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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Tuesday June 17.

Call Me Selective: Amazon (NASDAQ:AMZN), Tesla (NASDAQ:TSLA), Concur (NASDAQ:CNQR), Workday (NYSE:WDAY), Netflix (NASDAQ:NFLX), Apple (NASDAQ:AAPL), Google (NASDAQ:GOOG), (NASDAQ:GOOGL), Facebook (NASDAQ:FB). Other stock mentioned: Rice Energy (NYSE:RICE)

Cramer would stay on the sidelines on some of the hot stocks that are rebounding. Even though there might be some upside for some stocks like Tesla (TSLA) and Amazon (AMZN), "They can go up without me," said Cramer, who adds he doesn't feel like taking a risk on high multiple stocks. He does like names like Concur (CNQR) and Workday (WDAY), because they are more stable, as well as Netflix (NFLX), although the main reason he likes Netflix is because it could be a takeover.

Cramer prefers charitable trust holdings Apple (AAPL), Google (GOOG), (GOOGL), and Facebook (FB). While Cramer says tweeters encourage him to be more aggressive, "for now, call me selective."

Cramer took a call:

Rice Energy (RICE) Cramer might buy it below $30. He thinks oil will continue to decline as there is a greater feeling of security about Iraq's oil fields.

Bearish Arguments Refuted: Home Depot (NYSE:HD), Target (NYSE:TGT), Salesforce.com (NYSE:CRM), Dreamworks (NASDAQ:DWA), Disney (NYSE:DIS), Las Vegas Sands (NYSE:LVS), Wynn Resorts (NASDAQ:WYNN)

With journalists claiming that tensions are mounting in Iraq, they might actually might be abating. If the Iraqi oil fields aren't taken over by rebel forces, then oil might be too high. The airlines gained back ground and retailers Home Depot (HD) and Target (TGT) rallied, since the oilfields seem to be safe, at least for the time being.

The inflation number was high and housing starts have not yet snapped back. Interest rates rose because of higher inflation, and this is good news for the banks. Since there are no earnings data about banks, there is enough room to believe the financial sector might improve. However, the weak housing starts might cause the Fed not to raise rates dramatically, and this is good for stocks. Cramer thinks the shorts may have to cover as the bearish arguments are refuted. Momentum stocks have been favorite shorts, and these negative bets will hurt those shorting the stocks. Salesforce.com (CRM) rose dramatically, and Cramer thinks the rally in cloud plays could continue.

Cramer took some calls:

Dreamworks Animation (DWA) "I can't be optimistic. That company is performing poorly." Cramer would buy Disney (DIS).

Wynn Resorts (WYNN) and Las Vegas Sands (LVS) had a bad month, but they are buys right now.

World Cup Pick: Royal Dutch Shell (NYSE:RDS.B), (NYSE:RDS.A). Other stocks mentioned: Cliffs Natural Resources (NYSE:CLF), Vale (NYSE:VALE), Companhia Siderurgica Nacional (NYSE:SID)

To commemorate The Netherlands' victory over Spain in the World Cup, Cramer discussed Royal Dutch Shell (RDS.B) (RDS.A). While he tends to prefer domestic oil plays, Royal Dutch is a terrific turnaround story. It has enormous reserves, but its production has lagged the rest of the industry and has suffered from mismanagement. The turnaround story is still in its infancy, since its former CEO has just recently retired. The new CEO, Ben van Beurden, is focused on increasing profitability, capital efficiency and cash flow. The CEO thinks overspending in North America was "unacceptable," and appears to be a more disciplined CEO than his predecessor. Royal Dutch is starting up major new projects, cutting costs and is selling off underperforming assets. The company is the highest yielder in the group, with a dividend of 4.5%. For an IRA or a 401(k) it is better to buy the B-shares to avoid Dutch withholding taxes, but for a regular account, the IRS will refund the taxes. Royal Dutch is paying investors to wait for its turnaround with a generous dividend.

Cramer took some calls:

Cliffs Natural Resources (CLF) has new management, but the problem is the industry. "Iron ore is terrible." If best-of-breed Vale (VALE) can't make money, that isn't a good sign.

Companhia Siderurgica Nacional (SID): "A Brazilian industrial is not for me," said Cramer. These stocks are too difficult to game right now.

CEO Interview: Gary Burnison, Korn/Ferry International (NYSE:KFY)

Korn/Ferry International (KFY) is a global talent management play that is the world's largest executive search firm. It is a terrific tell for the high-skill sector of the job market, and it has rallied 49% since Cramer spoke with CEO Gary Burnison almost a year ago. It reported a 4 cent earnings beat with a 10% rise in revenues, yet the stock fell 4.6% after rallying after hours, because of a tax benefit that made the earnings beat seem higher than it was and worries that its revenue growth may decelerate. Cramer thinks the weakness could represent a buying opportunity. The CEO discussed the company's strategy of investing in its business. Cramer recommended the stock a year before its march upward, and since it has declined slightly, he would buy it.

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Source: Cramer's Mad Money - Call Me Selective (6/17/14)