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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Friday September 21.

11 Things To Watch In The Week Ahead: Lennar Corporation (NYSE:LEN), Paychex (NASDAQ:PAYX), Red Hat (NYSE:RHT), Carnival Corporation (NYSE:CCL), Jabil Circuit (NYSE:JBL), Discover Financial (NYSE:DFS), McCormick (NYSE:MKC), Nike (NYSE:NKE), Research In Motion (RIMM), Walgreen (WAG). Other stocks mentioned: KB Home (NYSE:KBH), eBay (NASDAQ:EBAY), Express Scripts (NASDAQ:ESRX).

Monday

Lennar (LEN) is a well-managed homebuilder that called the bottom in housing. It is one of the most aggressive players in the space. Lennar, a great gauge on housing, is expected to report a good quarter following the successful earnings from KB Home (KBH).

Paychex (PAYX) is up 15% for the year and has a yield of nearly 4%. Its earnings provide a great read on employment growth.

Red Hat (RHT) is one of the best cloud plays. It should report great numbers on its conference call.

Tuesday

Carnival Corporation (CCL) had a terrible accident in Italy with one of its cruise ships over a year ago. The stock was a buy on that decline and hasn't looked back since. Cramer thinks cruise ship stocks are bargains.

Jabil Circuit (JBL) is a contract manufacturer for tech that hasn't done much. However, the stock almost always rallies in the fall, and Cramer expects a good quarter.

Wednesday

Crude Oil Inventories: While Cramer thinks oil is going higher in the long-term, the trend right now is that it will go lower.

Thursday

Discover Financial (DFS) is an inexpensive stock and is going to make a winning deal with eBay's (EBAY) Paypal. As far as eBay, Cramer thinks Paypal alone is worth eBay's entire stock price.

McCormick (MKC) is the ultimate spice company. Some people think the stock is too expensive, but rightly so, since it is best of breed. The stock is up 25%.

Nike (NKE) announced a gigantic buyback the week before earnings. Cramer thinks this is a sign of confidence.

Research In Motion (RIMM) reports. Cramer thinks RIMM "has met its Waterloo."

Friday

Walgreen (WAG) has been a roller coaster because of its ongoing war with Express Scripts (ESRX). The stock got hammered after announcing that it bought the British Pharmacy, Boots. Cramer thinks the stock is a sell and doesn't expect a great earnings report.

Mad Mail: Dunkin' Brands (NASDAQ:DNKN), Velti (VELT), Hillshire Farms (NYSE:HSH), CenturyLink (NYSE:CTL), Arm Holdings (NASDAQ:ARMH), Qualcomm (NASDAQ:QCOM), Broadcom (NASDAQ:BRCM), Deckers (NYSE:DECK)

Dunkin' Brands (DNKN) has sold off big. Investors are worried about decelerating same store sales and there were concerns about valuations. However, Cramer thinks the current price is a good entry point, since the franchise business model is strong and makes it immune from commodity costs. Cash flow is strong and the stock trades at 18 times earnings with a 17% growth rate.

Velti (VELT) has seen growth in ad spending and mobile marketing. Cramer thinks investors can "nibble" at this level, but there is risk with competition.

Hillshire Brands' (HSH) stock has not performed well, but Cramer thinks it has upside. He would look for pockets of weakness. Cramer has cautioned that this is a stock to hold onto for the long-term.

CenturyLink (CTL) is seeing strong cash flow and lower costs. It is making a remarkable comeback.

Arm Holdings (ARMH) is overvalued compared with Qualcomm (QCOM), which is "Mr. 4G." However, Cramer prefers Broacom (BRCM) to the other two.

Deckers (DECK) doesn't work anymore as a stock because people have had enough of the UGGs brand.

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Source: Cramer's Mad Money - 11 Things To Watch In The Week Ahead (9/21/12)