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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.
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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.