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

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NEW YORK (TheStreet) -- Buy low, don't sell low. That was Jim Cramer's lesson for his "Mad Money" viewers Friday as he laid out his game plan for next week's trading. Cramer said the futures have a way of taking down the entire market for no particular reason, and it's times like those when investors should be buying.

That's why Cramer predicted a big market open on Monday, but urged investors not to chase stocks higher. Wait until later in the day and prices almost always get better. As for what to buy, Cramer said he likes both AmeriGas Partners (APU) and food distributor Sysco (SYY).

On Tuesday, Cramer said, he'll be waiting for earnings from Clorox (CLX) but would be a buyer of Gilead Sciences (GILD) and Hain Celestial (HAIN).

Wednesday brings Yelp (YELP) and Twitter (TWTR) along with Walt Disney (DIS) and Merck (MRK). Cramer said he's a huge fan of Yelp and Disney, but would wait until after earnings to scoop up Merck and Twitter.

Then, on Thursday, it's Perrigo (PRGO), LinkedIn (LNKD) and OpenTable (OPEN) reporting. Cramer said he expects an upside surprise from LinkedIn, but would pick up Perrigo after it reports. As for OpenTable, Cramer called that a "wait and see" situation.

Finally, on Friday, it's the all-important non-farm payroll report hitting the news. Cramer said two bad reports in a row could undo all the gains from earlier in the week but positive news would be, well, very positive for the markets.

Executive Decision: George John

For his "Executive Decision" segment, Cramer spoke with George John, CEO of the online ad buying service Rocket Fuel (FUEL), which has been on a wild ride in the markets this week.

John addressed Rocket Fuel's recent volatility by explaining its IPO last year was relatively small, which has led to increased volatility. However, with the company's recent secondary offering more shares are now available and things should appear more normal from now on.

John also spoke about Rocket Fuel's relationship with ad giant Google (GOOG). He said Google remains a terrific partner, and Rocket Fuel uses its proprietary software to place ads through Google as well as many other places.

The secret to Rocket Fuel's success has been the company's ability to rapidly place ad inventory in real time, shifting placements with customers' attention and as patterns emerge. John noted that ads for pizza, for example, do well first thing in the morning because office managers order food for their lunchtime meetings.

Rocket Fuel is also adapting to the changing markets of mobile and social. John said 32% of its revenue now stem from those two key areas of the Web.

Cramer said investors need to keep Rocket Fuel on their radar as, he hopes, the volatility has subsided.

Growth Is Growing

There's a new trend brewing in the markets, and it's one that's not going away anytime soon, Cramer told viewers -- the trend toward growth.

Cramer said growth is the reason why a rocket like Chipotle Mexican Grill (CMG) could surge a whopping 11% in today's session on its huge increase in same-store sales while others, such as Wal-Mart (WMT), remained stalled with little to no growth.

The retail sector has been extremely volatile, Cramer continued, thanks to the proclamation from Starbucks (SBUX) that consumers are shifting towards online shopping and away from driving to their local malls. Coupled with challenging weather and a government shutdown, Cramer said it's no wonder investors are abandoning so many stocks that now can just no longer the growth they once had.

Typically, at times like these investors would flock to the safety of consumer packaged goods stocks, ones that offer the safety of dividends. But with the emerging markets hitting the skids, Cramer said these stocks have also become unattractive, leaving investors to flock to the few remaining stocks that can deliver what they need, growth.

Lightning Round

In the Lightning Round, Cramer was bullish on Opko Health (OPK), Spirit Airlines (SAVE), Zynga (ZNGA), iRobot (IRBT) and Groupon (GRPN).

Cramer was bearish on Boulder Brands (BDBD).

Executive Decision: Nick Akins

For his second "Executive Decision" segment, Cramer checked in with Nick Akins, chairman, president and CEO of American Electric Power (AEP), the high-yielding utility with a 4.2% yield that just delivered a three-cents-a-share earnings beat on better-than-expected revenue.

Akins said he's very optimistic about the future after the company posted positive results in all three areas of its business: residential, commercial and industrial. That's the first time all three areas have grown since 2007, he noted.

Among the bright spots for AEP are the oil, gas and chemical industries, but Akins said all industrial growth always creates additional opportunities as commercial and residential growth follows those new factories and plants.

Cold weather also played a factor in AEP's results, Akins said, because while extremely cold weather may be bad for consumers, it produces dramatically higher revenue for utilities.

When asked about the changing utility landscape, Akins said AEP continues to spend money on the right things, including rehabilitating the power grid and preparing for most phasing out of coal-fired power plants in 2015.

Cramer said AEP continues to deliver consistent earnings for shareholders.

Cramer's Homework

In his "Homework" segment, Cramer followed up on a few stocks that stumped him during earlier shows. He said Raptor Pharmaceuticals (RPTP) has flown too far, too fast and he'd wait for a pullback.

Cramer said video chip maker Ambarella (AMBA) was also a wait-and-see stock that needs a pullback before pulling the trigger.

When asked about Nordic American Tanker (NAT) and Chesapeake Energy (CHK), Cramer said both these stocks are "on hold."

Cramer said he's also backing away from Canadian banks such as Royal Bank of Canada (RY) and Bank of Nova Scotia (BNS) because the emerging markets continue to struggle.

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

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-- 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 GOOG.

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."

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