Cramer's game plan: The right stocks to be in

On a day when the averages went back to black for the year, investors have relentlessly asked Jim Cramer if this rally is real or phony.

"If you are long the right stocks, this rally is very much for real," the "Mad Money" host said.

Being in the wrong stocks poses real risks, and those investors don't have a lot of choice but to wait for a pullback now that stocks have roared from February lows. So, in Cramer's opinion, only those who were in the wrong stocks or were shorting winners would ask that question.

Those who are in the right stocks have a clear head. They have thought it through and recognize they are buying when things are cheap and can work in a lower-inflation environment.

Cramer is seeing a significant rotation out of health care, banks and politically charged stocks and into cyclicals and industrials.

With this in mind, Cramer shared his game plan of stocks and events he will be watching next week:

Monday: Existing home sales, Mattress Firm
Existing home sales: Cramer needs to see this number remain strong before he decides whether to continue recommending investors buy home and home-related stocks.

Mattress Firm: Cramer fears it that it took on too much debt during its buying spree of bed stores. He is concerned it could be more stretched than he is comfortable with.

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Tuesday: Nike, Red Hat, Five Below
Nike: Cramer is a buyer if the stock gets hit before the quarter because he is expecting very strong numbers. But then again, so is everyone else.

Wednesday: General Mills, PVH, KB Home
General Mills: As one of Cramer's favorite companies, he can't wait to gauge the success of its attempts to become more natural and organic. It tends to go up over time and not jump all at ones.

"My suggestion? If you don't own General Mills, wait, and if it gets hit, I'd do some buying for the long-term," Cramer said.

KB Home: Housing's strength will be tested when KB Hold reports. If it delivers a good number, Cramer thinks it will push the whole group to another level. For those looking to take advantage of the pin action in the housing cohort, Lennar remains Cramer's favorite.

Thursday: Accenture, Finish Line, Signet Jewelers, GameStop
Finish Line: As it has consistently missed expectations, Cramer is on the sidelines waiting to see if it can finally pull off a good quarter.

Signet Jewelers: Cramer is interested to find out why its balance sheet has so much debt for a retailer. It is too risky, in his opinion.

Friday: Personal consumption data
With poor retail sales earlier in the week, Cramer wants to confirm that the consumer data still has a pulse. This number could provide insight.

"All of those predictions for a horrendous 2016 based on a poor January are now blown out of the water. Now, it is time to return to examining the fundamentals of individual companies, not the taxonomy of the Federal Reserve," Cramer said.

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