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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Tuesday June 25.

CEO Interview: Ellen Kullman, DuPont (NYSE:DD)

DuPont (DD) has been transformed from a commodity company into a "dynamic scientific problem solver." The stock got punished after management lowered guidance, but Cramer thinks this is a temporary issue. CEO Ellen Kullman emphasized the company's focus on research and development and customer satisfaction. "We apply science to a myriad of applications." She gave the example of enzyme technology, which can be used to eliminate stains from clothing, create ethanol and produce advanced polymers. "We are focused on the great engine of innovation," said Kullman. "You can understand why my charitable trust owns this stock," said Cramer.

Lennar (NYSE:LEN), Meritage Homes (NYSE:MTH)

With the Dow rising 101 points on the same day the Case Shiller reports were positive about home prices, Cramer recommended caution. Good economic data can bring down stocks because many fear the Fed will raise interest rates. Although good data coincided with a good day for stocks, "Don't be complacent," Cramer warned. He noted that Lennar (LEN) rose after positive earnings, but then declined shortly after. This is still a market that fears good news.

Cramer took some calls:

Meritage Homes (MTH) housing stocks have been hit, but this hasn't been punished yet. Cramer suggested caution for MTH.

Cheniere Energy (NYSEMKT:LNG), Cheniere Energy Partners (NYSEMKT:CQP), Cabot Oil & Gas (NYSE:COG), Cummins (NYSE:CMI), ConocoPhillips (NYSE:COP), Ultra Petroleum (NYSE:UPL)

In the U.S., natural gas is cheap and plentiful, but it isn't being adopted as a mainstream fuel rapidly or efficiently enough. This makes Cheniere Energy (LNG) an interesting prospect, since it has an export terminal for natural gas and is awaiting approval to build another. Cramer prefers the less risky option, its MLP Cheniere Energy Partners (CQP). Although MLPs have got beaten up of late, there may be a bottom in a few good MLPs like CQP, which benefits from the natural gas boom without the risks of direct exposure to commodity prices.

Cabot Oil & Gas (COG) is one of the most efficient producers with a large amount of acreage. The company reported a 50% increase in production. It trades at a multiple of 27 with an impressive 35% growth rate. Cummins (CMI) has been punished for its exposure to China, but it may be low enough to buy. Cummins is an innovator of natural gas engines.

Cramer took some calls:

Ultra Petroleum (UPL) is a risky small producer.

ConocoPhillips (COP) has exposure to both natural gas and oil. It has come down significantly and is a buy.

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Source: Cramer's Mad Money - DuPont Is A Dynamic Scientific Problem Solver (6/25/13)