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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Monday June 3.

CEO Interview: Charif Souki, Cheniere Energy (NYSEMKT:LNG). Other stock mentioned: Nucor (NYSE:NUE)

Cheniere Energy (LNG) has risen 258% since Cramer got behind the stock two years ago, and has seen a 48% gain since January. It is the only company with full government approval for a facility to export natural gas to non-trade agreement countries. The company is planning to build new export terminals in Louisiana and Texas. CEO Charif Souki believes the terminals could be up and running by December 2015. LNG, however, has many obstacles and critics. Opposition from environmentalists and difficulties in gaining approval for projects can be challenges, but this actually gives LNG a competitive advantage; "We've been doing this for years," he said, while competitors are just getting started. Managers of domestic chemical and industrial companies are worried that exporting natural gas will result in a rise in the prices of their raw materials. Cramer pointed out that Nucor (NUE) CEO Dan Dimicco said that jobs in the industry would increase 7 fold if natural gas were kept in the U.S and not exported. "What's stopping him?" said Souki, "Go knock yourself out. I'm spending $12 billion dollars ... I welcome everyone to do the same thing (as we are). Go spend the money."

"Charif believes in Charif and I believe in Charif," Cramer said to the CEO, "And billions of dollars are going to show that you are right."

Out With the New, In With The Old: Bristol-Myers (NYSE:BMY), Merck (NYSE:MRK), Google (NASDAQ:GOOG), LinkedIn (NYSE:LNKD), Yelp (NYSE:YELP) Intel (NASDAQ:INTC), Microsoft (NASDAQ:MSFT), McDonald's (NYSE:MCD), Chipotle Mexican Grill (NYSE:CMG), Michael Kors (NYSE:KORS), Wal-Mart (NYSE:WMT), Coca-Cola (NYSE:KO), Procter & Gamble (NYSE:PG), Banco Bilbao Vizcaya Argentaria (NYSE:BBVA), Royal Bank of Scotland (NYSE:RBS), Conn's (NASDAQ:CONN), National Bank of Greece (NYSE:NBG)

The Dow rose 138 points and reversed its losses from Friday. It seemed that "newer" themes were losing and older companies were leading the rally. Biotechs fell, but traditional big pharma names like Bristol Myers (BMY) and Merck (MRK) rallied on news the companies presented at the American Society of Clinical Oncology Conference. Merck (MRK) reported a lackluster quarter recently, but the stock rose on the announcement of a buyback. Cramer thinks analysts who have been negative on Merck might upgrade it. Google (GOOG), LinkedIn (LNKD) and Yelp (YELP) got hit on Monday, but the "antediluvian" semiconductor play, Intel (INTC), as well as the ancient Microsoft (MSFT), had a day in the sun. Intel has risen 22% for the year, and Microsoft has seen a 33% gain. Cramer would add an additional 20% upside for Microsoft if it splits itself up. McDonald's (MCD) which had been suffering, rose higher, while trendy Chipotle Mexican Grill (CMG) fell. Michael Kors (KORS) floundered while Wal-Mart (WMT) flourished.

The explanation for this change of market leadership is that market managers want to consolidate their gains for the year and are shifting from riskier stocks with high multiples to moderate growers backed with good news. However, not all "safe" stocks are really safe. Stocks like Coca-Cola (KO) and Procter & Gamble (PG), which are seen as "bond equivalents" because of their yields, might get dumped as fears grow that the Fed may raise interest rates.

Cramer took some calls:

Instead of the National Bank of Greece (NBG), better plays for Europe's recovery are the Royal Bank of Scotland (RBS) and Banco Bilbao Vizcaya Argentaria (BBVA)

Conn's (CONN) is in a "hard" group. Cramer would ring the register.

Agilent (NYSE:A), Danaher (NYSE:DHR)

Agilent (A) is a company with four main divisions: electronic measurement, life science, chemical analysis and diagnostic. While the company has made acquisitions lately to expand its life science and chemical divisions, Cramer thinks the company should be spinning off segments rather than growing them. While Agilent has not been performing poorly, it lags behind the S&P 500's 14% gain this year, with a smaller 10% rise. Cramer thinks the complexity of having all four divisions under one roof is a drag on the stock. Lately, there have been several successful lifescience acquisitions, and if Agilent doesn't want to spin off its businesses, the conglomerate Danaher (DHR) could snap up Agilent. Danaher's management has made a commitment to making more acquisitions and has expressed interest in the life sciences sector.

There is no guarantee that a takeover or breakup will happen, but Cramer still thinks Agilent's fundamentals are fine. It beat earnings estimates by 10 cents, although it raised guidance less than expected. However, Agilent is making cost-cutting measures, and when the economy improves, its electrical business, which has been a laggard, might catch up. However, the optimal scenario is a takeover or spinoff; Cramer thinks Agilent could be bought at a 48% premium to its current value.

CEO Interview: JJ Bienaime, BioMarin (NASDAQ:BMRN)

BioMarin (BMRN) dropped 4.66% after it released data on its breast cancer treatment. CEO JJ Bienaime said that expectations were very high, but only a few studies have been done so far. These studies, however, have shown that BMRN's breast cancer treatment is more potent than others and can halt the growth of malignant cells. There are going to be further studies, with data released in September and December. Results from Biomarin's ovarian cancer treatment were "astounding." BMRN is mainly an orphan drug company with treatments for rare conditions like PKU. Bienaime says that the oncology segment is looking to orphan drug companies like BMRN to treat rare mutations of certain cancers. "This is my favorite biotech," Cramer said. "It was knocked down, and that is incorrect."

Brent Is Going to $95

How can the rest of the commodities collapse but Brent crude can stay at $102, even as the world is awash in oil? While the price of Brent is "mocking all the trajectories," Cramer thinks it is playing on borrowed time. Brent swooned but recovered last week, and Cramer thinks it is time for Brent to fall below $100, possibly down to $95. Nothing is indicating that commodities are going to improve any time soon. It is Brent's turn to fall.

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Source: Cramer's Mad Money - Cheniere Energy CEO: 'Go Knock Yourself Out!' (6/3/13)