155 points s p up nasdaq gaining. Even though its largely because of the news that greece and the eurozone have reached some sort of agreement on the terms of a bailout to deal with the greek financial crisis. Heres the thing. You better have your biolist ready monday in case it sells off after realizing this greek deal is a total kick the can four months down the road copout. It doesnt solve anything and frankly really isnt even a done deal. So what will we be looking at next week . Whats the game plan . Were still in earnings season with a heavy emphasis on retailers. My favorite stocks. The ideal for cheaper gasoline and colder weather. What else . Inquisitive Companies Might tantalize us with ideas. Monday morning we hear from a company with a stock with a magnificent move. I think its not over. Im talking dish network run by this wily charlie ergen. I bet well hear about deals involving cable cam bows and well likely hear the upbeat tone. I feel sad about some of the combinations tmobiles been talking about. Next up, we know oil and Gas Companies have been hammered beyond all recognition. More indebted players are completely on the ropes. How bad is it . Well listen to gary evans of the hunter resources. If evans lays out a clear set of sales and not take it off the table, i think this 2 and change stork could jump regardless. But it has been merciless. We get express scripts, the Pharmacy Company that seems to have run its course. You know why . Remember how it started . Because of that fight they made that deal with abvee for the hepatitis c drug . Thats where the biotech war started. I think express scripts will take a good story about new found buying power. They could cause the biotechs to dip if they say theyre not done with the price wars theyre incityin ininstigating. Tuesday and wednesday, dominos pizza, i want to focus on india where the company got accelerated growth. I want to hear about decline in commodities, plus anything new technology. Dominos has been the most forward of all Food Service Companies in embracing the internet. How is apple pay doing for them . How about retail. Weve got retail reports earlier this week. Macys on tuesday. I think both will be benefitting from the recent cold snap as they clean out their winter inventory at a premium of what they thought they could sell it a few weeks ago. Thats typical when they have to mark down the winter and bring in spring. That stuff is flying off the shelves. Macys should be fine. I bed dillards which doesnt get enough credit for its turnaround will put out strong numbers. I like that company. Is credit still too hard to get . Is it the spike in home prices not sales has now passed . Why dont let Toll Brothers tell us when they report tuesday morning. They are thorough in more than just their narrow splotch of the industry. Well hear from home depot. I bet the ceo will talk about his predecessor and come up with nice numbers in a totally coherent Conference Call as we listen aisle by aisle whats selling better than planned. We could also have major news next tuesday getting report from valiant, the drug company. Well announce a sale. If they do im telling you that both stocks will go higher because its extremely positive for valeant to buy a company with a high tax rate and have the tax rate slashed. They need to continue to roll up companies. Thats the big story of next week if you ask me. One more panera and noodles, did you see that . Missing the numbers. I think Cracker Barrel could put up strong rumts tuesday. This is the interstate highway restaurant chain. And the money consumers are saving while they drive courtesy of cheaper gas could find its way into Cracker Barrels coffers. Dont forget to order the apple pie and ice cream. Wednesday is more retail. Lbrands, die equity and applebees. It wanted to come down. Thats how you want it to come down so the trust can buy more. All three have terrific ceos, all expected to have numbers bump. Listen especially to targets ceo hear about his vision for the company. After the close wednesday and the stock has been quietly climbing inch by inch. Last year at this time sales force reported a terrific quarter. But stock initially went up and nosedived. It marked the multimonth pasting in the group. I dont expect that to happen. I expect the opposite to happen. I believe sales force could punch through the old highs and work toward 70. On thursday, i cant wait to hear from black hawk up. Black hawk Network Holdings the company that makes prepaid cards. Frankly i dont know how long black hawk can remain independent. I think the size of the opportunity here is much bigger than that. This prepaid gift card business is one of the hottest segments in retail. Black hawk owns the segment. After the close thursday we have to wonder if jcpenney can deliver. It does have that huge network of stores to leverage so you can return goods, i want you to keep in mind that you need to hear what pennyey says. Additional spending which they told you was peaking if you just waited for about three minute noose the Conference Call. Thats how a stock can sink three bucks on a headline and zoom back up to close 4. 60 alltime high today. It was always about the spend andity eventual winddown. Not about the numbers. Guys you have to focus. Monster beverage also reports monster sales. The Convenience Store is the ones that are attached to gas stations. I dont know if thats from spare change from gasoline. I bet they have a boost in sales. I like this one going into the quarter. Thats me having a cool monster. Not bad, right . You can run it backwards. Lately the best performing under the radar retailer is ross stores. Dress for less, man. I dont know how much more ross can do for an encore so maybe this one i pull back. I dont want you to chase it. Friday we hear from nrg energy. The ceo david crane loves to talk hes a visionary, sees all the electricity we can make from rooftop solar. I bet hell flesh it out for us. Heres the bottom line. The next week you need to be prepared for when the euphoria from todays greek bailout starts to fade. Get europe inspired selloff if or whennage athens balks. That can be your chance to buy Higher Quality stocks im talking about that i think are going to have very very very very very very, very good numbers. Eleven len in new york len. Caller greetings from Westchester County new york. Thanks for taking my question. I bought bank of america at 8, sold some recently. Now im holding the balance and basically same scenario with citigroup. My question is what is your thinking, buy, sell hold in bank of america where the ceo is taking a salary haircut, profits are challenged and Interest Rates poised to increase. The reason it did that is because john is doing everything right and wells has got just that clean, clean story that is domestic, no international. I dont want international. Even though i think europe is turning i dont want international. Too many headaches. Larry in minnesota. Larry . Caller booyah, jim. Booyah. Caller Morgan Stanley annoyanced a spinoff of ferraris from Fiat Chrysler. I wondered if you could tell me more about that. I just know the Fiat Chrysler side, a terrific stock i dont think is done going higher. I dont think toyota is done going higher. Lets take another call, vernon who may be from vernon california. Vernon in california. Caller booyah, jim uhhuh. Caller jim, tell me a little bit about ma mastercard keep it sell it. Ma looks like its this stock could take out 90. You know what . There it goes. I think mastercard is on fire here. Ive got to tell you i dont think it stops at 90. That business is very very strong and that company is very well run. By the lets go to calvin in my home state of new jersey. Calvin caller jim, how are you . Im all right. How about you . Caller oh, i am excellent. Im a little cold. Im only 22 minutes away from you. A path ride downtown newark new jersey. My question to you is this. I bought an International Bank stock around 9. 12 a share. The stock has taken a hit because they cut the dividend the symbol is san. The problem there is theyve got this american, their stress test being applied that people dont like. This has been a big win and then a big loss. I think it will be a big win again. Hold on to that. Next week the highs from todays greek bailout fades. It will do you really think it will be that easy . Its europe for heavens sake. Mad money tonight, crowning a queen in the epic battle between two of the biggest names in beauty. By the way, lets talk twitter for a second. Twitter is flying high in 2015 up nearly 40 this year. Have you missed the move or does the little bluebird have more room to soar . Plus a rising natural foot player backed by bill gates scored another major victory. Dont miss my exclusive with the ceo of a company that one day will come public that you want to own and that is called Hampton Creek. Announcer dont miss a second of mad money. Follow jim cramer on twitter. Have a question . Tweet cramer. Send jim an email. Or give us a call. Let me talk to you about retirement. A 401 k is the most sound way to go. Lets talk asset allocation. Sure. You seem knowledgeable professional. Would you trust me as your Financial Advisor . I would. I would indeed. Well, lets be clear here. Im actually a dj. [ dance music plays ] [laughs] no way i have no Financial Experience at all. That really is you . If theyre not a cfp pro you just dont know. Find a certified Financial Planner professional whos thoroughly vetted at letsmakeaplan. Org. Cfp work with the highest standard. Female announcer president s day is over, but the savings go on at sleep train. Through sunday, save up to 300 on beautyrest and posturepedic. Even get three years interestfree financing on tempurpedic. Plus, free delivery, set up and removal of your old set. And sleep trains 100day money back guarantee. Keep more president s in your wallet. Sleep trains president s day sale ends sunday. Guaranteed sleep train your ticket to a better nights sleep am i beautiful yet . Youre gorgeous. It brings in billions, you know. I know. Youre gorgeous. Hey, as ive been saying for years, there are a few things more important than execution. The ability of a companys ceo to deliver. The person at the top matters. Consider this case study a battle of beauty in the cosmetic space between the best of breedsbreed estee lauder and worst of breed avon. Beauty may be in the eye of the beholder not the stockholder but at the end of the day execution comes down to the numbers just like always. Estee lauders most recent quarter was gorgeous avon was hideous. Estee lauder has given you more than 20 gain in a terrific 178 gain over the last five years. Avon is a different story, a stock down 42 in the greatest bull market of our lives in the last 12 months and down 72 over the last five years. While your cd looks pretty good against that they cant pin all the blame to that hideous underperformance on avons ceo. She only took over three years and her predecessor left her a huge mess to clean up. What a bad hand its not like mccoy has been doing a good job. Its gone from 18 and change to 8 bucks and change. Now a single digit midget. I think estee lauder is great and avon i wouldnt touch with a tenfoot pole. How is it that these two companies which are basically in the same business selling cosmetics and personal Care Products can have such radically divergent products . How is Estee Lauders products a thing of beauty while avon looks like it fell off the ugly tree and hit every branch . Part of the story is estee lauder is well manage. Avon feels like its not being well managed at all. These two companies do have quite different business models. Estee lauder sells a host of different makeups, hair care and perfume brands in 150plus countries in Department Stores specialty, retail drugstores, spas, hair salons and the occasional freestanding store as well as its web site. Avon is a direct Sales Company. You cant just walk into a sephora or any other retailer and ask for avons merchandise. Instead, they have an army of roughly 6 million independent sales reps in over 60 countries who have parties and go door to door. You can make the case its a tough time to be in direct sales. Maybe theyre not doing as well. Youre thinking herbal life, right . Think again. That doesnt hold water because tupperware report at the end of january was gorgeous. Avons problem is not the direct seller. The problem is its a bad direct seller with a track record of a lousy execution. Estee lauder is a, on the other hand high Quality Company with top notch execution. When i saw these brands it amazes me that all the good ones are theirs. Clinique clinique, origins, mac, that thing is smoking. Bob bobbi brown, avida, michael kors, beauty smash box among others. When estee lauder reported on february 5th the ceo knocked it out of the park. It was an astonishing quarter, blew away every line, every quarter. This is the kind of mostly International Company you would expect to be hammered by the strong dollar, like whoa is me kind of thing. Yet he delivered an 8 cent earning with higher than expected revenues and record alltime gross margins. Some of the bears here had begun to question whether the company would reaccelerate sales growth at least on a local kiernscy basis. Their sales increased by 5 including 4 in the americas. Its no wonder the stock suddenly has become one of the sexiest models in the wall street fashion story soaring from 72 to 78 the day it reported. Thats its raw power or higher. Its continued to climb, rallied to 81 dollars and change. Here is the amazing move. I think estee lauder has more room to run. We know the companys slower growing brands have just begun to turn around. Meanwhile, under the leadership its invested in other brands. Consider in 2007 estee lauder and clinique represented 60 of the companys sales now down to 40 . Midsized brands now collectively represent as much of the companys sale as estee lauder and clinique. And the midsized brands are growing much more rapidly. Mac in particular. Where did this thing come from . Its got fabulous growth in all regions including places that no one has growth. China, brazil, turkey. On top of Everything Else estee lauder is an innovator. It spends a lot of money on research and development so it can roll out lots of new products. Its avoiding the cannibalization of its existing business. This focus on innovation is now estee lauder created the sixth best selling Makeup Products in 2014. Plus at a time when companies are struggling overseass estee lauder is growing. This one any weakness this is a high quality growth stock to buy in this category. Now lets talk avon. What can i say about this dog eat dog of a company that refuses to snoop . In its latest quarter, avon reported a 5 weaker than expected sales. They declined by more than 12 . Disappointing fouryear guidance. The expectations have finally gotten so low that avon stock failed do go down. Maybe theyre done getting punished. I cant get my arms around feeling good about it. Remember its a direct Sales Company and the business is about having good sales reps. But thats why its declined. Thats the most important metric metric. That has to go up. The trends have gotten worse. Avon number of reps declined by 4 in this quarter. The company has retention issues, a symptom i think of the broader problems in this bloated, undermanaged company. That has been the history of this company for a long time. Avon is not creating new opportunities for its sales reps to make money or attracting new companies with innovateive products. The companys sales reps have been discouraged by the slow speed of delivery of products quite a difference from estee lauder. If youre a direct Sales Company, you need to master logistics. Avon has not done that well. They just pulled out of 13 companies and the caribbean. Avon that gets the vast bulk of sale overseas is getting crushed. 17 , the revenues took a 17 hit from Foreign Exchange in the latest quarter. I follow hundreds of companies. Thats the worst of any company i followed. But the weakness in brazil russia and mexico its been hideous. Estee lauder can thrive even in this market. Its brands that are trying to trade up. But avon is much more of a mass player. Thats not helping them. Bottom line, sometimes investing is as simple as buying whats beautiful and ignoring whats ugly. Right here, right now estee lauder is looking gorgeous. Avon looks like a gargoyle. If avon comes calling, dont you even think of opening the door. Much more mad money ahead. Including my take on twitter. Did you miss your chance to pull the trigger or is this baby just starting to take off . Rising National Foods star Hampton Creek, it just scored another big victory. Details from the ceo. Plus, my exclusive with a growing crownedgrow ing crowdfunding player. Stick with cramer we needed 30 new hires for our call center. Im spending too much time hiring and not enough time in my kitchen. [ female announcer ] need to hire fast . Go to ziprecruiter. Com and post your job to over 30 of the webs leading job boards with a single click; then simply select the best candidates from one easy to review list. You put up one post and the next day you have all these candidates. Makes my job a lot easier. [ female announcer ] over 100,000 businesses have already used zip recruiter and now you can use zip recruiter for free at a special site for tv viewers; go to ziprecruiter. Com offer2. I think twitter has issues. I think it is a revenue gold mine. I think that is a reflection that people dont fully understand twitter anymore. I think its become the new pr news wire where its more bull horn than social network. Why am i so adamant that twitter is worth a fortune . Certainly a lot more than its current 30 billion valuation.