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

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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.

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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 Ship

In 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 Winners

Despite 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 ( AMZN) and Apple ( AAPL), a stock which Cramer owns for his charitable trust, Action Alerts PLUS , and that of Intel ( INTC) versus ARM Holdings ( ARMH).

Cramer said that many see ARM Holdings, with its low-power smartphone chips, as the future and Intel, with its old-line PC chips, as the past.

But Cramer noted that Intel's business is stabilizing as the company moves into the server market where data centers are all the rage. Intel also offers a 3.4% dividend. He said that there's room for both companies in the semiconductor market. Investors looking for income and growth should choose Intel while those looking for a high-risk, high-reward stock should look into ARM.

When it comes to Apple vs. Amazon, Cramer said that while many were leery of Amazon's increased investments into its business, that's exactly what the company needs to do to stay ahead in the tablet game. "I'm not worried," said Cramer, and investors shouldn't be, either.

As for Apple, Cramer said he wasn't happy with the quarter, but with Apple still growing like gangbusters and trading at eight times earnings, minus the company's cash on hand, both companies are winners.

Finally, in the Google ( GOOG) vs. Apple war, Cramer said that given the growth of the smart phone market and the amazing implosion of companies like Nokia ( NOK) and Research In Motion ( RIMM), there's certainly room for two companies with smartphone operating systems.

Am I Diversified?

Cramer spoke with callers to see if their portfolios have what it takes. The first caller's portfolio included Linn Energy ( LINE), American Capital Agency ( AGNC), Windstream ( WIN), Energy Transfer Partners ( ETP) and Solar Capital ( SLRC).

Cramer said while he's not a fan of American Capital, this high-yield portfolio was properly diversified.

The second caller's top holdings included Windstream ( WIN), 3M ( MMM), Dupont ( DD), Honeywell ( HON) and NYSE Euronext ( NYX).

Cramer said this portfolio was also perfectly diversified with a great dividend yield.

Lightning Round

In the Lightning Round, Cramer was bullish on Network Appliance ( NTAP), EMC ( EMC), General Dynamics ( GD), WellPoint ( WLP) and Red Hat ( RHT).

Cramer was bearish on Triquint Semiconductor ( TQNT).

Closing Comments

In his "No Huddle Offense" segment, Cramer once highlighted how much execution matters. He said at a time when so many CEOs left us down, we should celebrate those that reinvent and reinvigorate their companies.

When it comes to retail, the name Mickey Drexler, of the now private J. Crew, comes to mind, he said.

But there's another name that should be mentioned, and that's Angel Martinez of Deckers Outdoor ( DECK). Cramer said that analysts punished the stock when the company announced it was changing distribution models in Europe, but in retrospect, it was a brilliant and bold move.

He said Martinez continues to deliver on its Uggs boots and other footwear brands, and Deckers' earnings have been soaring.

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

To contact the writer of this article, click here: Scott Rutt.

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At the time of publication, Cramer was long Apple.

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."

None of the information contained in "Mad Money" constitutes a recommendation by Mr. Cramer, or CNBC that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. You must make your own independent decisions regarding any security, portfolio of securities, transaction, or investment strategy mentioned on the program. Mr. Cramer's past results are not necessarily indicative of future performance. Neither Mr. Cramer, nor, nor CNBC guarantees any specific outcome or profit, and you should be aware of the real risk of loss in following any strategy or investments discussed on the program. The strategy or investments discussed may fluctuate in price or value and you may get back less than you invested. Before acting on any information contained in the program, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.

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 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, 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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