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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Friday June 26.

Predictions: Wells Fargo (NYSE:WFC), NVR (NYSE:NVR), Paccar (NASDAQ:PCAR), Apple (NASDAQ:AAPL)

The stock market is based on the future and not the past, so Cramer based Friday's stock picks on his predictions for the latter half of 2009. First, he thinks that housing is reaching its bottom and foreclosures are slowing. Once home prices start to rise again, banks will cash in, especially Wells Fargo. Sales are already increasing in states like California and Florida which were hit hard by the crisis. However, Cramer would look to the Washington D.C for his next housing pick, NVR, which is a way to play increased hiring by the Federal government. Cramer expects an upside surprise from NVR, but would be cautious and use limit orders when buying, since each share is $500.

Since manufacturing has been slow, Paccar has been a hated stock that Cramer loves; He thinks it is "about to roar" to $40 from $31 as the sector picks up. He likes Paccar in particular because it is flush with cash and has consistently raised its dividend.

The iPhone will continue to mean more upside for Apple, and Cramer would also look at pin action and component makers. He also thinks healthcare will see gains as investors realize gain more clarity on Obama's healthcare plan. Even natural gas will bounce back as Washington finally realized how necessary the commodity is. Right now natural gas stocks are too cheap to pass up.

Cramer's Outrage: Make Your Case, Natural Gas Companies! Anadarko Petroleum (NYSE:APC), Southwestern (NYSE:SWN), Apache (NYSE:APA), XTO Energy (XTO), Chesapeake Energy (NYSE:CHK)

Cramer thinks Obama is making a mistake by discouraging natural gas use, but natural gas companies are making an even bigger mistake by lying down and taking criticism without lobbying Washington. Obama's cap and trade emissions plan will punish natural gas companies, but the fuel doesn't deserve this kind of treatment and it will be many years before alternative fuels are developed in supplies sufficient to fuel the nation's energy needs. The "total travesty," is that Anadarko, Southwestern, Apache, XTO Energy and Chesapeake Energy are not fighting this unfair proposal. Cramer's advice for these companies: “Take your profits, go get some decent lobbyists,” give “gigantic contributions." Natural gas companies shouldn't take this lying down.

Allscripts-Misys Healthcare (NASDAQ:MDRX) CEO Glen Tullman

When medical records software producer, Allscripts pre-announced that its orders have increased 26% since last year, analysts already expressed skepticism about the company's numbers. Cramer asked Glen Tullman if the stock could expect more upside after a 200% gain. "We're just getting started," replied Tullman. Just one in three doctors has MDRX's medical records software, so there is significant room to grow. The distribution network has just been increased 5 times, so the company can replicate that kind of growth again, according to Tullman. Even though hospitals are making cutbacks, 80% of healthcare is administered outside of the hospital and even so, hospitals are cutting back on other things besides technology.

Continental Resources (NYSE:CLR)

Continental Resources' stock price fell alongside the price of crude oil - from $82 to $12. Now that oil has regained some ground at $70 and Continental now sits at $27, Cramer said it is a better company that it was at a fraction of the cost. It now takes the company 50% less time to drill a well, and the rig count was reduced from 32 to 4. While Contintental has significant debt, the company is not required to pay it back for some time, and Cramer thinks the company may be an attractive takeover target, especially with its large exposure to valuable Bakken shale.

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Source: Cramer's Mad Money - Second Half of 2009 Predictions (6/26/09)