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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Thursday May 5.

CEO Interview: Charles Jeannes, Goldcorp (NYSE:GG). Also mentioned, SPDR Gold Trust ETF (NYSEARCA:GLD)

All things gold and silver have gotten a pounding over the past few days as investors who bought on the margin were forced to put up money or pull out of their positions. However, gold should still be a part of every portfolio. Cramer's first choice is bullion, which is costly to store, or the SPDR Gold Trust ETF (GLD), which most closely tracks the price of gold, and only then would he consider buying miners, since not all miners are skilled at managing mining and finding costs. Cramer's favorite miner is Goldcorp (GG) which produces gold at a very low price: $188 per ounce. The company beat its earnings by 3 cents a share and saw a 69% rise in revenues.

When asked if the company hedges its gold, CEO Charles Jeannes replied, "Our low costs are a natural hedge." Even if gold and silver prices decline, the company is still able to make substantial profits. The company expects to grow 60% in the next five years and is seeing outstanding margin growth. When asked if he has more confidence in gold or silver, since Goldcorp is also one of the leading producers of silver, Jeannes responded, "I've always been a gold guy...we are in the middle of a long-term bull market. The fundamentals are positive," with rising demand. Recently Mexico's central bank purchased a large amount of gold along with central banks of India, China and Russia.

Cramer warned investors to be on the lookout for volatile gold prices, but when the margin players are out of the metal, he would buy Goldcorp "the blue chip in the group" on the way down.

CEO Interview: Peter McCausland: Airgas (NYSE:ARG). Other stock mentioned, Air Products (NYSE:APD)

When Airgas (ARG) was fighting off a hostile underpriced takeover bid from Air Products (APD), Cramer said he thought Airgas, the larger distributor of packaged gases in America, would perform better as an independent company. Since Airgas won its battle for independence in February, business has been booming. Airgas recently beat earnings by 3 cents with a 12.1% rise in revenues. However, the stock has not moved because of the lackluster performance in the industrial sector.

CEO Peter McCausland discussed the company's four strong quarters thanks to the broad-based economic recovery; "We are stronger than we have ever been." The company has been improving efficiency with the acquisitions of computer and software companies that have allowed Airgas to put all of its data on one system and better serve its clients. To deal with the volatility in commodity costs, the company passes on a surcharge to customers when fuel is high. The company recently bought back stock and currently Airgas is at its 2004-2005 level in the amount of shares outstanding. Cramer thinks Airgas will go to $80 and said, "You've made some good money."

CEO Interview: Jeff Lunsford, Limelight Networks (NASDAQ:LLNW). Other stocks mentioned: Akamai (NASDAQ:AKAM), Netflix (NASDAQ:NFLX)

Not all fast internet stocks are created equal. Akamai (AKAM) has disappointed for two straight quarters, but its main competitor Limelight (LLNW), a content delivery network and a cloud computing company, reported a solid quarter with a 3 cent loss, 2 cents less than The Street expected, a 38% rise in revenues and upside guidance. The stock has fallen back since its February highs, but is still up 15% from when Cramer spoke with the CEO in December 2010.

Netflix (NFLX) currently drives 15-20% of all internet traffic, and Limelight handles half of that traffic. When asked about the company's cloud segment, which is a higher margin business than its content delivery segment, CEO Jeff Lunsford said its cloud portion is heavily dependent on advertising which is seasonal and generates 40% of its revenues in the fourth quarter. He expects cloud computing to produce 50% of the company's revenues by 2014. Limelight is reaching the $200 million level in cash generation and expects to make more cash. When asked about competition, Lunsford acknowledged there are smaller players, but Limelight and Akamai are the undisputed leaders in the industry. "We are separate from the pack."

CEO Interview: Patrick Doyle, Dominos Pizza (NYSE:DPZ). Other stocks mentioned: McDonald's (NYSE:MCD), Chipotle Mexican Grill (NYSE:CMG), Starbucks (NASDAQ:SBUX)

When McDonald's (MCD) was about to become saturated domestically, it expanded abroad with great success. Chipotle Mexican Grill (CMG) and Starbucks (SBUX) followed the same pattern and also benefited from overseas growth. Dominos is joining in the international growth game and recently saw an 8 cent earnings beat with revenues rising 2.1%. Currently 47% of Dominos comes from overseas, and the company has a presence in 70 countries with no threat of saturation. Dominos has used technology to its advantage and allows customers to design and order pizzas online. The stock has seen a 107% rise since January 2010 when "nobody liked the stock."

Cramer told CEO Patrick Doyle that Dominos has gone from a "domestic slow growth bad tasting pizza company to high growth international pizza company driven by technology." With just a billion dollar market cap and a multiple far below its competitors, the company is growing rapidly. When asked about commodity costs, Doyle thinks the company has managed raw costs well and predicts commodity prices will flatten. Dominos is now the third largest ecommerce company and its online orders save labor costs and prevent errors. Not only is Dominos taking market share from its large competitors, but also from regional shops that cannot replicate Dominos' technological advantages.

"Dominos is not done going up."

Be Careful What You Wish For, International Paper (NYSE:IP), Freeport McMoRan (NYSE:FCX)

Investors who had been lamenting high commodity prices are now panicking that commodity prices are falling. High oil was threatening to crush the earnings of companies, so why are investors are worried by oil's $10 drop on Thursday? The drop in stocks has nothing to do with fundamentals but the selling off of speculators who bought on the margin. When these margin players leave the table, Cramer would use the decline to buy good quality stocks.

Cramer took some calls:

International Paper (IP) should benefit from the drop in energy prices and "just got worth a whole lot more today."

Freeport McMoRan (FCX): Cramer says he "doesn't need to buy copper."


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Source: Cramer's Mad Money - The Blue Chip Gold Miner (5/5/11)