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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Monday April 16.

CEO Allen McKim: Clean Harbors (CLH)

Clean Harbors (CLH) is the largest hazardous waste disposal company in the U.S., with 70% market share in the incinerator and landfill management segment. The stock has pulled back recently, but has seen a 76% gain since Cramer got behind it in 2010. Allen McKim discussed the controversy over fracing, a procedure that has been around for dozens of years. "It is safe," said McKim, "It is here to stay," and McKim believes the EPA and companies need to come to an agreement on consistent regulations "so we can get on with drilling."

McKim emphasized that the company is not just a natural gas play, but has diversified into oil and manufacturing. CLH is reducing the amount of CFCs its incinerators release into the atmosphere, and is recycling some of its waste and chemicals. Cramer reiterated McKim's statement that CLH is not a company that is hostage to the fate of natural gas.

Apple (AAPL), Google (GOOG), Tyson (TSN)

Stocks made an about face on Monday, with the Dow soaring 75 points, but with the S&P 500 and the Nasdaq moving down. The higher euro and the lower dollar was good for consumer goods stocks, which rallied, but stocks that had been rising in the first part of the year because of their independence from European woes fell. Apple (AAPL) declined $25 and Google (GOOG) dropped $18. Apple was, in part, punished by Google, which reported a decent quarter, but a recent acquisition raised questions about profitability. Rumors of an iPhone glut also sent down Apple. Cramer would use the decline as an opportunity to buy growth stocks, and sees Monday's action as a minor and not a major change in the direction of stocks.

Tyson (TSN) is not a buy because the ethanol policy is driving up the cost of corn, which makes feed costs high for Tyson. Cramer does not see a reversal in this trend, and would not buy Tyson.

CEO Interview: Andrew Littlefair, Clean Energy Fuels (CLNE)

Is green investing an oxymoron? Not when it comes to Clean Energy Fuels (CLNE), which builds natural gas fueling stations for vehicles that are 30% cleaner than their diesel counterparts. Natural gas is staggeringly cheap, and yet the U.S. government is slow to support the adoption of natural gas. A bill to provide tax incentives for companies that switch their trucking fleets from diesel to natural gas was not passed, and CEO Andrew Littlefair thinks this was a missed opportunity. He believes the economics of natural gas adoption are solid enough that the company does not need Washington's support, but he hopes legislators will change their minds when they see that natural gas is cleaner, cheaper and creates jobs.

He points out that electric cars are not as clean as natural gas vehicles, since the former requires plugging into sources that use coal. Cramer noted that there are only two natural gas fueling stations in Chicago and critics of natural gas believe that buying these vehicles will not be practical, given the distance between natural gas fueling stations. Littlefair says the buildout of these stations for regular passenger cars is gradually developing, and noted that the company is building two more stations in Chicago. When asked about the dangers of competition, Littlefair emphasized that the company concentrates on fueling truck fleets, a more specialized area than fueling regular cars. Cramer reminded investors that the stock dropped $1 on Monday but has risen 61% since he got behind CLNE in November. While the natural gas story makes sense, he advises investors to do homework on the stock and keep in mind that natural gas has its share of opponents.

Dick's Sporting Goods (DKS), Cabela's Incorporated (CAB), Lockheed Martin (LMT), General Dynamics (GD)

With retail sales generally robust, there is still a worry that ecommerce will continue to hurt brick and mortar stores. One area of retail that is least vulnerable to online competition is the category of guns and ammunition, a specialty of Cabela's Incorporated (CAB), which also sells sporting goods. Gun sales are up because of relaxed gun laws and because, in an election year, those who want to buy guns make their purchases for fear that a new Administration will tighten gun legislation. Cramer compared CAB with Dick's Sporting Goods (DKS) to see which stock is the better buy.

1. Cabela's has a much smaller store count than Dick's, which is planning to double its locations to 900 and is opening 40 new stores this year. CAB has a strong direct-marketing business. The company has accelerated its store count dramatically from 5% last year to 10% this year, and intends to double that amount to 20% by 2013. CAB can open up 10 times more stores than it has now and still not be saturated.

2. Dick's has increased same store sales by 2%, and CAB, at a 2.8% rate. Both companies aim for 3% same store sales growth.

3. EBITDA for DKS is 8.2%, for CAB, 8.7%.

4. Most of DKS' merchandise is branded, with 15% as private label. CAB has 33% of its merchandise under a private label, which is a huge advantage over DKS.

5. Both DKS and CAB have a 15% growth rate, but DKS trades at a multiple of 17.7 and CAB, of 13.5.

As mentioned above, since 54% of CAB's items are related to hunting and fishing, it is much more immunized from ecommerce competition than DKS. Cramer thinks CAB is the better buy for growth.

Cramer took a call:

General Dynamics (GD) has aggressive growth, but Cramer prefers Lockheed Martin (LMT) for its dividend.

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Source: Cramer's Mad Money - Fracing Is Here To Stay (4/16/12)