Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener.
We just made it through a very busy week of earnings, Jim Cramer told his Mad Money viewers Friday. Fortunately, Warren Buffett held his annual meeting over the weekend, injecting some much needed long-term thinking into all of the short-term earnings action. But after Buffett's take on the investment world, it's right back to the earnings madness.
On Monday, Cramer said he'll be looking at Anadarko Petroleum (APC) for some insight into the oil industry and why we haven't seen more consolidation. He'll also be listening to Denny's (DENN - Get Report) to try and find out why restaurants have been so weak this quarter.
Next, on Tuesday, it's Clorox (CLX - Get Report) , CVS Health (CVS - Get Report) and engine-maker Cummins (CMI - Get Report) reporting. Cramer said Clorox would be intriguing below $115 but Cummins is too expensive at these levels. As for CVS, Cramer said he wants to hear if Amazon (AMZN - Get Report) has managed to take away sales from our local drugstores.
Finally, on Friday, the latest jobs report will be released. As always, good news will be bad news as fears of an interest rate hike will resume. Cramer's take: Just buy the banks.
Executive Decision: Greg Silvers
For his "Executive Decision" segment, Cramer spoke with Greg Silvers, president and CEO of EPR Properties (EPR - Get Report) , the entertainment REIT with properties including movie theaters, golf clubs, theme parks and more. Shares of EPR are up 16% since the Federal Reserve raised interest rates in December.
Silvers said Millennials no longer look to material things; they spend money on experiences. EPR partners with companies that build memories, he said. With new content always becoming available, there is always something new to experience.
Silvers also touted the new $600 million casino being built on one of its New York properties. He said the casino, which just received its gaming license, will anchor a leisure resort that will include a water park, hotel and entertainment-centered complex.
Cramer said investors want companies that are exciting, but he prefers companies offering a good return. Fortunately, EPR gives you both.
Is Retail Dead?
Is the consumer dead or are they just shopping at Amazon? It certainly appears to be the latter, Cramer told viewers, after Amazon posted some incredible growth this quarter. But that doesn't mean that all retail is dead.
Sure, Amazon is truly disrupting many areas of retail and has a lot of room to go, but that doesn't mean shoppers don't want to try things on before they buy or will stop picking up a few items on their way home from work.
Cramer said Amazon simply cannot assassinate every retailer. Retail is changing, however, and those that change with it will thrive while those that don't will perish. He advised waiting for a few days for the weakness in the retail stocks to cool, then begin picking among the rubble.
Executive Decision: Tim Boyle
In his second "Executive Decision" segment, Cramer checked in with Tim Boyle, CEO of Columbia Sportswear (COLM - Get Report) , which just delivered a monster 12-cent-a-share earnings beat on strong revenue with increased guidance, yet saw its shares decline by 2.6%.
Boyle reminded viewers Columbia has a big business outside the U.S. and is not dependent on the U.S. He also noted that Columbia's direct to consumer business is strong, but his company is mainly a wholesale supplier to retail stores.
Boyle also commented on Columbia's recent acquisition of the Sorel footwear brand, which saw sales up 35% in the quarter. He said the company has put a lot of work into the brand after buying it out of bankruptcy.
When asked about the Prana brand of yoga and lifestyle apparel, Boyle was equally enthusiastic, saying the brand understands what women want and is growing very nicely.
Cramer continued his recommendation of Columbia.
In the Lightning Round, Cramer was bullish on Equinix (EQIX - Get Report) , American Tower (AMT - Get Report) , General Dynamics (GD - Get Report) , Lockheed Martin (LMT - Get Report) and Blackstone (BX - Get Report) . Lockheed Martin is a holding in Jim Cramer's Action Alerts PLUS Charitable Trust Portfolio.
Executive Decision: Nick Akins
In his third "Executive Decision" segment, Cramer spoke with Nick Akins, chairman, president and CEO of American Electric Power (AEP - Get Report) , a stock which he owns for his charitable trust, Action Alerts PLUS. American Electric just posted a 2-cents-a-share earnings miss with a 13% decline in revenue.
Akins said the weather impact this quarter was substantial, with the warmest winter in 30 years hitting earnings for a full 11 cents a share. But beyond the weather, Akins said the diversity of its client base continues to strengthen as the economy improves.
When asked about the effect of cheap natural gas, Akins said many companies are taking advantage of cheap energy, including autos, leisure, manufacturing and chemicals. Akins said a federal review of the company's unregulated businesses in Ohio would not have an impact on American Electric Power's dividend.
Cramer said American Electric Power is one company you don't have to worry about.
To watch replays of Cramer's video segments, visit the Mad Money page on CNBC.
To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here.