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

Apple (NASDAQ:AAPL) Is All Hype: Chipotle Mexican Grill (NYSE:CMG), Under Armour (NYSE:UA), Celgene (NASDAQ:CELG), Regeneron (NASDAQ:REGN), Yelp (NYSE:YELP), LinkedIn (NYSE:LNKD), Verizon (NYSE:VZ), AT&T (NYSE:T), Genworth (NYSE:GNW), Netflix (NASDAQ:NFLX), Vodafone (NASDAQ:VOD)

Growth companies should always focus on UPOD; Under Promise, Over Deliver. Apple (AAPL) CEO Tim Cook has done the opposite; he talked a big game about how Apple was going to release dazzling devices in 2013, and on the release of the newest iPhone which was "all hype and no buzz," the stock dropped 26 dollars. Now Apple is starting to lose ground to its competition. Management of companies like Under Armour (UA), Chipotle Mexican Grill (CMG), Celgene (CELG) and Regeneron (REGN) know the importance of keeping expectations modest and remarks subdued and then delivering surprises which cause their stocks to rally. The only thing Apple can do at this point to save itself is to become less extravagant with claims and perhaps to use extra cash to buy Twitter or Netflix (NFLX).

Cramer took some calls:

Yelp (YELP) is going to be one of the great growth companies along with LinkedIn (LNKD). Yelp cannot be contained at the $60 level.

Verizon (VZ) is preferable to AT&T (T), but both are good stocks. Cramer thinks VZ should be lower, given all of the money that has gone into its deal with Vodafone (VOD). There is no rush to sell AT&T; Cramer would not unload shares of AT&T until it reaches $35.

Genworth (GNW) has declined, but has a fabulous mortgage business; "It is a good stock. I would not sell a single share."

CEO Interview: Dr. Francois Nader, NPS Pharma (NASDAQ:NPSP)

NPS Pharma (NPSP) has run from $8 to $28 in the last few months on the success of its orphan drug Gattex which treats short bowel syndrome. The disease required patients to be hooked up to an IV for 12 hours a day, but Gattex eliminates this need and allows the body to digest food on its own. Currently, 300 patients use the drug which costs $295,000 annually. The company also has a hyperparathyroidism treatment in the pipeline which CEO Dr. Francois Nader said could be a bigger drug than Gattex. Currently Gattex is being tested for its ability to treat children, and Dr. Nader says the company does not need to raise cash with another secondary. Cramer called NPS Pharma "One of the biggest success stories we've had on Mad Money."

Western Asset Mortgage Capital Corporation (NYSE:WMC), Annaly (NYSE:NLY), Radian (NYSE:RDN), Universal Insurance Holdings (NYSE:UVE), Travelers (NYSE:TRV)

Most numbers from most banks are too high, given the fact that there has not been a pick up in loans and mortgages. There has been little M&A activity in financials. So why aren't bank stocks falling dramatically? Cramer thinks the answer to this question lies in the fact that there are fewer bad loans and home prices are rising. Not very long ago, banks were stuck with foreclosures no one wanted to buy, and now they can sell them at prices no one dreamed possible even a year ago. Given this state of affairs, 2014 might be a better year for loans.

Cramer took some calls:

Western Asset Mortgage Capital Corporation (WMC) and Annaly (NLY) are not buys because Cramer thinks mortgage REITs are too risky right now. He prefers mortgage insurers like Radian and Genworth. With the FHA less and less involved with mortgage insurance, RDN can take market share.

Universal Insurance Holdings (UVE) has a solid yield, but Travelers (TRV) is best of breed in the space.

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Source: Cramer's Mad Money - Apple Is All Hype, No Buzz (9/11/13)