Cramer's 'Mad Money' Recap: Next Week's Game Plan
NEW YORK ( TheStreet) -- If investors want to benefit from the bull market, they need the best information, Jim Cramer told his "Mad Money" TV show viewers Friday, and that means doing the homework and listening to a few key conference calls.
Cramer said on Monday those calls will be Annie's (BNNY) , Masco (MAS) and NCL Corp (NCLH) . Annie's has a gigantic short position, said Cramer, while Masco is plugged into the housing market and Norwegian Cruise Lines can provide a read on the travel market.
Tuesday brings Avon Products (AVP) , McGraw-Hill (MHP) and Michael Kors (KORS) , along with Buffalo Wild Wings (BWLD) , Tanger Factory Outlets (SKT) and Federal Realty Trust (FRT) . Cramer said he'll be listening to all of these calls.
Then on Wednesday, it's Mine Safety Appliances (MSA) , a potential takeover target, Mondelez (MDLZ) , a stock Cramer said to take profits in, and Whole Foods (WFM) , which should update investors on the trend towards healthy eating.
Thursday's earnings include Generac (GNRC) , a short likely to sell off after it reports, along with Jarden (JAH) , Pepsico (PEP) , Waste Management (WM) and General Motors (GM) . Cramer said to buy Pepsico on weakness, but listen to the rest.
In the "Executive Decision" segment, Cramer spoke with Mark Mason, president and CEO of HomeStreet (HMST) , a regional bank and one of last year's less-than-spectacular IPOs that has now risen 150% from its IPO price.
Mason explained that HomeStreet has been in the mortgage business for 90 years and is one of the most efficient and most profitable mortgage originators in the country. He said that business is still rebuilding from the recession, which is why the company plans to continue stabilizing that part of its business while growing its more traditional businesses like commercial lending and lending to the home building sector.
Mason said there is a growing demand for homes, which is helping HomeStreet reach its goals to have its traditional lending match that of its mortgage lending.
When asked about offering a dividend, Mason confirmed there are such plans to offer a dividend sometime this year. Cramer said HomeStreet offers investors everything they could want from a bank -- growth, consistency and, soon, a nice dividend yield.
Take a Sea Cruise
Is it time to set sail with a cruise stock in your portfolio? Cramer said after the successful IPO of Norwegian Cruise Lines, or NCL, on Jan. 17, the answer is most certainly yes -- just not with Norwegian.