Do not underestimate the impact of a commercial agreement

CVS: Cramer said it would be one of the most critical shareholder calls coming up for this season of results. As Amazon launches into healthcare, CVS aims to strengthen its competitive position through the acquisition of the health insurer Aetna. This is part of the company's strategy to move from a physical franchise to a service industry.

But some fear that integration problems will force the pharmacy giant to lower its forecasts.

"I think a lot of people are waiting for this quarter to be out of the way … [to] Cramer said: "So, even if CVS reduced its forecast, stocks could climb as long as they would not take their annual earnings estimates below $ 7. That's the magic number." 'they do not reduce their number, well, holy cow, this thing will cost 75 dollars in a straight line.'

Bausch Health: Cramer has been impressed by the leadership of CEO, Joe Papa, and expects it to show more progress when the company releases its earnings report before the markets open. He notes that Bausch is heavily indebted, but he thinks investors should instead focus on new drugs.

"As stocks are trading at less than seven times this year's earnings-limited earnings estimates, it's too economic to ignore them," Cramer said.

Analog Devices: Semiconductor companies have had a bumpy road, especially those dealing with cell phones. But Analog Devices is one of the exceptions that can give positive results.

"Analog Devices … was one of those winners," Cramer said. "This company is entirely dedicated to the Internet of Things, IOT, and I believe that they will make a good quarter."

Hormel Foods: Cramer said it would put forward his thesis that safety-related security actions are put to the test when Hormel Foods, owner of brands like Spam, Dinty Moore, Apple Gate Farms , Justin's and Wholly Guacamole.

Hormel Foods is the food company responsible for a range of brands, including Spam, Dinty Moore, Apple Gate Farms, Justin's and Wholly Guacamole.

"I think these latest brands are why the Hormel stock has left its packaged food businesses (…) in its dusty," Cramer said.