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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Friday April 30.

CEO Interview: David Pyott Allergan (AGN)

"Can you put a price on beauty?" Cramer answered an emphatic "of course." Allergan (AGN) reported a strong quarter on a lackluster day with 11% growth and an earnings beat of 5 cents per share. The stock is up 11% since February and the company has reported growth in all major categories from Botox treatments to eyelash extensions to breast enlargement.

David Pyott said the company's costs are low, it doesn't have any tax burden from healthcare reforms until 2013 and has little exposure to Medicare. In addition to using Botox for aesthetic purposes, Allergan has found new applications to use Botox to treat migraines, bladder problems and even prostate conditions. Pyott said Brazil is the second largest market for breast implants and there are tax benefits to having the procedure done there; this explains the huge jump in demand for Allergan products in the region. He added that while there was a fall in lap band demand during the recession, interest in the procedure is starting to pick up again. Cramer said he stands behind Allergan and congratulated David Pyott for a "monster quarter."

Game Plan for the Coming Week: Sysco (SYY), Vulcan (VMC), Steve Madden (SHOO), American Tower (AMT), SBA Communications (SBAC), Pfizer (PFE), Merck (MRK), Transocean (RIG), L-1 Identity Solutions (ID), Devon Energy (DVN), JDS Uniphase (JDSU), Scotts Miracle Grow (SMG), Clean Energy Fuels (CLNE), Copano (CPNO)

Cramer described the action on The Street as "ugly" on Friday with the Dow shedding 159 points and the S&P down 1.7%. When it comes to formulating a Game Plan for the coming week, Cramer thinks it all depends on next Friday's unemployment number. The key metric is the households report which might create a rally in stocks if the number is 9.5% or less. This would be good news for financials, which have been brought down by "ill-conceived chatter stemming from financial reform that is not going to be draconian." In fact, Cramer welcomes the clarity reforms may bring to the banking sector.

On Monday, Cramer would pay attention to Sysco's (SYY) earnings as a tell on restaurants, and predicts Vulcan (VMC) will say that aggregate materials are picking up. On Tuesday, Steve Madden (SHOO) will confirm that there is a bull market in shoes, and Cramer expects to hear "great things" from Tower companies American Tower (AMT), and SBA Communications (SBAC).

Pfzier (PFE) and Merck (MRK) were both up on Friday even though it was a down day. Cramer thinks the bottom in these pharmaceuticals will be confirmed when they report on Tuesday.

Transocean (RIG), the company that built the rig that is leaking in the Gulf of Mexico, reports Wednesday, and Cramer thinks no one will listen as the company defends itself. "It's so emotional," said Cramer, but he would buy the stock before "the mess is cleaned up." L-1 Identity Solutions (ID) may hint that a company is going to buy it, and Devon Energy (DVN), which has been a "hated" stock since it sold its gold assets, is going to surprise on Wednesday, according to Cramer. He predicts JDS Uniphase (JDSU) will "burst to the upside" as it usually does when it reports.

The "two biggies" on Thursday: Scotts Miracle Grow (SMG) and Clean Energy Fuels (CLNE). Cramer wants to see if there is any indication that there will be legislation by Memorial Day that will benefit Clean Energy. If there will be, the stock will soar, if not, it is time to take profits. He would buy Scotts ahead of earnings, because he expects an upside surprise when it reports. Cramer would also pay attention to Copano' s call (CPNO), since it was up on Friday when other stocks were down.

CEO Interview: Martin Franklin, Jarden (JAH)

Jarden Group (JAH) the pastiche company that makes everything from Oster blenders to Rawlins baseball gloves to Jimmy Buffett Margarita machines beat estimates by 5 cents a share on Friday with a 4% rise in sales, although its stock price fell 4.4%. Sales of Jarden's outdoor products was up 4%, branded consumables increased 6% and management discussed the company's $500 million acquisition of Mapa Spontex Baby Care. However, Cramer was "shocked" by Goldman Sachs' downgrade of Jarden from "buy" to "neutral" over concerns of rising raw costs and exposure to falling foreign currency.

Franklin says the secret to Jarden's success is innovation; "The only way that you can drive growth is by innovation. And our philosophy has been that from the very beginning." A third of Jarden's sales are from products that have come out in the past three years. Franklin said Goldman's analysis was "too conservative...the reality is that we have had a historic performance that has been in line with what we forecast."

Concerning currency worries, Franklin said, "The beautiful thing about having a truly global business... is that we have natural hedges."

Cramer said Jarden deserves the benefit of Goldman's doubt because of its strong past performance, and predicts Jarden will have a "blowout" quarter.

CEO Interview: David Smith, National Fuel Gas (NFG)

In spite of the coal mine explosion in West Virginia and leaking oil in the Gulf of Mexico, natural gas is for some reason a hard sell with President Obama, who still believes the "fairy tale" of clean coal. "Any assistance for natural gas is going to have to come from abroad," concluded Cramer.

National Fuel Gas (NFG) has largest Marcellus shale acreage per share, the fourth largest overall, most of which is underdeveloped. The company is diversified into exploration, production, utility and storage businesses, and is involved in "every part of the food chain" in natural gas.

David Smith said that while NFG is not well known on The Street, it is well-respected in the natural gas industry. It operates equally in regulated and non-regulated natural gas markets and consistently raises its dividend. The company is not too quick to split up its business, but is instead revising its portfolio with emphasis on Marcellus shale and has plenty of cash to initiate new projects.

Cramer said, "I think that you are the most undervalued play that I have found in the Marcellus."

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Jim Cramer was up 31% in 2009. Click here now to trade alongside him.

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Source: Cramer's Mad Money - Botox Is More Than Skin Deep (4/30/10)