Cramer’s week ahead: Earnings season has been ‘far better’ than expected

• Q4 earnings release: before market; conference call: 8:45 a.m.
• Projected EPS: $1.24
• Projected revenue: $68.73 billion

“CVS has been challenged as a drug store by Amazon and challenged on the health insurance side by a host of competitors,” Cramer said. “If [CEO Karen] Lynch can raise numbers and back that up some solid traffic projections … I could see the stock finally getting the traction it deserves.”

Zoetis

• Q4 earnings release: before market; conference call: 8:30 a.m.
• Projected EPS: 86 cents
• Projected revenue: $1.74 billion

“I think you’ll see another round of gains in the humanization of pets stocks,” he said.

RingCentral

• Q4 earnings release: after market; conference call: 5 p.m.
• Projected EPS: 27 cents
• Projected revenue: $318 million

“RingCentral makes call center software, but they’ve also got a video conference platform that competes with Zoom and grows well,” the host said. “The company’s aggressive and it grows rapidly.”

Occidental Petroleum

• Q4 earnings release: after market; conference call: Wednesday, 11 a.m.
• Projected losses per share: 58 cents
• Projected revenue: $4.32 billion

“Many are predicting that the long bear market in oil is over. I am not so sure about that — too much supply — but if you believe it, no one is more bullish on oil than Occidental’s CEO, Vicki Holub,” he said.

• Q3 2021 earnings release: 6 a.m.; conference call: 8:30 a.m.
• Projected EPS: $1.26
• Projected revenue: $913 million

Twilio

• Q4 earnings release: after market; conference call: 5 p.m.
• Projected losses per share: 8 cents
• Projected revenue: $455 million

“I bet two of them deliver stellar, amazing quarters,” Cramer said.

Fastly

• Q4 earnings release: after market; conference call: 5 p.m.
• Projected losses per share: 11 cents
• Projected revenue: $82 million

“They’ve been rebuilding their credibility after a big shortfall in October,” he said. “I think the problems are behind them.”

Pioneer Natural Resources

• Q4 earnings release: after market; conference call: Thursday, 9 a.m.
• Projected EPS: 70 cents
• Projected revenue: $1.89 billion

“I don’t recommend many oil companies these days, but if you put a gun to my head to make me choose, I’d say, ‘would you please put the gun down and just go buy Pioneer,'” the host said.

Boston Beer

• Q4 earnings release: 4:15 p.m.; conference call: 5 p.m.
• Projected EPS: $2.63
• Projected revenue: $453 million

“If one more company enters this hard seltzer business, will it be too much for them to handle?” he said. “I bet you can get still get another good quarter here, but do not overstay your welcome when you have guns coming at you like those guys. The field is getting crowded.”

• Q4 2021 earnings release: 7 a.m.; conference call: 8 a.m.
• Projected EPS: $1.51
• Projected revenue: $148.26 billion

“I want to hear about some initiatives and benchmarks that show us that Walmart’s still hungry,” Cramer said.

Barrick Gold

• Q4 earnings release: 6 a.m.; conference call: 11 a.m.
• Projected EPS: 31 cents
• Projected revenue: $3.25 billion

“I know that CEO Dr. Mark Bristow will give you a look at the only real growth and income play in the industry I trust,” he said. “It’s a buy ahead of the quarter if you like gold.”

Applied Materials

• Q1 2021 earnings release: 4:01 p.m.; conference call: 4:30 p.m.
• Projected EPS: $1.28
• Projected revenue: $4.97 billion

“The stock has been rallying like crazy because of the [chip] shortage, but I think things are good enough for it to keep climbing, especially since the Biden White House seems to recognize the scale of the problem,” the host said.

Roku

• Q4 earnings release: after market; conference call: 5 p.m.
• Projected losses per share: 6 cents
• Projected revenue: $615 million

Trade Desk

• Q4 earnings release: after market; conference call: 5 p.m.
• Projected EPS: $1.88
• Projected revenue: $292 million

“These companies are cord-cutting kingpins that are designed for the new world of watching and advertising sans cable. Everyone keeps wondering when their gains will stop,” he said. “Me, I’m wondering why anyone expects them to stop when it took cable decades to supplant traditional broadcast TV.”

• Q1 2021 earnings release: before market; conference call: 10 a.m.
• Projected EPS: $2.12
• Projected revenue: $7.14 billion

“I bet Deere tells a story of higher commodity prices that has its order books brimming with tractors,” Cramer said.

Magna

• Q4 earnings release: before market; conference call: 8 a.m.
• Projected EPS: $2.58
• Projected revenue: $13.03 billion

“We’ve got a red-hot auto market, they’re the best assembler, and these guys also assemble cars for compelling electric vehicle players, like Fisker,” he said.