Jim Cramer's Lighting Round Stock Picks 7/25

Stocks discussed in the lightning round session of Jim Cramer’s Mad Money TV program, Tuesday July 25. Click on a stock ticker for more analysis:

Bullish calls:

Finisar (FNSR): '… I think FNSR goes up tomorrow. I'm liking FNSR.'
Cognizant Technology Solutions (CTSH):'...that business is smoking. I want to own that.'
Broadcom (BRCM): 'After the close today, Chea is not the holder of Broadcom, Mercury got a bid from Hewlett-Packard, I was not a fan of them, but if they get a bid, anybody can, I would not sell.'
PepsiCo (PEP): 'Down 63 cents today, I am telling you opportunity is knocking. That is my absolute favorite of the secular growth names.'
SGL Carbon (SGG): 'No you don't want to sell a company that makes an absolutely terrific high tense steel that we can use…that's a cheap situation, I want to hold on to it.'
Google (GOOG): '… the multiples depressed from 60 to 39 for GOOG, that means that people are paying almost nothing for one of the great growth stories out there … When the Federal Reserve is done tightening, you're going to get a high multiple.

Bearish calls:

Cendant (CD): 'This fellow who runs CD bagged me nine ways to Sunday … He took a huge amount of money out of the company.'
Vonage (VG)
DexCom (DXCM)
Garmin Ltd. (GRMN) '… If you really love GRMN, don't do the 'Mon Back until they take it down.

Seeking Alpha publishes a summary of Jim Cramer's stock picks every day including: Mad Money Recap, Lightening Round, Stop Trading and his Radio Show.

Get Cramer's Picks by email -- it's free and takes only a few seconds to sign up.