Web Editor, "Mad Money"
TGIF - and not just because the weekend's here. Friday means it's time for Cramer's Game Plan. This is where he lays out his strategies for playing the market throughout the coming week.
Fluor, McDermott and Foster-Wheeler report next week, and all of them are fantastic infrastructure companies as far as Cramer's concerned. He's expecting great things from these kings of construction because oil is so high. The play here is to buy half a position before each reports and then buy the other half after. Cramer says they all have a history of profit-taking after a report, so be prepared to buy on weakness.
CVS opens up the books on Tuesday, and you might want to get in ahead of the report. This will be the first quarter after the Caremark acquisition, and Cramer thinks CVS will be gushing about how well the two companies are synergizing. If Express Scripts is a barometer for this report, Cramer bets both companies are smoking. He thinks there could be a blowout number here.
Cramer has a few picks in the energy and energy-related sectors. Dynergy is up over 40% since its CEO appeared on Mad Money back in December. It reports Tuesday, and Cramer likes the earnings potential. Forest Oil should announce better-than-expected numbers after the closing bell on Monday, so Cramer thinks you should get in before. In the driller sector, which Cramer is loving these days, Parker Drilling reports Tuesday. This is a speculative play. The company isn't keeping pace with the rest of its sector, but Cramer thinks that could all change very soon. It might be worth it to get in at the present price of $11 before the stock runs.
In security, Cramer likes L-1 Identity Solutions. The market will see the numbers on Wednesday, and Cramer thinks L-1 is being turned into another L-3, for terrorist flagging and domestic secutiry.
Two other names worth watching Wednesday are Precision Castparts and Six Flags.
Finally, there's Syntax-Brillian, which reports Thursday after the close. The guy who runs the company came on the show and said he'd deliver - Cramer believes him. The last time he tried to pull one over on Cramer, the guy got hammered - but Cramer always puts his desire to try to make you money ahead of his ego. That said, Cramer still believes in their story and thinks BRLC could match Corning's success with LCD TV's.
Bottom Line: Cramer likes the infrastructure names next week, as well as CVS, DYN, FST, PKD, ID and PCP. And he likes Syntax-Brillian as pure speculation, which will be followed by Cramer-style vengeance if he doesn't like the quarter.
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