Mad Money

Cramer’s game plan: 10 earnings plays for this week

The importance of earnings conference calls

(Click for video linked to a searchable transcript of this Mad Money segment)

With earnings season kicking up a notch in the week ahead, there's a good chance something unexpected is looming that will either spook the Street or leave it jumping for joy.

Are you prepared for all the profits, losses, and forecasts—as well as the other catalysts—that are rapidly approaching?

Here's what's on Jim Cramer's radar through July 18:

Jim Cramer on Mad Money.
Adam Jeffery | CNBC

Mon., July 14

On Monday, Cramer's attention will turn to Boeing as the Farnborough Air Show gets under way. The annual event is somewhat of a trade exhibition for the aerospace industry, and Cramer will be looking to see if development boosts the plane maker.

"You see, Boeing's stock has been a dog ever since the voters booted Eric Cantor from Congress. Cantor had been a big backer of the Export-Import bank, or Ex-Im bank, which gives Boeing a financing edge to compete with the heavily subsidized Airbus. There are now fears that without Cantor, Republicans won't allow a renewal of the charter of this federal entity, and that's cast a real pall over the stock. I'll be looking to see if sentiment changes in any way."

Tues., July 15

On Tuesday, Cramer's attention will be squarely focused on JPMorgan. "I am told that CEO Jamie Dimon will be on the earnings call despite the tough news that he's been stricken with throat cancer. The last quarter, quite frankly, was a total bust, and it would be terrific to hear from Jamie that the bank's now in much better shape as he starts his chemotherapy and radiation treatments."

Also, Cramer will be watching results from Intel, which he thinks "will guide earnings and sales even higher than when it pre-announced a sharply better than expected set of quarterly numbers a short time ago. I'm looking for the personal computer and server related businesses to go higher still after the call."

In addition, Cramer will be keeping an eye on results from Yahoo. "We need to hear from CEO Marissa Mayer that there's a lot more to Yahoo than just Alibaba, though, and if she tells us that growth is accelerating, this stock might turn out to be the tech star of quarter number three."

Wed., July 16

On Wednesday, Cramer will be glued to results from Bank of America. "All I want from Bank of America is a good clean quarter with no mistakes, no asterisks and no new legal worries. If Bank of America delivers, the stock will see $17. If not, we're just watching $15 paint dry for another three months."

Also on Wednesday, Cramer will be sifting through results from Kinder Morgan. "Oil has been plummeting, and I bet Rich Kinder explains whether it's due to an increase in U.S. production or declining violence in Iraq and Libya. I think his commentary will provide strong insights into whether oil is going below $100 a barrel, which, if it does, could make for a terrific undertone for both the transports and retail going forward."

Thurs., July 17

If you're looking to put money to work, Thursday may be a good day. "We hear from Snap-on Tool and PPG, both of which I think are buys before, during, and after they report, just in case the market's in a bad mood and you catch and overall downdraft."

Read more from Mad Money with Jim Cramer
Cramer investigates Monster opportunity
Cramer: Dairy stock has 34% upside
Should you worry about Portugal?

Later in the day, Cramer will be listening for results from Google. "I can't recall a time when so little was expected from such an important stock. My charitable trust owns it for the long haul because it is the cheapest high growth stock I follow. I think it will be just fine."

In addition Cramer will be eager to hear from IBM. "Investors need to hear about a return to growth, it's actually been shrinking, plus a restructuring that would eliminate some of the slower or more extraneous portions of the enterprise. If we get both, the stock, currently at $188 can go to $200. If we get neither, $180 here we come."

Fri., July 18

On Friday, Cramer is hoping results from GE provide insights into why the stock has been floundering. "CEO Jeff Immelt must demonstrate that the new GE is upon us, the one with big organic growth levered to oil and gas with a financial remnant that's no longer all that important. Actions speak louder than words, however, and a big dividend boost would give us all the information we need to decide whether to own or keep the stock."

Also Friday, Cramer will turn his attention to earnings from Honeywell. "Dave Cote, Honeywell's CEO, has delivered consistent growth for years. I would be shocked if Cote delivered anything less in his latest report."

Call Cramer: 1-800-743-CNBC

Questions for Cramer?

Questions, comments, suggestions for the "Mad Money" website?