Cramer's Earnings 'Game Plan' for Thursday

Amid a busy week of corporate earnings, here's “Mad Money” host Jim Cramer's "Game Plan" for Thursday.

The day begins with an earnings conference call from Dayton, Ohio-based Teradata at 8 a.m. ET. From F5 Networks to Equinix, Cramer noted that many of the big data companies have recently reported “spectacular numbers” and watched their stocks soar as a result. Cramer thinks Teradata is the “best of the cohort” and expects its stock could skyrocket after earnings.

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Cramer is also looking forward to a 10 a.m. ET earnings conference call from Airgas. Some time ago, the company turned down a $70 a share takeover bid from Air Products & Chemicals. At the time, CEO Peter McCausland said he thought he could do better than that for his shareholders. Many doubted that claim, but Cramer sided with McCausland. Today, the stock flirts with $90 a share and more.

“He's a sensational guy and he's Airgas' largest shareholder,” Cramer said of McCausland. “The stock's a little too hot for my taste, but if it comes in ahead of the quarter, you might want to nibble.”

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After Thursday’s close, Cramer will monitor AIG’s quarterly results. Cramer praised CEO Robert Benmosche, who he expects to tell an “amazing story.”

“Many of you are worried that the U.S. government will unload its huge stake in the company now that the stock's back to the mid $30s,” Cramer said. “I'm confident that if AIG reports the terrific number I'm expecting, it will go even higher and we're going to wish the government sold stock to get rid of the overhang. “

—Read on for Cramer: The Best Run US Companies

—Reuters contributed to this report

When this story was published, Cramer’s charitable trust owned AIG.

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