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NEW YORK ( TheStreet) -- Get ready for the Twitter deal and get ready to do some buying, Jim Cramer told "Mad Money" viewers Friday as he laid out his game plan for next week's trading. Cramer said if history serves, markets that are up 20% or more for the year tend to keep on rallying. So investors need to be ready to pounce when opportunities arise. That's why on Monday Cramer will be watching three oil and gas producers -- Anadarko Petroleum ( APC - Get Report), Carrizo Oil & Gas ( CRZO - Get Report) and Pioneer Natural Resources ( PXD - Get Report). Any of these stocks could rally on increased production, but also fall if the price of oil dips on the day, Cramer noted. Tuesday brings earnings from Tesla Motors ( TSLA - Get Report), Regeneron ( REGN - Get Report), AOL ( AOL) and CVS Caremark ( CVS - Get Report). Cramer said Tesla could rally on any overseas news, but he'd sit on the sidelines for Regeneron. He expects good numbers for AOL and CVS. Then, on Wednesday, it's Whole Foods Markets ( WFM), a stock where the analysts are always too critical, along with Cimarex Energy ( XEC - Get Report) and SolarCity ( SCTY). Cramer said he'd buy Cimarex if Monday's oil stocks do well and would buy SolarCity if Tesla does well. On Thursday, shares of Twitter will be priced. Cramer said investors shouldn't expect to get in on this red-hot IPO but he feels shares are worth a valuation up to $20 billion. Also on Thursday, Walt Disney ( DIS - Get Report), another stock worth buying on any weakness. Finally, on Friday, it's non-farm payroll numbers. Cramer said he doesn't expect the market to react positively to this news, so investors should be prepared for weakness.
Speculation FridayFor "Speculation Friday," Cramer highlighted Swift Energy ( SFY), a tiny oil and gas producer whose shares fell from a high of $45 a share to $30 last year to a scant $12.95 a share today. Cramer explained that Swift was once a pure play on natural gas and natural gas liquids, two areas of the oil and gas market that have been under tremendous pressure for the past few years. But like so many of its competitors, Swift is now making the transition away from natural gas and towards the lucrative oil side of the business, a move that's "better late than never," said Cramer.
Flying DeltaSome "anointed" stocks will just keep powering higher through the end of the year, Cramer told viewers. One of those stocks will be Delta Air Lines ( DAL - Get Report) as money managers continue to pile into this leading airline name. After years of hating the airlines, Cramer said the facts changed, as did his outlook on airline stocks. Gone are the days when over a dozen carriers were competing on price. Today, only four major airlines remain. Of those, Delta shows the most promise as evidenced by its 70% gain so far this year. Delta last delivered a five-cents-a-share earnings beat when it reported, along with a 5.7% increase in revenue and operating margins topping 13.4%, better than any other carrier. Delta was also able to offer bullish guidance for the future as the decrease in competition will certainly mean a rise in ticket prices and fees. As with all airlines, Delta's balance sheet isn't pretty but it's also not as bad as it was. The company has $9.9 billion in debt, down from over $17 billion in 2009. That's still a lot of debt, Cramer admitted, but Delta seems committed to reducing it in order to bolster earnings. Add that to a new pro-shareholder stance and it's easy to see why so many money managers are piling into Delta to show how smart they are for their shareholders come Dec 31.