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

SBA Communications (SBAC), American Tower (AMT), Verizon (VZ), AT&T (T), Crown Castle (CCI), Procter&Gamble (PG), Lear (LEA), Ford (F), TRW Automotive (TRW), Coach (COH), True Religion (TRLG), Ralph Lauren (RL), Whole Foods (WFMI), Fuel Systems Solution (FSYS), National Fuel Gas (NFG), EOG Resources (EOG), Sandridge Energy (SD), Devon (DVN), NYSE Euronext (NYX), Intercontinental Exchange (ICE), Chicago Board Options Exchange (CBOE)

While there are many important earnings in the upcoming week, what a difference Friday may make; "We can get all the positive earnings you ever dreamed of," Cramer said. "But if we get a disappointment on Friday, you can kiss your gains goodbye."

Keeping that warning in mind, Cramer launched into a discussion of earnings for the week ahead. on Monday SBA Communications (SBAC), reports and American Tower's (AMT) earnings are Tuesday morning. Cramer thinks both tower companies will report strong quarters because they are very much levered to the mobile internet tsunami and because of strong results from Verizon (VZ), AT&T (T) and Crown Castle (CCI).

Procter&Gamble (PG) reports Tuesday. For a while, it looked like investors were moving into consumer staples, but this trend reversed last week. Cramer wants to hear what the company says about concerns about its pricing, increasing competition and expansion into emerging market countries.

Auto parts producer, Lear (LEA), reports on Tuesday, and Cramer expects a strong quarter, partly because of Ford's (F) impressive earning report. Lear derives 40% of its revenues from Detroit automakers, and should recover along with its clients. Cramer would also pay attention to TRW Autmotive's (TRW) report on Wednesday and Magna's (MGA) conference call on Friday.

Cramer would look at earnings from high-end retailers for information on consumer confidence; Coach (COH) and True Religion (TRLG) report on Tuesday and Ralph Lauren (RL) reports on Wednesday. Cramer would pay special attention to Whole Food's (WFMI) report on Tuesday, because it is a bellwether on the "bull market in healthy eating."

Fuel Systems Solution's (FSYS) earnings on Thursday should give an indication of how the revised natural gas bill is going to affect the industry. He would also look at other natural gas companies reporting in the upcoming week; National Fuel Gas (NFG), EOG Resources (EOG), Sandridge Energy (SD), Devon (DVN).

Finally, Cramer wants to hear from the exchanges, especially with more clarity about financial reform; NYSE Euronext (NYX) reports Tuesday, Intercontinental Exchange (ICE) reports Wednesday and Chicago Board Options Exchange (CBOE) reports Thursday.

Cramer reminded viewers that a worse-than-expected jobs report could erase any gains from earnings.

Service Corp (SCI)

“We’re taking a speculative trip to the graveyard,” Cramer said, “where the ‘death care’ stocks are very much alive and kicking.”

As macabre as it sounds, the pre-paid funeral business is going to see major growth as baby boomers retire and start to plan their funerals. Cramer's favorite play in the pre-paid funerals space is Service Corp (SCI) which controls 1,441 funeral homes and 387 cemeteries across in 44 states and Canada. This business has the advantage of earnings visibility, and in addition, the money for pre-paid funerals is held in trust where it is invested. Any left over cash after the funeral belongs to the company.

While the pre-paid funeral business suffered during the recent recession, orders are rebounding, and as the economy strengthens, consumers are expected to pay more for their funerals. Service Corp has 12% market share. Consumers don't take kindly to new businesses in this field, and tend to use older companies like Service Corp. After a successful quarter, the company's stock price rose 13%, but it is only up 4% for the year; Cramer thinks the stock has more upside. He emphasized Service Corp is a speculative play and advised investors against chasing the stock..

CEO Interview: Weyerhaeuser (WY)

In spite of reporting a strong quarter, shares of Weyerhaeuser (WY) declined on Friday because of its weak outlook for the third quarter. Cramer would own the stock because it is going to become an REIT, and not because of what is going to happen in the next quarter.

Cramer called Weyerhaeuser's transformation into a REIT a "genuine metamorphosis," and CEO Daniel Fulton gave more details. The company will need to pay out a special dividend, at an amount that has yet to be determined, on September 1st. The dividend will be paid with a combination of cash and stock. Currently, Weyerhaeuser has six million acres of timberland, and it will have a more tax-efficient structure once it becomes a REIT. Fulton added that Weyerhaeuser is "the ultimate green company"; it is sitting on oil and gas reserves and has the potential to develop geothermal and wind power facilities. The company is waiting for Washington to implement a roadmap on developing these alternative energy sources.

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Source: Cramer's Mad Money - Kiss Your Gains Goodbye by Friday? (7/30/10)