Jim Cramer, host of Mad Money, spent Friday laying out what he expects from the companies reporting during the week, and he also commented on the upcoming sales data and economic releases.
“For years and years, everyone presumed we’d have a rally during Thanksgiving week, and they were pretty much right to presume it… But now, on the eve of the holiday week, everything’s changed. The machines have taken over. They take the cue from all sorts of metrics and gauges that we humans would never be able to figure out, and they’re happy to sell at any time. Nothing matters except money to these machines. They don’t even know about the holiday. Maybe that’s how it should be.”
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Cramer said Tuesday will matter far more than usual because investors are trying to make decisions in what he described as a period with very little dependable data, partly due to the “lamentable, ridiculous government shutdown.” He pointed to the delayed September retail-sales report as an important item and said he does not expect strong numbers ahead. He explained that weaker retail data is useful because it increases the likelihood of rate cuts.
Cramer noted that the market jumped after New York Fed President John Williams signaled he was open to lowering rates, which pushed odds of a cut higher. He explained that if retail sales come in soft, bond prices should rise and yields should fall, unless the producer price index, released at the same time, shows a jump that hints at higher inflation. He added that tariffs could push inflation higher, though he said no one can be certain. He also mentioned that pending home-sales data due at 10:00 a.m. might offer more clues, and he expects that report to look “dreadful.”
“Housing is the bane of this economy’s existence because housing turnover drives sales and profits for so many different industries, and there’s just not that much turnover right now. Actually, well, it’s the lowest in 40 years. I think we’ll get what we want, which is weak pending home sales, and that makes it easier for the Fed to cut rates in December. Maybe it’s the excuse they need.”
Our Methodology
For this article, we compiled a list of 11 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on November 21. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the second quarter of 2025, which was taken from Insider Monkey’s database of over 900 hedge funds.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
11 Stocks on Jim Cramer’s Game Plan for the Week
11. Deere & Company (NYSE:DE)
Number of Hedge Fund Holders: 59
Deere & Company (NYSE:DE) is one of the stocks on Jim Cramer’s game plan for the week. Cramer finished his game plan with the stock and stated:
“Finally, on Wednesday, we have John Deere with a stock that seems like it’s made of Teflon. Farming’s a tough and necessary business, so our government has historically been willing to subsidize them through difficult times. No farmer wants a bad harvest, but if it’s bad enough, they’ll get a benefit from the government, and that money often ends up being spent on farm equipment, meaning Deere. Many commodity prices have plummeted in the last few weeks. I want to know the impact… [on] sales. Let’s do this. I believe that you’ll be able to buy shares in Deere after the quarter without missing too much of the upside, but there’s no reason to jump the gun.”
Deere & Company (NYSE:DE) manufactures farming, turf, construction, and forestry equipment, along with the parts and tools that support those machines.
10. Burlington Stores, Inc. (NYSE:BURL)
Number of Hedge Fund Holders: 41
Burlington Stores, Inc. (NYSE:BURL) is one of the stocks on Jim Cramer’s game plan for the week. Cramer said that the company is the weakest among its other two peers. He commented:
“Plenty of apparel on Tuesday… Burlington Stores reports. It’s part of the big three… off-price, including TJX and Ross Stores. It probably hurts Burlington that the other two reported already, and they were terrific. As my mother always said, comparisons are odious, but Burlington is the weakest of the three.”
Burlington Stores, Inc. (NYSE:BURL) sells branded, value-focused fashion and home goods. It includes apparel, footwear, accessories, baby items, beauty products, and seasonal merchandise. Cramer discussed the company during the September 10 episode and remarked:
“Second on the list is Burlington Stores, which saw roughly 2.5% comparable sales growth in the first half because… I… have come to expect more than that, but they have flat growth in the first quarter, but 5% growth in the second, well ahead of the 1.5% number that Wall Street was looking for. Burlington also had a strong quarter. Despite softer trends in May, they were able to beat expectations as business got back to normal in June and July. We care about that cadence. Overall, it was a solid quarter… although management struck a more conservative tone with their full-year guidance, not as optimistic as TJX.
Because Burlington’s got more exposure to outerwear than others, their numbers are more sensitive to variations in the weather. We got a warm winter and their sales got hit hard. That’s why they were more concerned about the second half. Although Wall Street mostly chalked up that to management being cautious and the stock still rallied more than 5% in response to the quarter. I thought that was a gift…
Now that we know how all three off-price apparel companies are doing, what about paying for numbers?… Alright, in terms of cheapness, Ross Stores leads the way, trading just 22 times next year’s earnings estimates. That is very cheap, much cheaper than Burlington at 25 and then TJX at roughly 28 times next year’s numbers… Burlington has a PEG ratio of 1.4… Burlington repurchased just $26 million worth of stock last quarter. In the previous quarter, they did buy back over a hundred million dollars.
Management doesn’t guide to a full-year repurchase target, but if you just assume that the second half will match the first, that comes out to be about $250 million for the buybacks, that’s roughly 1.7% of the company’s market capitalization… As for Burlington, it’s really hard to put any of these companies in last place, as they all have a lot going for them in this environment. But Burlington’s latest guidance was fairly tepid, so if anyone comes in last, it’s got to be Burlington.”
