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

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NEW YORK ( TheStreet) -- Corporate earnings still continue to drive the markets, Jim Cramer told "Mad Money" viewers Friday. Cramer said the rule of thumb remains that domestic companies are good while those selling overseas are bad, and those that execute well are rewarded even more.

That's why on Monday, Cramer said he'll be watching Buffalo Wild Wings ( BWLD), which has been a solid domestic performer, while staying away from Masco ( MAS), which gets a quarter of its sales from overseas.

Cramer said he'd be a buyer of Cummins ( CMI) on Tuesday, along with Pfizer ( PFE) and animal health provider Zoetis ( ZTS), along with Tanger Outlets ( SKT), which remains a consistent performer.

Wednesday brings Allergan ( AGN), along with Clorox ( CLX) and Cramer fave Radian Group ( RDN). Cramer said he'd wait for a pullback in Allergan and Clorox, but feels Radian is worth buying now as that stock could double from current levels.

Then on Thursday, it's American International Group ( AIG), General Motors ( GM), Alliant Tech Systems ( ATK) and LinkedIn ( LNKD) reporting. Cramer said AIG remains a great opportunity and he's even warming up to GM. Alliant remains a takeover target, while LinkedIn just continues to impress the markets.

Finally on Friday, unemployment takes the stage. Cramer said he expects this report to be a non-event, but he does expect the naysayers to be out in force on Wednesday as the Federal Reserve meets. He told viewers to ignore these bears and buy on any weakness.

Executive Decision: Nick Akins

In the "Executive Decision" segment, Cramer spoke with Nick Akins, president and CEO of American Electric Power ( AEP), a utility that delivered a one cent-a-share earnings miss but reaffirmed the company's full-year guidance. American Electric Power shares are up 12% since Cramer last spoke with Akins in February.

When asked why AEP hasn't already switched from dirty coal to cleaner, renewable alternatives, Akins explained his company has made a massive investment over the past 106 years and that means things can't be changed on a dime. He said power plants are long-lead-time projects and can't move as quickly as many environmentalists may like.

Akins said that with coal mining occurring throughout a large part of AEP's footprint, coal will continue to be a part of the company's fuel mix for the foreseeable future. However, that doesn't mean AEP isn't making changes to be more environmentally friendly. He said his company has a long history of innovation and has some of the cleanest, highest efficiency coal plants in the country. AEP is also switching from coal to natural gas where it can, which also helps lower greenhouse gas emissions across the board.

Cramer said AEP is a utility that hasn't made, but is making, the slow transition away from coal and in the meantime is delivering a terrific return for its shareholders. He said the stock remains cheap.

Executive Decision: David Steiner

In his second "Executive Decision" segment, Cramer spoke with David Steiner, president and CEO of Waste Management ( WM), which just delivered in-line numbers but offered investors a strong outlook. Like American Electric Power, Waste Management is also an unlikely environmental play, as the company operates 22 waste-to-energy facilities and is rapidly converting its fleet of trash trucks to run on natural gas.

Steiner said Waste Management now generates enough electricity from the garbage it collects to power 1.2 million homes, a figure that is eight times as big as the entire U.S. solar industry. How is that possible? Steiner explained his company generates methane gas from its landfills to generate electricity and also is working to extract as many BTUs as it can from the waste it can burn. Waste Management also composts 30% to 40% of the waste it collects and is constantly looking for new ways to use refuse.

When asked about natural gas, Steiner said there are many reasons to use U.S.-made natural gas, which is why 90% of all the trucks the company is buying are natural gas vehicles. The key sticking point, he said, is infrastructure, as America's infrastructure is built around diesel fuel and it costs money to change to natural gas. But that hasn't stopped Waste Management from trying, as it plans to build 25 nat gas fueling stations on its own this year.

Cramer said that Waste Management continues to be a leader in its space and is one company that makes green by being green.

Lightning Round

In the Lightning Round, Cramer was bullish on PPG Industries ( PPG), Celgene ( CELG), Sinclair Broadcast Group ( SBGI) and HCP ( HCP).

Cramer was bearish on Dell ( DELL).

Do Your Homework

In his "Homework" segment, Cramer followed up on TravelCenters ( TA), saying that he'd wait for a pullback before buying this stock. "Don't chase it," he said.

Cramer was skeptical about Jazz Pharmaceuticals ( JAZZ), advising investors to stick with some of his other favorite biotech stocks instead. He was also concerned about Aveo Pharmaceuticals ( AVEO) and said investors need to revisit this stock later.

Cramer also didn't show much love for Photomedex ( PHMD), saying that while the company has strong growth, he would bless it only as a speculative stock and only for a short-term trade. He was also bearish on Performant Financial ( PFMT), saying investors should stay on the sidelines with this stock.

Going Green With Pepsi

In celebration of "Green Week" at CNBC parent NBCUniversal, Cramer spoke with Pepsico ( PEP) Chairman and CEO Indra Nooyi about her company's green initiatives.

Nooyi said that being green is a "must do" around the globe and ultimately it saves costs, makes employees feel great and gives Pepsico license to operate around the world, as many countries now require companies to be environmentally friendly.

In everything from hybrid delivery trucks to eco-friendly packaging to plants that generate enough electricity via solar panels to sell the extra back to the grid, Nooyi said Pepsico is proud of its green culture.

To watch replays of Cramer's video segments, visit the Mad Money page on CNBC.

-- 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 WM.

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

None of the information contained in "Mad Money" constitutes a recommendation by Mr. Cramer, or CNBC that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. You must make your own independent decisions regarding any security, portfolio of securities, transaction, or investment strategy mentioned on the program. Mr. Cramer's past results are not necessarily indicative of future performance. Neither Mr. Cramer, nor, nor CNBC guarantees any specific outcome or profit, and you should be aware of the real risk of loss in following any strategy or investments discussed on the program. The strategy or investments discussed may fluctuate in price or value and you may get back less than you invested. Before acting on any information contained in the program, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.

Some of the stocks mentioned by Mr. Cramer on "Mad Money" are held in Mr. Cramer's Action Alerts PLUS Portfolio. When that is the case, appropriate disclosure is made on the program and in the "Mad Money" recap available on The Action Alerts PLUS Portfolio contains all of Mr. Cramer's personal investments in publicly-traded equity securities only, and does not include any mutual fund holdings or other institutionally managed assets, private equity investments, or his holdings in, Inc. Since March 2005, the Action Alerts PLUS Portfolio has been held by a Trust, the realized profits from which have been pledged to charity. Mr. Cramer retains full investment discretion with respect to all securities contained in the Trust. Mr. Cramer is subject to certain trading restrictions, and must hold all securities in the Action Alerts PLUS Portfolio for at least one month, and is not permitted to buy or sell any security he has spoken about on television or on his radio program for five days following the broadcast.

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