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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Monday June 24.

China's Loss is Google's (NASDAQ:GOOG) Gain. Other stocks mentioned: Caterpillar (NYSE:CAT), Cummins (NYSE:CMI), Nike (NYSE:NKE), Coach (NYSE:COH), Yum Brands (NYSE:YUM), Starbucks (NASDAQ:SBUX), Alcoa (NYSE:AA), Freeport McMoRan (NYSE:FCX), General Motors (NYSE:GM), Cliffs Natural Resources (NYSE:CLF), Apple (NASDAQ:AAPL), Las Vegas Sands (NYSE:LVS), Wynn Resorts (NASDAQ:WYNN), Boeing (NYSE:BA), United Technologies (NYSE:UTX), General Electric (NYSE:GE), Chart Industries (NASDAQ:GTLS), Baidu (NASDAQ:BIDU)

The China trade seems to be over, and Cramer thinks the Asian country is headed for a multi-year economic decline. Many investors and companies made the bet on aggressive growth in China, and businesses expanded to reach out to Chinese customers. Now that growth in the country is slowing, many American stocks with exposure to China have gotten hit or will get hit.

China was "like an annuity stream" for Caterpillar (CAT), which now is historically cheap, but not worth buying, Cummins (CMI) also may suffer for its dependence on China. China was once the oasis for American coal companies, hit with American regulations, but now coal has lost its good friend. The only part of Nike's (NKE) business Cramer worries about is in China, and Coach (COH) can only hope its footwear business in the U.S. will compensate for the slump in the Middle Kingdom. KFC is too popular in China not to worry about Yum Brands (YUM) and Starbucks (SBUX) was outperforming thanks in part to its locations in China; SBUX might be able to transcend this issue, but for now, there are major questions. However, Cramer still wants to buy back SBUX for his charitable trust once it declines.

The downturn in the Chinese economy has been "disastrous" for Alcoa (AA) and Freeport McMoRan (FCX), since there is less demand for commodities like aluminum and copper. China was a "fulcrum market" for General Motors (GM). Cliffs Natural Resources (CLF) and Chart Industries (GTLS) are feeling the pain, and slower iPhone sales in China add to Apple's (AAPL) many woes. Las Vegas Sands (LVS) and Wynn Resorts (WYNN) have been hammered because they lost their bet on Macau. Boeing (BA) and United Technologies (UTX) rely on Chinese contracts. It is unlikely that General Electric (GE) can expand its construction of power plants in China.

The one American stock that will win as China declines is Google (GOOG). It has zero China exposure thanks to the Chinese government wanting to keep Google out.

Cramer took a call:

Baidu (BIDU) is an emphatic sell.

5 Domestic Oil Plays: Kinder Morgan Partners (NYSE:KMP), Halliburton (NYSE:HAL), Core Labs (NYSE:CLB), Union Pacific (NYSE:UNP), EOG Resources (NYSE:EOG). Other stocks mentioned: Oasis Petroleum (NYSE:OAS), Alerian MLP (NYSEARCA:AMLP)

Cramer dedicated this week's Mad Money to the "Invest in America" theme. He discussed the best ways to play the domestic oil boom:

1. Halliburton (HAL) has a North American segment that is 56% of the company's business. The company has innovated with fracking and horizontal drilling. It has initiated a generous buyback which should retire 5% of HAL's shares.

2. Kinder Morgan Partners (KMP) is the largest owner of pipeline in the country. While high-yielding MLPs have been selling off lately, KMP has dropped so far that it might be worth buying, especially if it dips to $77. The stock yields 6.45% and has given a 153% return since Cramer got behind it in 2007.

3. Core Labs (CLB) has run up from $59 to $150 since Cramer got behind it in 2010. The company uses technology to help drillers figure out where to drill and how to get the most out of their wells.

4. EOG Resources (EOG) has the lowest finding costs and the most bountiful, productive assets of almost any domestic oil company. The company recently reported its highest drilling rate of return in its history and a 33% increase in production.

5. Union Pacific (UNP) saw its oil transports double in volume in the last year. The company is less vulnerable to coal than other rails, and it is Cramer's favorite in the sector.

Cramer took some calls:

Oasis Petroleum (OAS) should not be bought here, because it has gained 20%. Cramer would take some profits.

Alerian MLP (AMLP) is an ETF, but Cramer would rather own individual best-of-breed MLPs like KMP than an ETF like Alerian with good and bad MLPs.

R.R. Donnelly & Sons (NASDAQ:RRD)

Who would have thought that a commercial printing company's stock could rise 45% so far this year? Given all things digital, isn't commercial printing an industry in decline? A strong player can survive in a shrinking industry if there is little competition or if the industry is highly fragmented, as printing is. RRD has been making acquisitions, cutting costs and has enough cash flow to cover its bountiful 8% dividend. Financial statements has been a profitable area for RRD and it has 60,000 commercial customers. The company beat earnings by 5 cents and rallied 15% on the news. The reason RRD has rallied so much is that it shouldn't have been trading at such a low price in the first place. Cramer thinks RRD is a good "slow and steady high yielding" stock to buy.

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Source: Cramer's Mad Money - China's Loss Is Google's Gain (6/24/13)