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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Friday March 5.

The Last Great Bargain Left, Citigroup (NYSE:C)

Cramer applauds CEO Vikram Pandit's appearance before Congress, and still believes the stock will hit $12 by 2012. Cramer thinks the bank did an excellent job of spinning off non-performing assets at decent prices and thinks Vikram Pandit doesn't get nearly enough respect. “Now that we know Pandit is here to stay,” Cramer said, “you want to buy all the Citigroup you can when the government starts selling its huge stake. This may be the last great bargain left in the banking business on Wall Street,” he said. “Take it.”

J. Crew (JCG), Men's Warehouse (NYSE:MW), Dick's Sporting goods (NYSE:DKS), Nike (NYSE:NKE), Under Armour (NYSE:UA), E-House (NYSE:EJ), Kroger (NYSE:KR), Treehouse (NYSE:THS), Perrigo (NYSE:PRGO), Carrizo Oil & Gas (NASDAQ:CRZO), Clean Energy Fuels (NASDAQ:CLNE)

Cramer thinks earnings reports give a more clear picture of the real state of the economy than most other indicators. He would buy J. Crew (JCG), which he calls "the finest retailer in the country" ahead of its report Monday because of easy comparisons and solid management. He likes Mens' Warehouse (MW) for its same store sales. He would also pay attention to earnings from Dick's Sporting Goods (DKS) for an indication of whether Treehouse Foods (THS) and Perrigo (PRGO) private label companies will be worth buying.

Cramer would wait on buying Carrizo Oil & Gas (CRZO) before seeing how natural gas futures are faring. However, he is still bullish on Clean Energy Fuels (CLNE).

Speculation Friday: Gentex (NASDAQ:GNTX), Toyota (NYSE:TM), Ford (NYSE:F)

Cramer's speculative pick this week is Gentex, which produces auto-dimming rear view mirrors. The company is more like a high tech company, however, than an auto parts play, because it makes mirrors for integrated compasses, rear view camera displays and garage door openers. Gentex could be the main beneficiary of proposed legislation that would require rear camera displays on all cars sold in the U.S, since Genetex has 80% market share in this area. Even though the final decision won't be passed until February 2011, Cramer thinks it is worth buying Gentex ahead of the game.

The negative case for Gentex is that it is losing 17% of its sales a week on Toyota's (TM) recall over problems with its brake pedals. However, Cramer thinks Ford (F) could start buying Genetex's products. Presently, Gentex has no debt, has plenty of cash and trades at just below its 52 week high. The company is expected to grow its earnings 79% in 2010 and an additional 21% in 2011. The stock trades at a multiple of 24, but its historical rate is between 25 and 30. Cramer recommends the stock as a speculative play, but would not chase it higher.

Dreamworks Animation (NASDAQ:DWA), Cinemark (NYSE:CNK)

Restaurateur Danny Meyer gave Cramer an investment idea, a stock he recently added to his hospitality index, which is up 101% year over year. Meyer praised the way Dreamworks Animation (DWA) concentrates on customer service, and Cramer likes the company's stream of successful 3-D animated films. The ticket prices for 3-D movies are $3.25 higher than for regular films, and Dreamworks doesn't have to hire expensive actors if it relies on animation.

Cramer's last 3-D recommendation, Cinemark (CNK) has already risen 20% since February 5. Dreamworks reported double-digit growth in its last quarter with a 13 cent a share earnings beat. The company has control over its costs and since it has outlived the competition in the rough economy, its struggling peers are not giving it a run for its money. Since Dreamworks is just off its 52-week high, Cramer would not chase it but would wait for a pullback.

Mad Mail: Citigroup (C), EV Energy Partners (NASDAQ:EVEP), Electronic Arts (ERTS)

EV Energy Partners (EVEP) is a master-limited partnership and therefore, its dividend of almost 10% is safe, according to Cramer, who is a fan of MLPs. Concerning Electronic Arts (ERTS), Cramer said, "I have been with ERTS recommending it since it went to $18, all the way down. The stock has disappointed twice since I recommended it. Yet, it’s only down a dollar from there. That tells me I think we are okay.”

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Source: Cramer's Mad Money - The Last Great Bargain Left (3/5/10)