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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Thursday November 29.

The Three Musketeers of Tech: Amazon (AMZN), Apple (AAPL), Google (GOOG). Other Stocks Mentioned: eBay (EBAY), Liquidity Services (LQDT), IAC (IACI), Microsoft (MSFT), Intel (INTC),

With fiscal cliff uncertainties looming, Cramer would stick with the "Three Musketeers of Tech": Google (GOOG), Amazon (AMZN) and Apple (AAPL). Microsoft (MSFT) is not exciting anymore; even its Xbox is not generating the kind of enthusiasm it once did. Intel (INTC) seems headed for a disappointing quarter, and might have to pre-announce a shortfall. Barnes & Noble's (BKS) Nook is selling well, but it doesn't seem to be doing much for BKS's bottom line; the company reported a 4 cent earnings loss, and the stock sold off 11% after its earnings report. Google, Apple and Amazon are still relentless innovators that improve by competing with each other. This is not a zero sum game, since there is enough room for all three. Amazon is one of the few retailers that is doing well, and was not hit hard by Hurricane Sandy. Google reported a disappointing quarter, but it is facing challenges with mobile ads. Cramer is confident Google can pick itself up, but for now, the stock is in "show-me" mode, and has to report a solid quarter before it can be an investment. Apple's main competition for the iPad is its iPad mini; the Apple ecosystem will continue to dominate.

Cramer took some calls:

Liquidity Services (LQDT) is not as good an investment as eBay (EBAY).

Caterpillar (CAT) is performing well, even in the face of some negative comments.

IAC (IACI) is well-run and is "terrific. I'm a buyer."

Zillow (Z), Trulia (TRLA), Realogy (RLGY)

Housing is back with a vengeance; pending home sales were up 5.2%, which is a 5 year high. Most housing data has been overwhelmingly positive. There have been 3 recent IPOs that are plays on housing: Zillow (Z), Trulia (TRLA) and Realogy (RLGY). Which one is the best stock?

Zillow and Trulia saw dramatic first-day pops; Zillow rose 78% on its IPO and TRLA surged 41%. Both stocks have pulled back since. RLGY saw a 26% gain, which was more modest, but has kept moving higher. Zillow and TRLA are both websites that depend on advertising revenues and, to some extent, subscriptions. Zillow beat its numbers, but issued disappointing guidance. TRLA also surpassed earnings estimates, but has a declining number of subscribers. RLGY, which earns money on commissions and owns well-established real estate brokerages, has a more sustainable growth model. Zillow and RLGY do not have high barriers to entry for their service, and their sites can be easily imitated. Zillow trades at a multiple of 48, and Trulia, at a high multiple of 103. It is easy to believe these stocks are overvalued. RLGY's multiple is 29 compared to its 15% growth rate; Cramer is usually wary of stocks trading this high, but it is cheaper than Zillow and TRLA. He thinks that RLGY is the better company, but would wait until it reaches the low $30s to buy.

CEO Interview: Scott Peters, Healthcare Trust of America (HTA)

Healthcare Trust of America (HTA) benefits from the comeback of housing and the healthcare sector. The company is a REIT that runs medical office buildings. It offers a 5.4% yield and has a 91% occupancy rate, helped by the shortage of available office space. The CEO, Scott Peters discussed how the Affordable Healthcare Act is affecting HTA; with many millions joining the rolls of the newly insured in 2014, there will be a greater need for medical offices. The CEO is confident that the occupancy rate can rise from 91% to 95%.

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Source: Cramer's Mad Money - The 3 Musketeers Of Tech (11/29/12)