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NEW YORK ( TheStreet) -- Gone are the days when the markets get hammered and stay hammered, an upbeat Jim Cramer told "Mad Money" viewers Friday. He laid out his game plan for next week's trading action, saying the market's rally now seems almost unstoppable. That's why on Monday, Cramer said, he'll be watching homebuilder Lennar ( LEN), a company that survived the housing crisis through excellent management, and Paychex ( PAYX), a stock that's up 15% for the year and has a yield of almost 4%. Cramer said he also expects good things when Red Hat ( RHT) reports Monday. Tuesday brings earnings from Carnival Cruises ( CCL), a company on the mend from its disaster last year, and also contract manufacturer Jabil Circuits ( JBL). Cramer said he's betting on good quarters from both companies. For Wednesday, Cramer said all eyes will be on crude oil inventories. If the numbers are bad, he'll use the weakness to pick up Schlumberger ( SLB) on the cheap. Then on Thursday its Discover Financial ( DFS), spice maker McCormick ( MKC), Nike ( NKE) and Research in Motion ( RIMM). Cramer was bullish on Discover's partnership with eBay's ( EBAY) PayPal and said McCormick makes things like parsley, sage, rosemary and profits. He was also bullish on Nike's recent dividend boost, but noted that Research In Motion is all but dead as the iPhone 5 sweeps the globe. Finally, on Friday it's Walgreen's ( WAG) turn at bat. Cramer said this one consistent earner has become a roller-coaster and he'd take profits ahead of earnings.
Executive DecisionIn the "Executive Decision" segment, Cramer spoke with Alex Smith, president and CEO of Pier 1 Imports ( PIR). This stock has risen an astounding 17,500% since the depths of the recession when it traded for as little as 11 cents a share and one that's doubled since Cramer first recommended the company in April 2010. Smith said Pier 1 is constantly bringing in new seasonal merchandise so its customers will always find something new. He said his staff plans very carefully, building on past successes, which has allowed the company to become very successful where others have failed. Smith also touted the company's new Web site and ecommerce channel as another huge opportunity for Pier 1.
Smith clarified that while it's always nice to have the tailwind of a robust housing market, Pier 1 doesn't need strong housing in order to prosper. Its remarkable turnaround began during the worst of the housing collapse and it's been nothing but success ever since. Smith noted that it only takes fractional gains in marketshare for Pier 1 to do extremely well. Among the other positives at the company, its new customer loyalty and rewards program, which has been attracting tons of new customers, and Pier 1's new three-story flagship store in Manhattan. Cramer said that he loves shopping at Pier 1 as well as investing in it.
Speculation FridayFor "Speculation Friday," Cramer highlighted Radware ( RDWR), a company he said is one of the few bright spots in technology during what would normally be a great time for the sector. Cramer said shares of Radware received an 11% haircut when it last reported in July, thanks to in-line sales but cautious guidance. But that's to be expected, he said, as the company gets 32% of its sales from Europe, and we all know how things have been over there. But at its core, Cramer said, Radware has a solid business. Nearly 75% of the company's sales come from what are known as application delivery controllers, in essence the hardware that takes data from server farms and parlays it out to millions of users. Chief rival Cisco ( CSCO) has decided to exit this business, said Cramer, allowing Radware to pick up market share. The remaining portion of Radware's business is in cybersecurity, particularly attack mitigation systems that help companies recover from cyberattacks. Cramer said with shares trading at 16.8 times earnings with a 16.5% growth rate, shares of Radware are inexpensive and its future is most certainly better than its past. The company has solid partners and a balance sheet with lots of cash on hand.
Lightning RoundHere's what Cramer had to say about callers' stocks during the "Lightning Round": Franco-Nevada ( FNV): "This company has a very simply model and I think it's a winner."
Sarepta Therapeutics ( SRPT): "That's a speculative stock but a good speculative stock." Boardwalk Partners ( BWP): "I like this company. It's one of the best MLPs out there." Under Armour ( UA): "Everyone is bearish on Under Armour and that's wrong. The chart is bad but I like it." Sony ( SNE): "I don't like Sony. They may make the battery in the iPhone 5 but that is not enough to move the needle."
Action Alerts PLUS , even more. Finally, when asked about Deckers Outdoor ( DECK), Cramer said this is one stock that simply "ain't working."