Jim Cramer's 'Mad Money' Recap: Get Your Shopping List Ready for Next Week

Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener.


This story has been updated to correct revenue figures for Twilio.

Get your shopping list ready for a decline after election day, Jim Cramer told his Mad Money viewers Friday, because no matter who prevails on Tuesday, there will be ways to make money.

The market is still predicting a Clinton victory, Cramer said, but that doesn't mean there aren't ways to win with a Trump presidency. We will simply have to adjust accordingly.

Cramer's game plan for next week starts on Monday, when he'll be watching both Horizon Pharmaceuticals (HZNP) and MGM Resorts (MGM) . He said Horizon might help the drug stocks find a bottom, but he still likes MGM as one of his casino favs.

On Tuesday, we will get earnings from home builder D.R. Horton (DHI) , along with CVS Health (CVS) and Valeant Pharmaceuticals (VRX) . Cramer felt CVS could rebound on even a so-so quarter, but said Valeant needs to lay out its road map.

Real Money: Tom Graff writes that details in the jobs report are a positive surprise.

Wednesday brings earnings from burger giants Shake Shack (SHAK) and Wendy's (WEN) , and Cramer said Wendy's slow climb is preferred over Shake Shack's wild ride.

Thursday is retail day, with earnings from Kohl's (KSS) , Macy's (M) , Nordstrom (JWN) and Ralph Lauren (RL)  . However, Cramer said he only sees upside in Ralph Lauren.

He was bullish on semiconductor maker Nvidia (NVDA) and on Walt Disney (DIS) , both of which also report Thursday. But, Cramer said, Wall Street remains focused on ESPN and ignores Disney's other great assets.

Finally, J. C. Penney (JCP)  is scheduled to report Friday, and Cramer said he has mixed feelings about both the stock and the company.

Read how Jim Cramer and Jack Mohr are advising their Action Alerts PLUS members to get ready for the election.

Real Money: Jim Cramer says the more people stay home, the more it hurts Starbucks.

Executive Decision: Twilio

For his "Executive Decision" segment, Cramer spoke again with Jeff Lawson, chairman and CEO of Twilio (TWLO) , the communications services provider for 34,000 companies and applications. Twilio just posted a smaller-than-expected loss with a 62% increase in revenue. Shares ended the day 3% lower.

Lawson said that Twilio aims to be in the toolbelt of every developer and grow with them as their applications become successful. That explains his company's active customer account growth of 45%.

Lawson touted an app called HelloVote as just one example of how Twilio helps power communications. HelloVote allows people to register to vote and find out if they've been removed from voting rolls with just a phone call or text message, both of which are powered by Twilio.

Twilio is also a leader in anonymous communications for services like Uber, acting as a middleman to keep drivers' and riders' information separate and secure. The company is also in the call center space.

Lawson ended by calling attention to Twilio.org, his company's non-profit arm, which donates and discounts Twilio products to help other non-profits. He said millennials appreciate a company with a purpose.

Cramer said while Twilio is a speculative company, it's precisely the kind of company investors should be considering.

Real Money Pro: Ed Ponsi thinks inflation might finally be showing up to the party.

Going Out for Coffee?

Why would consumers go to a World Wrestling Entertainment (WWE) event when they could play the video game at home? Why would they go to a movie instead of playing a cinematic video game instead?

There's no doubt that video games are at the heart of the stay-at-home economy, Cramer told viewers, a secular shift in behavior that isn't likely to change any time soon.

But saying at home is not without its collateral damage, Cramer noted, as investors are now pondering what to pay for the stock of Starbucks (SBUX) , the Action Alerts PLUS holding which admitted this quarter that foot traffic to its stores is slowing in an increasingly Amazon.com (AMZN) world.

Action Alerts PLUS: Cramer and Jack Mohr tell members why they are waiting for Starbucks to prove it can regain growth momentum.

Starbucks remains the best house in a bad neighborhood, Cramer said, offering growth, a dividend, Chinese exposure and a "third place" concept that seemed to make perfect sense, unless you only travel between your first and second places.

This is why Wall Street is re-evaluating Starbucks, potentially moving toward companies like Take-Two Interactive (TTWO) , which may be seeing a tailwind from the stay-at-home trend.

Real Money Pro: Bruce Kamich on how to play Activision Blizzard.

Executive Decision: Logitech 

In his second "Executive Decision" segment, Cramer spoke with Bracken Darrell, president and CEO of Logitech (LOGI) , the computer peripheral and accessory maker that has seen its shares rise 60% so far in 2016.

Darrell explained that just a few years ago the PC was the center of their business, but today, Logitech is focused on devices that connect to the cloud. He showed off a number of new products ranging from waterproof Bluetooth speakers to remote controls for the Internet of things and in-home cameras that make monitoring easier.

Logitech also continues to provide the gear that gamers love for their PC and console games, Darrell said, all of which has helped them deliver the 10-cents-a-share earnings beat this quarter.

Lightning Round

In the Lightning Round, Cramer was bullish on EOG Resources (EOG) , Western Digital (WDC) and Tech Data (TECD) .

Cramer was bearish on Marathon Oil (MRO) .

Homework

In his "Homework" segment, Cramer followed up on a few stocks that had stumped him during earlier shows.

He said that he likes the drug pipeline at Merrimack Pharmaceuticals (MACK) , but feels there are better biotech companies out there and there is no reason to own this one now.

Cramer said that niche retailer Duluth Trading (DLTH) , is interesting, but trading at 30 times earnings, needs to pull back before it will be investable.

When asked earlier this year about Energy Recovery (ERII)  , Cramer had advised waiting for a pull back there as well. Now that shares have declined 22%, Cramer said he's still wary, as the company has run into problems with its partnership with Schlumberger (SLB) .

Real Money: Anders Keitz says that oil prices drill down the energy sector, not the jobs report.

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.

At the time of publication, Cramer's Action Alerts PLUS had a position in SBUX and SLB.

More from Jim Cramer

Outlook for Nucor: Cramer's Top Takeaways

Outlook for Nucor: Cramer's Top Takeaways

China Crossfire: Cramer's Top Takeaways

China Crossfire: Cramer's Top Takeaways

A Flash Flood of Selling: Cramer's 'Mad Money' Recap (Thursday 4/19/18)

A Flash Flood of Selling: Cramer's 'Mad Money' Recap (Thursday 4/19/18)

Lennar, LG Homes, GrubHub, Sprint: 'Mad Money' Lightning Round

Lennar, LG Homes, GrubHub, Sprint: 'Mad Money' Lightning Round

AAP Exclusive: Nvidia is Tied to Crypto and That's Bad

AAP Exclusive: Nvidia is Tied to Crypto and That's Bad