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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Tuesday August 26.

Will These Retailers Recover? DSW (NYSE:DSW), Sears Holdings (NASDAQ:SHLD), Ann (NYSE:ANN), Abercrombie & Fitch (NYSE:ANF), Lands' End (NASDAQ:LE). Other stocks mentioned: Visa (NYSE:V), J.C. Penney (NYSE:JCP)

DSW (DSW), Sears Holdings (SHLD), Ann (ANN) and Abercrombie & Fitch (ANF) are stocks that have been losing since the beginning of the year, but some are seeing a turn. DSW fell dramatically after a poor earnings report in May. The company reported and blew away the numbers. The short sellers of DSW are in the "house of pain."

SHLD is down 29% year to date, and the stock doesn't have much of a pulse. The stock missed estimates across the board, for a 9th consecutive quarterly loss. Revenue shrinkage is a problem for SHLD, and even as it is closing non-performing stores, same store sales are declining. Its cash balance declined, not including the sale of Lands' End. Cramer thinks SHLD is likely to find some solution, but there are just too many problems with SHLD.

However, Lands' End (LE), spun off from SHLD, might be a Sears "survivor" and Cramer thinks it has a "bright future." Its locations are unfortunately stuck inside Sears stores, but it reported strong numbers. Cramer thinks Lands' End can be bought here.

Abercrombie & Fitch (ANF) is making a recovery and has more upside. Cramer thinks the teen retail space is bottoming with most of the players announcing plans to close underperforming stores. Cramer thinks the stock would go higher if unpopular CEO Mike Jeffries steps down.

Ann (ANN) might get the attention of activist investors. Some think the stock could be able to sell itself at a 31% premium. It has a strong balance sheet. Cramer would wait for a pullback before pulling the trigger.

Cramer took some calls:

Visa (V) is a winner.

J.C. Penney (JCP) goes higher, perhaps even another 10%.

Stocks That Were Winners In August: Monster Beverage (NASDAQ:MNST), Coca-Cola (NYSE:KO), Mohawk Industries (NYSE:MHK), Gilead (NASDAQ:GILD), Ross Stores (NASDAQ:ROST), The Gap (NYSE:GPS), Dollar General (NYSE:DG), Family Dollar (NYSE:FDO), Keurig Green Mountain (NASDAQ:GMCR), Netflix (NASDAQ:NFLX), Southwest Airlines (NYSE:LUV), Masco (NYSE:MAS), First Solar (NASDAQ:FSLR), Urban Outfitters (NASDAQ:URBN), Kinder Morgan (NYSE:KMI). Other stocks mentioned: Manitowoc (NYSE:MTW), Mobileye (NYSE:MBLY), GoPro (NASDAQ:GPRO), Halliburton (NYSE:HAL)

The Dow rose 30 points, and Cramer notes that August 2014 has been "the best August in 14 years." Cramer called the rally a "group effort" of strong-performing stocks.

Monster Beverage (MNST) is up 36%, and was a leader. The stake taken by Coca-Cola (KO) was responsible for its uptick, but it resembles a one-time gain. Mohawk Industries (MHK) is up 17% in August but has been down for the year. Gilead (GILD) rose 16% for the month and 40% for the year, but still trades at just 11 times earnings. Many fear the fact it has one main drug and that there might be competition in the Hepatitis C category. Cramer is not worried, though, and is still bullish on the stock.

Ross Stores (ROST) and the Gap (GPS) have risen about 15% for August and reported strong earnings. If gas prices remain low, these might go higher for the year. Dollar General (DG) also rallied 15% on its bid for Family Dollar (FDO). Cramer would be careful with these vying dollar stores. Keurig Green Mountain (GMCR) has risen significantly, and it might be bought by Coke. Netflix (NFLX) is a play on more streaming content and is up 30% for the year. Cramer thinks it could be a great takeover.

Southwest Airlines (LUV) is up 13% for the month, and is seeing increased bookings. Masco (MAS) has also risen 13%, and so has First Solar (FSLR). The latter has lowered its costs, and it probably isn't done going higher. Urban Outfitters (URBN) didn't report a disappointing quarter, and it rallied 13%. This could be the first of many good quarters. Kinder Morgan (KMI) is a newly restructured company and has seen an 11% gain which is "only the tip of the iceberg." KMI's management says it will raise the dividend 10% each year. Right now KMI has arbitrage pressure, but it should go higher.

Cramer took some calls:

Manitowoc (MTW) is a stock that should be bought on a decline.

Halliburton (HAL) is great and has pulled back, so it can be bought.

Mobileye (MBLY) can go higher. Mobileye and GoPro (GPRO) are two recent IPO specs Cramer says he is "itching" to buy on any decline.

Perrigo (NYSE:PRGO) is Going Higher

Perrigo (PRGO) is a bargain in a bull market. Perrigo makes private label versions of branded products. Cramer thinks it is a play on the new frugality; many people refuse to pay up for brand-named merchandise, even if they can afford to. PRGO has risen 226% since Cramer got behind it 4 years ago. Recently, however, the stock has taken a beating on disappointments with manufacturing and earnings misses.

However, a few weeks ago, PRGO reported a strong quarter and is 20 points off its highs. Cramer thinks PRGO could rally. Private label brands carry higher margins than regular brands, and save drugstores and consumers money. Sales of store brands have more than doubled, and there are barriers to entry. It also has new drugs as well as generics. Perrigo makes smart acquisitions and practices tax inversion in Ireland. Perrigo provides consistent, long-term growth.

CEO Interview: Susan Salka, AMN Healthcare Services (NYSE:AHS)

AMN Health Services (AHS) provides healthcare workforce solutions and staffing services. It got hit on mixed results earlier in the year, but this time around, it "crushed" the estimates. The CEO said the second quarter was an "inflection point" when it came to the company's benefit from healthcare reform, and she expects strength to continue into the end of the year. Orders for nurses have increased by 82% and demand overall has been huge. While California and Texas have been particularly strong, demand has been robust in all areas of the country. Given the shortage of qualified healthcare professionals, demand will continue to grow.

Enough With the Burger And Donut Hype: Burger King (NYSE:BKW), Tim Hortons (NYSE:THI), Wendy's (NASDAQ:WEN), Dunkin' Brands (NASDAQ:DNKN), Krispy Kreme (NYSE:KKD), Chipotle Mexican Grill (NYSE:CMG), Starbucks (NASDAQ:SBUX)

Enough of Tim Horton and Burger King, said Cramer said in reference to the hype over the merger. He recommends Starbucks (SBUX) and Chipotle Mexican Grill (CMG) instead. Wendy's (WEN) used to own Tim Hortons, so why should Burger King do any better? The non-natural and non-organic fast food stocks have been struggling. "People have turned against this food," said Cramer. He thinks Dunkin' Brands' (DNKN) poor performance has not been due to the weather, as alleged, but maybe because of ... the donuts. Only insider buying is saving Krispy Kreme (KKD). The move to healthy food is not going to change. Cramer thinks SBUX and CMG, even at their high valuations, are better performers and have strong growth. Cramer suggests those who own Burger King or Tim Hortons take profits.

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Source: Cramer's Mad Money - 5 Retailers That Might (Or Might Not) Recover (8/26/14)