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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Friday March 23.

11 Things to Watch in the Coming Week: Lions Gate (NYSE:LGF), Lennar (NYSE:LEN), McCormick (NYSE:MKC), Walgreen (NYSE:WAG), Phillips Van Heusen (NYSE:PVH), Family Dollar (NYSE:FDO), Paychex (NASDAQ:PAYX), Red Hat (NYSE:RHT), Best Buy (NYSE:BBY), Research in Motion (RIMM), Finish Line (NASDAQ:FINL) other stocks mentioned: KBHome (NYSE:KBH), CVS Caremark (NYSE:CVS), Express Scripts (NASDAQ:ESRX), Dollar General (NYSE:DG), Dollar Tree (NASDAQ:DLTR), Nike (NYSE:NKE), Micron (NASDAQ:MU), Bank of America (NYSE:BAC).


Lions Gate Entertainment (LGF) is a stock Cramer got behind ahead of the Hunger Games release, which happened this weekend. If the film made less than $120 million over the weekend, Cramer would ring the register on LGF first thing on Monday.

Lennar (LEN): After bad news from KBHome (KBH) on Friday, Cramer wants to know if Lennar (LEN) has a more positive story.


McCormick (MKC) reports and is a play on the trend toward eating at home, which often happens as gas prices rise.

Walgreen (WAG) has been locked in a struggle with Express Scripts (ESRX), and CVS Caremark (CVS) is likely to be the main beneficiary of the conflict.

Phillips Van Heusen (PVH) is up 55% yoy. This is a stock that investors tend to sell after earnings, so Cramer might consider doing some buying if it drops.


Family Dollar (FDO) is facing high expectations after Dollar General's (DG) strong quarter last week, and Cramer doesn't think FDO can make the numbers. If the dollar stores sell off, Cramer would buy Dollar Tree, his favorite in the space.

Paychex (PAYX) has been inching higher and yields 4%. Cramer wants to buy unless it reports very bad news.

Red Hat (RHT) is up 25% year to date, and Cramer thinks it could go higher. He might consider buying before it reports.


Best Buy (BBY) has been inching up all last week, and there is talk about how the company might be making a bold announcement. Cramer isn't as negative about BBY as he has been in the past. Cramer would buy April 25 calls.

Research in Motion (RIMM) down 78% in the past year, and Cramer expects a "hideous" number.


Finish Line (FINL) is at its 52 week high, in spite of a selloff in Nike (NKE). Cramer would buy FINL if it gets hit, and thinks it will report a blowout quarter.

Cramer took some calls:

Micron (MU) is worst of breed.

Bank of America (BAC) is not a stock that Cramer feels he has made good calls on; "Don't ask me how I feel about it. I haven't done a good job with it."

Cornerstone OnDemand (NASDAQ:CSOD)

Conerstone OnDemand (CSOD) is a human resources software company which, like many of its peers, is likely to be taken over. The company has risen tremendously, but has recently pulled back 10%. The company has just booked 119 new clients for a total of 805. CSOD has seen a 67% increase in revenues, growth bookings were up 58% and deferred revenues rose 40% since the last quarter. While the company missed earnings per share estimates, CSOD is investing in building out the business. Cramer would consider buying CSOD, even if it doesn't get taken over.

Meredith Corp (NYSE:MDP)

What is a magazine company doing close to its 52 week high? With the print business considered to be moribund, Meredieth (MDP), publisher of Better Homes and Gardens, Family Circle and American Baby should be at its 52 week low. However, MDP demonstrates the power of a dividend boost. The company announced a 50% hike in its yield and a buyback of 10% of its market cap. In addition, MDP is diversified, with 23% of its revenues generated from local TV stations, which are especially profitable in an election year. The company also has a brand licensing business that accounts for 13% of its revenues. Meredith's stock rose because it is diversifying away from magazines, and the company is returning value to shareholders.

Mad Mail: Mapp Pharmaceuticals (NASDAQ:MAPP), Oxford Industries (NYSE:OXM), MagicJack VocalTec Communications (NASDAQ:CALL), Vale (NYSE:VALE), Cliffs Natural Resources (NYSE:CLF), McDonald's (NYSE:MCD), Intel (NASDAQ:INTC), Broadcom (NASDAQ:BRCM), Allergan (NYSE:AGN)

Mapp Pharmaceuticals (MAPP) is in a late-stage production of a migraine medication. The FDA is expected to make a decision on Monday; for the risk-oriented, it might be okay to play this, but Cramer prefers lower risk Allergan (AGN) for migraines.

Oxford Industries (OXM) changed its business model and has a multiple of 17 with a 15% growth rate. Cramer thinks this has been an overlooked company.

MagicJack VocalTec Communications (CALL) has been gaining traction, but the stock has had a huge run of 80% since the year began, and it might be worth staying out of the stock for a while.

Vale (VALE) is alright for mining, but Cramer prefers Cliffs Natural Resources (CLF).

Coinstar (CSTR) is only 3 points from its high, and Cramer is a seller, not a buyer.

McDonald's (MCD) should continue to be managed well, even after the departure of CEO Jim Skinner. Cramer thinks the stock is a buy when it reaches a 3% yield.

Intel (INTC) is a good stock for safety and yield. For exposure to mobile, Cramer likes Broadcom (BRCM).


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Source: Cramer's Mad Money - 11 Things To Watch This Week (3/23/12)