Cramer's 'Mad Money' Recap: Next Week's Game Plan
That's because on Sunday, he and Treasury Secretary Tim Geithner will be appearing on "Meet The Press." He said he hopes Geithner will lay out where we stand on the fiscal cliff. That interview, he said, will set the tone for next week's trading.
Beyond politics, Cramer said he'll be waiting for auto sales numbers from General Motors (GM) and Ford Motor (F) on Monday. He said the first half of November was likely bad, but towards the end of the month Hurricane Sandy should be spiking demand for new cars.
On Tuesday, Cramer said he'll be listening to Toll Brothers (TOL) for a report on the housing boom that's just getting underway.
Wednesday brings earnings from Brown-Forman (BFB) , a Cramer favorite, along with Ascena Retail (ASNA) , another stock Cramer said he'd buy into on weakness. Also on Wednesday is an analyst day for another of his favorites, Starbucks (SBUX) , an event Cramer said he's excited about.
For Thursday, it's Yum Brands' (YUM) analyst day and Cramer said this company will have a lot of explaining to do regarding its earnings shortfall this week. Lululemon Athletica (LULU) will also be reporting, and Cramer said that he'd buy this stock on weakness as well.
Finally, on Friday, it's non-farm payrolls hogging the spotlight. With Hurricane Sandy throwing a major wrench in the works, Cramer said this month's jobs numbers won't be indicative of anything.
In the "Executive Decision" segment, Cramer sat down with Bill McDermott, co-CEO of SAP (SAP) , a stock that's climbed 51% since Cramer first got behind the company in August 2011. Shares of SAP are currently just off their highs.
McDermott said SAP sits right at the intersection of two major trends, the world going mobile and the amount of big data doubling every 18 months. He said for clients like Bank of America (BAC) , SAP software allows the bank to determine in just minutes how much cash it has on hand and where it should be invested, while for customers of Caterpillar (CAT) equipment, SAP allows farmers to use smart-farming techniques to maximize crop yields.
McDermott said SAP is even working with the National Football League to make fantasy football faster, more accurate and more fun for fans. He said whether a company wants to run its business in the cloud or just innovate at the edge of the cloud, SAP has software solutions.
When asked about Europe, McDermott said that in a bad economy companies are even more hard-pressed to cut costs and run more efficiently, which is what SAP software allows them to do. He said if you innovate, you can win, which what all 65,000 SAP employees do every day.