“We’re hearing talk of a bottoming in personal computer sales. We know that Hewlett-Packard has done a ground-breaking deal with Salesforce.com to extend its cloud reach and loop in its extremely valuable printer franchise. We know the company boosted its dividend recently and continues to take costs out. All of this sounds very positive to me,” Cramer said. “H-P is now up 77% for 2013 but I don’t think the advance is done.
In addition, retail will take center stage with three important results all clustered on the same day, DSW, Cracker Barrel and Tiffany.
“DSW’s in a sweet spot, offering the best shoes for less,” said Cramer. Tiffany is one of the best ways to play the strength of the high-end consumer. And as for Cracker Barrel, gas prices are falling and many of their restaurants are located near big highways. I bet Cracker Barrel has a good story to tell. In fact, I bet all three post solid results.”
On top of all that Cramer will also be watching TiVo earnings that is. “At $1.6 billion, with a ton of cash, this is one of the cheapest stocks in the universe. I fear that TiVo might run up going into the quarter, but it’s only up about 8% for the year and I think it represents great value.”
Read also:
Jim Cramer's 'Mad Money' Recap: Next Week's Game Plan (TheStreet.com)
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