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

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NEW YORK ( TheStreet) -- There's a lot happening next week on the earnings front, Jim Cramer said on Friday's "Mad Money" as he laid out his game plan for next week's trading. Cramer said many sectors have been on fire, and he expects that trend to continue.

On Monday, Cramer said, he'll be watching both McDonald's ( MCD) and Netflix ( NFLX). He said expectations are low for McDonald's, which may provide a buying opportunity. Meanwhile, Netflix continues to have the growth that the markets can't get enough of.

Tuesday brings two stocks Cramer owns for his charitable trust, Action Alerts PLUS , DuPont ( DD) and Apple ( AAPL). Cramer said that DuPont is a buy on weakness, but Apple will only go higher on a new product announcement, not on its earnings.

For Wednesday, it's Ford ( F), PepsiCo ( PEP), Facebook ( FB) and Boeing ( BA) reporting. Cramer said Ford, another Action Alerts PLUS name, would be a buy on weakness if sales in Europe are improving, and Pepsi and Boeing remain great long-term buys. Facebook, also a trust holding, continues to be despised by the markets, said Cramer, but also remains a good longer-term story.

Turning to Thursday, Celgene ( CELG), Bristol-Myers Squibb ( BMY), 3M ( MMM) and ( AMZN) take the stage. Cramer said he's a fan of all of these stocks, although 3M may see profit-taking ahead of the quarter.

Finally, on Friday, it's Stanley Black & Decker ( SWK) and Weyerhaeuser ( WY) reporting. Cramer said he remains bullish on housing and these two companies are right at the heart of it.

Executive Decision: T.J. Rodgers

In the "Executive Decision" segment, Cramer spoke with T.J. Rodgers, president and CEO of Cypress Semiconductor ( CY), the semiconductor maker that's seen its shares rise 25% since Cramer last spoke with Rodgers on Jan. 25.

Rodgers said touchscreens in smartphones continue to be a huge driver for Cypress, and his company continues to deliver new technologies benefiting users around the globe. He said that even something as simple as an off-brand charger can introduce interference that can disrupt a touchscreen's operation. That's why Cypress has been developing circuits that can eliminate such interference so phones can continue to operate even while being charged.

Another hurdle for Cypress: smartphone users who wear gloves. Rodgers said the company has been working on technologies in that area for over two years now.

When asked about the company's hit-or-miss earnings of late, Rodgers said he saw a bottom form last quarter and he now has better visibility and conviction going forward. He said tech companies can't afford to get cocky or they risk being blindsided by surprises like what Cypress experienced last quarter.

With the company also branching out into automotive touch devices, like the new Tesla Motors ( TSLA) Model S, Cramer said he's once again a believer in Rodgers and in Cypress given that inventories are low and visibility is better.

Executive Decision: Jack Hartung

In his second "Executive Decision" segment, Cramer spoke with Jack Hartung, CFO of Chipotle Mexican Grill ( CMG), a stock that was hit hard last April on slowing growth, but was today able to deliver 1 cent-a-share earnings beat on a 5.5% increase in same store sales.

Hartung said Chipotle never focuses on the short term and continues to look towards building a excellent long-term business. He said the company has not raised prices appreciably in almost two years, instead choosing to run the business more efficiently to control costs. That strategy may not be popular with investors, but it has allowed Chipotle to continue building the most loyal of customers.

When asked about high turnover rate with its labor force, Hartung said that all of the restaurant business has higher turnover, and Chipotle is no different as it has many students and younger employees at its restaurants. What's more important, he noted, was that Chipotle only hires its managers from the line staff, and that anyone, even if they have no cooking or restaurant skills, can learn to become a Chipotle manager.

Hartung continued by saying that employees can even progress beyond managers and elevate to district managers and beyond if they are ambitious, curious and are willing to take care of customers.

Turning to the company's ShopHouse Asian concept, Hartung said that ShopHouse is not yet ready for a national rollout and, like Chipotle in the early days, is a long process of learning and refining and introducing customers to a new menu that they'll fall in love with.

Cramer said Chipotle is back and he's a believer.

Lightning Round

In the Lightning Round, Cramer was bullish on Axiall ( AXLL), Checkpoint Systems ( CKP), Athenahealth ( ATHN) and Amphenol Corp ( APH).

Cramer was bearish on Mako Surgical ( MAKO).

Doing Your Homework

In his "Homework" segment, Cramre followed up on a few stocks that stumped him during earlier shows. He said that Canadian Solar ( CSIQ), with its 300% move so far this year, is too risky and it's time to take profits and move on. He was more bullish on Xerox ( XRX), however, as that company is moving into higher-margin businesses.

Cramer also opined on Boston Private ( BPFH) by saying that this is not his favorite bank and he much prefers Wells Fargo ( WFC), an Action Alerts PLUS holding.

When asked about Nokia ( NOK), Cramer said he'd consider owning the stock for another 20% move higher as the stock did nothing when it reported a weak quarter recently. He was bearish on Tesoro ( TSO), saying that he's not a fan of all the refiners.

No Huddle Offense

In his "No Huddle Offense" segment, Cramer offered a memo to Michael Dell and Carl Icahn, telling both of them that Dell ( DELL) is worth, at best, $9 a share, the level at which the bidding war began.

Cramer said it's no secret that PCs, Dell's bread and butter, are in decline and there are no new chips to fuel a major upgrade cycle. Meanwhile, Apple continues to dominate the high end, while companies like Lenovo chip away at the low end. And let's not forget the resurgent Hewlett-Packard ( HPQ), which can afford to give away PCs to reassert itself in the marketplace.

For all these reasons, Cramer said Dell is just not worth its current $13 a share valuation.

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 positions in AAPL, DD, F, FB, SWK, WFC and WY.

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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