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Companies with good earnings get rewarded by the markets, Jim Cramer told his Mad Money viewers Friday, and when it comes to this week's game plan, there are still a lot of good companies left from which to choose.

On Monday, Cramer will be watching Visa (V - Get Report) and Estee Lauder (EL - Get Report) . He said Visa is a buy on any weakness, and Estee Lauder isn't likely to disappoint twice. Cramer also blessed buying Fitbit (FIT - Get Report) for the long term.

Next, on Tuesday, it's Kellogg (K - Get Report) reporting, along with CBS (CBS - Get Report) and the cult stock Tesla Motors (TSLA - Get Report) . Cramer said to buy Kellogg below $70 and don't bet against CBS. As for Tesla, Cramer said it's too risky for his liking, but a lot of people buy it anyway.

Wednesday brings earnings from Allergan (AGN - Get Report) and Facebook (FB - Get Report) , stocks Cramer owns for his charitable trust, Action Alerts PLUS. Cramer was bullish on both names. As for Whole Foods Markets (WFM) , Cramer said he prefers Kroger (KR - Get Report) .

On Thursday it's two more Cramer faves, Walt Disney (DIS - Get Report) and Celgene (CELG - Get Report) . He remains bullish on both.

Finally, on Friday, all eyes will be on the non-farm payroll report. The Federal Reserve has already said there will be no tightening this year with weak employment, so this report will hold a lot of weight.

Walmart's Woes

Now that Walmart (WMT - Get Report) has laid out its plans for turning itself around, and shares have adjusted accordingly, is it finally time to get back into the stock? Not so fast, Cramer urged viewers.

There are still a lot of variables in the Walmart story. Yes, the company did reset earnings expectations, announced a big stock buyback and has a 3.4% yield, but Cramer said that 3.4% isn't big enough to protect shareholders from three big problems.

Those problems are Target (TGT - Get Report) , Costco (COST - Get Report) and Amazon (AMZN - Get Report) , the first two Action Alerts PLUS holdings.

Target's free shipping deal from now through the holidays is a big deal, Cramer noted, and their stores and private label pull are formidable. The same applies to the cost advantages Costco wields with its private label offerings, while Amazon, well, Amazon is just a thorn in every retailer's side.

For Walmart to really turn itself around, it needs to do something bold, Cramer concluded, a lot bolder than just a share repurchase. Until it does, this year's holiday season will likely belong to Target, Amazon and Costco.

Diamond Foods Merger Shines

Cramer's on record saying as being a big fan of Diamond Foods (DMND)  back in June. Since then the stock has run 29% and today the company announced it's being acquired by Synder's-Lance (LNCE) in a deal worth $1.9 billion.

Cramer called the merger "brilliant" and noted the combined company will have the scale and synergies to become a real snack food powerhouse. It will also rake in tons of cost savings and have plenty of opportunities for expansion both domestically and internationally.

Better still, Cramer said the combined company itself may be a takeover target for the likes of Coca-Cola (KO - Get Report) , Mondelez (MDLZ - Get Report) or even Dr Pepper Snapple (DPS) , all of which would love a toehold in the snack food market.

Executive Decision: Sandy Cutler

For his "Executive Decision" segment, Cramer spoke with Sandy Cutler, chairman and CEO of Eaton (ETN - Get Report) , which delivered a 3-cents-a-share earnings miss yet saw its shares surge 2.9%. Shares of Eaton currently trade at 12 times earnings and yield 4%.

Cutler said that business at Eaton is doing very well and he remains bullish on the aerospace and electrical markets going into 2016. The company is enlarging its restructuring efforts to get ahead of changing markets despite a weaker top line, and that will only strengthen its position going forward.

When asked for his thoughts about interest rates, Cutler thinks it's time to begin returning to more realistic rates, then begin talking about the elephant in the room -- responsible fiscal policy for our country.

Cramer said when the economy is coming back, stocks like Eaton are the place where you want to be.

Lightning Round

In the Lightning Round, Cramer was bullish on RR Donnelley (RRD - Get Report) , Quintiles Transnational (Q) and Acuity Brands (AYI - Get Report) .

Cramer was bearish on Horizon Pharmaceuticals (HZNP - Get Report) , United States Steel (X - Get Report) and Rice Energy (RICE) .

Executive Decision: Martin Richenhagen

In his second "Executive Decision" segment, Cramer also spoke with Martin Richenhagen, chairman, president and CEO of Agco  (AGCO - Get Report) , the agriculture company that delivered a robust 27-cents-a-share earnings beat when it reported on Wednesday.

Richenhagen said the storm in the ag market is still blowing and he's not yet sure how 2016 will play out for his industry. Because of that, Agco will continue to keep inventories low and cash flow strong until its gets more clarity.

When asked about international markets, Richenhagen is bullish on China, saying that region continues to do well and Agco is gaining market share. He was far less optimistic about Brazil, which continues to be a difficult market under a horrible government that is cutting subsidies to farmers.

Cramer said he likes Richenhagen's straight-talk approach.

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At the time of publication, Cramer's Action Alerts PLUS had a position in AGN, COST, FB and TGT.