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

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NEW YORK ( TheStreet) -- This earnings season is turning out to be incredibly bright, Jim Cramer said on "Mad Money" Friday. That only continues next week when this quarter's reports kick into high gear.

Cramer expects the markets to hinge on Monday's existing home sales and Tuesday's labor numbers. Investors can use weakness on either of those days to pick up a few great names.

On Monday, VF Corp ( VFC) and Netflix ( NFLX) will be in focus. Cramer expects the international story at VF to be strong and thinks Netflix could also surprise to the upside.

Tuesday brings earnings from DuPont ( DD), United Technologies ( UTX) and Panera Bread ( PNRA). Cramer said he likes DuPont and United Tech but is worried that Panera may disappoint.

Then, on Wednesday, it's Boeing ( BA), Cramer's favorite aerospace play, and Caterpillar ( CAT), a stock he said may have limited downside if investors use deep-in-the-money call options.

Next, on Thursday, it's Ford ( F), Amazon.com ( AMZN) and 3M ( MMM) at bat. Cramer said Ford, a stock he owns for his charitable trust, Action Alerts PLUS , should reveal that Europe is performing better, but investors must wait to hear Amazon's conference call before they buy any of this wild trader. Likewise with 3M, a stock that trades down, even on great numbers, giving investors an opportunity to buy.

Finally, on Friday, UPS ( UPS) reports. Cramer told viewers to sit and listen to this call because rival FedEx ( FDX) may be having a strong quarter.

Speculation Friday

For "Speculation Friday," Cramer looked into a fairly new cloud computing company, one with great growth but also a few caveats. That stock, ServiceNow ( NOW), provides large enterprises with cloud-based IT services and currently has 1,778 customers in a host of industries.

ServiceNow came public just 16 months ago, popping 37% on its first day and rising another 110% in the months that followed. The company has $410 million in revenue but very little churn, meaning that its customers stick with the company once they sign on. With a $12 billion addressable market, it's easy to see why ServiceNow has been a hot commodity thus far.

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