Jim Cramer's Mad Money Lightning Round Picks 5/4

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 |  Includes: ACAS, ADC, AUQ, AVGO, BCRX, BMO, BUCY, CD, FLEX, GM, HOM, JOY, KCI, NGPS, RY, SIRF, SLB, TD, TFSM, VNO, ZOLT, ZUMZ

Lightning Round stock picks from Jim Cramer's Thursday May 4 Mad Money TV program. Click on a stock ticker for more analysis:

Bullish calls:

General Motors Corp (NYSE:GM) -- 'I'm a hair's breath away from a 'buy,buy,buy'... one thumb up, maybe another in reserve'
Brocade Communications Systems Inc (NASDAQ:BRCD) -- 'will surprise to the upside.. hasn't run like CNXT did or moved like JDSU... I think it's still right'
Schlumberger (NYSE:SLB) -- 'rest at ease until you get to $100'
Northgate Minerals Corporation (NXG) -- 'both gold and copper... two firms downgraded it this week, and they'll be wrong... it's at a weighing station at $4.50 on its way to nirvana of $5.50'
Sirf Technology (NASDAQ:SIRF) -- 'unfairly punished... this group has been gutted; one thumb to SIRF, the other to NGPS'
NovAtel Inc. (NGPS)
Zoltek (NASDAQ:ZOLT) -- 'we liked it at 12, it subsequently goes to 30... take half off right here'
American Capital Strategies Ltd (NASDAQ:ACAS) -- 'know how to do mezzanine lending better than anyone else in the world... nice dividend'
Bank of Montreal (NYSE:BMO), Toronto-Dominion Bank (NYSE:TD), Royal Bank of Canada (NYSE:RY) -- 'trifecta of great names.. the Canadian dollar will take out the American dollar, at a dollar... you've got to go to Canada right now and horde those three stocks'
Vornado Realty Trust (NYSE:VNO)
Bucyrus International (NASDAQ:BUCY)
Joy Global Inc (JOYG)
Flextronics (NASDAQ:FLEX)
Zumiez Inc (NASDAQ:ZUMZ)

Bearish calls:

Home Solutions of America (HOM) -- 'worst of breed'
Cendant Corp (CD)
Kinetic Concepts (NYSE:KCI) -- 'they do wound care... part of that maul that is health care'
Agree Realty Corporation (NYSE:ADC)
BioCryst Pharmaceuticals Inc (NASDAQ:BCRX) -- 'a hype stock... show me the quarter'
24/7 Real Media (TFSM) -- 'I thought that was a terrible quarter'