Cramer's 'Mad Money' Recap: Next Week's Game Plan (Final)

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NEW YORK (TheStreet) -- "Greece is a real issue, don't ignore it," Jim Cramer warned his "Mad Money" TV show viewers on Friday.

He said win or lose, once the Greece issue is resolved the markets will breath easier, but if Greece defaults or gets kicked out of the eurozone, the market will give back some of its recent gains.

Cramer said his game plan for next week's trading will all hinge on the outcome of Greece, but that doesn't mean that he won't be still watching Masco (MAS) on Monday and picking up shares on any weakness. He said for Tuesday, the recent IPOs of Michael Kors (KORS) and Zynga (ZNGA) will be reporting and he'd buy Kors on any weakness, but would ring the register on Zynga.

For Wednesday, Cramer said that John Deere (DE) , a stock which he owns for his charitable trust, Action Alerts PLUS, along with Devon Energy (DVN) and Goldcorp (GG) will be reporting. Cramer advised a wait-and-see approach with all three names.

Then on Thursday, General Motors (GM) and VF Corp (VFC) will take center stage. Cramer said he'd buy GM under $22 a share but would take profits in VF Corp ahead of their release.

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Finally on Friday, Cramer said that he's worried about Campbells Soup (CPB) and Heinz (HNZ) and would not be a buyer of either.

On the IPO front, Cramer recommended investors buy in on the Brightcove IPO, but all while keeping an eye on the Currency Shares Euro Trust (FXE) to see how the markets are reacting to the latest Greek news.

Cyber-Security Play

For "Speculation Friday," Cramer returned to a stock he first mentioned in November 2009 and a stock that's up 208% since that recommendation, Fortinet (FTNT) . He said that the cyber-security theme is still in tact, and with hackers getting more sophisticated every day, more and more companies will need Fortinet's unified threat management systems.

With tighter regulations and requirements for corporations and government agencies circulating through Capitol Hill, Cramer said that Fortinet is the perfect choice for many companies since Fortinet provides an end-to-end solution and gives company a single vendor to protect their networks. He said the cyber security business will hit $3.2 billion by 2014.

Cramer said there's no doubt that shares of Fortinet are expensive trading at 43 times earnings with a 21% growth rate. But given the size of the market opportunity, he said that it's still worth buying shares on any market pullback. "A pullback is probably the best price you're going to get," he noted.

Fortinet reported excellent earnings when it last reported, sending shares up by 10% in a single day. Cramer said the spike was warranted given the company's 27% pop in revenues and accelerating earnings momentum. Given Fortinet's size, Cramer said the company may also be a takeover target someday.

Battle of Premium Mattress Makers

For the final "All Request" segment of the week, Cramer responded to a tweet asking him to compare Tempur-Pedic (TPX) and Select Comfort (SCSS) in a battle of the high-end mattress makers.

Cramer said while 74% of us still sleep on traditional mattresses, the premium mattress segment is a lucrative one for both Tempur and Select Comfort. Each has its own proprietary technology, he said, that will benefit from both aging baby boomers and a recovery in the housing market.

But which company has the better stock? Cramer said that would be Select Comfort. He said while Tempur has 30% market share, Select Comfort, with only 5% share, has more room to grow. Select Comfort also beats Tempur on a number of key metrics.

Cramer noted that while Tempur's same-store comps rose by 24%, Select Comforts rose by 31%. Select Comfort also has higher margins, 62%, vs. 52% for Tempur. Even more compelling, Select Comfort has zero exposure to Europe, while Tempur derives 33% of it's sales from the troubled continent.

And unlike Tempur, with has its products in thousands of dealers across the country, Select Comfort sells its product through its own network of 375 stores that sell only Select Comfort. Tempur may seem cheaper trading at 18 times earnings with a 16% growth rate, but Cramer said that Select Comfort, trading at 22 times earnings with a 19% growth rate, is by far the better deal.

Mad Mail

Cramer followed up on some stocks that stumped him recently. He was bullish on Optimer Pharmaceuticals (OPTR) as a speculative play but was bearish on KIT Digital (KITD) and Guidewire (GWRE) , advising investors to sell now.

Cramer said that he's not a buyer of C&J Services (CJES) , and prefers Core Labs (CLB) and Schlumberger (SLB) , both of which have less natural gas exposure.

Cramer said there's no rush to Massimo (MASI) and would wait for a pullback. He also noted that Ziopharm Oncology (ZIOP) is like playing FDA roulette and is not for the faint of heart.

When asked about Nvidia (NVDA) , Cramer said he would hold onto it, while admitting the stock is a "wide ride." Cramer said he's not a buyer of Nuance Communications (NUAN) .

Lightning Round

Cramer was bullish on Danaher (DHR) , DSW (DSW) , Ross Stores (ROST) , TJX Companies (TJX) , Intuitive Surgical (ISRG) and Timken (TKR) .

Cramer was bearish on Trina Solar (TSL) , Zoltek (ZOLT) and Affymax (AFFY) .

Closing Comments

In his "No Huddle Offense" segment, Cramer sounded off against his critics that charge he's been too bullish on the markets.

Cramer reminded his critics that you need to be in stocks in order to make money from them and sometimes that means being invested when the market has off days. To be sure, investors lose a little money today in JC Penney (JCP) and Chipotle Mexican Grill (CMG) , but what's a few dollars after a huge run? Cramer said that no one is good enough to buy stocks on every up day and sell them on every down one.

Cramer also clarified his position on Apple (APPL) , an Action Alerts PLUS holding. He said that yes, Apple is less of a company without founder and visionary Steve Jobs, but that doesn't mean its not still a great company and great stock to own. He said the company's chart says it all.

"You can sell stocks ay any time," Cramer reminded viewers, "even the ones I recommend."

--Written by Scott Rutt in Washington, D.C.

To contact the writer of this article, click here: Scott Rutt.

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