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

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NEW YORK (TheStreet) -- The markets have something for everyone, Jim Cramer said on "Mad Money"  Friday as he laid out his game plan for next week's trading. Now that the big, bad employment number is behind us, investors are piling into all sorts of stocks, from growth and high-yielders to cyclicals and housing, Cramer said.

That's why on Monday Cramer said he'll be looking out for Annie's (BNNY), a play on natural foods, and Pioneer Natural Resources (PXD), which is sitting atop one of the world's largest oil fields.

On Tuesday Cramer said investors need to keep their eyes on the Goldman Sachs (GS) technology conference, which runs through Thursday. Also on the watch list: CVS Caremark (CVS), which recently booted tobacco from its stores, and Trip Advisor (TRIP), a stock Cramer said has run big ahead of earnings.

Cramer dubbed Wednesday "disappointment day," with earnings from John Deere (DE), Cisco (CSCO) and Mondelez (MDLZ). The only bright spot will be Whole Foods Markets (WFM), said Cramer, which is poised to snap higher.

On Thursday, it's Pepsico (PEP) reporting, a stock Cramer said is an opportunity after having fallen hard. He urged caution with WhiteWave Foods (WWAV), but said activist investors in Cliffs Natural Resources (CLF) will be good for investors.

Finally, on Friday, VF Corp (VFC) will answer the question of how well its North Face brand sold during the record cold temperatures across much of the country.

Executive Decision: Daniel Starks

For his "Executive Decision" segment, Cramer once again sat down with Daniel Starks, chairman and CEO of St. Jude Medical (STJ), a stock that was up 72% last year and hasn't given up any of its gains so far this year. St. Jude just posted a penny-a-share earnings beat on in-line revenue and guidance.

Starks showed off his company's new, revolutionary pacemaker, currently in clinical testing. The device, which is a fraction of the size of current pacemakers, can be implanted through a non-invasive procedure in as little as eight minutes, and the unit will last for up to 19 years. Starks said that in his opinion, once the device is available there will simply be no reason to choose anything else.

St. Jude currently controls nearly a quarter of the CRM, or cardiac rhythm management, market and its new device will only solidify that dominant position. St. Jude is also working on treatments for hypertension, particularly for patients who don't respond to other treatments.

With such revolutionary devices coming to market, Cramer asked Starks about some of his biggest hurdles. Starks noted that our country's current excise tax is a major stumbling block because St. Jude is a huge exporter of devices to patients around the globe.

Cramer said that St. Jude clearly has game-changing technology.

Executive Decision: Stephen Holmes

In his second "Executive Decision" segment, Cramer sat down with Stephen Holmes, chairman and CEO of Wyndham Worldwide (WYN), a stock that was down 2.8% Friday on in-line earnings but is up an astounding 1,170%, including reinvested dividends, over the past five years.

Holmes said Wyndham had a great quarter, even better than expected. That hasn't translated to the stock price, however, which is up one day and down the next, he continued.

When asked about using declines to buy back stock, Holmes said Wyndham is always looking for weakness in the shares to buy back as many shares as it can.

Turning to the economy, Holmes said Wyndham is not seeing a slowdown in hotel construction. He said Obamacare is on the minds of many hotel operators, but hasn't caused any properties not to be developed. Instead, operators are simply staffing with fewer employees.

Finally, when asked about rival HomeAway (AWAY), Holmes said the two companies have different models, with Wyndham helping homeowners rent their properties as opposed to HomeAway's listing model.

Cramer reminded viewers that when stocks go down, sometimes it's a buying opportunity -- as it is in the case of Wyndham.

Lightning Round

In the Lightning Round, Cramer was bullish on Walt Disney (DIS), McKesson (MCK), SolarWinds (SWI) and Marathon Petroleum (MPC).

Cramer was bearish on Lions Gate Entertainment (LGF), Catamaran (CTRX), CVR Refining (CVRR) and Cheniere Energy (LNG).

Executive Decision: Scott Wingo

In his third "Executive Decision" segment, Cramer welcomed Scott Wingo, co-founder, chairman and CEO of ChannelAdvisor (ECOM), a platform that helps retailers manage their online sales across multiple sites. The company just posted a smaller-than-expected loss on higher revenue with solid guidance. Shares of ChannelAdvisor are up 48% since Cramer last checked in back in August.

Wingo said with so many shopping choices and services online, it's hard for retailers to sell their goods online, which is why more  of them are turning to ChannelAdvisor. He said his company offers a single dashboard for online retailers to manage their offerings across multiple sites.

When asked about the services they provide, Wingo said ChannelAdvisor can help retailers list items on all of the major comparison search engines, as well as open outlets or stores on sites like eBay (EBAY), Amazon.com (AMZN), Google (GOOG) and others, all of which helps get their stores and their products in front of more customers.

When asked about how to best measure the company's growth as it marches towards profitability, Wingo said there are two helpful metrics: the number of customers it adds every quarter and the average revenue per customer.

Cramer said that with more shoppers turning online, ChannelAdvisor can only get bigger and better.

No Huddle Offense

In his "No Huddle Offense" segment, Cramer offered up a "job well done" to Apple (AAPL), a stock he owns for his charitable trust, Action Alerts PLUS, for its opportunistic stock buyback program over the past two weeks.

Cramer said that all too often companies mindlessly buy back their shares, regardless of price or direction. But after indicating that it, too, was following this strategy, Apple instead did the opposite -- buying shares aggressively into the market weakness as a sign of how confident it is in the business.

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 AAPL and 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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