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

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NEW YORK ( TheStreet) -- The Federal Reserve is not going to get in the way of a good holiday season, Jim Cramer told his "Mad Money" viewers Friday.

That's why Cramer said he'd use any weakness in the market next Wednesday to buy up some of the great stocks that will be put on sale.

Cramer expects the market to weaken on Wednesday ahead of of Thankgiving as it digests the latest unemployment data, durable goods and consumer sentiment numbers. That would be a great time to buy some of the stocks that will be reporting earlier next week, such as Workday ( WDAY) and Palo Alto Networks ( PANW), both of which report on Monday.

Cramer said the highly valued Workday could get crushed on anything less that a "beat and raise" quarter, but this cloud-based human resource management company is a buy on any weakness. Palo Alto, he said, is also highly valued, but also worth the expense.

Tuesday brings earnings from Hewlett-Packard ( HPQ), a stock Cramer said he's liking more now that Dell has none private. He also expects solid results from Tiffany ( TIF), Cracker Barrel ( CBRL) and DSW ( DSW), three stocks that are up 41%, 41% and 81% respectively for the year.

Also on Tuesday, TiVo ( TIVO), a stock that's also become a great value.

Cramer said he'd use weakness on Wednesday to picking any of these names.

Riding High Again

The four horsemen of biotech ride again, Cramer told viewers. The stocks of Gilead Sciences ( GILD), Celgene ( CELG), Biogen Idec ( BIIB) and Regeneron ( REGN) will be the anointed four going into the close of the year.

Cramer said love for the biotechs comes and goes, fizzling late this summer after a rash of red-hot IPOs. But over the past few weeks, the biotechs have once again come into fashion and been red-hot commodities for investors.

Cramer said there's three reasons for the move. First is the continued economic growth, followed by growth overseas and, finally, a host of new drug approvals. All three of these factors will continue these stocks on their current trajectory. Both Gilead and Celgene have seen approvals in the European Union strengthen their stocks while Biogen saw its shares jump $20 just today on a new approval.

Cramer said he'd be a buyer of all four of these names on any weakness for the rest of 2013.

Focus on Retail

Retail earnings have been bizarre this quarter, Cramer told viewers, but he's done the homework, listened to the conference calls and read the reports and can now opine on what's working and what's clearly not.

Cramer said it became clear that any store offering unique value was doing well. This includes Costco ( COST) and TJX Stores ( TJX), stocks he owns for his charitable trust, Action Alerts PLUS . The strength of TJ Maxx didn't spill over to rival Ross Stores ( ROST), however, as that chain didn't have the right merchandise.

In the home goods group, Home Depot ( HD), which had been lagging, shot the lights out, while rival Lowe's ( LOW), another Action Alerts PLUS name, didn't.

Anything related to sports apparel remains on fire, said Cramer, including Dick's Sporting Goods ( DKS), Foot Locker ( FL), which is at a 52-week high, along with Nike ( NKE) and Under Armour ( UA).

Among the losers were the discounters, including Wal-Mart ( WMT), Target ( TGT) and J.C. Penney ( JCP), all of which are starting to feel stale, Cramer said.

The only thing worse than the discounts? Everything teen apparel, said Cramer -- a first-class disaster that includes Abercrombie & Fitch ( ANF) and all the others.

Finally, Cramer endorsed the home-related stocks including Williams-Sonoma ( WSM) and Macy's ( M), another Action Alerts Plus holding, along with game stocks such as GameStop ( GME) and Best Buy ( BBY).

Lightning Round

In the Lightning Round, Cramer was bullish on Enbridge ( ENB), Kirby ( KEX), LAM Research ( LRCX), Wendy's ( WEN), Lions Gate Entertainment ( LGF) and Tyco ( TYC).

Cramer was bearish on Photronics ( PLAB).

Off the Tape

In his "Off the Tape" segment, Cramer sat down with Sandra Kurtzig, chairman and CEO of the privately held Kenandy, another cloud computing stock reinventing the economy of tomorrow.

Kenandy competes in the enterprise resource planning, or ERP, space, a segment currently dominated by the likes of Oracle ( ORCL) and SAP ( SAP). Kurtzig said there's been a paradigm shift in the ERP space, and companies are no longer satisfied with software that was written back when electric typewriters were all the rage.

With Kenandy's cloud-based ERP solutions, companies can remain agile, something that's desperately needed when every quarter counts. Kenandy can have a client up and running in as little as 90 days, as compared to nine months for the legacy providers. Kenandy's one cloud-connected database is worlds ahead of the competition's modular system, Kurtzig noted.

Cramer said Kenandy, along with Kurtzig, are bankable winners and he can't wait until the company is publicly traded -- something that Kurtzig said she's love to do, but is not ready for just yet.

Cramer's Homework

In his "Homework" segment, Cramer followed up on a few stocks that stumped him during earlier shows. He said Acadia Pharmaceuticals ( ACAD) is too hot to handle and he'd look elsewhere. Cramer was also not impressed with Mazor Robotics ( MZOR), which currently trades at 15 times sales.

When asked about Tyler Technologies ( TYL), Cramer said he'd rather stick with any of the cloud-computing stocks he's featured this week. Going four-for-four, Cramer was also not impressed with Durata Therapeutics ( DRTX), a stock he said needs more cash on its balance sheet before he would recommend it.

Cramer also responded to questions sent via Twitter to @JimCramer. He told one tweeter that he'd stay long on Johnson Controls ( JCI), an Action Alerts PLUS holding.

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

To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here.

-- 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 COST, JCI, LOW, M and TJX.

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