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Stocks discussed on thein-depth session of Jim Cramer's Mad Money TV Program, Monday July 6.

The Google of Healthcare: Medco Health (NYSE:MHS) with CEO David Snow

Since President Obama proposed giving the healthcare industry a facelift, stocks in this sector have been punished. However, there are some names that may continue to thrive in spite of proposed reforms. Medco Health is a pharmacy benefit manager which finds cheaper drug prices for customers and keeps the difference. The company benefits from generic drugs and may see a $9.4 billion upside as $104.7 billion worth of drugs are expected to lose patent protection by 2015.

CEO David Snow says a major reason healthcare costs are so high is that patients are not following their doctors' orders. He estimates 50% of all diabetics are lax with their treatment and may suffer major problems as a result. Medco Health has established Therapeutic Resource Centers which keep doctors and patients on the same page regarding treatment protocols. With a long-term growth rate of 18.5% and a multiple of 14, Cramer compared Medco to truly cheap stocks like Google which have significant growth potential.

Apple (NASDAQ:AAPL), Qualcomm (NASDAQ:QCOM), Palm (PALM), General Mills (NYSE:GIS), Yum! Brands (NYSE:YUM), Coca Cola (NYSE:KO), Eli Lilly (NYSE:LLY), Federal Realty (NYSE:FRT), Nordic American Tanker (NYSE:NAT), Illinois Tool Works (NYSE:ITW), UPS (NYSE:UPS), United Technologies (NYSE:UTX), UAL Corp (UAUA)

Cramer urged investors not to ignore the good news even when faced with a 9.5% unemployment rate. Those who sold off on Monday morning lost out when the Dow rebounded 44 points higher by the end of the day. While unemployment isn't good news, it isn't slowing down Apple, which keeps selling iPhone, or companies like Qualcomm and Palm which benefit from the trend. General Mills and Yum Brands are performing well and the fact that gasoline is a mere $2.30 means that consumers will have more cash in their pockets. Cramer doesn't see a radical recovery, but a gradual upturn with the Dow in a range of 7,000 or 8,000. He would stick with stocks like Coca-Cola, Eli Lilly, Federal Realty, Illinois Tool Works and Nordic American Tanker, all of which have solid yields. He also prefers companies like United Technologies and UPS to UAL Corp.

Eureka Moment: Rebuild America Retirement Bonds

Cramer introduced a new segment, Eureka Moment, to discuss investment options for retirement. Currently, CDs and bonds are safe but offer lackluster returns, and stocks are too risky for many investors. Cramer proposed the creation of a 30-year 5% government bond offered exclusively for IRAs and 401Ks.This bond would double the investors' money in just 14 years and would help fund the creation of new jobs. Cramer urged viewers to call their local congressman and support this idea.

Mad Mail: Zoltek (NASDAQ:ZOLT)

When a viewer asked Cramer about green stock Zoltek, he replied in this economic environment, it is a better idea to find strong yielders; currently green stocks don't make money.

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Source: Cramer's Mad Money - The Google of Healthcare (7/6/09)