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A little growth is better than no growth, Jim Cramer told his Mad Money viewers Friday, referring to Friday's jobs report. But after a brutal week for stocks, Cramer said he's looking toward this week's earnings to see which bull markets are still alive and well.
On Monday, Cramer said he'll be listening to Internet retailer Wayfair (W - Get Report) to see if that company can continue stealing shoppers away from the malls. He'll also be watching Teva Pharmaceuticals (TEVA - Get Report) and Horizon Pharmaceuticals (HZNP - Get Report) , along with Allergan (AGN - Get Report) on Tuesday, to see if there are any signs that the bloodshed in biotech may be waning. Allergan is a holding in Jim Cramer's Action Alerts PLUS Charitable Trust Portfolio.
Tuesday also brings earnings from Walt Disney (DIS - Get Report) , the media powerhouse that shouldn't disappoint, and Norwegian Cruise Lines (NCLH - Get Report) , which may be under pressure from the Zika virus outbreak.
Wednesday brings earnings from Macy's (M - Get Report) , which Cramer will be following along with Nordstrom (JWN - Get Report) , Kohl's (KSS - Get Report) and Ralph Lauren (RL - Get Report) on Thursday, to see if the disruption in retail continues. Cramer was also bearish on Wendy's (WEN - Get Report) and Jack in the Box (JACK - Get Report) , with McDonald's (MCD - Get Report) taking share.
Other standouts this week are Boeing's (BA - Get Report) analyst day on Wednesday and Perrigo's (PRGO - Get Report) earnings on Friday. Cramer was bullish on Boeing but said Perrigo has to reset expectations.
Finally, on Friday, it's Honda Motor (HMC - Get Report) reporting. Cramer said if the strong yen is hampering sales, that's the signal to buy Ford (F - Get Report) and General Motors (GM - Get Report) . Cramer told viewers to avoid J.C. Penney (JCP - Get Report) , which also reports Friday.
Executive Decision: Ward Nye
For his "Executive Decision" segment, Cramer sat down with Ward Nye, chairman, president and CEO of Martin Marietta Materials (MLM - Get Report) , the basic materials provider that posted 69 cents a share in earnings and raised its full-year guidance.
Nye said business is picking up now that the federal government has passed a highway bill to put renewed focus on infrastructure. He is also encouraged to hear that both leading political candidates are talking about the need for more infrastructure spending, which creates lots of well-paying jobs and offers new avenues of commerce.
But beyond the federal government, Nye explained that many states have picked up the slack in infrastructure spending and are making the repairs they need thanks to increased gas or vehicle taxes. Nye also said other areas of the economy are improving, including private construction in both residential and nonresidential areas.
Martin Marietta also has one eye out for acquisitions, Nye noted, as more consolidation in the industry is likely.
Cramer said that Martin Marietta is a good, clean story and the company has a bright future.
Six years ago Friday the stock market experienced the infamous "flash crash" that saw the Dow Jones Industrial Average plummet nearly 1,000 points in a matter of minutes, only to recover most of its losses minutes later. The culprit? Short-sellers and high-frequency traders.
That's why Cramer said it was notable that Steve Wynn, CEO of Wynn Resorts (WYNN - Get Report) , took time on his company's conference call to note that short-sellers and high-frequency trading has still not been addressed and Wynn railed against both.
Wynn said that his company's stock is a frequent target of manipulation, with short-sellers piling onto the stock to cause a panic, then covering their positions later in the day. He said the stock market remains "poorly regulated and irresponsibly policed," and the SEC is to blame for not reining in the high-frequency industry.
Cramer said he couldn't agree more with Wynn's comments and commended him for once again shining light on this important issue.
Executive Decision: Tom Pike
In his second "Executive Decision" segment, Cramer sat down with Tom Pike, CEO of Quintiles (Q , which recently announced a merger with IMS Health (IMS , only to receive four analyst downgrades in the days that followed.
Pike said the merger is an exciting combination of resources that will allow Quintiles to bring more great medicines to patients even faster. He said the amount of drugs coming to market is 100% more than the current clinical trial infrastructure can handle and the merger has few integration risks associated with it.
But even without the merger, Pike said Quintiles has the largest pipeline of product development and saw the strongest April since going public.
When asked about competition, Pike said Quintiles and IMS will be the leader in big data for health care and will have over 1,000 Ph.D.s focused on getting the medicines people need to them as quickly and safely as possible.
In the Lightning Round, Cramer was bullish on T-Mobile US (TMUS - Get Report) , Verizon (VZ - Get Report) , Ameriprise Financial (AMP - Get Report) and NXP Semiconductors (NXPI - Get Report) . NXP is a holding in Jim Cramer's Action Alerts PLUS Charitable Trust Portfolio.
What's Up With AmerisourceBergen's Decline?
Cramer said that the combination of more drugs coming to market and the Affordable Care Act giving more people access to those drugs had been a boon for the drugmakers and drug sellers alike. But that all started to change last year.
First, the health care industry is seeing a wave of consolidation, with Humana being acquired by Aetna (AET , to name just one. With fewer insurers and fewer hospital companies, Cramer said suppliers like Amerisource will have less bargaining power than before. There is also increased pressure on drug prices, which is further pressuring the drug industry.
That's why Amerisource is seeing only 7% growth, down from 10% growth, and is slashing its guidance going forward. That's also why Cramer said investors need to stay away from this industry.
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