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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Friday January 28.

Game Plan for the Coming Week: Exxon (XOM), Manitowoc (MTW), Bucyrus (BUCY), Caterpillar (CAT), Novellus (NVLS), Cummins (CMI), Emerson Electric (EMR), Perrigo (PRGO), Johnson & Johnson (JNJ), Broadcom (BRCM), Allergan (AGN), Vulcan (VMC), Whirlpool (WHR), Dow (DOW), International Paper (IP), Starwood Hotels (HOT), National Fuel Gas (NFG), Weyerhaeuser (WY)

Cramer gave an earnings highlight for the coming week:

Monday

Exxon (XOM): Cramer wants to hear about why they bought XTO Energy (XTO) if they aren't planning to export natural gas. He is also hoping to hear the company address the issue of instability in the Middle East and oil going to $110.

Manitowoc (MTW): This stock has an improved balance sheet, and Cramer calls it "son of Bucyrus (BUCY)" which was bought by Caterpillar (CAT). He would buy if the stock falls on news from Egypt and if it reports a good quarter.

Novellus (NVLS): This company keeps saying the industry is in the early innings of a semi bull market.

Tuesday

Cummins (CMI): This is one of the greatest manufacturers in American and made investors very big money. Cramer expects an upside surprise, but since caution is part of the company's culture, he thinks Cummins might overpromise. "If people freak out (on conservative guidance) we will have a good opportunity."

Emerson Electric (EMR) is the best when it comes to cyclical smokestack execution, but the company has yet to blow out numbers. It is one of Cramer's dozen favorite recovery plays.

Perrigo (PRGO) should continue to make money on Johnson & Johnson (JNJ) recalls, since PRGO makes generic equivalents of JNJ products.

Broadcom (BRCM): Cramer expects to hear great things from this semiconductor.

Wednesday

Allergan (AGN) is one of the few growth drug companies out there. Cramer wants to hear about its migraine drug which should propel the stock higher in 2011.

Whirlpool (WHR) is heavily shorted, but Cramer thinks the shorts will be confounded. The company has a great Brazilian division.

Vulcan (VMC) should discuss aggregate prices on Australia's need to rebuild quickly after the flood.

Yum Foods (YUM) should discuss China.

Thursday

Dow Chemical (DOW) is making a lot of noises about a good quarter. It benefits from the fact that natural gas is cheap.

International Paper's (IP) restructuring might result in bullish numbers.

Starwood Hotels (HOT): Cramer still remembers this company's last "no hair" conference call which was "one of the best conference calls I've heard in my life. They really tell a good tale."

National Fuel Gas (NFG) will probably indicate whether they are putting themselves up for sale, or at least the Marcellus shale assets. The stock was up 20 points on even the rumor that they were breaking themselves up.

Friday

Weyerhaeuser (WY) will discuss rising lumber prices and the bottom in housing.

Linkedin discussed its IPO last week, and Cramer thinks the public offering of this "Facebook for resumes" is going to be "hot, hot, hot." He would get in early. Even though it sounds a bit "dot.com"ish and a bit reminiscent of 1999, Cramer reminded viewers "1999 was a year we made money. We just had to get out by 2000."

CEO Interview: David Fisher, optionsXpress (OXPS)

Now that stocks are no longer a "tarnished asset class" and more investors are coming into the market from the sidelines, internet broker optionsXpress is experiencing a rush of new accounts. The company missed by a penny during its last earnings report, but its revenues rose 11% year over year. OptionsXpress paid out a special $4.50 dividend, and with that factored in, the stock has risen 11% since November 9th, 2010.

CEO David Fisher said his company has the advantage of benefiting from an up, down or sideways market and invests a significant amount into educating its clients to make the most of the strategies available to them. November was strong, and optionsXpress saw an even stronger December. In fact, December, a month that is usually not so robust, saw the most powerful growth in accounts for six quarters and even more good news is expected for January. If the Fed raises rates, optionsXpress will make more money off interest income.

OptionsXpress offers options for investors who want to buy growth stocks but also want protection, and the company makes deep in the money calls, all spreads and calendar spreads available to clients. Cramer commented, "This is the levered way to be able to play the turn of people coming into stocks. Remember the big special dividend they gave you!"

CEO Interview: Farooq Kathwari, Ethan Allen (ETH)

For an honest read on housing, Cramer would ignore the Case Shiller index or the negative headlines, but would listen to Ethan Allen (ETH), which has grown from a furniture store to a "one stop shop for interior decorating." The company reported a "stellar blowout quarter," with earnings at 19 cents of share compared to estimates of 10. The stock soared 11%, and has pulled back slightly since. Ethan Allen is up 44% since July and 27% since Cramer reiterated his recommendation in October. In spite of the company's fantastic turnaround story, Goldman Sachs downgraded the stock to "sell," because of the perception that it has gotten expensive and it will have tough comparisons.

Farooq Kathwari said, "We are just getting started," and said the recession gave the company the opportunity to reposition and reorganize. The company is more relevant than ever. "We are raising the bar." In spite of the high unemployment rate, Kathwari says consumer confidence is still high, although he admits some current obstacles are rising fuel costs. With a 21% increase in sales, however, the company should be able to offset the higher costs.

"I think Goldman is wrong," Cramer said, "This one is very inexpensive...we have made money consistently with this stock. You should stick with it."

CEO Interview: Sandy Cutler, Eaton (ETN)

Eaton (ETN) delivered a "thing of beauty" quarter last Thursday, with earnings at two cents better than analysts expected and revenues up 17%. The company was optimistic about all of its end markets for the first time since 2006 and rose the dividend by 17%. Eaton's stock is up 167% since 2008 and 21% since Cramer last spoke to the CEO in October 2010. Cramer sees multiple years of upside with its truck, electrical and wiring businesses. The company is developing the most energy efficient charging stations for the Chevy Volt. However, there were skeptics who said the company beat earnings only because of lower tax rates and were concerned about the rising price of metals. However, Cramer thinks Eaton will continue to "light it up" in 2011.

CEO Sandy Cutler says high oil prices are good for the company, since "When the cost of energy goes up, you have to be thinking about Eaton, since we save energy in everything we do." Cutler expects end markets to grow 8% across all segments in 2011. The truck and aerospace cycles are still in their infancy and there is a lot of margin expansion ahead. Truck buildout should increase by 50% in the coming year and one of Eaton's most successful businesses is power supply to data centers, which are enormous consumers of energy.

With good stocks being thrown away on down days, Cramer suggests picking up some Eaton.

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Source: Cramer's Mad Money - 16 Earnings Reports to Watch This Week (1/28/11)