What follows is Cramer's "Game Plan" for the week of October 3.
Monday, October 3
Cramer will be looking towards the East Monday, where we’ll get China's non-manufacturing PMI.
"This is a really important number," he said, and he expects it to be weak.
The “Mad Money” host is also interested in the Ford and General Motors sales calls on Monday. He thinks we need to hear that we’re on track to sell 12.5 million cars. But he still doesn’t suggest buying auto stocks because they have huge exposure to Europe.
Tuesday, October 4
Cramer is looking for a read on China when Yum! Brands reports after the close. The parent company of KFC, Taco Bell and Pizza Hut has “truly mastered China” and he’s interested to see if there is a real consumer slowdown in the country.
Wednesday, October 5
Costco announces its earnings before the bell. While he thinks COST is “best in show,” he also thinks the stock has moved up quite a bit. It has often gotten hit when it has moved up like that. What’s more, he wants to know if the fact that CEO Jim Sinegal is approaching retirement will hurt the stock.
Monsanto also reports ahead of the open. The drop in grain prices has hurt fertilizer and seed companies, and Cramer thinks Monsanto is no exception.
He’s hoping for answers to some important questions when Marriott releases its earnings after the bell. The company has guided down in the past, but Cramer wants to know what the company will say about its performance and what it will do to bring out value.
Thursday, October 6
Constellation Brands reports before the opening bell. Because the spirits market has been weak, Cramer would rather have you own another liquor company—Diageo . He likes that Diageo is moving rapidly into India and has a dividend that yields 4.25 percent.
Friday, October 7
The Labor Department releases its non-farm payroll numbers and Cramer’s expecting a “Goldilocks number”—not too hot, and not too cold. In other words, he thinks the data won’t be so bad that people think recession, but not so good that Washington won’t feel compelled to pass some kind of stimulus.
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