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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Thursday March 13.

We Might Be Okay, But Not Yet: Williams-Sonoma (NYSE:WSM), Krispy Kreme (NYSE:KKD). Other stocks mentioned: DirecTV (NASDAQ:DTV), AT&T (NYSE:T)

With the conflict between Russia and Ukraine heating up and China cooling off, the market is caught in a crossfire. The Dow declined 231 points over fears of war, and even robust earnings from Williams-Sonoma (WSM) and Krispy Kreme (KKD) could not mollify the bears. Money managers will not want to hold stocks over the weekend with certain deadlines issued for Vladimir Putin, and on Friday, the shorts will come out. Therefore, there is no hurry to buy stocks. Cramer would wait to see what will happen over the weekend. In addition to the conflict in Russia, China's economy seems to be falling, as indicated by poor performance by the country's banks and with copper faltering. The U.S. market might weather these geopolitical problems, but patience is required: "We might be okay, but not yet," Cramer said. "Wait for lower prices."

Cramer took some calls:

DirecTV (DTV): It is one of the great entertainment companies. It has superb management. "Own the stock," Cramer said.

AT&T (T): It yields 5.6%. If the market opens down, Cramer recommends buying it.

CEO Interview: Mark Dankberg, ViaSat (NASDAQ:VSAT). Other stock mentioned: Gogo (NASDAQ:GOGO)

Demand keeps growing for in-flight wifi, which is good news for ViaSat (VSAT), although it might be hurt by its faltering competitor Gogo (GOGO). ViaSat has more advanced technology than GOGO and provides more broadband per passenger and quicker service. VSAT trades at a generous multiple of 47, and it has an astounding 46% growth rate. CEO Mark Dankberg discussed his company's many contracts with major airlines and commented, "We are in the early stages." VSAT also provides at-home satellite service, and when asked if he would consider splitting up his company, Dankberg replied that the synergies between VSAT's businesses make it worthwhile to keep the company intact.

Refined Trade: Marathon (NYSE:MPC), Alon USA Energy (NYSE:ALJ), HollyFrontier (NYSE:HFC). Other stocks mentioned: Kodiak Oil & Gas (NYSE:KOG), TransCanada Corporation (NYSE:TRP)

Cramer recommended the refiners, such as Marathon (MPC), Alon USA Energy (ALJ) and HollyFrontier (HFC) as trades. Permian Basin production is increasing at an aggressive pace, but there isn't currently enough pipeline to transport the oil. WTI trades at a $10 discount to the Brent price, but Permian oil is priced at $8 less than WTI. This means that refiners can make a bundle taking this cheap oil, refining it, and selling it at the Brent price. All this might change in late June when 2 pipelines may be in operation, but until then, the refiners are an excellent trade. Many of them report in May, and Cramer predicts they will rally into their quarters and sell off when analysts on the conference call ask management about the pipelines in late June.

Cramer took some calls:

Kodiak Oil & Gas (KOG) is doing well, but there is a glut of oil in the Bakken, and oil prices there will go down. Cramer wouldn't buy it here.

TransCanada Corporation (TRP) is okay with or without the Keystone Pipeline, but Cramer prefers to wait for a 4% yield.

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Source: Cramer's Mad Money - We Might Be Okay, But Not Yet (3/13/14)