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NEW YORK ( TheStreet) -- The markets may be at new highs, but Jim Cramer told his Mad Money viewers Friday they won't stay that way forever. That's why next week's game plan includes a lot of listening to what companies have to say about their business.
After Monday's President's Day holiday in the U.S. Cramer's week starts Tuesday by listening to Goodyear (GT - Get Report) and Fossil (FOSL - Get Report) for news on how well sales are doing in Europe, as well as Waste Management (WM - Get Report) , which will offer a read on residential construction here at home.
Wednesday brings earnings from Actavis (ACT) , a stock Cramer said will likely deliver an upside surprise, and EOG Resources (EOG - Get Report) , the oil driller with prime properties in the Eagle Ford, Bakken and Permian Basin. Cramer said to listen closely for news on production cuts and their outlook on oil prices.
Then, on Thursday, it's earnings from Priceline (PCLN) and retail giants Wal-Mart (WMT - Get Report) and Nordstrom (JWN - Get Report) . Cramer said Priceline typically gaps lower on its earnings release, and that's the time to buy. He was bullish on both Wal-Mart and Nordstrom as well.
Finally, on Friday, its John Deere (DE - Get Report) with the latest report on farming around the globe, and Cabot Oil & Gas (COG - Get Report) , the natural gas driller that will likely remain under pressure for a while longer.
Cleaning Up With Clorox
The consumer packaged-goods companies have been, historically, a very consistent group, Cramer viewers -- but not this quarter. This quarter saw big declines from Procter & Gamble (PG - Get Report) , weakness from Colgate-Palmolive (CL - Get Report) and yielded one big winner, Clorox (CLX - Get Report) .
Cramer said Clorox beat the numbers handily, delivering a 7-cents-a-share beat and surprising on growth, volume, pricing and gross margins. The reason? Domestic security. Cramer said Clorox derives 79% of sales from North America, compared to only 39% for Procter and 18% for Colgate. With currency taking a big bite from everyone's earnings, Clorox was really able to shine.
But Cramer said the Clorox story is about a lot more than just currencies. The company is also increasing volumes and raising prices in an environment where lower oil and gas prices are only decreasing its costs.
Shares of Clorox are not cheap, trading at 22 times earnings, but they do yield 2.7% and are worth buying on any weakness.
Healthy Food, Healthier Food Companies
There are a lot of big changes going on in the food business, with old-line food companies such as ConAgra (CAG) , Campbell Soup (CPB) and Kellogg (K) riding off into the sunset while the market craves the healthy and organic fare from companies including Hain Celestial (HAIN) and WhiteWave Food (WWAV) .
Cramer said the brands being peddled by ConAgra and Kellogg are simply too tied to the old days to ever be considered hip again. Thus, these companies appear to be running in place while the rest of the industry runs on.
Consumers want good-tasting food that's also good for them, Cramer explained. Any of the major food companies could have bought Hain or WhiteWave years ago. The chance to own these high-growth companies for a steal is long past.
Executive Decision: Stanley Erck
For his "Executive Decision" segment, Cramer spoke with Stanley Erck, president and CEO of Novavax (NVAX - Get Report) , the vaccine maker that's seen its shares rise 42% since Cramer last checked in just a month ago.
Novavax shares have be on the rise on the promise of its Ebola vaccine, Erck explained. His company continues to develop a vaccine that is effective, can be produced in large quantities and can be stored at normal refrigerated temperatures, as opposed to -70 degrees for the current treatments.
Novavax entered Phase I testing in Australia, Erck continued, and is currently testing on healthy adults to test the immune response to the drug. He said the vaccine does not contain the Ebola virus itself but a synthesized protein from the surface of Ebola that triggers the body to respond.
When asked about his company's flu vaccine, Erck said Novavax' platform allowed the company to create vaccines for this year's flu in just 91 days, and he expects to be in Phase III testing for the platform by next year's flu season.
Cramer said the Novavax story is both exciting and life-saving.
Off the Tape
In his "Off The Tape" segment, Cramer sat down with Austen Mulinder, president and CEO of the privately held Ziosk, which aims to bring tablet computers to the tables of your favorite restaurants. Ziosk today announced a deal with Red Robin Gourmet Burgers (RRGB - Get Report) to do just that.
Mulinder explained that Ziosk charges restaurants a subscription fee to place freestanding tablet systems at each of their tables, but in return shares in the revenue generated by entertainment and other purchases through the system.
Mulinder went on to demonstrate that his systems offer not only games for kids and adults, but also allow guests to pay with their credit cards right at the table and easily provide feedback from their experience through a short survey.
Cramer said while Ziosk is not yet a public company, this is exactly the kind of innovation that makes for a successful public company.
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-- Written by Scott Rutt in Washington, D.C.
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