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NEW YORK ( TheStreet) -- If we want Friday's rally to continue, we need new news out of China, Jim Cramer told "Mad Money" viewers as he laid out his game plan for next week's trading.

Cramer said the rally was all about money managers covering their shorts ahead of a possible Chinese stimulus plan and if one arrives on Monday, the markets will be off to the races.

That's why on Monday Cramer will be watching Citigroup ( C - Get Report), a bank that he doesn't like as much as some domestic names. But if China can jump-start the rest of the world's economies, Citigroup might become more attractive.

Tuesday brings earnings from Johnson & Johnson ( JNJ - Get Report), Coca-Cola ( KO - Get Report) and Intel ( INTC - Get Report). Cramer said he hopes to hear the phrase "unlock value" from J&J, but expects rough earnings from Coke between a strengthening dollar and a shortage of corn.

Intel's earnings will also be tough, but if the stock manages to hold its ground Cramer said it might be time to buy into all of tech.

For Wednesday, Bank of America ( BAC - Get Report), US Bancorp ( USB - Get Report)m Honeywell ( HON - Get Report) and Yum Brands ( YUM - Get Report) will be reporting.

Cramer said Bank of America will likely be bad and US Bancorp good, but he wants to hear about aerospace from Honeywell before opining. Cramer said that it's time to sell Yum Brands ahead of earnings given the weakness in China and rising grain prices.

Then on Thursday, Verizon ( VZ - Get Report) and Google ( GOOG - Get Report) take the stage. Cramer said that Verizon remains a favorite but Google will struggle with a huge business in Europe and nothing in China.

Finally, on Friday, General Electric ( GE - Get Report) reports. Cramer said he wants to hear good things from GE's financial services division and hopes strength there can offset the company's alternative energy business.

Speculation Friday

For "Speculation Friday," Cramer highlighted another high-risk, high-reward stock that may be just what your portfolio needs to keep your head in the game. He said that the little-known stock Health Care Services Group ( HCSG - Get Report) offers both domestic security and a defensive business that can stand up to a possible recession.

Health Care Services offers housekeeping, laundry, linen and dining services for hospitals and long-term care facilities. The company is 99%-based in the U.S. and is not a cyclical business that will suffer in a slowdown. The company offers a solid 3% dividend yield and has raised that yield every quarter for the past nine years.

Cramer noted that only 24% of all hospitals outsource their laundry and linen services, and long-term care facilities outsource even less. This leaves a huge opportunity for growth for Health Care Services. Indeed, the company grew earnings at a 16% clip during its last quarter.

But even more exciting is HCS's dining services, a segment that delivered 50% growth in the quarter.

So why is such a rock-solid business a speculative stock? In a word, valuation. The company currently trades at 26.6 times earnings and has only an 18% growth rate. Cramer said that's higher than he would like, but feels in this case, the company is delivering on its promises and deserves its multiple.

Executive Decision

In the "Executive Decision" segment, Cramer welcomed Tim Conver, chairman and CEO of AeroVironment ( AVAV - Get Report), makers of unmanned drone aircraft and electric-vehicle charging stations.

Shares of AeroVironment are down 20% of the year on uncertainty about next year's defense budget. AeroVironment currently has 75% market share in the military's unmanned drone arsenal.

Conver said the military budget picture is a murky one, but added that the vast majority of his company's products are small, inexpensive drones that cost far less than the alternatives and save lives. He said these products are easy to support politically and hard to deny. Conver said AeroVironment is in a "good position" even with the political headwinds.

Conver also detailed some of his company's newer innovations, such as the switchblade missile. He said soldiers from the field have reported being pinned down by snipers or mortars and having to wait hours for air support to arrive. However, AeroVironment's new winged drones can fit into a backpack and be quickly launched to identify targets.

Turning to the company's other business, electric-vehicle charging stations, Conver said AeroVironment is meeting the needs of auto companies, consumers and public projects by offering a complete array of hardware, software, installation and support services. He said the business is growing and the government's free promotions will end eventually, adding to his company's bottom line.

Cramer said he's not worried about the military budget, as AeroVironment is on the cutting edge of what our troops need to succeed.

Lightning Round

Here's what Cramer had to say about callers' stocks during the "Lightning Round":

Alpha Natural Resources ( ANR): "I can't see selling this stock down here. I'm not saying buy, buy, buy but I can see owning it for speculation."

Apple ( AAPL - Get Report): "If this stock were to come down it would be a blessing. This is going to be a terrific stock for 2013."

OraSure Technologies ( OSUR - Get Report): "I'm a big believer in this one. I want to own the stock."

Lexmark International ( LXK): "Even after this quarter it's not too late to sell. Terrible company. I want to sell Hewlett-Packard ( HPQ - Get Report), too."

Mad Mail

In the "Mad Mail" viewer feedback segment, Cramer followed up on Ligand Pharmaceuticals ( LGND - Get Report), a drug maker that stumped him on an earlier show. He said the company is on a rebound, but with the stock already up 50% for the year "we missed it." Cramer told viewers to ring the register and take profits.

Cramer said that Accuray ( ARAY) is another stock that's up big for the year and investors need to ring the register and take profits.

When asked about Diageo ( DEO), Cramer said he would not be a seller as the company has great brands. He was equally bullish on Waste Management ( WM - Get Report) and its 4% dividend yield.

Finally, when asked about Cheniere Energy ( LNG - Get Report), Cramer said that with the company's financing for its export terminal in place, the stock is terrific.

No Huddle Offense

In his "No Huddle Offense" segment, Cramer said he's not going to condemn J.P. Morgan Chase ( JPM - Get Report) CEO Jamie Dimon. He said the firm did indeed commit a horrible error and Dimon did dismiss that error when it became public. However, since then the CEO has done everything right and is working his way towards redemption.

Cramer said he takes some comfort in knowing that Dimon may not have been given all of the facts by his lieutenants, which is far better than Dimon not being in control of his organization in the first place. He said the problem was rooted out, reforms were made and bonuses were recalled. Everything that needed to be done, has been done.

As for J.P. Morgan's stock, Cramer said it's now become too cheap versus its fundamentals and is once again a buy, buy, buy. Cramer currently owns J.P. Morgan for his charitable trust, Action Alerts PLUS.

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

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At the time of publication, Cramer's Action Alerts PLUS had a position in AAPL and JPM.

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."

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