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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Tuesday September 11.

McDonald's (MCD), Coach (COH), FedEx (FDX), Celgene (CELG), Allergan (AGN), Starbucks (SBUX), Alpha Natural (ANR), Polypore (PPO)

It is worth buying best of breed stocks when they stumble, because more likely than not, they will come roaring back. McDonald's (MCD) has been one of the best-performing stocks in the Dow, but stumbled a few months ago when it reported disappointing numbers. Anyone who knows the stock is aware that it rides over such speed bumps, but MCD was hit with downgrades. Recently, MCD has moved back up, and Cramer thinks a dividend boost could be on the horizon. Coach (COH) fell from $62 to $51 after a devastating quarter this spring. However, Coach has recovered and is back to where it was before the dismal earnings report. FedEx (FDX) slashed guidance and dropped from $87.50 to $85, but just over a week later, it is trading up a dollar from where it was trading before the announcement. Celgene (CELG) had to withdraw a drug application in Europe 3 months ago, and was taken down from the high 60s to $59. After a new drug release and solid earnings, the stock is at $73.

With the typical rebounds of best-of-breed stocks, Cramer would buy Allergan (AGN) down 7 points and Starbucks (SBUX), a company that seems headed for a second comeback story.

Cramer took some calls:

Alpha Natural (ANR) is being bought because investors are betting on a takeover. While Cramer thinks ANR is oversold and may go higher, he added "I still don't like it."

Polypore (PPO) is a breakup candidate with decent fundamentals. Cramer thinks the whole company might be worth less than the sum of its parts.

Conversation with Tim Massad, Assistant Treasury Secretary for Financial Stability and Chairman of the TARP Disposal Program. Stocks mentioned: AIG (AIG), General Motors (GM), Fannie Mae (OTC:FNMA), Freddie Mac (OTC:FMCC)

The Treasury Department reduced its stake in one of the most unpopular bailouts, AIG (AIG), from 53% to 15%. The government spent $182 million on the bailout, and the total shares are now worth $197 million. Around 90% of TARP money has been returned or earned back, and while "The government isn't a hedge fund," said Tim Massad, it is going to hold onto its $5 million in shares of GM (GM) until it is appropriate to sell. While GM and AIG have been TARP success stories, Fannie Mae (OTC:FNMA) and Freddie Mac (OTC:FMCC) have had more troubled histories, but Tim Massad is confident that, with the housing turnaround, these two companies will also soon recover.

Off the Charts: CurrencyShares Euro Trust ETF (FXE)

The meeting of the German Supreme Court on Wednesday is a crucial indicator of the direction of the European recovery and the euro. While the euro has been a challenged currency, it has bounced back dramatically on hopes for a European solution, and has been trading above its 200 day moving average. While the euro rally has been steady, the Relative Strength Index indicates it may be overextended. Right now, the euro seems to be oversold, and regardless of the announcement of the German Supreme Court, it might be ready for a pullback. Cramer would buy the euro on the pullback via the CurrencyShares Euro Trust ETF (FXE).

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Source: Cramer's Mad Money - Best-Of-Breed Will Bounce Back (9/11/12)