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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Monday November 25.

CEO Interview: James Hughes First Solar (FSLR). Other stock mentioned: SolarCity (SCTY)

First Solar (FSLR) appears to be making a comeback. This producer of solar modules is involved in every aspect of the solar business, including financing. The stock has risen 54% in 3 months. FSLR had large exposure to Europe, but now the vast majority of its business is in North America. FSLR received an upgrade, and CEO James Hughes pointed out that cost per watt is the lowest it has been in the company's history. These costs should drop even further, eventually making subsidies unnecessary and expanding the use of solar energy by utility companies. The CEO explained that FSLR is different from Solar City (SCTY), because the latter focuses mainly on residential, while FSLR has more of an industrial emphasis. FSLR also has an advantage over many Chinese solar companies because the latter tend to be limited to modules, and if that aspect of the business suffers, the whole company gets hit. Cramer urged viewers to think of First Solar as a manufacturing company that happens to deal with solar.

Accentuate the Positive: Caterpillar (CAT), McDonald's (MCD), Merck (MRK), Microsoft (MSFT), Wal-Mart (WMT), Visa (V), Chevron (CVX), Disney (DIS), Coca-Cola (KO), IBM (IBM), Cisco (CSCO), Clorox (CLX), Orexigen (OREX)

The Dow rose early on Monday only to drop again and to finish up a mere 8 points. Many people are not trusting this bull market, but Cramer sees a Dow filled with turnaround stories. Caterpillar (CAT) reported a poor quarter, but received an upgrade. McDonald's (MCD) is doing well in spite of disappointing earnings. Merck (MRK) is not growing aggressively, but the stock is up. Microsoft (MSFT) is a comeback story, and not just because CEO Steve Ballmer is retiring. Wal-Mart (WMT) reported a bad number last week, but its decline was a buying opportunity. Chevron (CVX) fell 3 points on slower production growth and lackluster refining margins, but now the stock is above where it reported. Goldman Sachs (GS) has risen 12 points since its disappointing quarter. Visa (V) reported earnings that did not impress the street, but its 6 point decline gave investors a good price point. Disney (DIS) and Coca-Cola (KO) have also rebounded after tepid earnings reports. Only IBM (IBM) and Cisco (CSCO) have not bounced back, but that may be due to issues with the companies.

Cramer took some calls:

Orexigen (OREX) is only a buy for those who are willing to accept that it is a risky, cult stock. Cramer would not be a buyer.

Clorox (CLX) doesn't have much going on in terms of growth apart from Burt's Bees. There is no reason to buy or sell. Clorox is a hold.

CEO Interview: Dr. Mark Bristow, Randgold (GOLD). Other stock mentioned: SPDR Gold Shares ETF (GLD)

2013 has been a tough year for gold, especially the miners. Cramer still recommends having gold as part of a portfolio, and has been behind SPDR Gold Shares ETF (GLD). Gold miners do carry high risk but can also deliver substantial reward when things go well. Randgold (GOLD) reported a strong quarter on the increase in production and its ability to get a new mine up and running ahead of schedule. All of Randgold's mines are in Africa, and the company comprises a significant portion of the Ivory Coast's GDP. CEO Dr. Mark Bristow discussed new discoveries and mine development. While Randgold is down 30% for the year, the average gold miner has seen a 50% decline. "If you want to own a miner, this is the one," said Cramer.

CEO Interview: Irwin Simon, Hain Celestial (HAIN)

Organic and natural food markets are not doing well, but that is not because the healthy eating trend is weak. In fact, it is stronger than ever. Competition is coming out of the woodwork for healthy supermarkets, and that is great news for Hain Celestial, which delivered a strong quarter and is up 47% year to date. Barron's criticized Hain Celestial because of allegedly declining cash flow, but CEO Irwin Simon explained that the company is dedicating money to capex and acquisitions given the growing demand for healthy food. Cramer reaffirmed his bullish stance on Hain Celestial.

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Source: Cramer's Mad Money - First Solar's Day In The Sun (11/25/13)