Cramer's 'Mad Money' Recap: Next Week's Game Plan

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NEW YORK ( TheStreet) -- If investors want to benefit from the bull market, they need the best information, Jim Cramer told his "Mad Money" TV show viewers Friday, and that means doing the homework and listening to a few key conference calls.

Cramer said on Monday those calls will be Annie's ( BNNY), Masco ( MAS) and NCL Corp ( NCLH). Annie's has a gigantic short position, said Cramer, while Masco is plugged into the housing market and Norwegian Cruise Lines can provide a read on the travel market.

Tuesday brings Avon Products ( AVP), McGraw-Hill ( MHP) and Michael Kors ( KORS), along with Buffalo Wild Wings ( BWLD), Tanger Factory Outlets ( SKT) and Federal Realty Trust ( FRT). Cramer said he'll be listening to all of these calls.

Then on Wednesday, it's Mine Safety Appliances ( MSA), a potential takeover target, Mondelez ( MDLZ), a stock Cramer said to take profits in, and Whole Foods ( WFM), which should update investors on the trend towards healthy eating.

Thursday's earnings include Generac ( GNRC), a short likely to sell off after it reports, along with Jarden ( JAH), Pepsico ( PEP), Waste Management ( WM) and General Motors ( GM). Cramer said to buy Pepsico on weakness, but listen to the rest.

Finally, on Friday, it's Enbridge ( ENB), which continues to suffer under low natural gas prices, and VF Corp ( VFC), a company Cramer said needs to buy Deckers Outdoor ( DECK)

Executive Decision

In the "Executive Decision" segment, Cramer spoke with Mark Mason, president and CEO of HomeStreet ( HMST), a regional bank and one of last year's less-than-spectacular IPOs that has now risen 150% from its IPO price.

Mason explained that HomeStreet has been in the mortgage business for 90 years and is one of the most efficient and most profitable mortgage originators in the country. He said that business is still rebuilding from the recession, which is why the company plans to continue stabilizing that part of its business while growing its more traditional businesses like commercial lending and lending to the home building sector.

Mason said there is a growing demand for homes, which is helping HomeStreet reach its goals to have its traditional lending match that of its mortgage lending.

When asked about offering a dividend, Mason confirmed there are such plans to offer a dividend sometime this year. Cramer said HomeStreet offers investors everything they could want from a bank -- growth, consistency and, soon, a nice dividend yield.

Take a Sea Cruise

Is it time to set sail with a cruise stock in your portfolio? Cramer said after the successful IPO of Norwegian Cruise Lines, or NCL, on Jan. 17, the answer is most certainly yes -- just not with Norwegian.

Cramer said while Norwegian stock has risen sharply, the company still has a ton of debt and a shareholder base that includes large equity funds that have yet to cash out of their shares. When those lockups expire, Cramer said, the stock could get pounded, especially from these inflated levels.

But the problems at Norwegian aren't a problem for the rest of the industry, Cramer noted, as the demand for travel and leisure is rising at a time when there's less supply of new ships coming to the market.

That means stronger pricing for the industry, which is largely a happy duopoly between Carnival Cruises ( CCL) and Royal Caribbean ( RCL).

Cramer said the key matrix to watch for the cruise lines is what's called "net yield," which is the amount the cruise lines make per passenger for every cruise day sailed, after expenses. He said a 1% move in net yield can translate into a 7% move in earnings and net yields are poised to go higher as more passengers book their trips online, thereby avoiding a 12% fee paid to travel agencies.

So which cruise line rules the roost? Cramer said that Carnival once again comes out on top as the company has 48% market share, has less debt and is more shareholder-friendly with its 2.6% dividend and stock buyback program. Carnival also has a successful fuel-hedging program that eliminates fuel price surprises. It also woos Wall Street with conservative guidance that should be easily beaten.

Lightning Round

In the Lightning Round, Cramer was bullish on Deckers Outdoor, Akamai Technologies ( AKAM), Colgate-Palmolive ( CL) and Henry Schein ( HSIC).

An Obamacare Winner

In his second "Executive Decision" segment, Cramer spoke with Keiran Gallahue, chairman and CEO of CareFusion ( CFN), a company that had an earnings beat of 10 cents a share on a 2.1% rise in revenue and better than expected gross margins. Shares of CareFusion are up 26% since Cramer last spoke with Gallahue in November 2011.

Gallahue said that when it comes to the new Obamacare rules, CareFusion comes out a big winner. He said hospitals, more than ever, need to both reduce their cost of care as well as improve patient safety, and that's exactly what CareFusion's products are designed to help them do.

When asked about the company being spun off from Cardinal Health ( CAH), Gallahue said that it was critical that CareFusion, a technology company, be spun off from its non-technology parent. He said that as a tech company, the investments are different, the timelines are different. For CareFusion, a healthy research and development budget is critical, all of which they're better able to manage now that it is a standalone company.

Cramer said that investors looking for a pure play on health care should look no further than CareFusion.

No Huddle Offense

In his "No Huddle Offense" segment, Cramer pondered what the next move might be for Apple ( AAPL), a stock he owns for his charitable trust, Action Alerts PLUS.

Cramer said Apple has made a living delivering products that customers can't even imagine, falling in love with them when they see them. That could certainly happen in the television world if Apple delivered a box that really does do it all, giving us all the content we want.

But if the cable companies and content providers aren't willing to let that happen, what would it take to pull it off? In a word, cash -- something Apple has it spades. Apple could buy up TV networks along with Netflix ( NFLX) and anything else it needs and still have cash to spare.

Under that lens, maybe Apple's huge cash hoard isn't so unrealistic after all.

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

To email Scott about this article, click here: Scott Rutt

Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDC

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

Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for TheStreet.com, Inc., and CNBC, and a director and co-founder of TheStreet.com. All opinions expressed by Mr. Cramer on "Mad Money" are his own and do not reflect the opinions of TheStreet.com 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 TheStreet.com, 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 TheStreet.com is related to the specific opinions expressed by him on "Mad Money."

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