Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener.
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 DecisionIn 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.
Take a Sea CruiseIs 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 RoundIn the Lightning Round, Cramer was bullish on Deckers Outdoor, Akamai Technologies ( AKAM), Colgate-Palmolive ( CL) and Henry Schein ( HSIC).