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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Thursday July 12.

Mako Surgical (MAKO), Intuitive Surgical (ISRG), Medtronic (MDT), Covidien (COV)

Mako Surgical (MAKO) has been hit hard recently after cutting its full year guidance. The stock fell 10 points, and lost 43% of its value. Intuitive Surgical (ISRG) saw a 20 point decline on bad news from its competitor in the robotic surgery space, Mako, but did ISRG deserve to be punished? Cramer thinks Mako's problems are because of Mako. He recommended selling the stock in late May while analysts were still bullish. Mako's problem is that it has been a momentum stock that has run into headwinds. ISRG is a well-established company, its Da Vinci machine is well-loved by doctors, and it has strong fundamentals. ISRG blew away its last quarter with a 35 cent earnings beat and a 27.6% climb in revenues. Cramer does not think ISRG should be guilty by association, and sees the recent decline as a buying opportunity.

Cramer took a call:

Medtronic (MDT) is not as good a stock as Covidien (COV).

CEO Interview: Duke Energy (DUK), Progress Energy (PGN)

Duke Energy (DUK) is completing a merger with Progress Energy (PGN); the two companies will become the largest electric utility in the country. However, controversy arose over alleged machinations by Duke Energy CEO Jim Rogers to grab excessive control over PGN's management. Some have called this "a blatant example of corporate deceit" and even "corporate hijacking," but even in the midst of the scandal, Cramer still likes Duke's stock. While Cramer said that investigations should be conducted and he "wouldn't want to play Monopoly" with Jim Rogers, the CEO has been an effective executive; the stock has risen 88% since Rogers took the helm in 2006. The company has raised dividends successfully, and the combined companies are well-positioned to streamline operations. In spite of the controversy, Duke Energy is a "buy."

CEO Interview: Nick Schorsh, American Realty Capital Trust (ARCT)

American Realty Capital Trust (ARCT) is a REIT with an effective business model and 100% occupancy rates. The REIT buys property from its tenants and rents it back to them, allowing clients to raise capital. While ARCT, unlike other REITS, has a limited ability to raise rates, it makes money through acquisitions. CEO Nick Schorsh discussed the company's accretive acquisitions, and added that while the economy is flat, there are "bright spots." The businesses ARCT deals with have seen "improving balance sheets, stable volumes and earnings growth."

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Source: Cramer's Mad Money - Mako, Intuitive Surgical And The Battle Of The Robots (7/12/12)