What follows is “Mad Money” host Jim Cramer’s “Game Plan” for the week of Monday, June 25.
MONDAY, JUNE 25
The week begins with an investor day for Hershey . Cramer suspects the chocolate maker will say it’s been taking share. He thinks it’s probably been able to sell more chocolate at higher prices, too, as input costs have dropped. Also, the lower price of gasoline likely meant more people had money to spend on chocolate at convenience stores while filling up their cars and trucks, he added.
TUESDAY, JUNE 26
Dollar General will host an analyst meeting on Tuesday. To Cramer, Dollar General seems to remain a “regional to national” growth story, as it has a lot of opportunity to grow in California. He thinks Dollar General will continue to grow, too, as the dollar stores are thriving in “this frugal era.”
NetApp , a data storage company, also has an analyst meeting scheduled for Tuesday. Cramer hopes it will have something positive to say, especially after its latest quarter wasn’t so pretty. NetApp’s disappointing earnings essentially stopped a rally in tech stocks, so he’d like to see things turned around.
WEDNESDAY, JUNE 27
Homebuilder Lennar will report quarterly earnings on Wednesday. In Cramer’s opinion, Lennar tends to provide a great read on the greater homebuilding industry. In the past, he noted Lennar has helped spark rallies after it said home sales and prices are higher. Cramer is interested to hear what it has to say this time around.
Elsewhere in the market, Cramer looks forward to earnings reports from two food companies, namely McCormick and General Mills . Both companies have been consistent, so he recommends either stock, but tends to prefer General Mills due to its juicy dividend yield.
After Wednesday’s closing bell, Cramer will monitor Paychex’s earnings results. The company is a provider of payroll, human resources and benefits outsourcing solutions for small to medium-sized businesses, so Cramer considers it a great read on small business hiring.
“This company’s paying us 4 percent to wait for a turn courtesy of that terrific dividend,” Cramer said. “But so far the yield has been the larger payoff versus the capital appreciation stream given that small businesses are too scared to hire.”
THURSDAY, JUNE 28
Sporting goods and apparel maker Nike will report earnings Thursday. The stock has failed to hold the key $100 level, which some technicians thought would be a floor. Some analysts think the stock is a steal ahead of the summer Olympics, Cramer said, while other analysts suggest shorting it.
BlackBerry maker Research In Motion is also scheduled to deliver earnings Thursday. Cramer thinks the wireless device maker will likely report a disappointing quarter. Some on Wall Street think it could be a takeover target, though. While Cramer doesn’t necessarily agree with that, he said it could be one reason why the company might report a terrible number and yet the stock pushes higher.
Tibco Software , a business software company, will also report on Thursday.
“The stock has attracted a huge cohort of short-sellers that will most likely lean on it even if it delivers a good number,” Cramer said, suggests investors use caution.
Family Dollar will make an earnings announcement Thursday, too. To Cramer, Family Dollar is the weakest of the dollar stores. Even so, the retailer has zero exposure to Europe, which continues to struggle with its ongoing debt crisis. If the market sells off on Europe ahead of its report, Cramer said he’d be willing to buy FDO.
FRIDAY, JUNE 29
Finally, homebuilder KB Homes will report earnings Friday. Cramer thinks it will report a terrible number, taking the entire homebuilding sector down with it. So he recommends taking profits ahead of its earnings.
Read on for Cramer’s Ultimate Growth Stocks for 2012
When this story was published, Cramer’s charitable trust owned General Mills.
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