Mon., May 5
On Monday, Cramer will be closely listening to results from Pfizer. "If the market sells off because of unforeseen events everyone's worried about, you could do worse than picking up some Pfizer into any weakness," Cramer said.
Setting tensions in the market aside, Cramer intends to revisit the domestic energy renaissance with earnings from EOG Resources. "I'm eager to hear from EOG, fastest growing major independent oil company on earth. I'll be listening for what they have to say about the Eagle Ford, where they're huge, as well as the Bakken and the Permian."
Elsewhere in the market, Cramer will be looking at the price action in Channel Advisor and Tableau Software after earnings for insights into the market's appetite for former high-fliers. "Any strength in either stock on the next day could reignite all these Internet plays that have been hammered mercilessly but got a one day reprieve yesterday thanks to the post-earnings rally in Yelp. Remember, though, it's Facebook that's actually the cheapest on earnings."
Tues., May 6
Again, Cramer will be looking at the market's appetite for growth, this time as FireEye reports earnings. "This top-notch cyber-security company has traded down from $97 two months ago to $40 today. Yet FireEye has been delivering. Unfortunately, there's been some vicious insider selling and that's hurt the stock more than the fundamentals have helped."
Cramer will then turn attention to Disney earnings. "I'm looking for a huge number from Disney, but so is everyone else, because "Frozen" was such a monster hit. Two quarters ago Disney reported a fabulous quarter and it got hammered. Last quarter was equally fabulous, and the stock soared. Here's what I'd do: if Disney comes down on Monday, I would pick some up before the report. Don't forget, I suspect the always bankable CEO Bob Iger will start talking about the new Star Wars franchise on this conference call, and that's going to be huge."
Also Tuesday, Cramer will be sifting through results from Whole Foods. "The stock can't get out of its own way, in part because people fear that they'll have to cut guidance due to competition. If they don't, here's my suggestion: perhaps pick up some Hain Celestial, which reports Thursday or WhiteWave, which also comes out Thursday, as I expect both to be very strong quarters. I'd also grab some Sprouts, a boutique Whole Foods, which reports Wednesday after the close."
On top of all that, Cramer will also be watching for commentary from First Solar as it reports earnings. " I'm looking to hear that First Solar is putting together a new company with a good yield that can be a conservative solar growth utility stock."