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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Friday December 6.

8 Earnings To Watch In The Week Ahead: Phillips Van Heusen (NYSE:PVH), Burlington Stores (NYSE:BURL), Autozone (NYSE:AZO), Toll Brothers (NYSE:TOL), Costco (NASDAQ:COST), Men's Warehouse (NYSE:MW), Ciena (NYSE:CIEN), Lululemon (NASDAQ:LULU). Other stocks mentioned: J.C. Penney (NYSE:JCP), Macy's (NYSE:M), G-III Apparel Group (NASDAQ:GIII), AT&T (NYSE:T)

The Employment number was "just right" and sent the Dow up 199 points. Sectors that got hammered last week, including banks, industrials, housing-related stocks and consumer goods, came roaring back. Cramer discussed things to look for in the week ahead.

Monday

Phillips Van Heusen (PVH) reports. The company has a healthy partnership with J.C. Penny (JCP), which reported good November sales, and Macy's (M), another partner, reported strength in apparel. G-III Apparel Group (GIII), which also has a deal with PVH, reported a solid quarter. While PVH got hit on Friday (not a good omen on an "up" day), there are enough things going PVH's way that it might have successful earnings.

Tuesday

Burlington Stores (BURL): Even though retail has been a difficult sector lately, BURL has been performing well and could report a strong quarter.

Autozone (AZO) tends to sell off after earnings, and the dip has historically been a buying opportunity. It has a huge buyback, which is another reason to buy on a decline.

Toll Brothers (TOL) might be the most important earnings call of the week. Cramer doesn't like homebuilders, but housing-related stocks may get a boost.

Wednesday

Costco (COST) is doing better than almost any other retailer. It reports on Wednesday, and Cramer's charitable trust bought more recently on a decline.

Men's Warehouse (MW) is up 62% for the year in spite of its complex problems, but the story is too complicated. Cramer would take profits ahead of the quarter.

Thursday

Ciena (CIEN) has been taking market share from Cisco (NASDAQ:CSCO) and is up 50%. Cramer thinks CIEN will go higher and give a strong earnings report.

Lululemon (LULU) reports, and there is too much uncertainty about who the new CEO will be and how well he or she will execute. Cramer would wait 2 quarters before buying LULU.

Cramer took some calls:

AT&T (T) saw a downgrade and Cramer "didn't like the tone" of it. He would stay on the sidelines. AT&T is not a buy until it buys a company.

McDermott International (NYSE:MDR)

McDermott International (MDR) designs and builds offshore oil and gas facilities and is down 28% in an up year. However, the company could see a turnaround with a new CEO, because the main problem with MDR was poor execution. Offshore drilling is a thriving industry, and many of MDR's problems are baked into the stock. The company has new contracts, especially in the Middle East, where it has performed well. The stock is fairly cheap with a multiple of 18 and a 17% growth rate.

XOOM (NASDAQ:XOOM), Western Union (NYSE:WU), MoneyGram (NASDAQ:MGI), Annaly Capital (NYSE:NLY), Healthcare Trust of American (NYSE:HTA), Health Care REIT (NYSE:HCN)

Xoom (XOOM), an online money transfer service, came public last February and has a good year, although it has fallen significantly in the past few weeks because of the catastrophic typhoon in the Philippines. Since immigrant workers use XOOM to transfer money back to their families, the amount of market share XOOM was able to take from larger competitors Western Union (WU) and Moneygram (MGI) was limited due to the fact that XOOM does not take cash transfers, but requires bank accounts and credit cards, which many immigrant workers don't have access to. Xoom also gets most of its revenue from Mexico, India and the Philippines, and the impact of the typhoon was greater for XOOM than for its peers. Western Union has had a rough time since it lost many of its Mexican agents to MoneyGram. However, the latter has a lot of debt and is vulnerable to regulations. Moneygram has gained 60% for the year, but Cramer doesn't think that will continue into 2014, because WU is cutting prices and is likely to regain market share. XOOM has seen a dramatic increase in transactions and may be worth buying once it recovers.

Cramer took some calls:

Annaly (NLY) the aggressive insider buying is "the most concentrated I have ever seen," said Cramer, and indicates that the stock won't see a dip any time soon. Cramer would not buy the stock.

Healthcare Trust of America (HTA) along with many other REITs, has not been good. Cramer prefers Health Care REIT (HCN) with a 5.5% yield. It has dipped 10%.

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Source: Cramer's Mad Money - 8 Earnings To Watch In The Week Ahead (12/6/13)