We should get excelent numbers out of Disney, says Jim Cramer

My mission is simple. To make you money. I’m here to level the playing field for all investors. There’s always a home market somewhere, and I promise to help you find it. Mad money starts now. Hey, I’m Kramer. Welcome to Mad Money. Welcome to Cray America. I’ll do my friends. I’m just trying to make a little money. My job is not such to entertain, but to educate. Teach. So call me at 1800 and 743. CBC previous Jim Cramer can’t beat the numbers we got this morning. Last time I told you we had the root for weaker, higher and muted wage growth because that’s what gives the Fed a reason to cut interest rates. And that’s exactly what we got. No wonder the Dow gained 450 points, SP shot up 1.26% and the NASDAQ vaulted 1.99%. Now we finished with the Fed meeting the labor report. I’m hoping we can focus back on individual stocks at least just a little bit, not just the interplay between the bond market and the S&P 500. Remember now that we have a clear signs of a solely economy, we got got to look at stocks with a bullish slant because in this environment we won’t be fighting the Fed, something we were very worried about in April. The numbers now tell us that those viewers were unjustified, just like Apple pulled back hard going into its quick quarter. It reminds you that the critics and commentators can often lead you astray. So with that in mind, what’s with the game plan? All right, it all starts not Monday, but Saturday, when we hear from Warren Buffett, the Oracle of Omar, who will no doubt be incredibly positive about pretty much everything, especially his portfolio. That could be bullish for Berkshire Hathaway as well as American Express, Coca-Cola, Apple and most of all Occidental Petroleum, which is the stars of this portfolio. Hey, by the way you know the whole thing’s going to be covered by CBC. I mean, I don’t know what you’re doing tomorrow. I know what I’m doing now. Occidental, especially trenching is the oil giant reports on Tuesday after the close. Buffett loves it. I think Buffett will mention Apple several times. He’s got a new phone coming. Maybe he’s got he’s wise that he’s going to hold on to the stock. I believe, even though it’s a gigantic position. He’ll also probably talk about how Berkshires gigantic cash word. Can’t be used to be, can’t find anything to buy. Still, the Rosie You has worked far more than not. Monday morning should be a good day. Bears beware. On Monday morning we also hear from one of my favorites, Tyson Foods. I still think this is a bounce back play. It’s too cheap and despised on Wall Street from missing many quarters but that was many moons ago. I like the setup of Tyson Foods. I have now called The Bottom and we’ve been right after the close. One of my absolute favorite Simon Property Group might be a it’s going to be important. This may put up some just terrific set of numbers. With that 5.5% yield, the risk seems low. While the reward may simply be to but be just, I think sensational. Remember, this is the highest quality mole REIT in the world. Simon Properties was on last time. I thought they told a fantastic story, frankly, choose someone when you’re from Disney. Actually, by the way, just reporting even perhaps that’s the influence of CFO Extraordinary Hugh Johnson, formerly a PepsiCo who leads him up. But I think what’s going to be a real orderly conference call for once, I think we should get some excellent numbers because of all the initiatives and cost cuts Disney put in in parts of fend off Nelson Pelson, that rough and tumble proxy fighter. Are we glad that’s over next? We’re constantly on the lookout for anything good come from China, right? And we get results from Wynn Resorts on Tuesday night. Wynn owns two casinos in Macau, the Chinese gambling haven. I think you put up some good numbers, which is why we own it. For the travel trust, the Chinese seem to be willing to travel locally, even if they’re a day a shoe. Visiting here also at the close. Oh, this is a new one, Reddit reports. And I’m thinking to put up some healthy numbers right out of the chute. Pinterest and Snap recently reported excellent traffic and advertising. Those are good comparisons for Reddit. I anxiously await a very positive story, in my humble opinion. Now we go to Wednesday. All right, Wednesday we hear from Uber in the morning. Now I wonder whether they might be seeing some impact of a newly revived lift that David Rich doing a good job. You know, that and possible sign that Uber has become too expensive to use. I worry about these things. I keep thinking that the negative report from DoorDash this week might be a little similar to Uber, and we could see is a suboptimal traffic number when it comes to cars. We’re all so fascinated with Elon Musk, right, and Tesla that maybe we ought to sober up and listen to Toyota Motor when it reports it’s becoming increasingly clear that the sweet spot for automakers is not EVs. No, the EVs is not. It doesn’t really matter here. It’s hybrid hybrid vehicles where Toyota’s long been a leader. I think they’ll put up great numbers like we used to expect from Tesla. But remember, it will be hybrid after the close. I really like Ant ARM Holdings and I think we could see some very strong numbers from Renee Haas and company. That’s the advanced semiconductor design firm that kind of reminds me of clock on what a home and that’s been. I’m also expecting a terrific quarter from Airbnb, but that’s after listening to Expedia’s conference call last night where they talked about Airbnb’s competitor VRBO. VRBO having some technical issues that really hurt business. Hey, look, what’s bad for VRBO is most likely good for Airbnb. I mean, hey, Robin Hood had a real good quarter last time. I bet we could get another one. That’s given how popular crypto remains, as we learned last night from Block, the artist forming on his square. Hey, by the way, Block is doing very well. The Trade Desk might deliver a good quarter as there’s been so much advertising money spent on streaming and these guys offer an alternative to Google for digital ads. I really like Jeff Greene’s model. Oh, and we don’t want to miss the tremendous production that will be the once loved, now scored AMC Entertainment. I still can’t believe this $3 stock traded $380.00 just three years ago. I saw GameStop going up at the end of the day today and I just said, uh, well, you know, there’s no accounting for taste now. It’s been my experience that when you get a surprising good quarter from a good company, then there’s probably more often than not another good quarter. And that’s why I’d be looking into roadblocks by some ahead of time. Delivered excellent quarter last time and should repeat it when it reports Thursday morning. Sometimes stocks just become lightning rods and one of those reports on Thursday and that is Warner Brothers Discovery. Yeah, I know under 10, you can’t resist, right? Two issues here. Will they keep the NBA contract that makes them so relevant and will they have lowered their debt? They need to go 2 for two of this stocks. Go to make it back to double digits. Next up will be Tapestry, the old coach. It’s kind of dressed the FTC suit to try to stop its merger with Capri. I think the FTC actually may be on to something to try to block this deal for once. They’re genuinely trying to keep prices down for the consumer, even if it is for something that I would not describe as a necessity. It’s more of a accessory. I thought of that myself on the fly. Now Tapestry might be able to prove that there’s a huge amount of choice in the category and I think they can make a strong case to get the deal done. It needs the complete deal to make it as much money as possible for shareholders. Not that the current FTC cares that much about that point. And then after the close, Akamai Technologies get this, Akamai reports. Now this is one of the three of three content delivery technology companies and the other two Fastly and Cloud Fair both disappointed horribly this week. Wall Street was with Wall Street thinks that there could be a slow down this department but what if there’s no slow down? What if it’s just act of my taking share from Fastly and taking share from Cloudflare. That’s what we got to find out and they’ll probably be the equivalent of Power Mutual wagering on this one. Finally on Friday, old Kramer Favorite and Bridge reports there’s some skepticism about the ability of this Canadian pipeline company to pay its dividend, which gives it a 7.3% yield. I think the dividend is safe, but we do need to see more growth. That’s what I want out of the stock now if I have a hope for next week, is that we don’t get sidetracked by different Fed officials who just feel they can’t resist. They can’t resist talking. And the Kafni and the confusion they they give us by talking about the feds next move, it’s just horrendous for pretty much everyone and everything. You know what? It’s amazing to me that they’re even allowed to talk about the economy in public. Have you ever seen Supreme Court justices talk about ongoing cases in public? That would be a huge scandal. Would it be? It should be the same for the Fed, but the bottom line, now that it’s clear the economy is having a meaningful slowdown, we know we need to worry about the Fed becoming our enemy again, which means we can go back to glorious stock picking mode at least for like a couple of days, thanks to the benign employment number. Big improvement. I said we take calls. I said we go to Brad in Texas. Brad. Hey, Kramer, How are you doing, Brad? I’m doing well. How about you? Doing great. Last time I called was about NRG. That was at $29.00. I think I’m up over 100% now. So thank you. I like that. Congratulations. Thank you. And I also loved to interview with that CEO of that one coffee company. I can’t remember who they were, but it doesn’t really matter. But here we go. San Antonio has the most locations in the country. I physically went to all 28 locations and talked with the workers. The lines don’t stop from open to close the experience of the 10 out of 10 customer service, 10 out of 10 price .10 out of the 10 blue collar workers are here every day. And with 177,000,000 total shares and a 69,000,000 share free float with a 10% short interest and earnings coming up, how do we feel about Dutch Bros? All right, Dutch Bros reports this week. Now here’s my Let me just give you my one problem with Dutch Bros is that every time I it, it lifts its head. Somebody comes in, does some insider selling, and it just wrecks it. But I share your appreciation with Dutch Bros. But remember the coffee market? I say it’s gotten a little crowded with the Fed meeting and the labor report finally behind us, we’re back to stock picking mode for a couple hours, talking about a big improvement. I’m anybody tonight. Last night you called me about Cracker Barrel. I hadn’t looked at the stock closely lately. So I did my homework and I’m giving you my tape then. The travel room has been a dependable team for the last couple of years and now that a few companies in the space have reported, I’m seeing if the piece of stalls holds up and generally fell 6%. If you’re turning in a top and bottom line beater this week, but Rally sits, so should investors view this action as a buying our period or a chance to get out? Why don’t we do this? Let’s talk to the company’s top brass. So stay with Kramer. Don’t miss a second of Mad Money Follow at Jim Cramer on X. Have a question? Tweet Kramer hashtag Mad Mentions Send Jim an e-mail to [email protected] or give us a call at one 807 Four Three. CNBC. Miss something? Head to madmoney.cnbc.com.