TUESDAY SEPTEMBER 10TH
Apple's much anticipated 'September 10th event' will get Cramer's attention on Tuesday. "I think we will finally get a look at the new Apple phones that people have been buzzing about and I think that, after this very big run off the bottom, the meeting will be a catalyst for analysts to raise their price targets, almost all of which were cut during Apple's sickening slide back to the $300s. Unlike most Apple meetings past, nobody's expecting much from the company, so if they say anything interesting or show anything exciting, this stock could travel still higher."
Also Cramer will look to Restoration Hardware and its earnings release to either confirm or deny his thesis that consumers are still spending, they're just spending on big ticket items such as furniture. "The stock sold off for several weeks during the interest rate shock but now it's been coming back and I think it will reward those who own it," he said.
In addition, the state of the global economy will land front and center with new industrial production numbers from China. "Many people have given up on China. That could be a big mistake."
On top of all that, "Deutsche Bank's tech conference kicks off Tuesday, and also Goldman Sachs starts its global retailing pow-wow," Cramer said. "And Baird has its own healthcare conference, too!"
It's a busy day.
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WEDNESDAY SEPTEMBER 11TH
Cramer will be playing detective on Wednesday as he turns his attention to earnings from Men's Wearhouse. "I want to hear what the new management has to say and perhaps get some clues about what really got former CEO George Zimmer canned."
"And I wouldn't miss the health care conferences hosted Bank of America and Stifel also on Wednesday," Cramer added.
THURSDAY SEPTEMBER 12TH
On Thursday Cramer plans to give full attention to Lululemon as the company gives results. "Remember Lululemon is losing its long-time CEO, Christine Day so there's no telling what could occur here. I find that a tad worrisome."
Also grocery store stocks will come into focus with earnings from Kroger. "I like Kroger because it has a ton of knock-off private label goods, which have higher margins than the nationally branded stuff. If you're looking for stock ideas, in this space I also like Whole Foods," Cramer added. "If Kroger reports a good number I'm looking for Whole Foods to print new highs."
FRIDAY SEPTEMBER 13TH
On Friday Cramer as well as the rest of the market will be looking over August retail sales. "If retail sales are strong, that could be a sign that the Fed's going to be less accommodative and, remember, that probably means a tougher, less benign stock market," Cramer said.
