Cramer’s Earnings to Watch Next Week

What follows is "Mad Money" host Jim Cramer's "Game Plan" for the week of Monday, Nov. 12.


Cramer’s Earnings to Watch Next Week

To start, Cramer looks forward to an update on the U.S. housing market from homebuilders Beazer Homes USA andDR Horton, both of which are scheduled to deliver earnings before Monday's opening bell.

(Read More: Housing Still Precarious in Obama's Second Term.)

"We have to listen closely to see if there's any change at the margin here. Both conference calls hold the key to a re-ignition of this incredibly important group," Cramer said, noting that while Beazer mainly operates in the South, DR Horton does business nationwide. "I want to hear how badly the storms have affected Horton's mid-Atlantic biz."

Meanwhile, the Goldman Sachs Industrials Conference will kick off Monday. Cramer hopes the meeting will provide insight on whether China's economy is turning and to what degree.


Tuesday is all about the retail sector, Cramer said, noting Dick's Sporting Goods, Home Depot, Michael Kors, Saks and TJX Companies are all slated to deliver earnings before the open.

"Retail stocks have become horrendous performers of late, perhaps because of the storm, perhaps because of the newfound gloom from the looming "fiscal cliff," which might causes businesses to start laying off workers again and has definitely hurt small business creation because of the tremendous uncertainty it engenders," Cramer said. "So this is a huge day for the group."

(Read More: Markets Still Waiting for Breakthrough on 'Fiscal Cliff'.)

Cisco Systems will announce earnings after Tuesday's close.

"We are getting downgrades and whispers galore about how bad things are at Cisco, including a really worrisome piece of research today from JPMorgan about how the company could slash its outlook because of weakness in the enterprise and government spending," Cramer said. "The stock's traded down in anticipation, but I don't expect a bad news rally here."

Elsewhere in the market, electronics retail Best Buy will host an analyst day. To Cramer, the meeting should be "comical as the company is challenged everywhere."

Health insurance provider Humana has scheduled its investor day for Tuesday. Its stock fell sharply after President Barack Obama beat Republican challenger Mitt Romney to win reelection. Cramer wants to learn about its game plan for Obamacare.


In the retail space, Abercrombie & Fitch, Hot Topic, PetSmart and Staples will deliver earnings Wednesday.

"Abercrombie & Fitch has been a horrendous performer as kids seem to rebel from expensive clothes, same with Hot Topic," Cramer said. "Staples has been miserable because of a lack of new small businesses and cutthroat competition."

Cramer said PetSmart and apparel maker Williams-Sonoma, however, have been performing well lately. Williams-Sonoma is scheduled to report earnings after the closing bell.

"We need to know if the storm's going to knock down numbers for all of these and whether the home furnishing business remains as hot as the homebuilding biz," Cramer said, adding that while PetSmart's stock has struggled lately, it could turnaround if the company delivers strong quarterly results.


Discount retailer Dollar Tree is expected to deliver earnings before Thursday's open.

"Here's the company that started the decline and fall of the dollar store stocks with a terrible presentation about how the weak economy has hurt sales," Cramer complained, adding he didn't get why it traded lower. "This is a trade-down play, a weak economy is supposed to help sales for heaven's sake."

Elsewhere in the retail space, Cramer looks forward to earnings reports from Gap, Target and Wal-Mart Stores .

All three stocks have been performing well lately, but Cramer worries about how they were impacted by the bad weather. He actually fears they might be too high.


Finally, Cramer will monitor Foot Locker's earnings conference call. The athletic apparel retailer will announce its results before the open.

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