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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Wednesday March 21.

CEO Interview: Tim Main, Jabil Circuit (JBL)

Jabil Circuit (JBL) is a consistent performer and often doesn't get enough credit for its success. The company assembles consumer and medical devices and saves companies fortunes on manufacturing costs. JBL's earnings growth was 10% annually for the last 12 years, and recently JBL beat earnings by a penny with revenue that rose 7.45% year over year. The diversified manufacturing segment rose 33% since last year and may comprise 50% of the business in the coming years. The stock has risen 82% since Cramer got behind it in 2010. CEO Tim Main discussed increasing growth overseas, particularly in Asia. While the enterprise infrastructure segment has been "choppy," JBL expects to see more momentum in this area by the end of the year. JBL isn't worried about losing any one major client, because it is well-diversified.

Boeing (BA), JPMorgan (JPM), Morgan Stanley (MS), Citigroup (C), Goldman Sachs (GS), Boeing (BA), Western Gas Partners (WES), Caterpillar (CAT), Deere (DE)

America is gradually taking back sectors and industries and is showing increased prominence in the following areas:

After the stress test, U.S. banks seem more solid than those of Europe, and a stronger dollar might spell more mergers. On this trend, Cramer would keep an eye on JPMorgan (JPM), Morgan Stanley (MS), Citigroup (C) and Goldman Sachs (GS).

Manufacturing, at one time, seemed to be going to the Japanese, but Caterpillar (CAT) and Deere (DE) produce machinery that is the gold standard.

In aerospace, Boeing (BA) was stalled for a bit, because of the Dreamliner, and Europe's Airbus was taking share. Now the situation has reversed with the launch of the Dreamliner.

Energy self-sufficiency is a theme in the U.S. that is going to get even more popular. Western Gas Partners (WES) has a web of pipelines in major oil and gas hot spots. The U.S. has the resources, it just needs the political will and leadership to form a coherent energy policy.

Mens Wearhouse (MW), DSW (DSW)

Mom-and-Pop men's clothing stores are disappearing, which is a sad trend, but good news for Men's Wearhouse (MW), which now has 22% market share in menswear and 16% of the tuxedo business. While MW offers generous promotions, its amount of market share makes up for its discounts. The company has grown 48% over the last 2 years and should continue to take share.

DSW (DSW) is aggressively opening stores, with 40 new locations planned for this year. The company reported a 3 cent earnings beat with 5.6% same store sales. DSW's inventory is under control and its guidance is solid.

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Source: Cramer's Mad Money - Jabil Circuit Doesn't Get Enough Credit (3/21/12)