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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Friday May 2.

15 Earnings To Watch In The Week Ahead: Pfizer (NYSE:PFE), EOG Resources (NYSE:EOG), ChannelAdvisor (NYSE:ECOM), Tableau Software (NYSE:DATA), FireEye (NASDAQ:FEYE), Disney (NYSE:DIS), Whole Foods (NASDAQ:WFM), First Solar (NASDAQ:FSLR), Priceline (NASDAQ:PCLN), Allergan (NYSE:AGN), Regeneron (NASDAQ:REGN), WhiteWave (NYSE:WWAV), Hain Celestial (NASDAQ:HAIN), Ralph Lauren (NYSE:RL), Stratasys (NASDAQ:SSYS) Other stocks mentioned: AstraZeneca (NYSE:AZN), Facebook (NASDAQ:FB), Isis Pharmaceuticals (NASDAQ:ISIS), Energy XXI (NASDAQ:EXXI)

The Dow dropped 46 points, even though the employment number was strong. Interest rates went higher and stocks rallied at the opening, but then rates reversed hard, creating an "outstanding U-Turn." This caused potential buyers to feel suspicious, and stocks didn't rally. Cramer would wait and see what happens, and he recommended against buying an "up" opening on Monday. Cramer discussed upcoming earnings in the week ahead.

Monday

Pfizer (PFE) reports. It wants to buy AstraZeneca (AZN) for a "mind blowing" $100 billion, because of AZN's cancer drugs and tax advantages. If the market sells off, Cramer would consider buying Pfizer into weakness.

EOG Resources (EOG) reports, and should talk about the Eagle Ford, the Bakken and Permian shales.

ChannelAdvisor (ECOM) is down 33% for the year and Tableau Software (DATA) is down 15%. Cramer would watch what happens with both of them, since they report on Monday. Any strength in either of these may be a "tell" for an uptick in the momentum sector that has been hammered lately. Facebook (FB) is the momentum "new tech" to buy on potential strength from these.

Tuesday

FireEye (FEYE) has traded erratically, from $97 down to $40 because of vicious insider selling.

First Solar (FSLR) management should talk about re-inventing the company with a good yield.

Disney (DIS) needs a "monster" number. If DIS comes down on Monday, Cramer suggests picking up some prior to the report. Management should discuss the Star Wars franchise.

Whole Foods (WFM) seems to be stuck because of fears of competition.

Wednesday

Allergan (AGN) has almost doubled since CEO David Pyott last appeared on Mad Money. Now the company is the target of a hostile takeover bid. Management should discuss what it is going to do to stay independent.

Thursday

Regeneron (REGN) has been a winner, but the sector has been a loser.

PriceLine (PCLN) is one of Cramer's favorite stocks, but is not for the squeamish. It tends to get hit after the quarter. Those who can't handle that should sell prior to the quarter, but those who can should buy more on the decline.

Hain Celestial (HAIN) and WhiteWave Foods (WWAV): Either one is a buy ahead of its earnings on Thursday if Whole Foods' earnings on Tuesday are positive.

Friday

Ralph Lauren (RL) is a great buy ahead of the quarter.

Stratasys (SSYS) is loved even though the stock has been hammered. If it rises, it might provide an opportunity to sell into strength, since the 3D space has "overstayed its welcome."

Cramer took some calls:

Isis Pharmaceuticals (ISIS): These stocks are not going to start acting well yet. Don't sell it, because it could get a takeover bid and is a quality company. "I would not sell it, I would buy it," said Cramer.

Energy XXI (EXXI): "This stock is fine ... it is worth holding," but Cramer thinks EOG is a better stock.

CEO Interview: Ron Shaich, Panera (NASDAQ:PNRA)

Panera Bread (PNRA) has a chain of high-quality bakery cafes, but the stock has been slammed for 16% in the last 6 months. Every time it gets ahead, the stock drops back down. The street is concerned about costly initiatives and the fact that it belongs to the out-of-favor momentum sector. CEO Ron Shaich says that Panera's overhaul plan, Panera 2.0, will bring the stock price up in the long term. Shaich discussed how efficiency can be improved through mobile orders. Shaich explained the "desire to friction" ratio; a customer's desire to walk into a store might be tempered by time, inconvenience, price and other factors. Panera 2.0 is meant to improve this ratio. When asked about raw costs, Shaich said the menu has enough flexibility to deal with food inflation and the company can implement small price increases. Cramer thinks Panera has a "good story."

It's High Time for GW Pharmaceuticals (NASDAQ:GWPH). Other stock mentioned: Merrimack Pharmaceuticals (NASDAQ:MACK)

Many people are interested in investing in the growing marijuana industry. The majority of these companies are penny stocks that are too risky. GW Pharmaceuticals (GWPH) understands the medicinal effectiveness of marijuana and is isolating some of the active ingredients in cannabis to create medicines. These medications are more effective than actual medical marijuana, because GWPH's treatments have consistent dosage of active ingredients. Sativex, one of GWPH's products, is a spray that treats cramps associated with MS. It has been approved abroad and is in Phase 3 trials. This drug could generate $800 million in peak sales. GWPH is also developing a cannabis-based drug to treat epilepsy, but it is only in Phase 2 trials currently. The company is developing a related orphan drug for a rare form of infantile epilepsy. The epileptic drug, with its multiple applications, could be worth as much as $2.5 billion. Some of these cannabis-based treatments can treat autism and cancer symptoms, and GWPH is currently conducting tests. The company reports next Wednesday, and it might be a buy ahead of its quarter. GWPH could also be a takeover target. Investors might have missed the bottom, but it has pulled back 15 points from its high.

Cramer took a call:

Merrimack Pharmaceuticals (MACK): The stock had a big pop, but is worth more than its current price. There is more room to run, and MACK may be worth buying.

CEO Interview: Todd Davis, LifeLock (NYSE:LOCK)

LifeLock (LOCK) provides identity-theft protection. It has been slammed the last few months, because it was seen as part of the momentum cohort. The earnings report was decent, with a lower than expected loss and higher than anticipated sales that rose 31% yoy. The stock sold off $1 the day after earnings, and there were questions about the profitability of one of its business lines. The stock trades at a multiple of 22 with a 24% growth rate. "We are clearly the known brand," said CEO Todd Davis, "We provide comprehensive protection." The last quarter saw the second highest gross enrollment in the company's history. LifeLock monitors clients' activity to be proactive and to stop security breaches before they happen.

What's Going On With Interest Rates?

Why did interest rates go down on a strong employment number, when rates usually rise on positive economic data? Some question the number, because the participation rate was very low and wages are stagnant, but there is no doubt that jobs are being created. Construction and the auto industries revved up employment; it seems that the weather played havoc with many businesses, and it is time to play catch-up. Cramer thinks the Federal Reserve should stop its bond buying, because the economy seems to be recovering.

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Source: Cramer's Mad Money - 15 Earnings To Watch In The Week Ahead (5/2/14)