NEW YORK ( TheStreet) -- "Wait for Friday's employment report," Jim Cramer's told his "Mad Money" TV show viewers on Friday, as he outlined his game plan for next week's action. Cramer said the markets need to see a pullback, and when it gets one investors should load up the truck on the themes that have been working. On Monday, Cramer said that Anadarko Petroleum ( APC) and Herbalife ( HLF) will have his attention. He expects good things from both companies. Tuesday brings Emerson Electric ( EMR), Hain Celestial ( HAIN) and EOG Resources ( EOG), three more names Cramer said were cheap with terrific growth. > >> Bull or Bear? Vote in Our Poll Wednesday's lineup included Clean Harbors ( CLH), Clorox ( CLX), Continental Resources ( CLR) and Qualcomm ( QCOM). Cramer said that Clorox has great growth, Clean Harbors and Continental are two great oil plays, and Qualcomm should deliver an upside surprise. For Thursday, Cramer said that Apache ( APA) is cheap, as is Chesapeake Energy ( CHK), a company that's transitioning away from natural gas and into more lucrative oil assets. He also recommended Skyworks Solutions ( SWKS), another chipmaker that should deliver an upside surprise. Finally on Friday, Cramer said Windstream ( WIN) should have a magnificent quarter. He also reminded investors that they must stay away from the Groupon IPO after it comes public.
Running Tighter ShipIn the "Executive Decision" segment, Cramer spoke with TJ Rodgers, president and CEO of Cypress Semiconductor ( CY), which just reported a three- cent-a-share earnings beat on in-line revenues. Shares of Cypress are up 388% since Cramer first recommended the company in September, 2008. Rodgers said that after a challenging 2011, he expects 2012 to be a great year for Cypress. The company delivered a 20% profit margin in the past quarter and Rodgers expects upwards of 25% margins going forward. "We're running a tighter ship," said Rodgers, which is helping to fuel the company's success. Rodgers also noted that "the world will go touch screen," in the coming years, which bodes will for Cypress' touch technologies. He said that smartphones are all the rage at the moment, but Cypress feels that touch will be a primary input method for most things going forward. Cypress is also a winner in the intellectual property game as well. Rodgers said that Cypress has 1,800 high-quality patents in its portfolio that relate to everything related to touch chips and how they work. "We've built a great portfolio," he said. Cramer said that Cypress remains one of his favorite semiconductor companies with great growth and innovation.
Tech WinnersDespite how they're portrayed in the media, business rivalries are not duels to the death, they're more like sibling rivalries, Cramer told viewers, as he offer up his opinions on the battle between Amazon.com ( AMZN) and Apple ( AAPL), a stock which Cramer owns for his charitable trust,