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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Tuesday January 10.

Freeport McMoRan (NYSE:FCX), Southern Copper Corporation (NYSE:SCCO), Caterpillar (NYSE:CAT), Cummins (NYSE:CMI), Joy Global (NYSE:JOY), Honeywell (NYSE:HON), General Electric (NYSE:GE), Google (NASDAQ:GOOG), Apple (NASDAQ:AAPL), Wells Fargo (NYSE:WFC), USBancorp (NYSE:USB), WebMd Health Corp (NASDAQ:WBMD), BorgWarner (NYSE:BWA)

With the Dow rising 70 points on the breakout in financials and tech, Cramer would use caution and wait for a pullback in many stocks. The Chinese stock market seems to have bottomed, and copper is in short supply. This is good news for Freeport McMoRan (FCX) and Southern Copper (SCCO). Mining and industrials have seen an upside with Caterpillar (CAT), Cummins (CMI), Joy Global (JOYG) and General Electric (GE) performing well. Auto sales are strong, which is great news for BorgWarner (BWA). Housing seems to be bottoming, which could create an upside for the housing sector and financials. However, the problems in Europe still loom like a cloud over the markets, and many companies are reporting weakness on the Continent. Even tech, which has been performing well, may be over-extended in some segments, such as semiconductors and networking. Google (GOOG) is losing market share to Apple (AAPL) as customers prefer the new iPhone to the Android. Banks have had a run, but may still report disappointing quarters, with the exception of Wells Fargo (WFC) and U.S. Bancorp (USB). Cramer would wait before buying most stocks that have risen lately.

Cramer took some calls:

WebMD (WBMD) may be down 10 points, but Cramer would still sell the stock.

Southern Copper is the best way to play the copper shortage, since it has a good yield and hasn't moved up yet.

CEO Interview: Dr. Leonard Schliefer, Regeneron (NASDAQ:REGN). Other stock mentioned: Sanofi Aventis (NYSE:SNY)

Regeneron (REGN) is a speculative biotech stock that, unlike many other biotechs, does not have just one drug, but has many treatments in the pipeline. REGN has outlasted its peers and is under the guidance of Dr Len Schliefer, the longest serving CEO in the industry. The stock has risen 1,400% since 2005 and jumped 14% on Monday after a bullish presentation at the JPMorgan Global Healthcare Conference. Its Eylea drug for macular generation trounced analyst expectations of $4.5 million; the drug has generated $24 million in revenues. The macular degeneration market could be $4 billion, and REGN also is developing treatments for gout, rheumatoid arthritis, colorectal diseases and has a cholesterol drug awaiting approval. The macular degeneration treatment involves a painful eye injection, and the FDA has approved Eylea for use every other month rather than every month, as recommended for the competing drug. REGN has a partnership with SNY for its colorectal medicine, and it offers its drugs at a relatively low price compared to the industry average. While REGN has had a major move upward, Cramer doesn't think the stock is done.

Masco (NYSE:MAS), Whirlpool (NYSE:WHR), Deere (NYSE:DE), Tractor Supply (NASDAQ:TSCO)

There may be a good reason to believe that housing is starting to bottom, with strong home sales and housing starts. However, homebuilders have already seen huge gains and are too high to buy. Cramer would concentrate on stocks levered to renovation rather than homebuilding. Masco (MAS) sells a wide variety of home improvement items like cabinets and faucets. The stock has risen 65% since October, but may have more room to run, mainly because expectations are so low; analysts have slashed estimates by 60%, and of the analysts covering the stock, only one has a buy rating, 13 have holds and 2 have sell ratings. Masco is likely to deliver an upside surprise and has a decent 2.6%. While the multiple is high compared to the growth rate, 38 and 15% respectively, cyclical stocks are a buy when the multiple is high because now is when earnings are likely to be strong.

Cramer took some calls:

Whirlpool (WHR) - the yield is safe, but it is not a very well-run company. Cramer needs to see a catalyst.

Deere (DE) and Tractor Supply Company (TSCO) are both great agriculture stocks; Cramer slightly prefers Deere.

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Source: Cramer's Mad Money - Curb Your Enthusiasm (1/10/12)