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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Tuesday August 19.

What We Have Learned From Google (NASDAQ:GOOG), (NASDAQ:GOOGL). Other stock mentioned: Rite-Aid (NYSE:RAD)

Ten years ago Google (GOOG), (GOOGL) had its IPO, and since then, it has had a remarkable run. Cramer thinks Google has been underestimated the entire way up. There is still a failure of imagination when it comes to visualizing what Google can do. The company faced heavy bets against it from the very beginning, and since then Google has retained its rebellious spirit. The valuation seemed high for its IPO. Google indicated that it would dominate the advertising market, and at the beginning, it tripled in a year's time. "I remain steadfast on my support of Google," Cramer said. It is still a holding in Cramer's charitable trust, and he thinks estimates are too low.

Cramer took some calls:

Rite-Aid (RAD): "I stand behind Rite-Aid."

Retailers Recover: Home Depot (NYSE:HD), Urban Outfitters (NASDAQ:URBN), TJX (NYSE:TJX), Costco (NASDAQ:COST), Dick's Sporting Goods (NYSE:DKS), Wal-Mart (NYSE:WMT), Target (NYSE:TGT)

Cramer had been cautious about retail, but the sector seems to have recovered. Home Depot (HD) had Cramer worried going into the quarter, but the company delivered. Urban Outfitters (URBN) reported strong sales and low inventories. TJX (TJX) rallied on higher same store sales; Cramer thinks it continues to go higher. Costco (COST) and Dick's Sporting Goods (DKS) were better than expected, but all of these retailers are showing that Wal-Mart (WMT) and Target (TGT) are lagging behind.

CEO Interview: Rick Muncrief, WPX Energy (NYSE:WPX)

WPX Energy (WPX) is expanding rapidly in the Bakken, which has created an over 50% increase in production growth. WPX had mainly gas assets, but its expansion into oil is paying off. CEO Rick Muncrief said that the energy explosion in the U.S. has been underestimated, and Cramer commented that WPX is a company to watch.

CEO Interview: John Schiller, Energy XXI (NASDAQ:EXXI)

Cramer got behind Energy XXI (EXXI) earlier in the year, but the stock has declined over 30%. The CEO admitted there was not good communication between management and Wall Street concerning expectations, but now that the acquisitions are in place, increased production growth is expected. The company had some misadventures with wells, and needs better infrastructure to transport its oil. Cramer said that while the company is challenged, it pays a 3% yield to shareholders to wait for a turn.

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Source: Cramer's Mad Money - What We Have Learned From Google (8/19/14)