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

Priceline (PCLN): Don't Be Freaked Out By The Pricetag. Other stocks mentioned: Alliance Data Systems (ADS), Equity Lifestyle Properties (ELS), Ventas (VTR), TravelCenters (TA)

By the end of the year, many high-growth stocks tend to go higher as money managers buy these hot names because they want to show their clients as the year wraps up that they own the strongest performers. Priceline (PCLN) is one of these "anointed" stocks. It has returned 1,909% in 5 years, has rallied 77% so far this year, but is still relatively cheap on a valuation basis, trading at 19 times earnings compared to its 20% growth rate. PCLN reported a strong quarter with a significant earnings beat, a revenue increase of 33% and cash flow up 17%, but since it gave conservative guidance, the stock sold off, only to recover quickly. PCLN management is known for its caution with guidance, so this should not have been surprising. PCLN outshines the competition, since much of its business comes from Europe, which is seeing a comeback, and it brokers more hotel bookings than airline tickets; there is more money to be made with rooms than flights. Its agency model reduces risk, since PCLN, most of the time, acts as a broker and is not directly selling flights or rooms. Cramer thinks PCLN is still cheap, but the more cautious investors should use deep in the money calls.

Cramer took some calls:

Alliance Data Systems (ADS) "It is the behind the scenes behemoth." It is a high dollar stock, but a great growth stock.

Equity Lifestyle Properties (ELS) doesn't have great growth or a strong yield. Cramer prefers Ventas (VTR).

TravelCenters (TA) is taking off and finally getting its due.

Stocks Are The Only Game In Town: Twitter (TWTR), Noodles (NDLS), Ross Stores (ROST)

Some were worried that the bull market was over with the Twitter (TWTR) deal, but it looks like stocks are still the preferred investment vehicle. With stocks up 24% for the year, the market is likely to be strong for the remainder of 2013. While there are some sectors that are overvalued, such as some biotechs, there are many sectors that are still working.

Cramer took some calls:

Noodles (NDLS) had 15% of its stores affected by floods in Colorado; "Don't despair. Noodles will be back."

Ross Stores (ROST): "I haven't been banging the table enough about this one," said Cramer, who thinks ROST can still be bought.

CEO Interview: David Melcher, Exelis (XLS)

Defense has been a surprise bull market this year, given the obsession last year over sequester and possible government spending cuts. Exelis (XLS) specializes in aerospace and defense technology and has given a 66.8% return since last year. CEO David Melcher said the company is preparing for the threat of government cutbacks by fixing its cost structure and expanding internationally. Exelis currently has a healthy backlog of orders, particularly in aerospace, and Cramer thinks it will continue to perform well.

CEO Interview: Gregg Engles, WhiteWave Foods (WWAV). Other stock mentioned: Whole Foods (WFM)

WhiteWave (WWAV) specializes in organic milk and non-dairy alternatives using plant-based milks. WWAV's stock has risen 10% since Cramer spoke with the CEO 3 months ago. The company reported a one cent earnings beat on revenues that rose 11.1%. Operating margins increased 60 basis points, and sales in plant-based products grew by 14% domestically and 19% in Europe. CEO Gregg Engles discussed how popular WWAV's dairy alternatives are on the Continent and worldwide, particularly almond milk, the company's fastest growing product. Although Whole Foods (WFM) reported a disappointing quarter, the negative results do not seem to be affecting WWAV, which is likely to go higher.

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Source: Cramer's Mad Money - Don't Be Freaked Out About Priceline's Pricetag (11/11/13)