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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Friday November 22.

11 Things To Watch In The Week Ahead: Workday (NYSE:WDAY), Palo Alto Networks (NYSE:PANW), Hewlett-Packard (NYSE:HPQ), Tivo (NASDAQ:TIVO), Tiffany (NYSE:TIF), Cracker Barrel (NASDAQ:CBRL), DSW (NYSE:DSW). Other stocks mentioned: Philip Morris (NYSE:PM), Oracle (NYSE:ORCL)

Cramer discussed earnings and important announcements for the week ahead:

Monday

Workday (WDAY) gives an earnings report. This company is the cloud alternative to human capital management. It is taking market share from Oracle (ORCL) in the area of payroll and human resources. It is aiming to make a better mousetrap than Oracle. However, the stock trades at a high valuation, and if management says anything negative, the stock could get hit.

Palo Alto Networks (PANW) reports. It offers network security systems, but is highly valued and has litigation issues. However, the cyber security theme is here to stay, so it might be a buy on a decline.

Tuesday

Hewlett Packard (HPQ) was "left for dead" last year and is now up 77% for 2013. It is extending its cloud reach and has boosted its dividend. Cramer thinks that it may be a buy, especially if it declines after earnings.

Tivo (TIVO) may deliver a strong earnings report, and is a cheap stock. Cramer thinks it represents great value.

Tiffany (TIF) is up 41% for the year and in its earnings, management may talk about the strength of high-end retail.

Cracker Barrel (CBRL) is up 81% for the year, but given the low price of gasoline, management might deliver a positive story on its earnings call.

DSW (DSW) is up 41% for the year, and is selling high-quality shoes at low prices. Cramer thinks its earnings report may bode well.

Wednesday

The following reports will be given on Wednesday: Consumer Sentiment, Durable Goods Orders, Chicago PMI and Initial Employment Claims. Cramer thinks that if any of the two of these are positive, bond prices may fall and rates may go higher.

Thursday and Friday

Thanksgiving is on Thursday, followed by Black Friday. Although there might be angst about retail on Black Friday, Cramer noted that the averages usually trade well that day, so he would buy good stocks on any weakness ahead of Thursday.

Cramer took a call:

Philip Morris (PM) is a stock Cramer hasn't been worried about in ages, but he is concerned about it now. The rest of the world seems to be waking up about the dangers of smoking, so Cramer feels it is a sell.

4 Horsemen of Pharma: Biogen Idec (NASDAQ:BIIB), Celgene (NASDAQ:CELG), Regeneron (NASDAQ:REGN), Gilead (NASDAQ:GILD). Other stocks mentioned: Seattle Genetics (NASDAQ:SGEN), Opko Health (NYSE:OPK)

Cramer got behind the 4 horsemen of Pharma: Biogen Idec (BIIB), Celgene (CELG), Regeneron (REGN), Gilead (GILD), but felt investors should have taken profits when the "defensive" stocks were punished. Now these stocks seem to be on the way up again, and he would buy them on any weakness. Gilead has gotten approval in Europe for its Hepatitis C drug, and its HIV franchise is going strong. Celgene was approved in Europe for its pancreatic cancer drug and is hitting new highs. However, CELG is still the cheapest of the four. Biogen Idec jumped 20 points because of European approval for its MS drug. Regeneron's blockbuster drug, Eyelea, may do well in Japan. It also has a potential winner in its anti-cholesterol drug.

Cramer took some calls:

Seattle Genetics (SGEN) is another stock that can rally up to the end of 2013.

Opko Health (OPK) has risen a huge amount, and Cramer would take profits.

Retail Conundrums: Wal-Mart (NYSE:WMT), Target (NYSE:TGT), J.C. Penney (NYSE:JCP), TJX (NYSE:TJX), Ross Stores (NASDAQ:ROST), Home Depot (NYSE:HD), Lowe's (NYSE:LOW), Dicks Sporting Goods (NYSE:DKS), Foot Locker (NYSE:FL), Under Armour (NYSE:UA), Williams Sonoma (NYSE:WSM), The Fresh Market (NASDAQ:TFM), Whole Foods (NASDAQ:WFM), Fairway (NASDAQ:FWM), Abercrombie & Fitch (NYSE:ANF), Best Buy (NYSE:BBY), Gamestop (NYSE:GME), Macy's (NYSE:M)

It is hard to know what to do with retail, given the conflicting reports. Wal-Mart (WMT), Target (TGT) and J.C. Penny (JCP) reported earnings misses, and these discount stores seem to be losing their way with stale offerings. Yet not all discount retail is created equal. TJX (TJX) reported a great quarter, but lost some points because of a weak report from Ross Stores (ROST). Cramer thinks ROST didn't have the merchandise customers were looking for, and TJX is benefiting from European exposure. Home Depot (HD) has been lagging but put up terrific numbers, while Lowe's (LOW) was a disappointment. Sporting apparel is doing well, as shown by strong performances by Dick's Sporting Goods (DKS) and Foot Locker (FL). DKS has yet to see major gains in share price, and Cramer thinks Under Armour (UA) may be a buy.

Household goods are strong, as shown by Williams-Sonoma (WSM) and Macy's (M). Organic and health foods are seeing strong competition. Fresh Market (TFM) may not be able to grow as fast as competitor Whole Foods (WFM). Fairway (FWM) also faltered. Cramer would stick with best-of-breed WFM. Best Buy (BBY) and GameStop both got hammered on management's worried statements about the holiday season. Cramer would use the weakness to buy. Teen apparel should be avoided entirely; Abercrombie & Fitch (ANF) should definitely be sold, along with the rest of the segment.

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Source: Cramer's Mad Money - 11 Things To Watch In The Week Ahead (11/22/13)