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Stocks discussed in the in-depth session of Jim Cramer’s Mad Money TV program, Thursday, January 25. Click on a stock ticker for more analysis:

Guess (GES), J. Crew (JCG), Lowe's (LOW), Liz Claiborne (LIZ), Jones Apparel (JNY), Costco (COST), TJ Maxx (TJX), Urban Outfitters (URBN), Toll Brothers (TOL), Thornburg Mortgage (TMA), Bear Stearns (BSC)

The government's stimulus package will mean more money for the average consumer to spend on retail and in restaurants. Cramer would consider buying GES, JCG, LIZ, JNY, COST, TJX, URBN and DRI on a pullback. One unlikely buy is TOL , which will benefit from the higher conforming mortgage loan limit, and has already shown signs of a comeback; " I believe this must-sell has become a buy on a pullback," Cramer said. He was even willing to consider TMA, but only F class preferred shares. One stock Cramer would buy now is because he believes a takeover is imminent is Bear Stearns; "I think BSC has become too valuable to others to be independent."

CEO Interview, Michael Ward, CSX (CSX)

Cramer called TCI and 3-G's move to oust CEO Michael Ward "one of the most shameful and stupid things I've seen on Wall Street…and believe me, that's really saying something." Rails are a good place to be if the Fed cuts, and Cramer says CSX is the best in the sector with a 254% rise in five years. Ward confesses he is baffled by the campaign against him, especially since CSX is in the top ten of the S & P 500, while doubling its dividend and increasing its buybacks. Cramer appealed to CSX shareholders to support Michael Ward and to "vote against these guys" who want to fire him.

Monsanto (MON), John Deere (DE), Apple (AAPL), Mastercard (MA)

Cramer responded to criticism that he is inconsistent by saying that buying a stock is not marrying one; liking a company at a certain price does not negate selling it when it rises. "Discipline trumps conviction" said Cramer, and investors need to know when to get out of a stock. He says there is no inconsistency in taking profits in MON and DE after the recent rally, and pointed out those who sold AAPL and MA would not have gotten burned. Investors who bought homebuilders and mortgage lenders on Cramers Stress Index when he recommended them made 10% in the recent rally.

CEO Interview: Willis Johnson Copart (CPRT)

Willis Johnson described Copart's business as an auction for damaged and repossessed cars. Copart sends unusable cars to places where they can be fixed cheaply. Cramer says this stock is going up, not down.

Hewlett-Packard (HPQ), Microsoft (MSFT), EMC (EMC)

At the end of the show, Cramer reassured viewers he still likes HPQ, MSFT and EMC.

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Source: Jim Cramer's Mad Money In-Depth, 1/24/08: CSX on the Right Track