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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Friday July 11.

12 Things To Watch In The Week Ahead: Boeing (NYSE:BA), JPMorgan (NYSE:JPM), Intel (NASDAQ:INTC), Yahoo (NASDAQ:YHOO), Bank of America (NYSE:BAC), Kinder Morgan Energy Partners (NYSE:KMP), Snap-on (NYSE:SNA), PPG Industries (NYSE:PPG), Google (GOOG, GOOGL), IBM (NYSE:IBM), General Electric (NYSE:GE), Honeywell (NYSE:HON). Other stocks mentioned: PTC Therapeutics (NASDAQ:PTCT)

As earnings season approaches, Cramer reminded viewers that companies need to report better earnings, revenues and guidance to see an uptick in stocks. It is important to wait to hear the guidance, because often a company can beat earnings, but failing to raise guidance could hurt a stock.

Monday

Farnborough International Airshow starts on Monday. Boeing's (BA) stock has been an "absolute dog" since Former House Majority leader Eric Cantor lost his primary last month. Cantor was a supporter of export/import regulations that help Boeing, and there are fears that his departure will be bad for Boeing. Maybe the Farnborough Airshow will lift the stock. Boeing was a strong performer prior to this, so perhaps it is consolidating its gains.

Tuesday

JPMorgan (JPM): CEO Jamie Dimon will be on this conference call, in spite of the news that he has been struggling with curable throat cancer. The last quarter was a "total bust," said Cramer, and he wants to hear more positive news from management.

Intel (INTC) has been leading the charge of the "old tech brigade," and should report positive data.

Yahoo (YHOO) is in the spotlight because of the Alibaba deal. CEO Marissa Mayer needs to show there is more to Yahoo than Alibaba.

Wednesday

Bank of America (BAC): All investors need to hear from management is that it is okay and that there is no new litigation.

Kinder Morgan Energy Partners (KMP): Oil has been falling, and Cramer wants to know from CEO Richard Kinder whether that is because of increased production in the U.S. or other factors.

Thursday

Snap-on (SNA) and PPG Industries (PPG): Are both buys before, during and after they report.

Google (GOOG, GOOGL): "I can't think of a time when so little was expected of such an important stock." Cramer likes it for the long haul.

IBM (IBM) needs to signal a return to growth and hopefully will announce that it is streamlining operations.

Friday

General Electric (GE): "Why isn't GE rallying?" asked Cramer. The stock has done nothing on news of the French acquisition. A dividend boost will give investors all the information they need to decide whether to stick with it or cut back.

Honeywell (HON) is known for reliability and consistency, and that is what Cramer expects from HON.

Cramer took a call:

PTC Therapeutics (PTCT) is a very speculative stock. Cramer would bless a very small position in the stock on a possible takeover.

Tobacco Stocks Are Coughing Up Cash: Lorillard (NYSE:LO), Reynolds American (NYSE:RAI), Altria (NYSE:MO)

Tobacco stocks are headed up because of consolidation. Reynolds American (RAI) is merging with Lorillard (LO), and the latter has already rallied 15% since the deal was announced in March. There may be more upside because there is still uncertainty surrounding how much RAI will pay for LO as well as anti-trust issues to iron out. British American Tobacco owns 42% of RAI, and could increase its stake if and when RAI buys LO. Cramer doesn't think the Justice Department will allow this deal to happen without requiring RAI to unload assets. If this merger happens, the domestic tobacco market would be controlled by Altria and RAI, with the two companies owning 90% of the market. While more people are quitting smoking, LO is at the forefront of e-cigs, which are considered to be a safer alternative to regular smoking. LO has already run up a lot, but RAI is a strong dividend play.

Casino Stocks Have Been A Gamble: Las Vegas Sands (NYSE:LVS), Wynn Resorts (NASDAQ:WYNN), Melco Crown Entertainment (NASDAQ:MPEL), MGM Resorts International (NYSE:MGM). Other stocks mentioned: American Airlines (NASDAQ:AAL), Spirit Airlines (NASDAQ:SAVE), Delta Air Lines (NYSE:DAL), Disney (NYSE:DIS)

Las Vegas has stopped being the gambling capital of the world, and now it is Macau. In the last few months, Macau-oriented casino stocks have been hammered. Las Vegas Sands (LVS), Wynn Resorts (WYNN) and Melco Crown Entertainment (MPEL) have fallen 14%, 18% and 27%, respectively, since March. This is a legitimate sell-off, said Cramer, because gambling has been declining in Macau. The Chinese have been clamping down on inflation and on consumption. In addition, the government has cut down on traveling visas from Mainland to Macau. However, it might be worth buying these stocks because this bad news is priced in.

Cramer still believes in Macau as a long-term growth story. His new favorite Macau play is MGM Resorts International (MGM); it has 50% Macau exposure and 50% exposure to Las Vegas, which is coming back. For a pure play on Macau, Cramer would buy LVS, which has more exposure to regular gamblers and less to VIP players. The company yields 2.7% and has plenty of cash. Cramer would stay on the sidelines of WYNN, since it gets half of its revenues from VIPs and is being investigated over a controversial land deal. Cramer likes WYNN's management, but he would stay away for now.

Cramer took some calls:

Spirit Airlines (SAVE) is still inexpensive. Cramer prefers American Airlines (AAL) to SAVE and likes SAVE better than Delta Air Lines (DAL).

Disney (DIS) is a good stock. Cramer, who owns DIS for his charitable trust, is waiting for a decline so he can buy more.

Speculate With Care: Banco Santander (NYSE:SAN), GW Pharmaceuticals (NASDAQ:GWPH)

When you speculate, it is likely you going to lose some money, even if you speculate wisely, Cramer said. Speculation involves trading and not long-term investment. One speculative stock Cramer has recommended is Banco Santander (SAN), because he thought the bank was "too big to fail." However, on recent news about weakness in Portugal, some criticized this pick, even though Cramer recommended it a while back and SAN has run from $6 to $10 since he suggested buying it. Cramer commented that he didn't intend people to hold SAN forever; those who want to sell on European fears should feel free to do so.

GW Pharmaceuticals (GWPH) is a stock Cramer recommended as a speculative play on the use of cannabinoids for medical uses. It has been a wild trader, and he cautioned that once he recommends a speculative stock, it is the job of the investor to take responsibility for keeping track of it and selling it or buying at the right time.

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Source: Cramer's Mad Money - 12 Things To Watch In The Week Ahead (7/11/14)