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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Wednesday October 2.

CEO Interview: Al Monaco, Enbridge Energy (NYSE:ENB)

One industry that is immune to the government shutdown is domestic oil production. Pipelines are a safe way to invest, because they make money from fees and have less exposure to the price of the commodity than producers. Enbridge Energy (ENB) has the largest pipeline in North America, and is spending billions of dollars to expand the pipeline. The company has plenty of liquidity to fund these projects, and has increased its staff by 30% in the last 2 years to ensure execution. The company also has renewable energy products. CEO Al Monaco discussed how various forms of transportation, including rails, are needed to move oil and gas. As oil production grows, more infrastructure needs to be built, and Enbridge provides the solution. Cramer thinks ENB is one of the fastest growing and safest companies in the sector.

CEO Interview: Marti Mucci, Paychex (NASDAQ:PAYX)

Paychex (PAYX) reported a quarter that had some decent numbers but disappointed the street somewhat. It beat earnings by 1 cent and increased revenues by 5.1%. Checks per payroll rose 1.6%, and CEO Marty Mucci pointed out that this was the 14th consecutive quarter that saw an increase in this metric. The government shutdown could affect the business if it is protracted, but Mucci is confident that the government will find a solution. One challenge is that small businesses will have to learn to navigate the Affordable Care Act, but the main issue, according to Mucci, that will improve the development of small businesses is an increase in consumer confidence. He explained that there are many potential small businesses on the sidelines and many existing businesses are waiting for consumer confidence to pick up before hiring. While Paychex has expanded in Brazil and has doubled its footprint in Germany, the main emphasis is on the U.S. Cramer thinks things are only going to get better for Paychex.

Is Washington a joke? RE/MAX (NYSE:RMAX), Burlington Stores (NYSE:BURL), Immunomedics (NASDAQ:IMMU), SPDR Gold Trust ETF (NYSEARCA:GLD), Alcoa (NYSE:AA)

The averages were hit hard early in the day, but then went upward, so the Dow only declined 59 points. While the government shutdown is not a pleasant scenario, hitting the debt ceiling may be catastrophic. Cramer thinks the buyers are being too glib thinking that Washington problems are baked into stocks and are not paying enough attention to the possibility of government default. Real estate would be impacted severely by a default, yet the RE/MAX (RMAX) IPO opened at $22 and closed up to $26. Apparel has been a weak sector, so it is surprising that Burlington Stores (BURL) opened its IPO at $17 and rose to $23. Buyers seem to think that companies have little to do with Washington. "I agree with them that Washington is a joke," said Cramer, "but it is a joke with a financially deadly punch line."

Cramer took some calls:

Immunomedics (IMMU) is a stock Cramer thought would break out for many years. He noted that he bought it at $8 in 1984 and now it is at $7.

SPDR Gold Trust ETF (GLD) is the way to invest in gold. September, which is usually a strong season of gold in India, was weak this year for the yellow metal, but with September over, it may be a good time to buy GLD.

Alcoa (AA) was downgraded. It is well-managed, but suffers from the aluminum glut.

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Source: Cramer's Mad Money - A Sector Immune To The Government Shutdown (10/2/13)