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

Hard Times for Microsoft (NASDAQ:MSFT). Other stocks mentioned: CenturyLink (NYSE:CTL), Western Digital (NASDAQ:WDC), Cisco (NASDAQ:CSCO)

Microsoft (MSFT) is a stock many think is cheap, but it needs to get its groove back, if indeed, it can. Cramer thinks MSFT needs to make more acquisitions so it can gain cloud exposure, but MSFT has historically missed the boat when great potential deals presented themselves. Microsoft needs a serious makeover. With new CEO Satya Nadella taking the reins at Microsoft, Cramer believes there should be major changes at the company.

Cramer took some calls:

CenturyLink (CTL) may have a high yield, but it is paying too high a dividend. Cramer would stay away from this value trap.

Western Digital (WDC) did have pricing discipline, but it is stalled. It is cheap, but this market wants growth, and it doesn't have it

Cisco (CSCO) is not as good as Google.

7 Stocks That Are Working: Under Armour (NYSE:UA), Netflix (NASDAQ:NFLX), Google (NASDAQ:GOOG), Wynn Resorts (NASDAQ:WYNN), Facebook (NASDAQ:FB), Chipotle Mexican Grill (NYSE:CMG), Michael Kors (NYSE:KORS). Other stocks mentioned: Advanced Auto Parts (NYSE:AAP), AutoZone (NYSE:AZO), Sherwin Williams (NYSE:SHW), Monsanto (NYSE:MON), PPG Industries (NYSE:PPG)

The Dow gained 72 points on Tuesday, but Cramer would be cautious, since he doesn't feel the sellers are finished. Cramer looked at 7 stocks that have been performing well and are buys on the next decline.

Under Armour (UA) confounded low expectations and those worried about apparel. It was selling at a rich multiple of 50, yet it trounced estimates on its use of "technology" to create better sports apparel and on its expansion. The stock soared 28%.

Netflix (NFLX) reported a flawless quarter with accelerating growth, and the shorts had to run for cover.

Wynn Resorts (WYNN) was expected to be a short on weakness in China, but apparently, gambling is still hot business in Macau, and Wynn has plans to expand.

Facebook (FB) beat earnings and sales estimates and reported accelerated revenue growth.

Google (GOOG) is in control of its own destiny; "I don't know what Google couldn't do if they put their minds to it."

Chipotle Mexican Grill (CMG) reported an incredible 9.3% increase in same store sales, and is gaining new customers thanks to the success of the "Farmed and Dangerous" YouTube series.

Michael Kors (KORS) executed brilliantly, and the stock rose 17%.

Cramer took some calls:

Advanced Auto parts (AAP) is good, but the chart indicates it may go lower. Cramer prefers AutoZone (AZO)

Sherwin Williams (SHW) reported a very disappointing quarter. Cramer prefers PPG Industries (PPG), which has a paint division.

Monsanto (MON) is okay, but it is hard to feel too secure about Monsanto, given the anti-GMO movement.

CEO Interview: Sandy Cutler, Eaton (NYSE:ETN)

Eaton (ETN) was slammed after it reported a quarter viewed as disappointing by the street. Although it beat earnings by 2 cents, much of this beat came from a lower tax rate. Revenues were slightly lower than expected and margins were not as robust as usual. The diversified industrial has given a 285% return since 2008. CEO Sandy Cutler pointed out some positives: sales were up 28%, profits rose 63% and operating cash flow increased 27%. The two issues that hurt the company this time around are mainly behind ETN. First, the acquisition of Cooper Industries involved costs that now have been taken care of. Second, Cutler admitted to some execution mistakes in the release of new products, but insists that many of those costs have been paid. The negativity about coal may affect ETN's utilities segment, but that is a relatively small part of the company. Cutler sees growth in non-residential construction, perhaps as high as 7-8%. December 2013 orders for trucks were the most aggressive Cutler says he has seen in a long time. While Eaton may have its flaws, Cramer, who owns it for his charitable trust, insists he is not abandoning the stock, and suggests buying some lower.

CEO Interview: Martin Richenhagen, Agco (NYSE:AGCO)

Agco (AGCO) makes farm equipment and has strong overseas exposure, with 50% of its sales from Europe and North Africa. The company lowered expectations and delivered a 6 cent earnings beat, but this was due mainly to a lower tax rate. Sales in the U.S. and South America were sluggish, but they were up 10% in North Africa and Europe. CEO Martin Richenhagen thinks 2014 may be a rough year, because with crop prices low, farmers may not want to invest in new equipment. However, Richenhagen thinks the long-term trend is strong.

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Source: Cramer's Mad Money - Hard Times For Microsoft (2/4/14)