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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Thursday July 11.

Family Dollar (FDO), Dollar General (DG), Five Below (FIVE)

Dollar stores have been rallying, and the surge was lifted higher by Family Dollar's (FDO) knockout quarter. FDO rose 7% in one day and others in the cohort followed. If the economy is improving, why are dollar stores performing so well? One reason is that lower income consumers are still feeling the pain with higher payroll taxes and expensive gasoline. Cramer would sell FDO on any weakness, since he feels it is expensive. It trades at a multiple of 16.4 with a 12% growth rate compared to Dollar General (DG) with a 14.8 multiple and a 15% growth rate. DG has stellar fundamentals, with a 4% increase in same store sales and its rapid expansion of stores and remodeling. Still, there is one stock in the sector Cramer likes better even than DG. Five Below (FIVE) is an up and coming regional to national growth story. It is expanding stores by 30% and has seen a 4.2% increase in same store sales. The stock has risen 120% since its IPO a year ago, and 18% for the year, although it is 5 points off of its 52 week high. The stock has shown tremendous resilience, bouncing back after every decline. "Only on Wall Street is five dollars cheaper than one dollar," said Cramer.

Know Your IPOs

This year has been hot for IPOs. The sectors that have performed the best with new deals have been biotech, tech and consumer plays. The weakest areas have been communications and housing. Cramer recommends caution with housing IPOs, since many are not optimistic about housing and are worried about rising rates. Future IPOs to keep an eye out for include: OncoMed, Envision Healthcare Holdings, RetailMeNot, Cvent, Neiman Marcus and Sprouts. Biotech IPOs have had their best year in a decade, and one of the reasons is that the FDA has gotten "downright friendly" about approvals.

CEO Interview: Jeff Stein, Trius Therapeutics (TSRX)

Trius Therapeutics (TSRX) is a speculative biotech company focusing on treating drug resistant bacteria. Its lead product to treat skin infections could get approval by 2014, and may potentially be a billion dollar drug. The stocks has doubled since the beginning of the year. Cramer recommended buying it then selling it because it had gotten "too hot," but it has rallied over a dollar since. For those who want to buy TSRX, Cramer recommended using limit orders. CEO Jeff Stein is optimistic the FDA will approve its drugs because of the growing problem of "superbugs" that are resistant to other forms of antibiotics. "This is a hot stock," Cramer said, "but they are doing what the FDA wants them to do."

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Source: Cramer's Mad Money - Which Dollar Store Is The Cheapest? (7/11/13)