Important stocks trade between now and literally the end of the year. Yes. Unfortunately, the stakes are that high. Before i get to next week, though, let me just say that after today, where the dow gained 28 points, s p climbed. 58 , we now know for certain this earnings season is turning out to be an incredibly bright one. This morning on squawk on the street, carl david and i were going over this remarkable advance to alltime highs and carl ticked down all the bricks in the wall of worry. That this market has had to climb, the sequester, the spiking Interest Rates, the government shutdown, the debt ceiling standoff, so many others. But it just keeps going higher. And the reason why, the earnings. The earnings per share. Consider the fabulous Earnings Reports from the last 24 hours alone. We got blowing numbers from chipotle, google, schlumberger, general electric, food, tech, oil, service, the industrial. Plus on top of the amazing financial numbers we got this week from capital one, American Express with the notable exception of ibm, this has been the best earnings season i can recall in years. And thats contrary to what you have heard. But im in the thick of it. Thats what im seeing. You know what i think it continues next week. It is my fervent hope, though, we get a down draft. If only because i dont like to chase after this weeks outstanding performance, we are most certainly chasing if we buy at these levels. You know what, though, maybe we will get that selloff. My reasoning, did you know that good friday once fell on a monday . Of course, that good friday was a horse, it collapsed in a Steeple Chase in the u. K. In 46. Well, next week, the friday labor report falls on a tuesday and i think it will give us an opportunity we need to buy some highquality earnings stories at lower levels because of a strong jobs number, meaning one thing, one that is going to send the market lower. Youre going to hear about a talk of a taper, less bond buying. We know parts of this economy are very weak. I believe that home sales have taken a real turn south. We are going to find out when we get existing home sales monday morning. But any sign that the labor report for september was better than expected, that will send Interest Rates immediately higher. And i think that could cause stocks to go down. You know what . That could be your opportunity. Buy, buy, buy when it comes this opportunity, when it comes, you know i like to buy the stocks cheaply of companies that have already reported terrific numbers. Then there is no need for guesswork and i have already outlined the numerous winners this week. Lets look at Companies Reporting this week so we can be ready and have our game plan. First up monday, vf corp. Yesterday i told you how people are spending more and more money on hard goods, maybe not apparel. Hence a terrific move in best buy. What happens, though, if the switch is just in the United States . We will know when the very heavily International Vf Corp reports and i bet eric wiseman, ceo, traces out a good story about the brand coalition, you know, north face. Monday night we get results from one of the markets most anointed stocks of 2013. And thats netflix. If this company hits the high end of its forecast, reporting 1. 5 in this country and 1. 25 million overseas, i think it could easily have a googlelike move. Meaning, yes, i think could go up more than 10 . Is it possible . Remember what people used netflix for, to bing binge on cable dramas they didnt get into when they started, walking dead, breaking bad, orange is the new black, arrested development, starring jim cramer okay, cameo by jim cramer and house of cards. Weve got a whole new season coming, one of my favorite shows because kevin spacey is so fabulous. Hence a continued levitation of this cult stock. Tuesday tuesday is all about enzymes and sandwiches. We know from the ceo of dupont, ellen coleman, the stodgy Chemical Company is reinventing itself as a science company, addressing the need for global safety. Many want to hear about a twocompany solution. A splitting into a cyclical commodity business. And a secular growing engineering concern. You know what, we get that. We get that split and stock pops 10 . We just get in line earnings and i believe the stock goes down. Tuesday has also got a tough one. One of my absolutely faves, but weve got to own this thing. Panera bread. Owning it meaning it may not work. Not own it meaning buy the stock. Today the brokers firm wedge bush slashed its estimates for pa theira. Not shockinging. We have heard a ton of rumors about samestore sales decelerating, despite the celebrity pumpkin soup i had just last night. Then you get an amazing entry point so keep your powder dry and get ready for my analysis of the quarter right after panera reports. We hear from United Technologies, too i believe this will tell a fabulous aerospace story. Heres my worry. Could utechs be like cramer fave honeywell, which disappointed today. [ crying ] because it has too much defense exposure, because expectations were too high. You know what, if thats the case, if United Technologies really is kind of like what happened with honeywell, i prefer to wait for boeing. Maybe get that on a selloff wednesday. Because ceo jim mcnative americany will tell us about his 20year plan. Ive been telling you this stock is a buy on any week since it traded in the 60s. It had it closed over 122. Now lets talk about controversy. Besides boeing, we get results from caterpillar wednesday. This might be worth some out of the money call options. I say that because there are many people shorting caterpillar. Some deservedly, i might add, given the misses its had the last few quarters. Last night we had a confident United Rentals on the show, a huge caterpillar customer and all i heard was how demand is spiking for construction equipment. When i meld that with the sharply better than expected chinese gdp number we got last night, and the radical turn in the fortunes of europe, i have to come away with the possibility that caterpillar could raise guidance, not slash it, like a lot of but actually raise guidance through 2014, which would cause the stock to shoot past 90. Put that one on your radar screen, please. After a too strong employment number, perhaps. It might be a huge opportunity with very little capital expended and a limited risk, because remember, i want you to use call options. I told you next week was a big one. Ford motor reports. And i hope to hear two good pieces of news. The first being that european operations have turned around and second that Ceo Alan Mulally is going to stay through 2014 to finish the big turn before he hands it over to mark fields, another terrific manager. Ford is a main industry of my charitable trust. I think he can go to 20 very early next year as part of a european renaissance. We also hear this is a tough one from amazon. Repeat after me. I will not trade amazon until i hear the conference call. This stock has been notoriously crazy beast on earnings day as people try to use headline numbers to predict its move. Folks, it doesnt work. Plus, this is a cult stock, trades on satisfaction per share. Dont get your head blown off. Wait for the call. Its a short one. Really. Briefest of all of the big company calls. It could be terrific. One more for thursday. 3m. What can i say about thulen, ceo of 3m, thoughtful man, given you a 32 increase this year. Do you know its traded down almost every time it reports that day. Like core labs today, holy cow. What an amazing opportunity 3m has been. I think it could repeat. Friday a company that is probably going to play the washington blame game. Who could blame them. I think that United Parcel is worth listening to and perhaps even buying as it too has a habit of selling off on the news. So heres my bottom line. As you can tell, i dont want to chase. I want to wait and dont move unless you get some fedinduced discounts. Otherwise the much better than expected earnings season isnt going to quit yet. And neither will the stocks as the numbers just keep coming through. Lets go to steve in arizona, please. Steve. Caller hey, jim. A good booyah from arizona. How are you doing . All right. How are you . Caller really good. Hey, you got a great show and great staff there. Thank you. Caller i have got a question about pot belly. What do you think about i bought it the first day of the ipo. Kind of dropped down 20 and looks like its up about 7 today. Well, my friend was somewhat critical and carl and i were talking about it today. I favor the healthier eating stocks, not the less Healthy Eating stocks. I wanted pot belly to take the pop and move on. I prefer noodles, i prefer chipotle, perhaps after panera reports and goes down, i might prefer panera. All those i think are a more Healthy Eating situation and thats what im looking for going forward. Lets go oh to travis in indiana, please. Travis. Caller hey, great to talk to you, jim. Thank you, travis. Caller can i give a quick shoutout to my wonderful mother in ohio named sherry . Absolutely. Sherry, thank you for watching. Go ahead. Caller and my stock today is align technologies. They went up a whopping 26 today. And i want to know, with all opportunity overseas for them to expand, do you think it might not be too late to get in on this stock . You know, this one went up and i know why. Because i recommended it many years ago and then it reported a bad quarter and haen a couple bad quarters. There is a heavy short position here meaning people are betting against the stock. They got fooled. I say that, by the way, today in athena health. Same thing. Good number, upgrade, boom. You cant buy it now, sir. It is just too high. But im glad your mama listens. All right. Stop, look and listen. Earnings season is off to an incredibly nice start. I know i sound like the only person doing this, but im on these calls. I think it could continue. But lets not chase stocks, people. Wait for a pull back. I bet well get one when good friday falls on a tuesday. Stay with cramer. Coming up, spec for tech. Ibms disappointment the shook the market. But a big gain for the cloud plays. Tonight, cramer is plugging into a brand new spec that could help you ride skyhigh. Dont miss a second of mad money. Follow jimcramer on twitter. Have a question . Tweet cramer madtweets. Send jim an email to cnbc. Com or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. I love having a free checked bag with my united mileageplus explorer card. Ive saved 75 in checked bag fees. [ delavane ] priority boarding is really important to us. You can just get on the plane and relax. [ julian ] having a card that doesnt charge you foreign transaction fees saves me a ton of money. [ delavane ] we can go to any country and spend money the way we would in the u. S. When i spend money on this card, i can see brazil in my future. [ anthony ] i use the explorer card to earn miles in order to go visit my family, which means a lot to me. We got the ball rolling. In cities across the country, cocacola joined with communities and local leaders to roll out a summer filled with activity. From atlanta to l. A. , people all over found that getting moving can be fun. In fact, it can be a day at the beach all in all, we inspired three Million People to rediscover the joy of being active. Now, lets keep it going all year long and make a difference. Together. When ibm exploded yesterday sell, sell, sell didnt just disappoint the hardware site, although that was absolute. The software business, there was one standout on the software side, according to ibms management. Their Cloud Computing biz. But the companys cloud ex exposure is microscopic. I bring this up because the heinous quarter is eviscerating the noncloud software players. Last night i mentioned salesforce. Com, the king of the cloud, as a way to play. But sai sales force is wellkno. What if youre looking for a speculative way to play, Cloud Computing over Traditional Software . Let me introduce you to a new one here. Speculative friday. Its called service now. Thats no oh w, a Cloud Based Software that came out in june of 2012. I have to give you a lot of caveats with this one and i went over this and went over it before i talked about it. Save it for speculative friday, save it for after ibm. But i think the opportunity is to good to miss as long as you keep the warnings in mind. Service now was founded in 2003. Originally the company got off the ground by selling software to automate their response to various tech problems. Sounds prosaic, but listen. Basically, service now software would monitor the systems in a company and sends alerts when things broke. Not an especially sexy business. And service now never branched out, i certainly wouldnt be talking about it on speculation friday. But service now did branch out. The Company Created an easy to use low Cost Development platform that allows them to write their own applications. You shouldnt need a Computer Science degree to fix problems at your company. Anyone can create its own Computer Software but developing an application from scratch sure isnt easy. So youve got a host of big established players, hewlettpackard, ibm to give tools they need to make the process less difficult. The thing is, service now needs these oldschool competitors, not only does service now have superior technology and support but the cost of ownership is 50 less than the competition. Is in other words, they literally half the cost. I think the scale of opportunity is enormous. At the end of the second quarter, service now has 1,778 customers across a wide variety of industries from finance to consumer products, health care and technology. Companies targeting Large Enterprises with revenues over 750, and at least 200 i. T. Employees. When you look at the forbes global 2,000, service now is an astounding 17 of them is clients at the end of last quarter. And im sure that number has grown because the company is taking share in taking names aggressively. Service now is expected to do 410 million in revenue. Imagine they can grow that number to 1 billion by 2016. That would represent a 35 compound annual growth rate. We dont have a lot of companies that grow that fast. And ive seen some estimates that suggest that service now could reach 2 billion for revenues by 2018 which would make it one of the Fastest Growing software companies. Wouldnt surprise me they can do this. Some of the numbers are downright astounding. Even as service nows software is cheaper than its competitors, still the highest revenue per customer as a service company, and thats a cloud business, because of the superior technology platform. Companies service now is low churn, meaning they keep most of these customers. Companies now reported 14 straight quarters with a renewal rate greater than 90 . Aggressively expanding sales force. The Company Expects to end the Current Quarter with the equivalent of 600 workers in its sales in its marketing department, representing a 70 increase. I know it costs a lot to train people. This is a company with strong visibility the. Meaning its easy for service now to see how much money they can make in the future. At the end of last year, they had a 550 million backlog of business. Now how large can this company grow . According to smart piece of research from can accord, they say a 3 billion opportunity for service now, companys total Addressable Market coming in at over 12 billion. So no wonder its higher than 16 months ago. Its not a surprise this stock has rallied another 110 in the after market. But while were on the subject of the stocks huge run, lets talk about some of the caveats. First of all, service now is not profitable yet. Its expected to go into black next year. But even then, those earnings will be so puny you cant really value the company on a price to earnings per basis. Thats why on spekt friday. When you look at service now on a price to sales basis, its expensive. Im only mentioning now because the stock got slammed during the government shutdown. Down 3. 5 points off its high. The valuation may sound daunting but sales force and service now are similar. Service now reminds me of sales force back in its early growth stage from 2005 to 2008 and thats apparent where sales force stock almost quintupled. Third and most important of all, service now reports next wednesday after the close. Even after their recent pullback this is still the very model of a modern momentum stock. So if there is even a tiny bit of hair on the quarter, meaning if there is the slightest thing wrong with it, the stock is going to get hit, and maybe hit hard. So how do you play it . Half the reason im introducing you to service now tonight and not after the quarter is the hope that the street will find something to dislike about the quarter and the stock will sell off and youll be ready. Because its going to create a fabulous buying opportunity and a name that doesnt give you very many buying opportunities. Thats it for those of you who do the homework i think theyre putting on a tying position on tuesday or wednesday before the Company Reports. But youll want to keep the rest of your powder dry, just in case we get a buyable selloff. Heres the bottom line. The cloud cannot be stopped. Cloudbased Software Providers are crushing their rivals and pretty much every venue where they compete. Service now is bringing the cloud to i. T. Departments around the world with its topnotch Development Platform and growing like a weed. I think this could be a terrific longterm spec. But remember, you only want to buy a small sliver, a tiny bit, before the Company Reports next wednesday. After the close. Stay with cramer. Coming up, youve tgot mail. Gone are the days of dialup. But in these highspeed times, many have left the stock for dead. Could it ever catch up to googl