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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Tuesday September 2.

Fascinating Schisms: Twitter (NYSE:TWTR), Netflix (NASDAQ:NFLX), GoPro (NASDAQ:GPRO), Tesla (NASDAQ:TSLA), Apple (NASDAQ:AAPL), Yelp (NYSE:YELP), Concur (NASDAQ:CNQR), Home Depot (NYSE:HD), Ross Stores (NASDAQ:ROST), Kroger (NYSE:KR), Macy's (NYSE:M), Tenet (NYSE:THC), HCA (NYSE:HCA), CVS Caremark (NYSE:CVS), McKesson (NYSE:MCK), Perrigo (NYSE:PRGO), Mallinckrodt (NYSE:MNK), Regeneron (NASDAQ:REGN), Gilead (NASDAQ:GILD) and Celgene (NASDAQ:CELG), Union Pacific (NYSE:UNP), Norfolk Southern (NYSE:NSC), Automatic Data Processing (NASDAQ:ADP), Waste Management (NYSE:WM), Constellation Brands (NYSE:STZ), Monster Beverage (NASDAQ:MNST), Disney (NYSE:DIS), Time Warner (NYSE:TWX) and Gannett (NYSE:GCI). Other stocks mentioned: Boeing (NYSE:BA), Builders FirstSource (NASDAQ:BLDR)

There is a real schism in this market," said Cramer. Geopolitical conflicts are creating a distinction between stocks levered to events overseas and stocks that are more local. That is one reason the Nasdaq, with less geopolitically sensitive stocks, performed better than the Dow. There are renewed fears of a European recession. Industrials are being thrown out again. Cramer declared the big four stocks until the end of the year are Twitter (TWTR), Netflix (NFLX), GoPro (GPRO), Tesla (TSLA).

Twitter has turned around, GoPro has a great product. Tesla has been a cult stock, but it has value. Netflix is going to continue to attract demand with its great content. Apple (AAPL) is good, but there is "too much" hot money in it. Yelp (YELP) and Concur (CNQR) are likely to be taken over.

Home Depot (HD) is a completely domestic play, and its credit card breach may be a buying opportunity. Ross Stores (ROST) has stopped growing in the past few years, but it has a new lease on life. Macy's (M) had a clear earnings miss, but went higher. The smart money is on Kroger (KR)--"the best supermarket in the world."

"There is a lot to like in healthcare," said Cramer, particularly hospital plays like Tenet (THC) and HCA (HCA); anything connected with hospitals is good. CVS Caremark (CVS) and McKesson (MCK) are also good. Perrigo (PRGO) and Mallinckrodt (MNK) both have good momentum. Regeneron (REGN), Gilead (GILD) and Celgene (CELG) are the best ways to play drugs. Rail plays, Union Pacific (UNP) and Norfolk Southern (NSC) are also good.

Cramer also likes: Automatic Data Processing (ADP), Waste Management (WM), Constellation Brands (STZ), Monster Beverage (MNST), Disney (DIS), Time Warner (TWX) and Gannett (GCI)

Cramer took some calls:

Boeing (BA) needs to re-test its low. It is being punished as a play on Ukraine.

Builders FirstSource (BLDR) is good, but Home Depot is better.

Cramer's Fantasy Draft: Home Depot and Under Armour (NYSE:UA). Other stocks mentioned: Nike (NYSE:NKE), Lowe's (NYSE:LOW)

In celebration of the beginning of football season, Cramer has his own annual fantasy draft for stocks. For his quarterbacks, he chose Home Depot and Under Armour (UA). Home Depot has been a strong performer lately, but the stock got slammed on a hacking-related credit card breach, and this might provide a buying opportunity. The company is having a management change, but the transition should be smooth. Same store sales rose by 5.8% and guidance was raised, and it left rival Lowe's (LOW) in the dust. Cramer thinks the stock is headed higher and it has a great buyback. HD is almost all domestic, and will not be affected by global crises.

Under Armour is not cheap with a multiple of 58, but it has robust growth numbers. This brand is beloved by younger consumers and is likely to become the solid #2 player in athletic gear after Nike (NKE). This is a "stealth technology" company that uses technology to create clothing that is more comfortable and is said to improve athletic performance. UA reported 17 consecutive quarters where the sales were up 20% and keeps moving into new areas. The international growth is still small at 6%, but it is growing at an aggressive clip in China. UA has rallied significantly so far this year, but it is likely to go higher.

Off the Charts With Tesla, Facebook (NASDAQ:FB) and J.C. Penney (NYSE:JCP)

Cramer looked at the charts of Tesla, Facebook (FB) and J.C. Penney (JCP). Technician Dan Fitzpatrick noted Tesla made a high on Friday and had a record rise on Tuesday. Its previous all-time high was in February, and it was trading sideways for months, forming a bullish cup and handle formation. Tesla is being bought by institutional investors, and Fitzpatrick thinks it can go higher, maybe up to $350 to $390, but that could take many months.

Facebook's daily chart shows a cup and handle pattern. It peaked in March, pulled back to $55, traded sideways and went higher before breaking out to a new high in July. Since then, the stock has made a "handle" and could soar to $100 before another ceiling of resistance. Cramer sees FB as a $24 up, $5 down risk/reward situation, which is excellent.

Dan Fitzpatrick thinks J.C. Penney is a strong buy and is going to $15. Cramer thinks JCP is "not as bad as it used to be" and agrees it may be a buy.

Vitamin Shoppe (NYSE:VSI) and GNC Holdings (NYSE:GNC)

Consolidation has been one way retailers have been dealing with the challenges posed to brick and mortar stores by ecommerce. Cramer thinks GNC Holdings (GNC) should buy The Vitamin Shoppe (VSI), and since these stores tend to exist in close proximity to each other, close down unnecessary locations to save cash. VSI trades at a multiple of 15, so even with a 35% premium, the stock would be a steal for GNC, especially since the combined company would generate a significant increase in earnings.

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Source: Cramer's Mad Money - Fascinating Schisms (9/2/14)