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

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NEW YORK (TheStreet) -- We get the strongest employment number in ages and the stock market goes lower? Out of nowhere, after the open, interest rates reversed and went down, Jim Cramer told his Mad Money viewers, the opposite of what you'd expect off of a positive jobs report. The falling rates freaked out the buyers. Today's move into the red caught investors by surprise because the economy seems to be improving.

Cramer said today's drop in rates after a robust hiring report leads him to wonder if something else is at play here. Do bond guys know something? Are some investors worrying that someone knows something about Ukraine that they don't? Are these conspiracy theories or the real thing? Cramer considered these investor concerns as possible reasons that the market could go down.

Whatever happens over the weekend, Cramer doesn't want his viewers to buy on Mondays if the market is up on Monday. These type of purchases almost always end badly.

Meanwhile, on Monday Cramer will be watching earnings from Pfizer (PFE), which should bring good news if it can report that it will buy AstraZeneca (AZN) for north of $100 billion. This buy would cut the company's tax bill and add some new anti-cancer treatments to its portfolio. You could do worse than picking up Pfizer on any market weakness Monday.

Also Monday, take a look at EOG Resources (EOG), an interesting energy play. ChannelAdvisor (ECOM) and Tableau Software (DATA) also report Monday. Positive numbers from those two could reignite interest in the flagging Internet company sector.

Tuesday's earnings reports include FireEye (FEYE), which has, to put it lightly, traded erratically, Cramer said. It is down from $97 per share in March to just under $40 at Friday's close. Vicious insider selling has killed the stock. First Solar (FSLR), Disney (DIS) and Whole Foods (WFM) all report after the bell on Tuesday.

Cramer wants to hear that First Solar is putting together a new company with good yield, a conservative solar play that young people can love. From Disney, he is looking for a huge number off the success of the movie Frozen. If Disney is down on Monday, do a Frozen singalong and pick up the stock at a discount. Whole Foods is driving Cramer crazy. It can't get out of its own $49 way. The company needs to start cutting prices in the face of its increasing competition.

Wednesday brings earnings report from Allergan (AGN). It is up 48.3% in the last three months and is now the target of a hostile takeover bid. Cramer wants to see what the company does to protect its independence or seek a buyer more to its liking.

Biotech has been a bear lately, Cramer said, so please be careful when one of his favorites, Regeneron (REGN), reports on Thursday. The stock has been a long-term winner but the sector is a loser right now. Dont get hurt. Priceline (PCLN) also reports Thursday and is one of Cramer's favorites, but it is not for the squeamish. It almost always gets hit in the split-second after reports. If you can't handle that, take profits ahead of the quarter. If you can, Cramer said to prepare yourself to buy more.

Friday, we'll hear from Polo Ralph Lauren (RL), which Cramer thinks would be a terrific buy ahead of the quarter. Cramer will also be looking closely at 3-D printing company Stratasys (SSYS), which is still much loved even though its been hammered lately. While it could deliver this quarter, it might be a good occasion to sell the stock into strength, not buy. The whole 3-D group has overstayed its welcome.

Heading into next week, Cramer said, remember that the bond market is saying something might be lurking out there. It's not such a bad idea to raise some cash now that we're flirting with all-time highs so that were ready for whatever this market, or the Russians, could throw at us.

Executive Decision: Ronald Shaich

What's going on with Panera Bread (PNRA) lately? Cramer said the stock is getting slammed as part of a pullback from all things growth. Even though it has given you about 150% return over the past five years, lately whenever it goes up it shoots right back down.

As investors have pulled back while the company enters what it calls "Panera 2.0," Cramer welcomed Panera's founder, chairman and CEO, Ronald Shaich to talk shop.

Given the long-term outlay going into Panera bread, which Shaich said could take years, Cramer wanted to know why people should buy the stock now.

The market believes in this vision, Shaich said. On any given day, it is not about where the stock price is but where it is going to be in three months or a year or three years. I've run this company for the better part of two decades," Shaich said, "and every five to seven years, we've made investments in restaging the company that have led to expanded earnings and growth."

Cramer frequents Panera, enjoys the products, and wanted to know what needs to change. Shaich envisions efficiency improvements by placing orders on the Web or your smartphone so you can avoid the lunch rush. Customers can walk into the store, pick up their food and be out in 10 seconds.

Panera's 2.0 plan should be installed in 150 company-owned cafes by the end of 2014, and close to 900 locations by year-end 2015, he said.

Playing the Pot Trade

Cramer's keeping his eye on the marijuana business. What's an investor to do?

"Because I'm a conscientious investing coach. Here's the responsible way to play the marijuana trade," he said -- GW Pharmaceuticals (GWPH), or "the real marijana stock." Cramer said this company thinks it's silly for your doctor to write you a prescription for a couple of joints.

This company has an internal library of marijuana plants, with the right levels of chemicals in a controlled and reproducible amount, Cramer said. Why is a marijuana pill different than smoking the plant? When you take a drug, you want consistent dosage. Traditional medical marijuana can vary plant by plant.

The products are not yet FDA-approved, but the company is on track for it. GWPH has a mouth spray that's already approved in 25 countries, Cramer noted.

Executive Decision: Todd Davis

With the big momentum selloff in the past couple of months, plenty of babies got thrown out with the bathwater, Cramer said. Look at LifeLock (LOCK), a profitable identity-theft-prevention company with real earnings growth that has become darn cheap.

This stock has been slammed along with the momentum-stock pullback of late. It's now trading at just 22 times next year's earnings, despite having a 24% long-term growth rate. LifeLock got unexpectedly pummeled in the wake of the Heartbleed virus news because it was seen as being in the wrong neighborhood.

LifeLock co-founder and CEO Todd Davis joined Cramer to discuss recent results.

Events like the Target (TGT) credit card breach and the Heartbleed virus scare gives the company a real tailwind, Davis told Cramer. LifeLock is the known brand and has the most comprehensive protection. LifeLock ended the first quarter with 31% more members compared to the same period a year ago.

The difference between what your bank is doing with one compromised credit or debit card and what LifeLock can do across your life is immense, Davis said. We know where the criminals go to try to monetize your information.

The global cyber security market is expected to grow from $63.7 billion in 2011 to $120.1 billion by 2017.

Lightning Round

In the Lightning Round, Cramer was bullish on Nustar Energy (NS), M&T Bank (MTB), Starwood (HOT) and Cheniere Energy Partners (CQP). Cramer was bearish on Hudson City Bancorp (HCBK), Hilton (HLT) and Cheniere Energy (LNG).

No Huddle Offense

How on Earth can we add 288, 000 jobs in a single month without even a tiny bump up in rates that lasts beyond mid-morning? Cramer asked, referring to the monthly jobs report.

Some people will call it hollow job growth, Cramer said. Workplace participation rates dropped to the lowest level in 36 years. Average hourly earnings are stagnant.

But you know what? We still created jobs all over the place, which is what matters, Cramer said.

Growth in professional services and construction jobs saw a true increase. This is a great step up, he said. You can't pour concrete in freezing cold. The weather is getting warmer and it's great to see construction jobs coming back.

After listening to scores of conference calls this earnings season, Cramer believes the weather really was an issue. It wasn't made up. The three extreme weather months really did play havoc with business. Business took a real hit in America and is just now catching up.

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 no positions in stocks mentioned.

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