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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Monday October 29.

Why You Can't Game a Hurricane. Stocks mentioned: Priceline (NASDAQ:PCLN), Expedia (NASDAQ:EXPE), Con Edison (NYSE:ED), Microsoft (NASDAQ:MSFT), Home Depot (NYSE:HD), Lowe's (NYSE:LOW), Exelon (NYSE:EXC)

Many investors try to trade off of current news stories, but one reason it is not a good idea to "game" a hurricane is that the news is so widely known and discussed so far in advance that there is little chance to get into a stock low enough prior to the event. While there are stocks that might benefit in the aftermath of a huge storm, Cramer would only buy such stocks if they make sense as long-term investments, rather than quick trades. To the question, "Is it too late to buy Home Depot (HD) and Lowe's (LOW)," Cramer answered an emphatic "Yes."

Cramer took some calls:

Priceline (PCLN) still represents value and its problems are a "temporary blip." Expedia (EXPE) is drumming up a lot of business and has a great story.

Con Edison (ED) is a good story with a bad chart. Cramer likes Exelon (EXC) even more.

Microsoft (MSFT) has a good yield, but the stock probably will not do much. "MSFT lacks the OMG factor" that could move it up.

CEO Interview: Alan McKim, Clean Harbors (NYSE:CLH)

Clean Harbors (CLH) is involved in waste disposal, taking care of clean-up after natural disasters and getting rid of or recycling industrial waste. The company announced the acquisition of Safety Kleen, which specializes in recycling waste oil and finding sustainable methods of waste disposal. CLH has risen 46% since Cramer got behind it in 2010, but is down 20 points this year. Both CEO Alan McKim and Cramer are confident that the acquisition and business from the post-hurricane clean up can drive the stock higher.

Dollar General (NYSE:DG), Wal-Mart (NYSE:WMT), Dollar Tree (NASDAQ:DLTR), CVS Caremark (NYSE:CVS), Costco (NASDAQ:COST)

Cramer is bullish on Dollar General (DG), which has pulled back significantly along with other dollar stores on negative news from Dollar Tree (DLTR). Cramer doesn't think DG has the same problems as DLTR, because it has more exposure to food and staple items than discretionary items. Worries about competition from Wal-Mart (WMT), which is deciding to put up smaller locations, are overblown. With higher gas prices and high unemployment, more consumers are making the trade-down to dollar stores. The dramatic increase in the use of food stamps is also a trend DG is benefiting from. The stock is cheap, and trades at a multiple of 14 compared to its historical multiple of 17. DG has an 18% growth rate.

Cramer took some calls:

CVS Caremark (CVS) is not great, but is "fine."

Costco (COST) seems to have bottomed last week and reported a great quarter. Wal-Mart's chart is amazing. Cramer likes both, but prefers COST for now.

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Source: Cramer's Mad Money - Why You Can't Game A Hurricane (10/29/12)