Cramer Remix: The health-care defeat can be a blessing for Wall Street
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The bears might say otherwise, but Jim Cramer does not think that the failure of the GOP's Obamacare replacement bill signals the end of the bull rally. Instead, the "Mad Money" host argued that this legislative blemish might actually clear the way for President Donald Trump's more popular initiatives like tax and infrastructure reform. "If we get a delayed pullback on Monday as people worry that losing on health care means the rest of the president's agenda is doomed to fail, I think you should use that as a chance to buy some stocks like the industrials that would benefit from tax cuts, or the banks that benefit from deregulation and higher interest rates," Cramer said.

President Donald Trump talks to journalist at the Oval Office of the White House after the AHCA health care bill was pulled before a vote, accompanied by U.S. Health and Human Services Secretary Tom Price (L) and Vice President Mike Pence, in Washington, U.S., March 24, 2017. Carlos Barria | Reuters

As the bull market rages on these renewed hopes, here are the stocks and events on Cramer's radar next week: Cramer thinks Monday's earnings report for Red Hat could make an interesting play if the market does not take lightly to worries about the fate of the Trump agenda. Tuesday welcomes a flurry of earnings from Carnival Cruise Line , Darden , and Dave & Buster's . "[Carnival] has performed so strongly under [CEO Arnold Donald's] leadership that you have to like its chances for an upside surprise, especially with this recent dip in oil prices," Cramer said. Cramer is looking forward to a good hiring report from payroll processor Paychex on Wednesday, and thinks you should stay long and buy more if the stock comes down. "I know the end-of-the-worlders constantly surface on any perceived weakness in the Trump administration, but the fact is that we have a ton of data and CEO commentary that suggests small and medium sized businesses are doing quite well and hiring new workers," Cramer said. Lululemon Athletica will report earnings after Wednesday's closing bell, and Cramer likes the story for the athletic apparel maker, which he thinks is "more of an ethos that happens to sell clothes." A key analyst meeting at Akamai may bring good tidings for the cloud services provider, which has been an erratic play as of late. And Cramer is amazed there's still hope for Blackberry , which is set to report earnings Friday. "The company's promotional enough that the first trade often produces a jump. But that jump's been worth shorting ever since the iPhone took over the smartphone universe, so just say no to Blackberry," Cramer said.

Janie Airey | Cultura RM | Getty Images

In the meantime, Cramer has been on the lookout for non-Trump bull markets, and recently he realized that one has been hiding in plain sight: the dental industry. "The dental stocks have been quietly riding three big secular trends — an aging population, the need for most cosmetic dentistry in the age of the selfie, and the rise of the middle class in emerging markets," Cramer said. And where there are strong secular trends like these, there are also beneficiaries. Cramer's top dental plays — Align Technology , Henry Schein , and Dentsply Sirona — have all outperformed major averages so far this year. Cramer also examined Micron's boom and bust cycle, which has seen extreme highs and some not-so-favorable lows. "There are distinct positives to this cycle, including Apple's upcoming iPhone 8 that might devour a lot of flash supply that's not due until later in the year," he said. But nothing's trickier than a volatile stock like that of this semiconductor maker, which has an array of different customers it relies on for business. "But at the moment," Cramer said. "I think that Micron, or MOO, as we call it, is still in raging bull mode and you're free to buy it until we get much closer to that one incremental chip that sends it over the peak and back down into oblivion."

Boxed CEO Chieh Huang. Jen Zweben | CNBC