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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Monday June 18.

Starbucks (NASDAQ:SBUX), Green Mountain Coffee Roasters (NASDAQ:GMCR), Coinstar (CSTR)

Two different brokerage houses came up with two different takes on Starbucks (SBUX). Both UBS and OPCO think SBUX is a buy, but UBS sees some short-term weakness, and is concerned with its same store sales and its business in Europe. The UBS analyst also cut numbers and guidance on the company's own slight reduction in guidance, but this was due to an acquisition. OPCO sees a tidal wave of catalysts for SBUX with its robust K-Cup business, its new products and its joint venture with Coinstar (CSTR) to set up kiosks that sell SBUX coffee. SBUX is coming up with its own version of the Keurig, and on this news, Green Mountain Coffee Roasters (GMCR) declined 15% in one day. SBUX is also moving into the energy drink space and is offering a low calorie alternative. With the price of coffee down 34% since last year, Starbucks will increase profits. The stock sells at a multiple of 23 with a 20% growth rate. Cramer agrees with OPCO and thinks UBS is too bearish on SBUX. He prefers the stock to GMCR, which he thinks is too risky.

Home Depot (NYSE:HD), Wal-Mart (NYSE:WMT), Verizon (NYSE:VZ), AT&T (NYSE:T), Microsoft (NASDAQ:MSFT), Intel (NASDAQ:INTC), Disney (NYSE:DIS), First Solar (NASDAQ:FSLR), Applied Materials (NASDAQ:AMAT)

Many investors seem to have both eyes on Europe, but that strategy is a mistake. Those who ran from risky stocks levered to Europe and found solace in domestic plays might have avoided 2/3rds of the Dow, but that remaining 1/3rd gave great returns. Home Depot (HD) and Wal-Mart (WMT) are up 52% and 29% respectively, Verizon (VZ) yields 5.5% and increased 23%. AT&T (T) yields 5.6% and returned 23%. Intel (INTC) and Microsoft (MSFT) have some European exposure, but that didn't prevent them from rallying 29% and 23% respectively. In spite of EuroDisney, Disney (DIS) gained 24%, since most of its revenues come from its U.S. businesses. While it is fine to keep one eye on Europe, the other eye should be focused on what is working in the U.S.

Cramer took a call:

First Solar (FSLR) relies on takeover rumors and alleged subsidies from Japan. For investors who want solar, Applied Materials (AMAT) has a strong business and a solid yield of 3.2%.

Celanese (NYSE:CE)

Natural gas prices are low, and this is bad news for exploration and production companies. However, it is excellent for companies that need to buy natural gas. Chemical company Celanese (CE) has not been one of Cramer's favorites, but given its 27% drop since February and dependence on natural gas for its products, it is too cheap to ignore. Celanese makes chemicals, resins and other products that give it exposure to diverse sectors. The company reported a 5 cent earnings miss, but recently, it has new management that might turn around the company. Celanese has increasing exposure to growing sectors like homebuilding and aerospace. Most of Celanese's sales come from the U.S. and it is cheap, with a multiple of 7 and a 10% growth rate.

CEO Frank Semple, MarkWest Energy Partners (NYSE:MWE)

MarkWest Energy (MWE) has fallen along with other oil and gas plays, and is down 17% since the beginning of the year. The company gathers, transports and processes natural gas, is the largest natural gas processor in the Marcellus shale and is growing its assets in the Utica shale. MWE yields 6.3% and has increased its distribution 216% since 2002. The company had a bullish analyst day and reported a strong quarter, but its stock price is affected by worries about commodities, including oil and gas. CEO Frank Semple says the company is hedged against price fluctuations and 85% of its new contracts are fee-based. While its propane and ethane gases are suffering from the general glut in the industry, Cramer agrees with Semple that it is only "a matter of time" before these supply issues are solved.

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Source: Cramer's Mad Money - Who Is Right About Starbucks? (6/18/12)