The last month of the year is about to begin and with it will come a slew of quarterly reports and other key data.
What follows is "Mad Money" host Jim Cramer's "Game Plan" for the week of Monday, December 3rd.
MONDAY DECEMBER 3RD
There's not much on Monday, said Cramer, however, the Mad Money host does expect more special dividends like those recently announced by Cramer fave Whole Foods as well as Costco and Brown-Forman.
Also, Ford andGM will release sales numbers and Cramer thinks they could be huge, but not in a way that's meaningful for investors.
"The first half of the month, sales will be weak courtesy of Sandy, but the second half had to be on fire because Sandy may have been the biggest car destroyer since Katrina," Cramer said.
TUESDAY DECEMBER 4TH
Toll Brothers reports before the bell and Cramer expect to hear the company hint that a boom is coming. "I suspect that Toll tells a compelling enough story that if it goes down on fiscal cliff woes Monday, you should pull the trigger," Cramer said.
WEDNESDAY DECEMBER 5TH
Brown-Forman reports Wednesday before the bell and although Goldman downgraded this stock earlier in the week, Cramer isn't nearly as bearish. "I have seen this movie, they were wrong last time and they will be wrong again. I'll bet 'em a bottle of Jack Daniels that will be the case."
After the close,Ascena will release earnings. "I would be willing to buy some of that niche retailer ahead of this quarter," said Cramer but only on a pullback.
Also Cramer suggested keeping an eye on Starbucks which will hold its analyst day. "Get ready for one terrific show as the one and only Howard Schultz, I believe, will tell you that business is booming in so many places from China to India to the United States, and that its acquisition of tea retailer, Teavana, will drive Starbucks to the next generation."
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THURSDAY DECEMBER 6TH
Lululemon reports quarterly results and if you're nimble Cramer sees a play. "Wait until it looks like it will blow up when it reports, which has been the pattern, and then buy some. I am sanctioning before market buying if it's down more than ten percent, and then buying at 9:30 if it's down more than 5%. I would exploit that pattern that we know all too well."
FRIDAY DECEMBER 7TH
Typically nothing matters more to the market than the non-farm payrolls report released on Friday but Cramer thinks this go-round will be different.
"Super-storm Sandy has made numbers for the month of November virtually irrelevant. So we can sweat it, we can puzzle over it, but in the end we are just going to have to dismiss it unless the unemployment rate has dropped, which would be an odd anomaly that would show you the rest of the country could pick up the Northeast's slack, and I don't think that will happen."
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