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

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(Story updated to add Cramer's Lightning Round picks, his take on a number of stocks in his homework segment and his concluding remarks.)

NEW YORK ( TheStreet) -- If investors remember one thing about the stock market, it should be that 2012 is not like 2011.

That's what Jim Cramer told his "Mad Money" TV show viewers Friday, as he once again reminded them that we're in a stock picker's market. That's why his game plan for next week's trading is all about individual companies.

On Monday, Cramer said he's watching Lions Gate Entertainment ( LGF) to see how opening weekend goes for "The Hunger Games." He said anything less than $120 million in ticket sales and investors need to sell.

Then on Tuesday, it's Lennar ( LEN), McCormick ( MKC), Walgreens ( WAG) and PVH Corp ( PVH) that will be reporting.

Cramer said Lennar needs to post a strong number, or all of the gains in the home-related stocks will be at risk. He was bullish on both spice-maker McCormick and apparel-maker PVH, but said he's a seller of Walgreens and would pick up some CVS Caremark ( CVS) instead.

Wednesday brings Family Dollar ( FDO), Paychex ( PAYX) and Red Hat ( RHT). Cramer said expectations are high for Family Dollar and he would use any weakness in the group to buy Dollar Tree ( DLTR). He remained bullish on Paychex, a stock with a 4% yield, and cloud software purveyor Red Hat, which is up 25% for the year.

For Thursday, Cramer said it's all about Best Buy ( BBY) and Research in Motion ( RIMM). Cramer is not a buyer of Best Buy and said using the April 25 call options would be a better play for investors looking to gamble on earnings. He had nothing good to say about Blackberry maker Research in Motion.

Finally on Friday, Finish Line ( FINL) reports. Cramer said with so much great news coming from the footwear segment, he'd be a buyer of Finish Line on any weakness.

Speculation Friday

For this segment, Cramer highlighted Cornerstone OnDemand ( CSOD), a stock he said has been on his radar for many, menu weeks.

Cramer explained that Cornerstone represents one of the most important lessons about speculative investing, waiting for the right time. He said while Cornerstone, an enterprise software provider for cloud-based human resource systems, has had terrific numbers for awhile, its stock was in a parabolic move higher and he couldn't recommend it. But with shares now 10% off their highs, now is the right time to consider the company.

Cramer likes Cornerstone for two reasons, first as a takeover target, and second as a stand-alone company. On the takeover side, he said that similar companies have been bought at levels that would value Cornerstone 15% higher than where it trades today.

The company is also the last independent player in its space, which also makes the company an attractive target for larger enterprise software players.

But Cramer said he never speculates on a takeover stock unless the fundamentals are also good, and in this case, they are. Cramer said that when looking into enterprise software companies, the metric to watch is deferred revenues, the deals the companies have signed up but haven't yet delivered on.

In this case, Cornerstone's deferred revenues look terrific, as do the company's current prospects, which included 119 new clients this past quarter.

Cramer said that with rival ( CRM) also moving into the HR space, some investors have been getting nervous, but at this point that potential bad news has already been baked into the stock price. He said with Cornerstone doubling the size of its sales team, this is one company that's prepared to put up a fight.

Huge Dividend

In his "What The Heck" segment, Cramer explained why magazine publisher Meredith ( MDP) has seen its shares rally 60% since last October, despite calls that print magazines are all but dead and buried.

Cramer said there are a few reasons for Meredith's perplexing rally. First, he said that Meredith is not a pure-play on magazines. The company derives about two-thirds of its revenues from magazines, with the remainder stemming from local TV stations and 13% from a fledgling digital, social and mobile component.

While magazines overall may be a floundering business, Cramer noted that Meredith has a great demographic targeted toward women and has actually been taking market share and increasing ad revenues. The local TV business is also a terrific place to be, he added, especially during an election year when ad revenues will likely skyrocket.

But Cramer said the real driver of Meredith's share price is not its business but the decision to reward its shareholders with a 50% dividend boost and meaningful stock buyback program. After announcing the boost, shares of Meredith paid nearly a 6% yield, making it a very attractive stock for many investors. The buyback will also boost shareholder returns making Meredith even more attractive.

So while at first glance, a magazine company heading higher might seem suspect, Cramer said in the case of Meredith, a solid company with a huge dividend made the move perfectly understandable.

Doing the Homework

In his "Homework" segment, Cramer opined on Map Pharmaceuticals ( MAPP), a biotech company working with Allergan ( AGN) in the treatment of migraines. Cramer said that Map is likely to be volatile and he still prefers Allergan.

Cramer was bullish on Oxford Industries ( OXM), a retail lifestyle brand that trades at 17 times earnings with a 15% growth rate. He was bearish on MagicJack ( CALL), a stock that's already run up 80% so far this year.

When asked about Vale ( VALE), Cramer said he prefers Cliffs Natural Resources ( CLF). Cramer was not a buyer of Coinstar ( CSTR).

Rounding up the emails, Cramer said he's a buyer of McDonald's ( MCD), he likes Clean Harbors ( CLH) and investors looking for semiconductor names should consider Intel ( INTC) for safety or Broadcom ( BRCM), a stock which he owns for his charitable trust, Action Alerts PLUS , for growth.

Lightning Round

Cramer was bullish on Magnum Hunter Resources ( MHR), Ironwood Pharmaceuticals ( IRWD), Netflix ( NFLX) and International Business Machines ( IBM).

Cramer was bearish on Smith Wesson ( SWHC), Triangle Petroleum ( TPLM) and Hecla Mining ( HL).

Patient Trade

In his "No Huddle Offense" segment, Cramer followed up on Carrizo Oil & Gas ( CRZO) after Thursday's interview with the company's CEO.

Cramer reiterated that he thinks the stock is a buy at $30, especially given that the company's Eagle Ford assets alone are worth more than that figure. However Cramer said there are some caveats to owning Carrizo.

He said the net asset value research only applies if there is a takeover, and it could take investors a while to recognize the value without it. Cramer said there are also doubts that Carrizo has the cash it needs to transition from gas to oil as quickly as it wants.

That said, Cramer told viewers that the name of the game with Carrizo will be patience. Cramer was adamant that oil prices will remain high and that Carrizo can get to the goals it has set, but in the interim, the markets may disagree from time to time.

--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 Broadcom.

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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