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

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NEW YORK (TheStreet) -- The markets have a tough road ahead, Jim Cramer said on Mad Money Friday as he laid out his game plan for next week's trading. Cramer said the market needs both a stimulus plan from China and positive employment numbers here at home if it stands a chance at sustaining its gains.

That's why on Monday, Cramer said, he'll be watching China. The markets are hoping for a China surprise stimulus plan. If we get one the industrials will rally, he said -- but without one those recent gains could vaporize.

Then, on Tuesday, eyes turn to the U.S. with manufacturing PMI, construction spending and auto sales all hitting the tape. Cramer said if auto sales are strong he'd consider buying CarMax (KMX), which reports Thursday.

Next on Wednesday, it's Monsanto (MON) reporting and an analyst day for Buffalo Wild Wings (BWLD). Cramer said he'd buy some Monsanto after they report and some Wild Wings ahead of the meeting.

Thursday brings earnings from Micron Technology (MU), a stock Cramer said he's concerned about, and RPM (RPM), a chemical maker he's also fond of.

Finally on Friday, it's the all-important non-farm payroll numbers. Cramer said he'd buy Bank of America (BAC) if numbers come in better than expected.

Throughout the next two weeks Cramer will be watch the flood of no less than 16 initial public offerings coming to market. He said this supply will overwhelm demand and could take the markets lower as well. Only the IPO of GrubHub, debuting on Friday, remains attractive, he concluded -- but not as much as it did a week ago given the sheer number of deals on the way.

Off the Tape

In his "Off the Tape" segment, Cramer sat down with Bastian Lehmann, co-founder and CEO of the privately held Postmates, the local delivery company that has just about anything delivered to your door in less than an hour.

Lehmann explained that Postmates does not carry any inventory of the items they deliver, rather "the city is our inventory." That inventory is then delivered by Postmates' network of 2,500 contractors in five cities.

The vast majority of what Postmates delivers is prepared food, Lehmann said, but that is simply a big vein to help keep the couriers busy while the company explores other categories.

Among the items Postmates delivers are pet foods, personal care items and gifts. Lehmann said that Postmates is looking to expand into new cities. So far, every city it adds has more customers than the last.

Lehmann said part of the reason Postmates resonates with customers is the personal touch. Customers see photos of the courier who will be delivering their items and can track their progress via GPS, so they'll know exactly when their items will be arriving.

Executive Decision: Glenn Lyon

For his "Executive Decision" segment, Cramer spoke with Glenn Lyon, chairman and CEO of Finish Line (FINL), the athletic apparel retailer that delivered a two-cents-a-share earnings beat on a 6.3% rise in same-store sales. Shares of Finish Line are up 38% over the past 12 months.

Lyon said Finish Line's success hinges on its omni-channel approach to giving the customers whatever they want, wherever they want, whether it be in the store or online. He said with great brands and great products it's hard not to be successful.

Lyon continued that technology and innovation are also drivers in Finish Line's business. He said the market has never been stronger than it is right now, with many brands coming out with terrific new items.

Finally, Lyon commented on its partnership with Macy's (M), which, according to Lyon, is going great. He said his hands are full outfitting over 700 Macy's stores with merchandise, and women in particular are taking notice.

Cramer said Finish Line is a stock that deserves to be higher.

Lightning Round

In the Lightning Round, Cramer was bullish on Starbucks (SBUX) and Boeing (BA).

Cramer was bearish on AerCap Holdings (AER), Chambers Street Properties (CSG), Exact Sciences (EXAS) and Organovo Holdings (ONVO).

Cramer's Homework

In his "Homework" segment, Cramer followed up on a few stocks that stumped him during earlier shows. He advised staying away from Turquoise Hill (TRQ), preferring Freeport-McMoRan (FCX) or the iPath Dow Jones Copper ETF (JJC) for investors who want copper exposure.

He endorsed Inovio Pharmaceuticals (INO) but only for speculation, because this tiny biotech is years away from approval for any of its synthetic vaccines.

Cramer was less excited about another tiny biotech, Alimera Sciences (ALIM), saying he'd rather own Regeneron (REGN).

In the "Mad Tweets" segment, Cramer responded to questions sent via Twitter to @JimCramer, saying that he's still a fan of Merck (MRK), which is in the process of spinning off its consumer products division.

No Huddle Offense

In his "No Huddle Offense" segment, Cramer bid a fond farewell to Larry Kudlow and The Kudlow Report which, aired its final episode Friday on CNBC.

Longtime watchers of Mad Money will recall that from 2002 through 2005 Kudlow and Cramer had teamed up for the aptly named Kudlow & Cramer, which then spawned Mad Money nine years ago.

Cramer said that the other night, on Kudlow's show, he was asked by Kudlow what's holding back today's economy. As Kudlow would, Cramer said he instinctively cited regulation as the culprit, a pro-worker mentality in a world that has forgotten that in order to have workers at all you must first have healthy corporations capable of competing on the global stage.

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 BAC and M.

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