) for a read on consumer confidence. Cramer remains bullish on the restaurants, including Chipotle Mexican Grill ( CMG) and Yum! Brands ( YUM).

Also on Monday, contract manufacturer Jabil Circuits ( JBL) reports, along with Adobe ( ADBE) and Paychex ( PAYX). Cramer said Jabil will provide an outlook for the entire tech sector, while Paychex offers a look into the overall economy and the job market. After getting hammered last quarter, Cramer said he's looking for better results from Adobe.

On Tuesday, Cramer said footwear players Nike ( NKE) and Finish Line ( FINL) are on his radar. Nike remains Cramer's favorite, but Finish Line should post better results, if it was able to correct inventory issues last quarter. Also on Tuesday, Carmax ( KMX) reports, which is one of the 10 best-performing stocks over the past decade.

Finally on Wednesday, Cramer said Walgreens ( WAG) and Bed Bath and Beyond ( BBBY) top his watch list. Cramer said he's bullish on both companies.

Speculation Friday

For "Speculation Friday," Cramer recommended the little-known technology company known as InterDigital ( IDCC), an orphan stock with no major analyst coverage.

InterDigital is an intellectual property powerhouse, with over 17,000 patents under its wings, mainly in the smart phone and telecommunications space. Cramer explained that InterDigital receives royalties on 50% of all third-generation, or 3G, smart phones sold. The company makes 40 cents on every iPhone or 3G iPad sold, for example.

With fourth-generation devices just beginning to hit store shelves, the future looks bright for InterDigital, which has technology patents for about 20% of all 4G devices, and is looking to acquire more. 4G device shipments should reach 100 million by 2014.

Cramer said InterDigital is a speculative name, mainly because if companies refuse to pay royalties to InterDigital, lawsuits ensue, and it's always difficult to game litigation. But with $13 per share of cash on the books, Cramer said InterDigital is cheap at just 13 times earnings, especially given the company's 18% growth rate and its newly announce 1% dividend.

Cramer said with so many good things happening, it shouldn't be long before InterDigital catches the attention of a major analyst, which will only further boost the stock's share price.

Home Improvement Winners

When it comes to Stanley Black & Decker ( SWK), "there are multiple ways to win," Cramer told viewers as he recommended the stock of this iconic American brand.

Cramer said, despite Best Buy's ( BBY) miserable results earlier in the week, brick and mortar retail is not dead, and especially not for the home improvement and power tool juggernaut that is Stanley Black & Decker. He said the company delivered and earnings beat and a guidance raise when it last reported in October, and things are only improving from there.

Cramer called Stanley's recent acquisition of Black & Decker totally anti-competitive, but a total win for Stanley shareholders as there are virtually no competitors left in the power tool space. Stanley is also an international brand, he said, with only 56% of sales stemming from the U.S.

Cramer said Stanley is now a power tool power house, with the brands, management and cash flow to continue innovating and leaving the competition in the dust. Stanley is already producing new products at higher margins, taking advantage of the coming boom in home improvement.

Trading at just 13 times earnings, Cramer said Stanley is a cheap stock with consistent earnings and great visibility into the future.

Executive Decision

In the "Executive Decision" segment, Cramer once again spoke with Sean Boyd, CEO of Agnico-Eagle Mines ( AEM), a stock that received an 11% haircut since updating its production forecasts earlier in the week. Shares of Agnico are still up 36% since Cramer recommended it on Feb. 24.

Boyd clarified that Agnico's forecasts were actually higher than previously stated for the next four years. He said some of the company's cost predictions did increase, but even those estimates are using very conservative numbers. Boyd said Agnico increased production this year by 18% and is maintaining margins over $1,000 per ounce of gold produced.

Boyd said it's easy to knock gold, but the fact remains that gold prices have increased for 10 years in a row, and there will continue to be increased demand and the industry's inability to supply meaningful increases to meet that demand. He said China and India continue to buy gold aggressively, with China alone increasing imports by 500% as the country tries to balance its reserves.

Both Boyd and Cramer agreed that $2,000 an ounce is not a fairy tale when it comes to the price of gold. Cramer said with increased earnings power and dividends, investors need to take a serious look into Agnico-Eagle.

No Huddle Offense

In his "No Huddle Offense" segment, Cramer said that, with clarity on the new financial reforms finally upon us, deals like Bank of Montreal's ( BMO) bid for Marshall &Ilsley ( MI) will be just the beginning, as regional players begin to combine in order to compete with the big national banks.

Cramer said he remains bullish on a host of regional banks, including People's United Financial ( PBCT), Zion's Bancorp ( ZION), Regions Financial ( RF), First Horizon ( FHN) and Fifth Third ( FITB).

Lightning Round

In the Lightning Round, Cramer was bullish on Exelon ( EXC), TJX Companies ( TJX), Macy's ( M), Edwards Lifesciences ( EW) and Allegheny Technologies ( ATI).

Cramer was bearish on Trina Solar ( TSL), Research In Motion ( RIMM) and Titanium Metals ( TIE).

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

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

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

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