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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Friday October 5.

8 Things To Watch in the Week Ahead: Alcoa (NYSE:AA), Yum Brands (NYSE:YUM), FedEx (NYSE:FDX), Costco (NASDAQ:COST), Safeway (NYSE:SWY), JPMorgan (NYSE:JPM), Wells Fargo (NYSE:WFC), Zynga (NASDAQ:ZNGA), Activision (NASDAQ:ATVI), Chipotle Mexican Grill (NYSE:CMG), JB Hunt (NASDAQ:JBHT)

Stocks didn’t rally on Friday, in spite of the better-than-expected jobs number, because there is worry about the upcoming earnings season and the fiscal cliff. Cramer said he would rather see expectations too low going into earnings season than too high. A weaker dollar might mean better than expected reports from some companies.

Tuesday

Alcoa (AA) reports. The company has been hurt by weaker Chinese demand.

Yum Brands (YUM) may not report robust sales, but may not be so bad. Cramer may consider buying it in the low 60s.

FedEx (FDX) Analyst Day: Many investors believe that the worst is baked into the stock. Cramer thinks this view is mistaken.

Wednesday

Costco (COST) is worth being wary about, because it is an expensive stock in a volatile environment.

Thursday

Safeway (SWY): Investors have been trying to call a bottom in this stock; “It will be like the checkout lane,” said Cramer, “10 points or less.”

JB Hunt (JBHT) is in the challenged transport space, but Cramer thinks things might look brighter for transports, because they aren’t affected by China or Europe.

JPMorgan (JPM) is worth cutting back a bit.

Wells Fargo (WFC) should give a stronger than expected report.

Cramer took some calls:

Zynga (ZNGA) is too early to get into. Cramer doesn’t like Activision's (ATVI)’s business.

When asked if Chipotle Mexican Grill (CMG) is losing share to Yum’s Taco Bell, Cramer replied that Taco Bell isn’t CMG’s main problem. CMG is simply too expensive, but for die-hard CMG bulls, Cramer would buy with deep in the money calls.

CEO Interview: Nolan Watson, Sandstorm Gold (NYSEMKT:SAND). Other stock mentioned: SPDR Gold Trust ETF (NYSEARCA:GLD)

Gold has been a good buy, but Cramer prefers physical gold or the SPDR Gold Trust ETF (GLD). Miners are too risky, but Cramer would bless an indirect mining play, Sandstorm Gold (SAND), which provides capital for miners in exchange for a chunk of the profits from their finds. Cramer asked why banks can’t do the same thing Sandstorm does. CEO Nolan Watson replied that banks are equipped to take on as much risk as Sandstorm is prepared to. “We are 100% equity.” In addition, Sandstorm sends experts to evaluate risks at particular mines. While there are larger competitors, Sandstorm has the niche market with smaller miners. “The beauty of our model is that we buy gold at $400 and sell it at market value. We won’t lose money. Worst case scenario, we’ll make less.” Nolan Watson said that he might consider issuing a dividend when the company has more growth. He predicts gold will go to $2,000 by next year as governments print more money and gold demand grows. “If you like gold, then you can believe that Sandstorm will go higher.”

Vertex Phamaceuticals (NASDAQ:VRTX). Other stocks mentioned: Sarepta (NASDAQ:SRPT). Other stocks mentioned: Health Care REIT (NYSE:HCN), Cerner (NASDAQ:CERN)

After Sarepta’s (SRPT) 200% gain on a winning orphan drug, Cramer would look for other biotechs that have orphan drugs. Cramer recommended Vertex (VRTX) 2 years ago on its Hepatitis C and cystic fibrosis drugs. Initial bullish data on the Cystic Fibrosis drug should improve lung function in patients, and the stock moved up 55%. However, Vertex found some flaws with the study, and corrected the data, which was positive, but not as positive as the first reading. The stock fell 7%. While Cramer thinks the oversight by Vertex is concerning, he thinks the stock is ultimately a Buy, since the drug is expected to generate $6 billion. The stock may not double overnight, but it is worth buying for the long-term.

Cramer took some calls:

Health Care REIT (HCN) is the best way to play the hospital space.

Cerner (CERN) hasn’t been showing strong enough growth. Cramer would wait and see on it.

Mad Mail: Generac Holdings (NYSE:GNRC), 3D Systems (NYSE:DDD), Gordman (NASDAQ:GMAN)

Generac (GNRC) trades at a multiple of 11, with a 12.6% growth rate. Even though investors might have missed its special dividend, “There is a lot to like going forward.”

3D Systems (DDD) makes 3D printers. It popped 5%, and is still down 16% in the last 30 days. The main concern is competition and the fact that the company met expectations, but did not exceed them. With a “hot” stock that has a 25 multiple, just meeting expectations is not good enough. Cramer would not buy the stock.

Gordman (GMAN) is seeing declining same store sales on declines in store traffic. Cramer would take a pass.

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Source: Cramer's Mad Money - 8 Things To Watch In The Week Ahead (10/5/12)