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

Microsoft (NASDAQ:MSFT), Nokia (NYSE:NOK), Verizon (NYSE:VZ)

"Verizon (VZ) is making the right move. Microsoft (MSFT) isn't," said Cramer. Microsoft is making a deal with Nokia (NOK) to expand into mobile, but it may be too little, too late. Verizon purchased the remaining part of Verizon Wireless it didn't already own, and Cramer thinks VZ made a better investment than MSFT did with Nokia. Given Verizon Wireless subscribers, VZ will benefit, while MSFT might flounder. Cramer thinks the MSFT deal with NOK "smacks of desperation," and added, "What has Microsoft done right lately except for Xbox?"

Boeing (NYSE:BA), United Tech (NYSE:UTX), Honeywell (NYSE:HON), Starbucks (NASDAQ:SBUX), Disney (NYSE:DIS). Other stock mentioned: Target (NYSE:TGT)

Cramer discussed stocks to add to a winning portfolio:

Boeing (BA) has risen 39% for the year in spite of road bumps with the Dreamliner. Management has given a 20 year outlook and has a backlog for 8 years. Demand is still huge for BA's planes, which save money on fuel. BA trades at a multiple of 14 with a 13% growth rate.

United Technologies (UTX) is a diversified industrial and is benefiting from rising demand for its products, especially elevators, in China. It trades at a multiple of 14 with a 13% growth rate.

Honeywell (HON) is another diversified industrial and is an inexpensive stock, trading at a multiple of 14.

Starbucks (SBUX) is a consistent growth stock which blew away its numbers, especially in the area of same store sales growth. The company can expand globally, is doing well in China and will benefit from a turnaround in Europe. It trades at a multiple of 27 with a 19.6% growth rate.

Disney (DIS) is a company people think is hurting because its last earnings report was lackluster. However, ESPN is healthy and Cramer thinks Disney is in good shape.

Cramer took a call:

Target (TGT) requires a rebound in consumer spending. The stock is cheap, but Cramer doesn't see a catalyst.

CEO Interview: David Demers, Westport Innovations (NASDAQ:WPRT). Other stock mentioned: Cummins (NYSE:CMI)

Westport Innovations (WPRT) develops technology that allows engines to run on natural gas. The company delivered revenues shy of expectations and lowered guidance. The stock got hit, but it has joint ventures with Cummins (CMI) and in China, and these joint ventures, as well as future projects, were not reflected in the numbers. CEO David Demers sees demand growing for natural gas vehicles, particularly heavy vehicles, although the infrastructure will take time to develop.

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Source: Cramer's Mad Money - What Has Microsoft Done Right Lately? (9/3/13)