Jim Cramer's 'Mad Money' Recap: Next Week's Game Plan

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NEW YORK (TheStreet) -- Will today's weaker job numbers have a lasting effect on stocks? That's the question Jim Cramer pondered on "Mad Money" Friday as he laid out his game plan for next week's trading.

Cramer said it's not an all-or-nothing game. Some sectors of the market do better in a low-growth, low-interest rate environment while others will do poorly. That makes Cramer cautious in some areas but not others.

One area where Cramer's not worried: biotech, as the JPMorgan Biotech Conference kicks off next week. Cramer said that historically the biotech stocks rise as this conference gets underway, a move investors don't want to miss. Cramer's "four horsemen" of biotech remain faves but he advised taking profits in Intercept Pharmaceuticals after that stock's monster run.

On Tuesday, Cramer said he'll be watching the earnings from JPMorgan Chase , a stock which Cramer owns for his charitable trust, Action Alerts PLUS, and Wells Fargo . He's bullish on both names.

Wednesday brings earnings from Cramer's favorite financial, Bank of America , another AAP holding, while Thursday brings even more financial earnings, this time from Citigroup , Goldman Sachs and Capital One .

Also on Thursday, PPG , another Cramer fave, and UnitedHealth Group , a company Cramer declared as a winner in the new world of health care.

Ending the week, it's earnings from two more Action Alerts PLUS holdings, General Electric and Morgan Stanley . Cramer said he's bullish on both these names, but is less certain what Schlumberger will have to say on its conference call.

Stealth Technology

Investors worried that the markets could take a turn for the worse should stick with long-term themes that are working, Cramer told viewers. One such theme is a notion Cramer calls "stealth technology" -- companies outside of the tech world that are innovating to bring investors huge profits.

Stealth technology companies come in all sorts of industries, said Cramer, from apparel to consumer goods to restaurants. Every one is inventing new products and in some cases, whole new categories of products.

One such company is Colgate-Palmolive , which has invented a new Optic White toothpaste, Palmolive detergents that de-stink your sponges and Science Diet pet foods. It's no wonder Colgate commandeered 69% of the Brazilian toothpaste market.