Financial Services

Cramer's game plan: Internalizing tariffs and getting ahead of good quarters


Dreamforce: On Tuesday, “Mad Money” hits the road to Dreamforce, a huge festival hosted by Salesforce.com covering all things tech and cutting-edge. Cramer will hear from some of the best minds in Silicon Valley, so if you’re a tech investor, don’t miss Tuesday’s show!

Salesforce.com: An analyst meeting at Salesforce could shed some light on how the cloud giant is interpreting Adobe’s acquisition of Marketo, a deal that put Adobe in even closer competition with Salesforce, Cramer said.

Nike: Wall Street seems sure that the athletic retailer’s upcoming earnings report will be very strong, but Cramer felt the consensus was kind of “eerie.”

“My take? I expect the numbers to be great, too. Whether that sends the stock higher is another story,” he said. “I like Nike going into the quarter, but so does everybody else, and that tends to limit the upside.”

Cintas: Workwear maker Cintas will report earnings, and Cramer liked the company’s situation, too.

“This uniform rental service has blown away the numbers quarter after quarter after quarter ever since it bought its principal competitor. I’ve been telling you to buy it for ages,” he said. “I think it remains a fabulous play on the resurgence of small business in this country. I would buy Cintas ahead of the quarter.”



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