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

Putin-Proof Stocks: Facebook (NASDAQ:FB), Google (NASDAQ:GOOG), Salesforce.com (NYSE:CRM), Isis Pharmaceuticals (NASDAQ:ISIS), Gilead (NASDAQ:GILD), Celgene (NASDAQ:CELG), Regeneron (NASDAQ:REGN), Biogen Idec (NASDAQ:BIIB), Perrigo (NYSE:PRGO), WhiteWave (NYSE:WWAV), Chipotle Mexican Grill (NYSE:CMG), Continental Resources (NYSE:CLR). Other stocks mentioned: Popeyes Louisiana Kitchen (NASDAQ:PLKI), McDermott International (NYSE:MDR)

Monday's sell-off was a great time to buy stocks with healthy long-term themes. Cramer outlined these themes that tend to hold up in times of global panic and identified best of breed stocks in the sectors:

1. Tech: Facebook (FB), Google (GOOG), Salesforce (CRM)

2. Biotech: Isis Pharmaceuticals (ISIS), Biogen Idec (BIIB), Regeneron (REGN), Gilead (GILD), Celgene (CELG)

3. Consumer Frugality: Perrigo (PRGO)

4. Healthy Eating: WhiteWave (WWAV), Chipotle Mexican Grill (CMG)

5. Oil and Gas: Continental Resources (CLR)

Cramer says he tends to avoid banks during times of turmoil, because financials can get hit because of international business. Oil and gas does not benefit from every crisis, but the conflict between Russia and Ukraine might actually help these companies.

Cramer took some calls:

Popeyes Louisiana Kitchen (PLKI): People expected a soft quarter, but long-term, the chain is "on fire" with store remodeling. PLKI has risen 8% so far this year, and Cramer thinks it goes higher.

McDermott International (MDR) was downgraded after it suspended guidance. "We thought we had a bargain, but we did not. It can go lower," said Cramer.

Off The Charts: General Motors (NYSE:GM)

Both the fundamentals and the technicals are signaling that General Motors (GM) may be a buy at its current level. After dropping so far in 2014, GM showed strong February sales with a 2% market share increase in trucks in only a month. The company is more disciplined about incentives, and the government sold its remaining stake in GM in December. The company made a generous buyback and yields 3.25%.

Technical analyst Dan Nathan points out that if GM holds in the $34-$36 region, it could climb to $39 and then to $42. However, if it falls below $34, it could revisit its April low of $31. GM's activity is often correlated to the yield of the 10 year Treasury; when the Treasury rises, so does GM. Recently, the yield on the 10 year Treasury has been rising, which bodes well for GM.

Keep On Truckin': Cummins (NYSE:CMI), Navistar (NYSE:NAV), Paccar (NASDAQ:PCAR). Other stocks mentioned: Icahn Enterprises (NASDAQ:IEP), Tower International (NYSE:TOWR), UPS (NYSE:UPS)

There has been a raging bull market in trucks. As new efficiency rules may be in place for trucks, the beneficiaries could be Cummins (CMI), Navistar (NAV) and Paccar (PCAR). While the truck industry hasn't made a full recovery since the recession, there is a dramatic increase in orders for new trucks, up 49% in December and 22% in January.

The truck stocks have run, and Cramer wouldn't chase them up here, but he discussed which of the three stocks could benefit most from the trend and which can be bought on a sell-off. While Cummins is best-of-breed, with great management and significant exposure to China, it has only 26% exposure to heavy duty class A trucks, which is the sweet spot of the industry right now. Navistar has had serious execution problems and invested in failed technology. It has lost significant market share to Paccar, which is Cramer's pick, since the focus of the latter is on its heavy duty class A trucks. PCAR has a multiple of 18 with a 13% growth rate, and has rallied 21% in the past month. Cramer would buy if it declines a few points; a lackluster jobs number on Friday may lead to a sell-off and an opportunity to buy PCAR.

Cramer took some calls:

Icahn Enterprises (IEP) is a good way to tag along with Carl Icahn. "It is fine."

Tower International (TOWR) is up 21%, which is too much to consider buying.

UPS (UPS) could go to $105.

CEO Interview: Harold Hamm, Continental Resources (CLR)

Domestic oil stocks were suffering, but now they are headed back up. Continental Resources (CLR) is a leading oil and gas exploration and production company in the Bakken shale. It has risen 135% since Cramer got behind it in 2011. The company increased production by 35% yoy. CEO Harold Hamm discussed the positive opportunities provided by exporting. The opportunity for new wells seems to have doubled from initial predictions. Cramer is bullish on CLR.

Spin-Off or Throw-Away? Darden Restaurants (NYSE:DRI)

Often a spin-off is a great way for a company to unlock value, but in the case of Darden's (DRI) potential spin-off of Red Lobster, it seems to be an admission of failure. There is a concern that Red Lobster will be loaded up with debt to fund a hoped-for turnaround of the underperforming Olive Garden. The best thing that can be said about Olive Garden is that it is not quite as bad as Red Lobster; both announced terrible same store sales, with Olive Garden at -5.4% and Red Lobster at -8.8%. Cramer thinks management is getting rid of Red Lobster because it has no idea what to do with it, not because such a move could create value.

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Source: Cramer's Mad Money - 5 Putin-Proof Sectors (3/4/14)