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

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NEW YORK ( TheStreet) -- "Their weakness is not our weakness," Jim Cramer told his Mad Money  viewers Friday. The U.S. economy is a lot stronger than Europe, China and Japan, and that means sticking with what's working right here in the good old USA. Cramer said he is still a fan of stocks like General Motors ( GM) , a stock he owns for his charitable trust, Action Alerts PLUS, along with Ross Stores ( ROST) and Celgene ( CELG) .

As for next week's trading, Cramer said that he'll be listening to Palo Alto Networks (PANW) and Workday (WDAY) when they report Monday, but unfortunately he likes the companies a lot more than the stocks, which are now both too expensive.

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On Tuesday, DSW (DSW) should report a bullish quarter, but Cramer urged caution. He was also bearish on Tiffany (TIF) , which has exposure to Japan. On the bright side, Cramer had positive comments for Hewlett-Packard (HPQ) and Cracker Barrel (CBRL) .

Then, on Wednesday, John Deere (DE) and SeaDrill (SDRL) report. Cramer said Deere is another company that's better than its stock, while SeaDrill is just "dangerous" with new rigs coming online and oil prices falling.

What about those cheap international stocks you were considering? Cramer closed by saying that investors need to curb their enthusiasm until Europe implements actual stimulus, China starts growing again or there's resolution in Ukraine.

A Tribute to Pop

In a heartfelt tribute to his father, Ken Cramer, who passed away Wednesday at the age of 92, Cramer offered some insights on the many things Pop taught him over his lifetime.

Cramer recalled that Pop was always working, having run his own business for 50 years selling gift wrap, tape, boxes and ribbon to retailers and jewelers. When that business got too tough, Cramer said Pop "pivoted" and sold high-end doggie bags to restaurants instead, always putting the customer first. From those days, Cramer said, he learned that inventory is the bane of a retailer's existence -- always watch the inventory.

Cramer said Pop loved the stock market, loved Mad Money, loved his country, loved Eagles football and loved working out and staying active, all tenets Cramer shares.

Pop was lucid and offering stock advice right up until a few hours before he passed, his son said. He will be greatly missed by the entire "Mad Money" family.

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Riding With Harley

Investors looking to take the temperature of the American consumer need look no further than with discretionary products, Cramer told viewers, those products no one needs to have but want to have.

When it comes to discretionary stocks, Cramer said the best in show are Harley Davidson (HOG) , yacht maker Brunswick (BC) and the off-road vehicle king, Polaris Industries (PII) .

Harley shares have soared from $58 to $69 a share in recent weeks, thanks to a recent 9-cents-a-share earnings beat with stronger gross margins and low inventory levels at its dealers.

Meanwhile, Brunswick, the number one maker of boats of all sizes along with billiard tables and fitness equipment, also delivered a 5-cents-a-share earnings beat on better-than-expected revenue up 13%. Shares of Brunswick are just off their 52-week highs.

Finally, Cramer noted that Polaris, makers of off-road vehicles, motorcycles, snowmobiles and more, has also been roaring higher over the past month, thanks in part to a 4-cents-a-share earnings beat where the company raised its usually conservative guidance.

Cramer said with all of these stocks heading higher, it's clear the American consumer is doing a lot better than in years past.

Executive Decision: Juan Ramon Alaix

For his "Executive Decision" segment, Cramer sat down with Juan Ramon Alaix, CEO of Zoetis (ZTS) , the animal health company that seen its stock rise 37% since Cramer last checked in back in June.

Alaix attributed Zoetis' recent success, in part, to people having more pets. He explained that Zoetis supplies medicines and vaccines for eight different species, including cattle, swine, poultry and sheep, as well as dogs cats and fish.

Zoetis now plays an important role in keeping livestock healthy, Alaix noted, while in the pet market, people are simply taking better care of their animals.

When asked about Zoetis' recent conversations with activist investor Bill Ackman, Alaix said Zoetis and Ackman have the shareholders in mind and want to create value for them, which is why his company recently announced a $500 million share repurchase program to aid in that goal.

Cramer said there's a lot to like at Zoetis.

Lightning Round

In the Lightning Round, Cramer was bullish on Popeyes Louisiana Kitchen (PLKI) , Kinder Morgan (KMI) and Noble Energy (NBL) .

Cramer was bearish on Tekmira Pharmaceuticals (TKMR) , Wendy's (WEN) , Dynavax Technologies (DVAX) , Ford Motor (F) and Pembina Pipeline (PBA) .

Executive Decision: Kevin Conroy

In his second "Executive Decision" segment, Cramer sat down with Kevin Conroy, chairman and CEO of Exact Sciences (EXAS) , a stock that's up 107% since Cramer last spoke to Conroy in January 2013. The rise is thanks to the company's recent FDA approval for Cologuard, a non-invasive test for colon cancer that uses only a stool sample, yet is 90% accurate.

Conroy said colon cancer is a big problem, one that we spend $14 billion a year to treat because only 50% of patients opt to be screened via a colonoscopy, which was the only available option. Yet, at the same time, colon cancer is 98% treatable if caught early, Conroy noted, but only 10% treatable at the later stage four.

Cologuard is on track to do $2 million in revenue, according to Conroy, but his company has a team of people spreading the word to physicians. One big early win for Exact Sciences was Medicare reimbursement, which came simultaneously with FDA approval. Conroy said that other insurers will be falling in line soon to pay for this vital test.

Cramer said that Exact Sciences is a great story, but it's also a long-term story as it will take time for doctors and insurers to get on board with this terrific new screening test.

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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 GM and KMI.

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