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

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NEW YORK ( TheStreet) -- Gridlock in Washington is good for stocks, Jim Cramer told his Mad Money viewers Friday. Cramer said with politicians continuing to duke it out, investors can focus on the big themes that have been working well so far in 2014.

Cramer's game plan for next week's trading starts Monday with earnings from WhiteWave Foods (WWAV) , Halcon Resources (HK) and Internet retailer Wayfair (W) . He said that the organic food movement is alive and well and WhiteWave, along with Whole Foods Market (WFM) , should continue to do well. He suggested listening to Halcon and Wayfair for any news.

Next, on Tuesday, it's homebuilder DR Horton (DHI) reporting. Cramer said he needs to hear good news before considering a homebuilder.

Wednesday begins a slew of retail earnings, starting with Macy's (M) , a stock Cramer owns for his charitable trust, Action Alerts PLUS, along with J.C. Penney (JCP) . Cramer was bullish on Macy's but noted Penney has already announced bad news this quarter. Also on Wednesday is Cisco (CSCO) , another Cramer fave.

For Thursday, it's Wal-Mart (WMT) , Kohl's (KSS) and Nordstrom (JWN) reporting. Cramer said of the three, Wal-Mart may be the surprise as it typically benefits from cheaper gasoline and better employment.

Finally, on Friday, Cramer said he'll be watching the Chinese trade balance number to see if that country is stabilizing or remaining sluggish.

Executive Decision: David Brain

For his "Executive Decision" segment, Cramer welcomed back David Brain, president and CEO of EPR Properties (EPR) , a real estate investment trust with a 6% dividend yield. Shares of EPR are up 60% since Cramer first featured the company three years ago.

Brain said with big Republican wins this election he expects the charter school industry to grow, which will be good news for EPR, whose portfolio already includes charter schools.

Brain was also bullish on the movie theater business, saying the luxury theater movement continues to grow in many markets. By taking out 50% of the seats in a theater and replacing them with wider seats and rows and other amenities, ticket sales typically increase 20%. Plus with less parking required, EPR has been able to further develop its properties.

Other bright spots for EPR are the upcoming ski season and a licensing decision in New York for the company's dormant casino property, which is expected this month.

With EPR operating in so many healthy industries, Cramer said this stock is a big win for anyone looking for both growth and yield.

Hope for Homebuilders

With the homebuilding stocks still getting pummeled nearly five years after the recession began, are there any signs of hope for this beleaguered sector? Cramer says there might be.

As it stands right now, lending standards are so stringent that only those who don't need a loan can get one, Cramer explained, but that may be about to change as Fannie Mae  (FNMA) has indicated that lending standards may be easing.

That may mean more mortgage defaults but, overall, looser standards would be a big boost for the homebuilders and our economy.

Also potentially helping the homebuilders -- cheaper gasoline. Cramer explained that as gas prices fall, people are willing to drive more and live further from where they work. That means homebuilders can finally begin developing all of their properties that are further out in the suburbs.

For all these reasons, Cramer said the bottom may soon be at hand and the homebuilders may finally see some much needed relief.

Executive Decision: Stanley Bergman

In his second "Executive Decision" segment, Cramer sat down with Stanley Bergman, chairman and CEO of Henry Schein (HSIC) , the dental supply giant with 45% market share in the U.S. Schein just reported a 3-cents-a-share earnings beat.

When asked what has changed most over his 25 years as CEO, Bergman said technology. He said Schein's new digital imaging products can scan and build a dental crown in about a hour, something that has traditionally taken weeks and several trips to the dentist to accomplish.

Turning to the economy, Bergman is bullish on the U.S., Germany, the U.K. and Australia, noting that all these countries are leaning in the right direction at the moment. Bergman was also bullish on the company's animal health and vaccine businesses, both of which continue to grow.

Cramer said Henry Schein has been a big winner so far and is a very easy stock to own.

Lightning Round

In the Lightning Round, Cramer was bullish on Skyworks Solutions (SWKS) , Buckeye Partners (BPL) , Kinder Morgan (KMI) , Lockheed Martin (LMT) , Opko Health (OPK) and Texas Instruments (TXN) .

Cramer was bearish on SeaDrill Limited (SDRL) , Micron Technology (MU) , Iron Mountain (IRM) , AeroVironment (AVAV) , Qualcomm (QCOM) and Sony (SNE) .

Am I Diversified?

In his "Am I Diversified?" segment, Cramer spoke with callers and responded to tweets sent via Twitter to @JimCramer to see if investors' portfolios have what it takes for today's markets. The first portfolio included Altria (MO) , Bank of America (BAC) , Gilead Sciences (GILD) , Apple (AAPL) and Alibaba (BABA) .

Cramer said this portfolio was perfectly diversified.

The second portfolio's top holdings included Apple, Gilead Sciences, General Electric (GE) , Kinder Morgan and AT&T (T) .

Cramer said this portfolio was also properly diversified with a good dividend yield.

The third portfolio had General Motors (GM) , CSX (CSX) , J.C. Penney (JCP) , Twitter (TWTR) and Cyprus Semiconductor (CY) as its top five stocks.

Cramer also blessed this portfolio as properly diversified.

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 AAPL, BAC, GM, KMI, M and TWTR.

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