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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Friday November 9.

20 Things To Watch In The Week Ahead: Beazer Homes (BZH), D.H. Horton (DHI), Goldman Sachs (GS), Dick's Sporting Goods (DKS), Home Depot (HD), Michael Kors (KORS), Saks (SKS), TJX (TJX), Cisco (CSCO), Best Buy (BBY), Humana (HUM), Abercrombie & Fitch (ANF), Hot Topic (HOTT), Williams-Sonoma (WSM), Dollar Tree (DLTR), Wal-Mart (WMT), Gap (GPS), Target (TGT), Foot Locker (FL). Other stocks mentioned: Nike (NKE), Ross Stores (ROST), EOG Resources (ROST), Lockheed Martin (LM)

While the fiscal cliff is looming, Cramer thinks there might be a workable solution, but unless there is a stated strategy soon, stocks are likely to suffer. Cramer discussed 20 things to watch in the week ahead.

Monday
Beazer Homes (BZH) and D.H Horton (DHI) report. The homebuilders in general have been moving the market, and Cramer wants to see if this trend will continue and how badly DHI was affected by Hurricane Sandy. DHI is a stronger stock than Beazer, which is more limited geographically and is not as well-run.

Goldman Sachs (GS) International Conference should clear up questions about China -- if it is turning and if so, how soon.

Tuesday

Dicks Sporting Goods (DKS) and Home Depot (HD) report, and should indicate how the storm has affected business.

Michael Kors (KORS), Saks (SKS) are high-end retailers that have been hit hard. They should indicate where their companies are going and how they are facing current challenges.

TJX (TJX) is a consistent, well-run company that might report decent results.

Cisco (CSCO) “We are getting downgrades and worries galore,” Cramer said.

Best Buy (BBY) Analyst day should be “downright comical,” since the company has been so mismanaged.

Humana (HUM) Analyst Day: the stock got thrashed after Obama won, and Cramer thinks it is still a sell.

Wednesday

Abercrombie & Fitch (ANF) and Hot Topic (HOTT) are not doing so well, since teenagers are rebelling against high-priced teen retail.Cramer does not expect much from these earnings.

PetSmart (PETM) has been weak, but may turn. “Look for that to be the best stock of the week.”

Williams-Sonoma (WSM) is reporting, and should discuss whether or not furnishings are going to stay strong.

Thursday

Dollar Tree (DLTR) may see an upside on the weak economy, because it is a trade-down play.

Wal-Mart (WMT), Gap (GPS) and Target (TGT) have all three been on a tear. Cramer is worried that the stocks have risen too high and suggests trimming positions ahead of the quarter.

Friday

Foot Locker (FL) tends to trade in lockstep with Nike (NKE).

Cramer took some calls:

Ross Stores (ROST) is a good trade for the fiscal cliff worries. While retail has been hit hard, not all retail will perform poorly.

Lockheed Martin (LM) will probably perform better than most defense stocks on the possibility of defense budget cuts. Its dividend is reliable.

EOG Resources (EOG) is one of the best-run oil companies with excellent upside potential.

Tesaro (TSRO)

A good way to deal with concerns over the fiscal cliff is to look at speculative biotechs that are immune from economic concerns. Cramer focused on Tesaro (TSRO), a small company with a $400 million market cap. TSRO purchased a drug that eliminates side effects, including debilitating nausea, in chemotherapy patients. This treatment was purchased at a low price, and could be worth $400 million if it is approved by the FDA by 2014. Although there is some time before approval, the stock could move up when the treatment is discussed at the company’s upcoming conferences. TSRO is also working on a drug that treats solid tumors and another one for lung cancer, but these two are years away from approval.

CEO Interview: Robert Benmosche, AIG (AIG)

AIG (AIG), the world’s largest insurance company, seemed moribund during the last recession, when it needed to take $182 million in bailout money. Not only did the company rebound, but it allowed the government to turn a profit from its stake in the company. The stock fell 7% ahead of Hurricane Sandy, but management says it has claims from the storm covered. Concerning the number of claims, the CEO, Robert Benmosche, said, “It’s about getting the claims paid and getting everybody up and running.” When asked about the 15.9% stake the government still has in AIG, he responded: “I expect the government to continue to be smart,” (and not dump all the shares at once). However, the twin concerns about the government stake and the hurricane have put a damper on AIG’s stock price compared to its value. While the company has been buying back stock, the current concentration is on keeping credit ratings consistent. Having strong cash flow is also a priority for AIG going forward.

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Source: Cramer's Mad Money - 20 Things To Watch In The Week Ahead (11/9/12)