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

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NEW YORK (TheStreet) -- Worries abound in this market but that doesn't mean that everything is a sell, Jim Cramer told his Mad Money TV show viewers Friday as he laid out his game plan for next week's trading.

Cramer said he'll be watching both Priceline.com (PCLN) and Ventas (VTR) when it reports on Monday. He said Priceline always gets hit after a report, and that's the opportunity to buy. Meanwhile, Ventas is a solid REIT with a 4.6% yield that makes for an excellent bond replacement investment.

Next, on Tuesday it's Kate Spade (KATE) and paint-maker Valspar (VAL) on the radar. Cramer said he's not overstaying his welcome in Kate because handbags are a cutthroat business. Valspar, however, should make for a good trade, he continued.

Wednesday brings Macy's (M), a stock Cramer said he's not abandoning even though expectations are running high. He was also bullish on Cisco Systems (CSCO) but was worried about John Deere (DE), telling viewers to use any morning spike in the stock to sell.

Then, on Thursday, it's retail day with Kohl's (KSS), Wal-Mart (WMT), Nordstrom (JWN) and J.C. Penney (JCP) reporting. Cramer said lower gas prices and stronger employment should help both Wal-Mart, but Nordstrom is an outright buy, as is J.C. Penney after he featured it earlier this week as part of "Chart Week."

Finally on Friday, Cramer said he's still bullish on Estee Lauder (EL) and would be a buyer when they report.

Executive Decision: Jon Oringer

For his "Executive Decision" segment, Cramer sat down with Jon Oringer, CEO of Shutterstock (SSTK), the online media marketplace that reported a 3-cents-a-share earnings beat when it reported Thursday on better-than-expected revenue. Shutterstock also offered healthy guidance, but saw its shares down 2.9% with the broader markets.

Oringer had a lot of positive things to say about the quarter. He touted Shutterstock's recent partnerships with both Facebook (FB) and Salesforce.com (CRM) as two important relationships for the future. He also noted the introduction of music licensing as another big growth driver.

Shutterstock now offers 60,000 music tracks for license, but Oringer said that number will grow as the service opens up to more contributors.

When asked why customers choose Shutterstock over the competition, Oringer explained that Shutterstock offers a simple subscription model and clear and easy licensing that customers love. Whether they need images, video or now music for their Web site or project, they know Shutterstock will have what they need and allow them to license it quickly, he continued.

Cramer said stocks like Shutterstock are once again coming back into favor and he likes the company's outlook.

Appetite for Restaurant Stocks?

There are two kinds of investors buying into the restaurant stocks, Cramer told viewers, those looking for yield and those looking for for growth.

That explains how a stock like McDonald's (MCD) could post a 2.5% decline in global same-store sales and not have its shares fall off a cliff, Cramer said. McDonald's has a 3.5% yield.

But when it comes to growth, customers are increasingly choosing healthy and organic options, which explains why the best same-store sales comes from Chipotle Mexican Grill (CMG), a chain that is practically waging war on everything McDonald's sells.

Other growth in the group is coming from anything Mexican, Cramer continued, as evidenced by Fiesta Restaurant Group (FRGI), El Pollo Loco (LOCO) and the Mexican offerings from Jack in the Box (JACK), all of which also offer fresh and organic options when compared to the flailing Taco Bell, part of Yum! Brands (YUM).

Both of these investment themes are working, Cramer concluded. But make no mistake, they're working for completely different reasons.

Chart Week Finale

For the finale of "Chart Week," Cramer sat down with colleague Carolyn Boroden, the "Fibonacci Queen," to discuss the concepts of symmetry and measured moves using several companies' weekly stock charts.

Boroden explained that when she looks at a chart she'll often find the same size price movements over and over again, called symmetry. Add that to moves that happen over the same duration and you have measured moves.

That's why the weekly chart of Celgene (CELG) shows the same $20 decline in 2009 that it does now, and why Boroden thinks the stock will now hit $90 a share.

Boroden was also bullish on Amgen (AMGN), which has seen several declines equal in price and time since 2007. The stock's most recent decline could see a snap back to $134 a share, Boroden said.

Boroden also noted similar moves in stocks such as Exxon Mobil (XOM), Schlumberger (SLB) and General Mills (GIS). In each case, the stock repeats the same pattern over and over again.

Boroden concluded with a Cramer fave, Buffalo Wild Wings (BWLD), which has currently seen a decline that matches its prior moves. Boroden said if shares hold at these levels, she'd be a buyer.

Lightning Round

In the Lightning Round, Cramer was bullish on Rite Aid (RAD), VMware (VMW), EOG Resources (EOG), Intel (INTC) and Skyworks Solutions (SWKS).

Cramer was bearish on Mobileye (MBLY), Tekmira Pharmaceuticals (TKMR), Taiwan Semiconductor (TSM) and Gogo (GOGO).

Executive Decision: Terry Gregg

In his second "Executive Decision" segment, Cramer sat down with Terry Gregg, CEO of DexCom (DXCM), the glucose monitoring device maker that's seen its shares rally 219% since Cramer first got behind the company in 2011 and 39% since he last checked in with Gregg this past May.

Gregg showed off his company's newest offering, a watch that not only tells you the time but also your glucose level and its trend in real-time, thanks to a wireless connection to a implantable device. Gregg said that real-time monitoring is vital for patients with diabetes, as low blood sugar can have cognitive implications.

When asked when Medicare will begin covering devices like what DexCom offers, Gregg said he can't say when but the trend is moving in that direction and he's confident that reimbursements will happen.

Cramer said that DexCom continues to make incredible devices for people with diabetes and he continues to recommend the stock.

 

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 FB.

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