Jim Cramer’s Game Plan Stocks: JPM, BAC, GS, C, PNC, BP, MU, BKS, GIS, KFT, CAG, MON, POT, AGU

“In the days to come, there will be four indicators on where the economy is heading,” Jim Cramer said on his “Mad Money” TV show. Cramer’s four indicators are as follows: how banks perform now that financial regulatory reform has been finalized, any updated on BP plc (ADR)(NYSE:BP), unemployment data out Friday and earnings reports from various companies throughout the week.

Cramer said that now that we have clarity on financial reform, the banks are worth a look.  He said JPMorgan Chase & Co. (NYSE:JPM), Bank of America Corporation (NYSE:BAC) and Goldman Sachs Group Inc. (NYSE:GS), three stocks Cramer holds in his charitable trust, remain good bets, along with Citigroup Inc. (NYSE:C) and PNC Financial Services (NYSE:PNC), which has zero exposure to the new reform.

Cramer said he remains concerned that BP plc (ADR)(NYSE:BP) is heading towards bankruptcy. “The oil giant’s stock really affects the mood of the market,” he said, “and its worth watching, especially if a hurricane makes things worse or hampers the relief wells.”

Cramer told viewers to watch two key conference calls next week, including Micron Technology, Inc. (NYSE:MU) and Barnes & Noble, Inc. (NYSE:BKS), which will give investors a clear picture on the “Internet tsunami” and the “e-reader price war.”

For Tuesday, Cramer will be watching General Mills, Inc. (NYSE:GIS) report, and Cramer mentioned he still likes the company, its CEO, and its 2.6% yield. He said GIS is a better tell than Kraft Foods Inc. (NYSE:KFT) or ConAgra Foods, Inc. (NYSE:CAG), both of which recently reported bad results.

For Wednesday, Cramer said he’ll be watching the agriculture giant Monsanto Company (NYSE:MON), which is a stock he doesn’t like. He mentioned that information from their conference call can help give investors an idea on where the fertilizer plays, like Potash Corp./Saskatchewan (USA)(NYSE:POT) and Agrium Inc. (NYSE:AGU) are going.

Lastly, Cramer mentioned he’ll be watching the June unemployment data set to be released on Friday. “The stats on Friday will frame the big-picture macro sentiment as we head into the holiday weekend before earnings season,” he said. “So pay close attention.”   Get the scoop on tomorrow’s hottest trade ideas – TODAY! BeaconEquity.com PREMIER PICKS have an amazing track record. Join this select group and ride the profit wave!

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