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NEW YORK ( TheStreet) -- The markets were able to separate themselves from the woes of Europe this week, Jim Cramer told "Mad Money" viewers Friday, and that trend will likely to continue into next week. So in his game plan for next week's trading, Cramer said the deadline for reforms in Cyprus will have the markets' attention on Monday. That won't stop him from watching Dollar General ( DG), a stock that disappointed last quarter but will likely be forgiven this quarter. Tuesday brings a host of economic news including the durable goods number, new home sales and the Case-Schiller housing index. Cramer said housing remains on fire and he's expecting terrific numbers from these metrics, which should also be a boon for the broader markets. On Wednesday, Five Below ( FIVE), Paychex ( PAYX) and PVH Corp ( PVH) will be reporting. Cramer said he expects good things from Five Below, which is already up 30% for the year, and would buy on any weakness. He's also looking for a pullback to buy Paychex after it reports. Cramer also told viewers that he'd be a buying of PVH both before and after it reports as he expects great things from the Warnaco acquisition. Finally on Thursday, it's Accenture ( ACN) and BlackBerry ( BBRY) taking center stage. Cramer said he'd sell Accenture ahead of its results and buy it back later, but would be a buyer of BlackBerry on any weakness as last year's "left for dead" stocks seem to have been resurrected for 2013.
Speculation FridayInvestors looking for a speculative tech stock offering multiple ways to win should look no further than Compuware ( CPWR), Cramer told viewers, as he made it his focus for "Speculation Friday." Cramer said Compuware was once a $39 stock back in 1999 but fell to just $5 a share by 2009, only to finally turn itself around and begin rebounding to its current $12.34 price tag. The company received a takeover bid late last year, but rejected that bid this January and is currently shopping for other offers. That would be the first way investors could cash in, a takeover.
The second way would be with the company's newly announced 4% dividend yield, which shows just how confident management is in their business. Then there's the business itself, which includes everything from app development to cloud computing services. Compuware is in the process of shedding non-core operations and focusing on its higher-growth services. A full 40% of the company's revenue currently stem from these much sought-after services. Cramer said Compuware also has a clean balance sheet with just $7 million in debt and tons of free cash flow, helping to make it a likely target for private equity firms. So whether investors are looking for a high growth tech stock or a takeover or private equity play or even just a high yielding dividend stock, Compuware is happy to deliver.
Refining His OpinionFor the last installment of his "Oligopoly" series of stock picks, Cramer looked into the refining industry, a group that on the surface may not seem like an oligopoly with so many players but in reality most certainly is. Cramer explained that it's almost impossible to build a new refinery here in the U.S., and that severely limits competition. With the ever-present demand for gasoline and other refined products, there's never any price competition in this group, making it a happy oligopoly. With the huge explosion in new-found oil in the U.S., the refiners have been raking in the profits, as gasoline, for the most part, is priced on the global market. That means refiners are buying cheap, domestic oil, turning it into gasoline, then exporting it at near-record prices. This trend may be bad for U.S. consumers, but it explains why the U.S. used to import three million barrels of gasoline a day and now exports one million a day. Of the many refiners, Cramer said those in the center of the country are the best way to play the refiners as the lack of infrastructure often means producers are willing to sell at below market prices. Of the group, HollyFrontier ( HFC) remains Cramer's favorite, along with the newly minted CVR Refining ( CVR), which sports nearly a 10% yield.