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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 FridayFor "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.
Executive DecisionIn 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.