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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Friday February 3.

14 Things to Watch This Week: YUM Brands (YUM), Coca-Cola (KO), Buffalo Wild Wings (BWLD), Panera (PNRA), Disney (DIS), Ralph Lauren (RL), Cisco (CSCO), Whole Foods (WFM), Dunkin' Brands (DNKN), Lufkin (LUFK), Noble Energy (NBL), Arch Coal (ACI), NYSE Euronext (NYX). Other stocks mentioned: Tyson Foods (TSN), Caribou Coffee (CBOU), Starbucks (SBUX), Green Mountain Coffee Roasters (GMCR), MGM (MGM), Las Vegas Sands (LVS), PPG Industries (PPG), Martha Stewart (MSO), Macy's (M), J.C. Penney (JCP), Pepsi (PEP), Kirby (KEX)

Cramer discussed 14 things to look for this week:

Monday

Yum Brands (YUM) has big overseas expansion plans, even though it has already increased its international stores significantly. Management needs to say that business in China is still growing. There is chatter that YUM might spin off Taco Bell or Pizza Hut, and there might be a disappointment if this doesn't materialize. Investors are also concerned about chicken and beef costs.

Tuesday

Coca-Cola (KO) barely budged on Friday because it is a defensive stock, and the mood might be too bullish to buy a defensive stock like KO. It is worth holding, but there might be profit taking no matter what KO reports.

Buffalo Wild Wings (BWLD) is booming ahead of Superbowl. CEO Sally Smith said wing costs are under control, even though Tyson (TSN) complained about chicken prices. The stock remains cheap compared to other high growth food stocks.

Panera (PNRA) continues to expand and lower its costs as it accelerates revenues. Same store sales are strong; "All is good at Panera."

Disney (DIS) jumped $1 on Friday, and investors may feel it has peaked, especially with concerns over advertising rates, theme parks and movies. Disney is a core family holding and is a terrific long-term stock. Investors who are worried should wait and see how earnings are.

Wednesday

Ralph Lauren (RL) has been repeatedly subjected to second guessing. Cramer thinks RL will do fine with cotton costs down huge, and may report an upside surprise with terrific guidance.

Cisco (CSCO) is taking market share and might be at the beginning of a sustained run, especially with telecoms spending more money. There may be talk of weakness in Europe, but this is not unexpected.

Whole Foods (WFM) is benefiting from the natural goods bull market. There may be an upside surprise.

Thursday

Dunkin' Donuts (DNKN) is a part of the coffee bull market, which has seen a strong performance from Caribou Coffee (CBOU), a huge number of Green Mountain (GMCR) Keurigs sold and a solid quarter from Starbucks (SBUX). Cramer thinks DNKN will report a good quarter (he added that, in spite of Keurig sales, he is not recommending GMCR).

Lufkin (LUFK) was put in the penalty box because it missed too many quarters. The stock has run up, and Cramer would sell the stock well ahead of the quarter "before it has a chance to hurt you."

Noble Energy (NBL) is expanding drilling each quarter, and its Leviathan find off the coast of Israel is so large it could make Israel a net exporter of energy.

Friday

Arch Coal (ACI): Low natural gas prices are giving coal a run for its money. With an Obama victory, the EPA will go after coal plants, so Cramer would stay away from ACI.

NYSE Euronext (NYX) should discuss its dividend and a proposed merger. If the merger doesn't go through, the stock could be dead money.

IPO: Caesar's Palace is offering so few shares, the deal might work, but investors should take the money and run. As investments in the casino space, Cramer prefers Las Vegas Sands (LVS) and MGM (MGM).

Cramer took some calls:

PPG Industries (PPG) is a great company, but missed its quarter. However, Cramer would stay with PPG, especially with improvement in Europe an Asia.

Martha Stewart (MSO) is in the center of a big court case between Macy's (M) and J.C. Penney (JCP) over the sale of MSO's merchandise. Cramer thinks Macy's could emerge the victor, and even if it doesn't, there is a lot going well for Macy's. Investors who have not yet taken profits in JCP after its huge run should do so.

Pepsico (PEP) did not report a strong quarter the last time around. Cramer says he can't get a good read on PEP, and won't opine on it.

Kirby (KEX) has run significantly, and Cramer would take profits.

The best way to play the Facebook IPO: Morgan Stanley (MS). Other stocks mentioned: LinkedIn (LNKD), Zynga (ZNGA), Groupon (GRPN)

Investors are impatient to play the Facebook IPO, even though it isn't going public until May. LinkedIn (LNKD), Zynga (ZNGA) and Groupon (GRPN) shares rose on Friday, but Cramer would avoid most of these collateral plays, because they have risen too much. He would buy Morgan Stanley (MS) on the Facebook IPO, not that the IPO itself will move the needle much for the company, but because of the other IPOs it has done and future deals. Morgan Stanley has 20% market share in internet IPOs. Morgan Stanley is in comeback mode, after bearish rumors last year about its exposure to Europe; many of those stories were greatly exaggerated. MS has been cutting its costs and trades well below its book value, by 35%. MS is going to continue to benefit from its deal with Citigroup to purchase 52% of Smith Barney; MS has the option of increasing its stake in Smith Barney and will benefit from the trend of increasing investor confidence.

CEO Interview: Daniel Fulton, Weyerhaeuser (WY)

Weyerhaeuser (WY) is the second largest domestic timber company that has a small real estate business and produces pulp for papermaking. The company beat earnings by 7 cents on higher than expected revenues. The stock yields 2.8%, soared 5.8% following earnings, and is up 13% from where Cramer recommended it in January, and up 35% since he got behind it in 2010. Strong employment numbers along with bullish housing starts will benefit WY, and the company reported a second consecutive year of record pulp sales. However, there were some concerns about lowered guidance for real estate and pulp sales for the following quarter. CEO Daniel Fulton explained that there are maintenance issues to resolve and the first quarter tends to be slower for real estate and pulp sales; both should bounce back toward the end of the year. Even though the Japanese are not rebuilding as aggressively as expected after the tsunami, Fulton sees a significant increase in activity in Japan and China, and this should continue to pick up in the latter part of 2012. Cramer thinks WY is cheap, since the bar has been lowered by the pulp forecast. He thinks orders will increase, and WY will be a strong performer.

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Source: Cramer's Mad Money - 14 Things To Watch This Week (2/3/12)