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Cramer's game plan: Big money isn't ready for what's coming next week

Cramer's game plan: Big money isn't ready for what's coming next week

After Friday's jarring news of slashed estimates for Honeywell and PPG Industries, Jim Cramer fears that many portfolio managers will not be prepared for next week.

"We have a busy week ahead of us that might just define how the rest of the year goes," the "Mad Money" host said.

Industrials were rallying ahead of quarterly reports, but that changed on Friday, with banks and retailers helping the market rebound. With this in mind, Cramer shared the stocks and events he will be watching next week.

Tuesday: Alcoa, Yum Brands analyst meeting
Cramer expects this to be a confusing quarter for Alcoa, as the impending break-up of the company could bring different types of investors into each segment. However, the concerns raised by Honeywell about aerospace demand could impact Alcoa, Cramer said. He viewed any weakness as a buying opportunity.

Wednesday: CSX Corp
With the stock on the rise since the end of June, Cramer also wondered if CSX could be affected by Honeywell. He bet that CSX will head back down unless coal picks up.

Thursday: Delta, Ulta Beauty analyst meeting
Delta: The airlines have performed hideously this year, with Delta down 23 percent this year. If the company says anything about it stabilizing, Cramer thinks it could be an opportunity to make money.

Friday: Citigroup, JPMorgan, Wells Fargo
"Citigroup has gone from being a regulatory nightmare to a bank examiner's darling," Cramer said.

Cramer's charitable trust owns Citigroup because they think it's too cheap versus the book value; he expects any weakness to bring in buyers.

Wells Fargo: As the most controversial company out there right now, Cramer will be waiting to see if heads will roll or the CEO will step down.

"We have been stuck in this stock for my charitable trust and have no conviction that things can bounce back without multiple rate hikes, and there is nothing in the cards that suggests the Fed will be that aggressive," Cramer said.

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