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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Thursday October 24.

Caterpillar (CAT), Cummins (CMI), Altera (ALTR), Microsoft (MSFT), Ensco (ESV), Union Pacific (UNP), Norfolk Southern (NSC), Delta (DAL), United Continental (UAL), DuPont (DD), PulteGroup (PHM), Honeywell (HON), Apple (AAPL), Amazon (AMZN), Boeing (BA), United Rentals (URI). Other stocks mentioned: Stein Mart (SMRT), TJX (TJX), Agnico-Eagle Mines (AEM), Cheesecake Factory (CAKE)

The Dow surged 96 points, but the market is giving mixed signals about which sectors are working. Cramer says he hasn't seen this much sector divergence in a long time. ETFs are not working, because what seems to matter now is the performance of individual companies, not sectors. Caterpillar (CAT) reported a terrible number, even though China is strong and construction is coming back. It fell from $89 to $83 in a single session. Cramer would buy United Rentals (URI) instead. Cummins (CMI) is a good way to play China. Altera (ALTR) reported a bad quarter and brought tech stocks down, but Microsoft (MSFT) blew away the numbers. With many oils performing poorly, many did not expect an earnings beat from Ensco (ESV), which reported a strong number.

Union Pacific (UNP) pre-announced a terrible quarter, and the stock got hammered, but Norfolk Southern (NSC) executed well and rose from $80 to $87. Delta (DAL) rose and is still going higher. United Continental (UAL), however, disappointed. Many believe that housing is weak, but PulteGroup (PHM) is making more money per home and delivered an outstanding earnings beat. Apple (AAPL) is getting some love from Carl Icahn, who is suggesting the company do something with its extra cash. Amazon (AMZN) reported great revenue growth. The one sector that is performing consistently well is aerospace. Honeywell (HON) dropped on a largely misunderstood quarter, but snapped back. Boeing (BA) blew away estimates and is seeing rising demand. Cramer suggested viewers stop playing themes and do homework on individual companies.

Cramer took some calls:

Stein Mart (SMRT) has risen a lot and Cramer is a bit worried about it. He prefers TJX (TJX) on strength in Europe.

Agnico-Eagle Mines (AEM) is a company Cramer has been tough on in the past, but it reported a fabulous quarter, perhaps the first of many. He now believes AEM is the best-managed of the gold companies.

Cheesecake Factory (CAKE) reported a remarkable quarter and is not done going higher.

CEO Interview: John Feraci, International Paper (IP). Other stocks mentioned: Tyson (TSN)

International Paper (IP) leads the industry in packaging and has a strong global presence. Given the consolidation in the industry, evidenced by IP's acquisition of Temple Inland, the company is facing less competition. It beat earnings estimates by one cent, boosted the dividend by 17% and has instituted a buyback that will retire 7.5% of the company's market cap. The stock has delivered a 30% return since Cramer spoke with CEO John Feraci a year ago. IP's major clients include Tyson (TSN) and Amazon, and IP is creating innovative ideas for packaging. While the paper market in the U.S. is declining, pulp demand in China is growing. Cramer thinks IP is a perfect stock for a retirement account given its concern for its shareholders and its strong cash flow.

CEO Interview: Ellen Kullman, DuPont

DuPont (DD) announced a great quarter and that it is spinning off its chemicals business. The news drove the stock to new highs. DD has been developing proprietary chemicals and is moving into scientific solutions for agriculture, industry and the environment. DD delivered a 4 cent earnings beat and reaffirmed guidance. It raised its yield and has given an 18% return on its share price in 4 months. CEO Ellen Kullman said that the two businesses will be strong and added that the chemical segment is high margin but may be volatile at first. Asia has its ups and downs; "We are keeping a close eye on it."

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Source: Cramer's Mad Money - The Market's Mixed Signals (10/24/13)