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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Friday March 2.

10 Things To Watch This Week: Arcos Dorados (NYSE:ARCO), ConocoPhillips (NYSE:COP), Dick's Sporting Goods (NYSE:DKS), Vail Resorts (NYSE:MTN), Brown-Forman (BFA), Ciena (NYSE:CIEN), Honeywell (NYSE:HON), Ulta Salons (NASDAQ:ULTA), Heckmann (HEK). Other stocks mentioned: McDonald's (NYSE:MCD), Nike (NYSE:NKE), Under Armour (NYSE:UA), Jim Beam (NYSE:BEAM), Diageo (NYSE:DEO), AT&T (NYSE:T), Zynga (NASDAQ:ZNGA), Solazyme (NASDAQ:SZYM)

Monday

Arcos Dorados (ARCO) is the Latin American operator for McDonald's (MCD), and the latter stock has been stalled for a long time. Cramer thinks ARCO is too expensive to buy, but would listen to the conference call for information on whether MCD might be ready to move higher.

ConocoPhillips (COP) has an investor update about the fact it is splitting into two companies. Cramer likes this inexpensive oil stock on this catalyst.

Tuesday

Dicks Sporting Goods (DKS) is reporting earnings and should discuss sales of (NKE) and Under Armour (UA).

Vail Resorts (MTN) is a gauge on whether the consumer is traveling in spite of high gas prices.

Wednesday

Brown-Forman (BFA) is benefiting from the liquor bull market, and should report a good quarter. If it gets a bump, it might be time to buy Beam (BEAM) or Diageo (DEO), which has been a strong performer.

Ciena (CIEN) reported a lackluster quarter last time, and is in a poor sector. Cramer wants to hear the call to see if there is any hope for this group.

Honeywell (HON) is having an investors conference and should discuss the rebirth of domestic construction.

Thursday

Ulta Salons (ULTA) has been a home run, up 29% since November. This beauty retailer has managed to deliver double digit same store sales for 6 consecutive quarters. After its previous earnings, the stock surged 15%, and Cramer thinks Ulta might give a repeat performance.

Heckmann (HEK) has been a stock many investors have given up on with worries about the future of natural gas fracing and low prices for the fuel. "I think fracing is here to stay," said Cramer. "If you want short-term, go somewhere else." Heckmann is a stock for investors looking for a long-term bullish story, although there is going to be some pain in the short-term.

Friday

The employment number might be the most important piece of data all week, so it is worth paying attention.

Cramer took some calls:

AT&T (T): "The way to play AT&T," said Cramer, "is buying AT&T. The stock is finally breaking out."

Zynga (ZNGA) has seen a gain in its share price, but Cramer doesn't trust Zynga's earnings profile or the gaming industry. He would take profits.

Solazyme (SZYM) is "way too speculative."

Vera Bradley (NASDAQ:VRA), Coach (NYSE:COH), Fossil (NASDAQ:FOSL), Michael Kors (NYSE:KORS)

There is a bull market in handbags and accessories, but not all of these stocks are worth buying. Coach (COH), Fossil (FOSL), Michael Kors (KORS) have seen some big gains with FOSL up 60% so far this year, but Vera Bradley (VRA) is a battleground stock that should be avoided. While Vera Bradley is not a high-end name, it has seen dramatic growth and still trades 14 points off its high. Not a single analyst has a "sell" rating on the stock, which has rallied 18% so far this year, but VRA is one of the most heavily shorted stocks out there, with 57% of its shares sold short. The company reports March 14th, and Cramer would not bet on a short squeeze because there is no way of predicting what will happen. If VRA were an excellent stock like COH, it might be worth a gamble, but VRA has lackluster same store sales in the low single digits, in spite of its 29% store growth. KORS is expanding its locations at 27%, but has same store sales in the mid-teens, and COH's number is in the high single digits. In addition, VRA introduces 3 to 4 new styles every quarter and is pressured to move merchandise quickly, which means heavy discounting that cuts into the gross margins. VRA has a multiple of 23 with a 22% growth rate, but is more expensive than COH. Cramer would buy COH instead of VRA.

What's So Good About Garmin (NASDAQ:GRMN)? Other stocks mentioned: Liberty Media (NASDAQ:LMCA), Whirlpool (NYSE:WHR), DirecTV (NASDAQ:DTV)

If drivers can get GoogleMaps from their iPhone, why is Garmin (GRMN), which makes navigational technology for cars up 44% in the last 3 months? The company reported an amazing 31 cent earnings beat on higher than expected revenues. The answer? Customers find GRMN's device more efficient than an App for the iPhone, and the company has expanded beyond the device for cars. GRMN produces watches that track distance, speed and heart rate for runners, and its outdoor fitness and marine segment now produces 50% of sales and 75% of its operating profits. The company acquired a dog training technology company which makes products popular with pet owners. Cramer is bullish on Garmin, which yields 3.4% and is flush with cash.

Cramer took some calls:

While Cramer is bullish on Under Armour for its high-tech sports gear, he also likes Nike.

Liberty Media (LMCA) is well-run and has earned the benefit of the doubt.

Cramer would buy Whirlpool (WHR) rather than DirecTV (DTV) as a housing play.

Mad Mail: Breitburn Energy Partners (NASDAQ:BBEP), Kinder Morgan Partners (NYSE:KMP), Energy Transfer Partners (NYSE:ETP), Cray (NASDAQ:CRAY), EMC (NYSE:EMC), Companhia de Saneamento Basico do Estado de Sao Paulo (NYSE:SBS), RenRen (NYSE:RENN), Baidu (NASDAQ:BIDU), Microsoft (NASDAQ:MSFT)

Breitburn Energy Partners (BBEP) has a 9.4% yield, but too much natural gas. Cramer prefers Kinder Morgan Energy Partners (KMP) or Energy Transfer Partners (ETP), which have lower yields but are not as heavily exposed to natural gas.

Cray (CRAY) is a small-cap speculative stock in the super computer segment. Cramer likes Big Data, but Cray's sales are lumpy, and up 18%, the stock is expensive. Cramer prefers EMC (EMC) for Big Data.

Companhia de Saneamento Basico do Estado de Sao Paulo (SBS) has a 7.1% yield, but has risen 38% since the beginning of the year; Cramer would wait for a pullback.

RenRen (RENN) is not a buy, because Cramer does not recommend any Chinese stock except for Baidu (BIDU).

Microsoft (MSFT) is doing well, but is still a despised stock. It is a buy under $30.

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Source: Cramer's Mad Money - 10 Things To Watch This Week (3/2/12)