NEW YORK ( TheStreet) -- "Do not panic if the markets go down next week," Jim Cramer told the viewers of his "Mad Money" TV show Friday, as he laid out his game plan for next week's trading. Cramer said heavily margined hedge funds are getting caught with their pants down, and that weakness will create some great buying opportunities. Cramer said it may seem illogical that higher employment and falling gas prices are sending the stocks of retailers, restaurants and consumer stocks lower, but that's exactly what's happening as panicking hedge funds are forced to sell their portfolios to cover their losses. That's why on Monday, Cramer will be watching Clean Energy Fuels ( CLNE) to hear about natural gas truck adoption and Markwest Energy ( MWE) for a read on oil and natural gas production in our shale regions. Cramer said Markwest, along with Enterprise Product Partners ( EPD), are buys right here. On Tuesday, Cramer said Fossil ( FOSL) and Disney ( DIS) will have his attention. He said Fossil is a buy on any weakness and Disney is always a great play on a recovering economy. Then on Wednesday, retail giant Macy's ( M) will report. Cramer said investors can get great queues on the apparel makers from Macy's. Also on Wednesday, Cisco ( CSCO) reports what Cramer said will be a make or break quarter for the company. Also on Wednesday, the Chinese SINA ( SINA) reports. Cramer said he was wrong on SINA and would use any strength to ring the register. For Thursday, Cramer said he likes both Kohl's ( KSS) and Nordstrom ( JWN), two retailers with great track records. Finally, on Friday, Cramer said all eyes will be on the Michigan consumer sentiment numbers. Keep an eye out for those. > >> Bull or Bear? Vote in Our Poll
Executive DecisionIn the "Executive Decision" segment, Cramer welcomed back Mark Papa, CEO of EOG Resources ( EOG), an oil driller that just delivered a 14-cent-a-share earnings beat on a 38% year-over-year increase in revenues. Papa explained that Wall Street still hasn't grasped the magnitude of EOG's Eagleford shale discoveries in Texas. He said that Eagleford is the largest oil find in the lower 48 states in the past 40 years. EOG is investing between $10 billion to $15 billion in developing the Eagleford shale and is seeing 100% returns on that capital.
Papa went on further to say that technology is making all the difference. He said areas that were previously thought unproductive can now be unlocked by the same horizontal drilling techniques that have proved effective with natural gas wells. Papa noted that EOG has drilled 150 wells so far and has enjoyed a 100% success rate. "You'd have to be pretty unlucky to come up dry in the Eagleford," he explained. Papa also noted that one of the biggest problems EOG faces is a lack of infrastructure to transport the oil out of the Eagleford area. He said with pipelines overwhelmed, the company has resorted to trucks and railcars to as far away as Louisiana to bring their oil to market at the highest possible prices. Cramer said that rarely do investors get a chance to own such a great oil growth stock at such reduced prices.
Go for GrowthThe old investing wisdom says to focus on big, blue-chip companies that you can buy and hold forever. Cramer said there's only one problem with that wisdom ... it stinks! He said as companies age, they stagnate, and Wall Street rewards growth, not stagnation. That's why he likes DuPont ( DD), a company that has reinvented itself from an old-line cyclical stock to a secular growth company that does well in good times and in bad. Cramer said the DuPont's transformation began in 1998, when the company began selling off its non-core divisions, like oil and gas, pharmaceuticals and textile fibers. But it wasn't until years later when the company was truly streamlined from 23 divisions to just 13, eliminating several layers of management in the process. The new DuPont is now focused on global mega-trends like increasing food production, saving on energy, boosting safety and concentrating on emerging markets. This new strategy has given the company sustainable performance while mitigating downside risks. Nearly 30% of DuPont's revenues now come from new products, said Cramer, and the company is growing at nearly 30%. DuPont's genetically altered seed division is now the largest segment of DuPont, accounting for 37% of sales.
DuPont reported a "thing of beauty" quarter of April 21, delivering a 16-cent-a-share earnings beat on an 18% surge in revenue. Cramer said costs were down, margins were up and DuPont even boosted its dividend. Forget the old-line smokestack stocks, said Cramer, what investors really need is an old company with a new vision and profitable growth for the future. They want DuPont.
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