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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Friday July 25.

15 Things To Watch in the Week Ahead: Cummins (NYSE:CMI), Herbalife (NYSE:HLF), Synchrony (NYSE:SYF), UPS (NYSE:UPS), Buffalo Wild Wings (NASDAQ:BWLD), Twitter (NYSE:TWTR), Panera (NASDAQ:PNRA), Whole Foods (NASDAQ:WFM), Yelp (NYSE:YELP), Exxon Mobil (NYSE:XOM), Apache (NYSE:APA), GoPro (NASDAQ:GPRO), Procter & Gamble (NYSE:PG), Clorox (NYSE:CLX), Other stocks mentioned: Caterpillar (NYSE:CAT), General Electric (NYSE:GE), Facebook (NASDAQ:FB), Zillow (NASDAQ:Z), Trulia (TRLA), Dick's Sporting Goods (NYSE:DKS), Skechers (NYSE:SKX), U.S. Steel (NYSE:X), Timken (NYSE:TKR), Nucor (NYSE:NUE)

The Dow was down 123 points on Friday under domestic and global uncertainty. The market has turned a bit "treacherous," and Cramer would use gains to raise cash. Some companies are not going up on good reports, which makes Cramer "concerned." He said, with a few exceptions, it is a good week to listen rather than buy. Cramer discussed earnings and events to watch in the week ahead.

Monday

Cummins (CMI): Cramer's charitable trust took profits on CMI, given a disappointing report from Caterpillar (CAT). Buyers are retreating from industrials because of worries about Europe and China. Cummins is a great company, and he wants to hear what management says.

Herbalife (HLF) is a famous battleground. Cramer is "uncomfortable" with Bill Ackman trying to destroy the company to help his shareholders, given his large short position. "Does he have to be so sanctimonious about it?" asked Cramer. He wants to hear what management says. "Let's let HLF go back to being a real stock and not a plaything."

Synchrony (SYF) may be an IPO to buy, even though Cramer is uneasy about the number of IPOs. GE (GE), the parent company, will still have a large stake. SYF seems strong.

Tuesday

UPS (UPS) is a great American company. Cramer would listen for information about commerce conditions around the world. This stock is a great "tell" for the global economy.

Buffalo Wild Wings (BWLD) has been strong, and this is likely to continue.

Panera (PNRA) has hit a 52-week low. Cramer is looking for a bottom to buy.

Twitter (TWTR) could be problematic, because it isn't doing as well as Facebook (FB). Twitter could suffer by comparison.

Wednesday

Whole Foods (WFM): Is it safe to get back in this stock, or is competition too rough? If management tells a good story, it might be an idea to get in. "We are all ears on this one."

Yelp (YELP) is a volatile stock. There is talk that Zillow (Z) might be buying Trulia (TRLA). Yelp could also be a takeover target. If it gets hit, Yelp could be a buying opportunity.

Thursday

Exxon (XOM) was downgraded from hold to sell by Barclays. Cramer said, "I smell disappointment in advance." if Exxon gets hammered, other oils could suffer. Apache (APA) is reporting as well. Poor performance from Exxon could be a buying opportunity for Apache.

GoPro (GPRO) is likely to be strong. It could be a trade going into the quarter.

Friday

Clorox (CLX) and Procter & Gamble (PG) could be attractive for their dividends, and both companies have been lackluster performers lately. They could be buys on declines.

Non-Farm Payroll Number: Employment is getting stronger, and interest rates could rise. Stocks may decline on this news.

Cramer took some calls:

Dick's Sporting Goods (DKS): Retail is a sector Cramer has walked away from, and that includes DKS. Skechers (SKX) is an exception.

U.S. Steel (X) is not as good as Timken (TKR) and Nucor (NUE), which are better managed than X.

Amazon (NASDAQ:AMZN) vs. Starbucks (NASDAQ:SBUX). Other stocks mentioned: Himax (NASDAQ:HIMX), JD.com (NASDAQ:JD), Baidu (NASDAQ:BIDU), Vipshop (NYSE:VIPS)

Can a stock's trajectory be wrong? Amazon (AMZN) and Starbucks (SBUX) were hit hard after reporting on Thursday, even though the companies are performing well. Amazon "spends to win," and management talked about investing it its business. Management tends to "thumb its nose" at reasonable questions from analysts about aggressive spending. The analysts finally got impatient with Amazon for not showing a strong profit. However, Amazon's stock tends to recover, even as Cramer thinks the analysts are being fair.

Starbucks has always felt profitability was important. It is innovating with products and execution. It reported 7% same store sales growth in the U.S. and is continuing expansion in China. The stock is selling at a multiple of 28 with a 22% growth rate, but is flat for the year. Cramer thinks Starbucks is a "classic buying opportunity." Each of Starbucks' pullbacks has been a buying opportunity. Cramer's charitable trust will be buying more if SBUX goes lower.

Cramer took some calls:

Himax (HIMX) was a speculative stock. "We came, we made money, we went and right here, it is too low to sell."

Baidu (BIDU) and Facebook: "We don't care where a stock came from, we care where it is going." Both these stocks go higher. The market is choppy, so there will be chances to buy.

Vipshop Holdings (VIPS): Cramer revised a statement he made on last week's Lightning Round. He said the only Chinese stocks he liked were Baidu and JD.com. (JD). On Friday, he added Vipshop to the list.

Advanced Micro Devices (NASDAQ:AMD) vs. Intel (NASDAQ:INTC). Other stocks discussed: ChannelAdvisor (NYSE:ECOM), Google (NASDAQ:GOOG), (NASDAQ:GOOGL)

Once a company's management loses its credibility, its stock becomes a "house of pain." Intel (INTC) reported an incredible quarter, and its PC business, which many thought was moribund, was up 6%. Advanced Micro Devices (AMD) gave "hideous" guidance, with its PC business down 20%. AMD's strongest business, chips for video game consoles, is peaking. One would think AMD's management would say a mea culpa, but instead management boasted it was delivering "excellent, consistent results."

AMD's CEO Rory Read says "we are clearly executing our strategy and...delivering consistent performance." The CEO is right about consistency, as AMD has disappointed in 5 consecutive earnings reports. The whole bull case for AMD rides on video game consoles, but management pointed out this segment was peaking earlier - that is not good. It seems that clients will now have inventory surpluses, and this will be bad for AMD. New markets will make up 40% of the company's revenues; this means that its older markets are collapsing. Cramer thinks Read's "audacity" is "mind-blowing." How can he call a 20% decline in the PC business "stabilization"? It is clear that AMD is losing market share to Intel. "The numbers don't lie," said Cramer, even as managements try to spin them deceptively. If AMD had acknowledged its problems, that would have been one thing, but since the stock rose slightly, it is time to get out of AMD.

Cramer took some calls:

ChannelAdvisor (ECOM) has been "taken to the woodshed." Cramer would stick with the winners, which are Facebook and Google (GOOG), (GOOGL).

2 Picks From Leon Cooperman: Citigroup (NYSE:C), Gaming and Leisure Properties (NASDAQ:GLPI)

Cramer discussed more picks from Leon Cooperman, given at the Delivering Alpha Conference.

Citigroup (C) has been the worst of the major banks, but Cooperman believes in Citigroup after it delivered a couple of clean quarters. The stock is "insanely" cheap, and is trading far below its book value, at a 15% discount. Cooperman thinks Citigroup can increase its valuation with cost cuts, recovery in trading activity and improvement of Citi Holdings. This was the "bad bank" it created during the crisis, but this segment actually turned a profit and it should remain profitable going forward. Cooperman thinks over time, regulators will let Citi issue a dividend, and he sees it rising 20%. Cramer thinks this will be accelerated with higher interest rates

Gaming and Leisure Properties (GLPI) has a 6% yield. GLPI owns gaming facilities and leases space. Cooperman thinks it will execute on acquisitions. Management says it could double the dividend, and Cramer thinks the yield is safe. Cooperman sees $40 billion worth of potential deals. It is growing earnings, but it trades at a 17% discount to the group. The company reports on Tuesday. Cramer suggests doing some homework before considering buying ahead of the quarter.

Mad Tweets: Builders FirstSource (NASDAQ:BLDR), Omeros (NASDAQ:OMER), Dunkin' Brands (NASDAQ:DNKN), Monsanto (NYSE:MON), Best Buy (NYSE:BBY). Other stocks discussed: AGCO (NYSE:AGCO), American Capital Agency (NASDAQ:AGNC)

Cramer answered questions from the show and Tweets.

Builders FirstSource (BLDR) makes products for residential construction. It fell after its quarter, and housing is just too tough right now. Cramer would stay away.

Omeros (OMER) is a tiny biopharma company. Cramer likes it, since the FDA approved its cataract drug, and it has a knee and Huntington's disease treatments in the pipeline. OMER has a lot going for it, but he cautioned it is "super speculative," and he would use limit orders. "This is zero sum."

Dunkin' Brands (DNKN): "I am totally all-in Starbucks." Sell Dunkin', buy Starbucks.

Monsanto (MON): The whole agricultural complex is coming down because wheat is declining. Cramer would see what AGCO's (AGCO) management says next week in its conference call, and then he might look at MON, but until then, he is staying away.

Best Buy (BBY): Cramer doesn't like what he heard from Amazon, so he isn't going to run into Best Buy.

Facebook: FB is inexpensive and didn't get hit on a down day.

American Capital Agency (AGNC): AGNC has an outsized yield, and that is a red flag.

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