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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Monday November 4.

Housing Stocks vs. Housing-Related stocks: Masco (NYSE:MAS), Home Depot (NYSE:HD), Lowe's (NYSE:LOW), PulteGroup (NYSE:PHM), Lennar (NYSE:LEN)

Housing stocks and housing-related stocks have rarely traded with so much disparity. Masco (MAS) is up 26% for the year and Home Depot (HD) is up 24%, while PulteGroup (PHM) has risen a paltry 2% and Lennar (LEN) has dropped 9%. The way they have been trading lately, one would think these stocks are in entirely different sectors, and they are. Housing-related stocks have to do with pent up demand for products to improve a house one already owns. Housing stocks, on the other hand, represent uncertainty about interest rates and the government. Cramer thinks Lowe's (LOW) is a buy, because it is a successful comeback story, while its stronger peer, Home Depot (HD), is also good. Cramer would not even hold housing stocks going into 2014, but would sell.

A Diverse 52-Week High List: FedEx (NYSE:FDX), Walgreen (NYSE:WAG), Costco (NASDAQ:COST), L Brands (LTD), Pall (NYSE:PLL), Pentair (NYSE:PNR), Danaher (NYSE:DHR), Emerson Electric (NYSE:EMR), Ball Corp (NYSE:BLL), Sealed Air (NYSE:SEE), Raytheon (NYSE:RTN), Alliant Tech (NYSE:ATK), Northrop Grumman (NYSE:NOC), Life Technologies (NASDAQ:LIFE), Constellation Brands (NYSE:STZ), Comcast (NASDAQ:CMCSA), News Corp (NASDAQ:NWS), MasterCard (NYSE:MA), Adobe (NASDAQ:ADBE), Spectra (NYSE:SE). Other stocks mentioned: Reliance Steel (NYSE:RS), V.F. Corp (NYSE:VFC)

The fact that stocks on the 52-week high list represent diverse sectors is a testament to the strength of the underlying economy. Transports like FedEx (FDX) are seeing new highs on the return of global commerce. Walgreen (WAG) has made effective acquisitions, and Costco (COST) represents quality and value. L Brands (LTD) stands out among retailers. Pall (PLL), Pentair (PNR), Danaher (DHR) and Emerson Electric (EMR) have also reached new highs, as well as Ball Corp (BLL) and Sealed Air (SEE). Defense stocks, particularly Raytheon (RTN), Alliant Tech (ATK) and Northrop Grumman (NOC) have been strong performers. Life Technologies (LIFE) is up on a winning acquisition. Constellation Brands (STZ), Comcast (CMCSA) and News Corporation (NWS) are seeing fresh highs. Other stocks on the 52-week high list include MasterCard (MA), Adobe (ADBE) and Spectra (SE). Sectors that are not rising so much are financials, because of fear of litigation, consumer packaged goods and PCs, since the latter industry is in secular decline.

Cramer took some calls:

Reliance Steel (RS) is an inexpensive steel stock.

V.F. Corp (VFC) has higher to run because it has accelerated revenue growth.

A Not So Hot IPO: LifeLock (NYSE:LOCK). Other stocks mentioned: Twitter (NYSE:TWTR), Manpower (NYSE:MAN), NQ Mobile (NYSE:NQ)

Twitter (TWTR) is going to be a hot IPO that is likely to spike the first day. The problem is, everyone wants a piece of Twitter, and it is not likely that the average retail investor will have much of a chance to get in on the deal. However, there was one IPO that anyone could have jumped into, but few wanted to: LifeLock (LOCK). The stock tumbled from its initial price of $9 down 7% its first day and eventually to $6. The stock has run back 129%.

What were the reasons this security stock that prevents identity theft did not have a strong IPO? First, bad publicity was an issue. The founder had several bankruptcies behind him, and the CEO was a victim of identity theft when he tried to prove the strength of LOCK's product. Since the IPO had so many underwriters, few had any reason to fight for the deal and to make it work. However, LOCK's fundamentals have caused it to roar back. It plays a large role in credit monitoring and beat earnings estimates on a 32% increase in revenues. More subscribers are signing up for LOCK's premium package, and the company inspires loyalty. The stock trades at a multiple of 32 with a 25% growth rate. Cramer thinks it has further to run.

Cramer took some calls:

Manpower (MAN) is a play on the turnaround in Europe and the switch to temp workers.

NQ Mobile (NQ) is a battleground between shorts and longs. Cramer would stay away.

CEO Interview: Michael Bonney, Cubist Pharmaceuticals (NASDAQ:CBST)

Cubist Pharmaceuticals (CBST) is a mid-sized biotech that specializes in fighting infections and illnesses acquired in hospitals. The company reported a 9 cent earnings miss on weaker-than-expected revenues, but the reason for the missed quarter was Cubist's aggressive acquisitions. One drug is expected to get approval from the FDA in June 2014, and another treatment should get Phase 3 data this month. CBST's antibiotics carry the advantage of having both oral and IV forms, fewer interactions with other drugs and a shorter course of treatment. The goal is to get the patient out of the hospital, where superbugs breed. Cramer thinks Cubist has more upside.

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Source: Cramer's Mad Money - Housing Stocks Vs. Housing-Related Stocks (11/4/13)