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

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NEW YORK (TheStreet) -- All eyes are on next week's non-farm payroll numbers, Jim Cramer told his "Mad Money" TV show viewers Friday, and investors are already positioning for what's expected to be a second weak number in a row.

With a growing sense of doom among big investors, Cramer said his game plan for next week's trading expects that 75% of the markets will be controlled by Friday's report, leaving only 25% of the action riding on actual stocks.

On Monday, Cramer expects both Ascena Retail Group (ASNA) and SolarCity (SCTY) to end higher after they report. On Tuesday, he said investors should be buying AutoZone (AZO) on any weakness ahead of its earnings.

The liquor and spirits market remains on fire, said Cramer, which is why he said Brown-Forman (BF.B) is worth more than it currently trades. The company reports on Wednesday.

Thursday brings Joy Global (JOY) and Kroger (KR), two stocks Cramer said will likely fail to deliver, but he was a fan of Costco (COST) and would buy that stock on any weakness ahead of the quarter.

Finally, on Friday, in addition to the non-farm payroll numbers, it's Foot Locker (FL) reporting. Cramer said he'd buy this stock if the markets take a hit.

Golden Bulls

Cramer rolled out the red carpet for his first "Golden Bull Awards" celebrating the companies and executives worth praising for what they've been able to accomplish for their shareholders.

Cramer's first honor for "Best Director" goes to Bob Iger, CEO of Walt Disney (DIS), a stock that was up 55% in 2013 and is up another 6% so far in 2014.

Disney, under Iger, has become a media and content powerhouse, said Cramer, with movies, TV, sports and theme parks all poised to deliver excellent results for years to come.

In the category of "Best Newcomer," the honor goes not to Twitter (TWTR), but to Zulily (ZU), the daily deals Web site for moms that is up 81% since its initial public offering. Cramer said Zulily is in a fabulous niche that could one day rival Amazon.com (AMZN) in its brand cache.

Gold Bulls, the Sequel

Continuing with his "Golden Bull Awards," Cramer gave the award for "Best Editing" to a company that "trimmed" its operations so it could be acquired for a hefty premium. That company is Beam (BEAM), which is now being acquired by the Japanese firm Suntory.

Cramer said that back in 2011 Beam's parent was worth $13 billion. Today, after several spinoffs that made this acquisition possible, the enterprise value of all the parts totals $25 billion.

For the "Lifetime Achievement" award, the winner is Mark Papa, former CEO of EOG Resources (EOG), one of the pioneering shale oil drillers and now a powerhouse in that sector.

Finally, the award for "Best Picture" goes to Facebook (FB), the viewer's choice and Cramer's as well for his Action Alerts PLUS portfolio. Facebook is the only company able to give advertisers what they really want -- targeted advertising, and with 52% of its revenue now stemming from mobile, Facebook is a truly remarkable company.

Lightning Round

In the Lightning Round, Cramer was bullish on Lowe's (LOW), HollyFrontier (HFC), Tyson Foods (TSN) and FleetCor Technologies (FLT).

Cramer was bearish on Transocean (RIG), ADT (ADT), SeaChange International (SEAC), Atmel (ATML) and Pinnacle Foods (PF).

Farmed and Dangerous

In a special interview, Cramer spoke with actor Ray Wise, star of the new Internet comedy Farmed and Dangerous, which takes a cynical look at the mainstream agricultural industry. The series is sponsored by Chipotle Mexican Grill (CMG) and is designed to bring awareness to the healthy and organic food movement.

Wise said his character, Buck Marshall, is the CEO of the fictitious Industrial Food Image Bureau, or "I FIB" for short. He said the goal of the series is get people thinking about where their food comes from so they can start making better decisions.

Farmed and Dangerous is not a commercial, Wise said, and is produced just like any other theatrical production. Chipotle has a very "light footprint," he noted, and the project lives on its own merits.

Cramer said in today's cynical society, projects like Farmed and Dangerous may be just the thing to help get Chipotle's message of "Food with Integrity" across to the mainstream.

No Huddle Offense

In his "No Huddle Offense" segment, Cramer asked if investors even remember why they were selling stocks so feverishly just a few weeks ago?

When PPG Industries (PPG) reported a fabulous quarter earlier this month, the stocks was pulverized despite having delivered for shareholders time and time again. Now, just a few short weeks later, the stock hit a new all-time high.

PPG is not alone, Cramer noted. Eaton (ETN), another AAP holding, and countless others also have seen the market's wild mood swings.

So the next time Cramer advises "buy into the panic," maybe investors will listen. But then again, probably not.

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 ETN and FB.

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