Jim Cramer told his “Mad Money” audience on Friday that we all hope this election is over, but investors need to prepare for a confusing week. Kramer said that we may not even know who won the election on Tuesday, which will only exacerbate the chaos.
Kramer’s game plan for next week starts on Monday, and he expects more selling as investors lock in earnings before the election. Unfortunately, Kramer said it would be too late to sell on Monday. The sale time is early this week.
In terms of earnings, Kramer said he will listen to Estee Lauder (he)-Get reportClorox (CLX)-Get report, Skyworks solutions (SWKS)-Get report Paypal (PYPL)-Get report on Monday. He expects all four to be good, but advises him to wait until Tuesday before buying PayPal.
We will receive a letter from Humama (Humph)-Get report On Tuesday, there are industrial giant Eaton (ETN)-Get report Emerson (Electronic medical record)-Get report. Kramer said he would buy Humana with any weakness, but he was most curious about Eaton and Emerson̵
Wednesday is expected to bring election results, but if not, there will always be Qualcomm (Qualcomm)-Get report, This is the perfect excuse to buy Apple (AAPL)-Get report.
Then on Thursday, the earnings were concluded with three other Cramer’s favorite currencies, T-Mobile (TMUS)-Get report, Two people interact (Tewo)-Get report And Roku (year)-Get report. Kramer recommended all three.
Finally, on Friday, we will get the latest non-agricultural employment data, which the market will use to determine the economic conditions of the increasing number of COVID cases.
Cramer and the AAP team are studying everything from earnings and tariffs to the Federal Reserve. Learn what they are telling investment club members, and start the conversation with a free trial of the Action Alerts Plus subscription.
Cramer speaks in the first “Executive Decision” section of Charif Souki, Executive Chairman of LNG supplier Tellurian (tell)-Get reportTo further understand the next development of natural gas.
Souki painted a bleak picture of the natural gas industry. He said that U.S. production has fallen from 95 billion cubic feet per day to only 88 billion cubic feet. As demand increases, it may take up to two years to increase production to meet growing demand.
Souki went on to say that the United States now accounts for 20% of the global natural gas market, and natural gas is now priced in the global market. He said that the United States has large natural gas reserves in Marcellus and other regions, but the infrastructure may never be transferred there in any appreciable way.
Now that natural gas is a real commodity, Souki said that the United States will deal with the deficit no matter who wins the election on Tuesday.
Administrative decision two
For the second part of “executive decision”, Kramer also talked with David Foulkes, CEO of shipbuilder Brunswick. (B.C.)-Get report, Just reported an excellent quarter. In the past six months, Brunswick’s stock price has risen 34%.
Fox said that Brunswick’s biggest challenge remains inventory. He said that the number of ships they have on the pipeline each year is half the usual. Even if they operate at maximum capacity, they will still be only two-thirds of normal levels by the end of the year.
Fox added that although the waiting time is longer than normal, orders are still strong. They still see strong demand, even in the cold northern climate.
When asked about changing the demographic structure, Fox said that Brunswick is increasingly selling ships to the middle class. He said that 80% of the boats they sell now cost less than $50,000, and the quality and reliability have been improved, which makes the boat more of a family property and reduces maintenance nightmares.
Don’t miss Cramer’s best every day, it uses a fast and feasible strategy: StreetLightning.
on Real money, Cramer highlights the companies and CEOs he knows best. Get more of his insights by trying Real Money for free.
Implementation decision three
In the final “execution decision” section, Cramer checked in with Rowan Trollope, CEO of call center software provider Five9 (FIVN)-Get reportThe company just announced earnings per share of 9 cents, which made them 6% higher before the close on Friday.
Trollope said that Five9’s growth has been driven by digital transformation and cloud computing transformation, both of which have been surged by the pandemic. He said that his team performed well and achieved a lot of victories this quarter.
When asked about their technology, Trollope explained that Five9 provides new reasoning technology that allows customers to speak in plain and easy-to-understand English why they call, and artificial intelligence will solve their problems or route them The accuracy of where they need to go is incredible. He said that the reasoning system can save a few minutes of each call, thereby saving a lot of money.
Trollope added that consumers prefer self-service when calling companies, especially young consumers and millennials. He said that we are just the beginning of this technological revolution.
No miscellaneous offense
In his “Uncluttered Offense” section, Cramer chose the new congressional pastime of shooting for large technology companies. He said that these companies are not bad guys, but national treasures.
Powerful technology giants can easily hate it, but because the unemployment rate is as high as 8%, these companies are innovating and they are recruiting within their ability.
Kramer concluded that the American technology industry is a goose that lays the golden egg. We are doing a good thing, let’s not mess it up.
Use our exclusive search for Jim Cramer’s “Mad Money” trading advice “Crazy Money” Stock Screener.
To watch a replay of the Cramer video clip, please visit Crazy money page On CNBC.
Sign up for Jim Kramer’s free Booyah!Newsletter and all his latest articles and videos please click here.
In the Lightning Round, Kramer is optimistic about LG Homes (Rieger)-Get report, CACI International (for)-Get report, NVIDIA (NVDA)-Get report, Advanced Micro Devices (AMD)-Get report And FLIR system (FLIR)-Get report.
Kramer bears short on Unisys (Institute of Statistics)-Get report, Pennsylvania State Games (Payne)-Get report And Cisco Systems (CSCO)-Get report.
At the time of its release, Cramer’s Action Alerts PLUS had already become AAPL.