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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Friday February 4.

Game Plan for the Coming Week: Sysco (NYSE:SYY), FMC (NYSE:FMC), Netflix (NASDAQ:NFLX), F-5 Networks (NASDAQ:FFIV), Acme Packet (NASDAQ:APKT), Ciena (NYSE:CIEN), Arm Holdings (NASDAQ:ARMH), JDS Uniphase (NASDAQ:JDSU), Bank of America (NYSE:BAC), Teva (NYSE:TEVA), Motricity (MOTR), OpenTable (NASDAQ:OPEN), Disney (NYSE:DIS), Akamai (NASDAQ:AKAM), Cisco (NASDAQ:CSCO), CoreLabs (NYSE:CLB), Terex (NYSE:TEX), Caterpillar (NYSE:CAT), Ralph Lauren (NYSE:RL), Coke (NYSE:KO), Pepsi (NYSE:PEP), Treehouse (NYSE:THS), Chipotle Mexican Grill (NYSE:CMG), Discovery Communications (NASDAQ:DISCK), Total (NYSE:TOT), Kinder Morgan (NYSE:KMI), KInder Morgan Partners (NYSE:KMP), American Axle (NYSE:AXL)

"The bull keeps reinventing itself daily," said Cramer describing the ramping up of momentum growth stocks, with Netflix (NFLX) up 9 points and F-5 Networks (FFIV) tacking on 5 points. If these stocks are up, can Ciena (CIEN), Arm Holdings (ARMH) and Acme Packet (APKT) be far behind? JDS Uniphase (JDSU) reported a great quarter, and banks, which have been a "very stalled group" should take the torch from the networking sector and be the next group to rally on Bank of America's (BAC) move to separate its bad mortgage loans into a separate "bad bank within a good bank."

Cramer told viewers to pay attention to the following earnings reports next week:

Monday

Sysco (SYY), supplier to thousands of restaurants, is a tell on the health of the American consumer and on food inflation. FMC (FMC) is exposed to two bull markets: chemicals and agriculture. The stock is up 20% since September, and Cramer thinks the numbers are too low.

Tuesday

Teva Pharmaceuticals (TEVA) will give a good read on the state of the generic drug industry and healthcare costs. It often sells off even after a strong quarter. Motricity (MOTR), a stock that has been up and down wildly of late and provides a portal for mobile internet for non-smart phones, should report a good quarter, "And it is down enough that it will actually matter," remarked Cramer. OpenTable (OPEN), the online reservation play is an "explosively positive situation" and should give a "gigantic number." Disney (DIS) should benefit from the strong health of cable and the recovery of the travel sector. Cramer would also pay attention to Disney's call for information on the new Disneyland being built in Shanghai.

Wednesday

Akamai (AKAM), which delivers fast, reliable high definition video over the web, is a stock that has been stalled, and Cramer thinks Cisco (CSCO) should buy them. Cramer hopes Cisco, which also reports on Wednesday, will redeem itself after two bad quarters. Core Labs (CLB), the oil technology company, usually sells off after it reports a good number, so Cramer would wait until Thursday to buy. Terex (TEX) the "poor man's Caterpillar (CAT) will perform well as did Manitowoc (NYSE:MTW), although the stock has run since MTW beat its numbers. Ralph Lauren's (RL) stock rallied because of the drop in cotton prices, and Cramer would not be short going into RL's quarter, especially since high-end retail is performing well. There are worries about Coke's (KO) raw costs, but Cramer is not very concerned. He would buy the stock on a dip.

Thursday

Pepsi (PEP) may be affected, as Coke is, by the rise in raw costs, but Cramer thinks concerns are exaggerated. He likes both, but prefers Pepsi, especially with a yield north of 3%. TreeHouse (THS), up 24% since Cramer recommended it a year ago, should report a strong quarter. He notes it usually sells off after it reports, so he would buy it on Friday. Cramer fave Chipotle Mexican Grill (CMG) has been "running all week" and is likely headed for another explosive quarter. He expects the company to reveal its new concept for an Asian Restaurant, and the news should make the stock rise higher. He would use deep in the money calls to buy CMG.

Friday

Discovery (DISCK) should perform well with cable "red hot." Total (TOT) is a company Cramer likes, especially because of its 4% yield.

One of the largest energy IPOs in a long time, Kinder Morgan (KMI) parent company of Mad Money favorite Kinder Morgan Partners (KMP) is going public. With KMI's growth might be slightly greater than KMPs, Cramer would not sell the latter to buy the former because of KMP's generous yield.

A caller asked Cramer about American Axle (AXL) which reports on Tuesday, and he replied he likes the situation and would buy the stock ahead of the quarter.

Chart (NASDAQ:GTLS), Rockwell Automation (NYSE:ROK), SandRidge Energy (NYSE:SD)

When a caller on Lightning Round mentioned Chart (GTLS), Cramer passed on the name to do more homework. It turns out the Chart is connected with one of Cramer's favorite investing themes: the increasing use of natural gas worldwide. To transport natural gas, which is in abundant supply in the U.S., the natural gas needs to be compressed and liquified through a complex process Chart has perfected. The company is not a pure play on this technology, and it also makes cyrogenic equipment used for the chemical, industrial and biomedical industries, but 74% of its revenues are derived from natural gas distribution and storage. It is estimated that $27 billion will be spent on natural gas production facilities worldwide, and Chart with 60% of its business overseas, "will make a killing on these projects."

The Chinese have instituted a 5 year plan during which the country will increase its consumption of natural gas from just under 4% to 8%. With the increase in China's natural gas fueled vehicles and the lack of infrastructure in China to store natural gas, Chart should profit handsomely from this 5 year plan. The U.S. is proposing legislation to increase the number of trucks running on natural gas, and even if this proposal isn't signed into law, there are countries like Argentina which have made aggressive moves to adopt natural gas, and the number of vehicles in that country running on the fuel is increasing at a 20% clip per year.

With a multiple of 21, Chart is a relatively cheap and safe way to speculate on the transport and storage of natural gas.

Cramer took some calls:

Rockwell Automation (ROK) is a "quintessential American company" that is going higher.

SandRidge Energy (SD) is leaving the Mad Money penalty box, since it reported a good quarter. Cramer says it is now okay to buy SD.

Bank of America

On Friday, Bank of America announced it would set up a legacy asset servicing segment to deal with bad mortgages and delinquent loans to "cordon off the toxins" of the "bad bank" from the "good bank." Cramer thinks this move might revive bank stocks which have been stalled for a few weeks. He spoke to Terry Laughlin, who is going to be in charge of the legacy asset portion of Bank of America, and asked him about concerns over BAC's "gigantic mortgage putback." Laughlin say the bank has been in discussions with Fannie Mae and Freddie Mac, and BAC is putting "lots of focus and energy" to solving its problems. He added the bad loans are not as numerous as the bears think and added that if BAC were required to repurchase a portion, the bank would stand up to this obligation. Cramer thinks this split should have happened a while ago, and looks forward to a strong performance for the bank and an uptick for shares of BAC.

CEO Interview: Roy Krause, SFN Group (NYSE:SFN)

With government data on unemployment often mixed and confusing, Cramer thinks payroll and staffing companies are often a better read on the employment situation than government statistics. Cramer spoke to CEO Roy Krause of SFN Group (SFN), a $640 million company which is one of the largest staffing names in the country. SFN delivered a 4 cent earnings beat with a 24% rise in revenues and a huge increase in gross margins. The stock rose 15% and is seeing double digit growth in every sector. SFN is making the transition to hiring more highly skilled, professional workers and is increasing the number for professional temps from 50% to 60%. Professional workers give the company higher margins and are perfect price to earnings multiple enhancers, said Cramer.

Roy Krause said temporary employment has been up for 16 months in a row and was looking strong in January. When asked about healthcare reform and how that will affect SFN's business, Krause said that Obamacare might even increase the number of temporary employees, as workers will be less concerned about their health benefits. SFN is pursuing organic growth and hired 20% more recruiters in 2010, but is also looking for profitable acquisitions. Cramer thinks the market cap will grow, the multiple of 20 should be higher and the stock could increase by 15-20%.

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Source: Cramer's Mad Money: 16 Earnings to Watch This Week (2/4/11)