Jim Cramer's Mad Money Lightning Round Picks 7/26

|
Includes: ACTG, ARCH, BEAV, CCL, CMI, ESLRQ, GW, JDSUD, LLL, MO, PWEID, QRVO, SGMS, SHPG, TTM, UNH, UST
by: Miriam Metzinger

Stocks discussed in the lightning round session of Jim Cramer’s Mad Money TV program, Wednesday July 26. Click on a stock ticker for more analysis:

Bullish calls:

Evergreen Solar (ESLR): 'It is amazing to me, given the price of oil, how low this stock is at ten. If I were to recommend one sunshine play it would be ESLR.'
UnitedHealth Group (NYSE:UNH): '... it is up from $43, and it is still dirt cheap and grows at 17% and it's at 17 times earnings. I'm still saying UNH is a buy!'
Scientific Games (NASDAQ:SGMS): 'We recommended this stock 4 points ago, it's a high multiple stock, we didn't hit it right ... I would do a "mon back at $34.00.'
UST (NYSEARCA:UST): 'UST is one of the safest, best stocks. I still think the stock goes to 60.'
PW Eagle (OTC:PWEI): 'Your in the best of breed in polyvinyl.'
Altria (NYSE:MO): 'The tobacco business two thumbs up!'
BE Aerospace (NASDAQ:BEAV): 'I think that BEAV may be the best aero-space place still out there. They make the seats in the planes. I like that business.'
Shire (SHPGY): 'One of my favorite drug companies ... Shire could go to $52.00.'
Textron (NYSE:TXT)
Tata Motors (NYSE:TTM):
'This TTM at 15 dollars ... I want to buy that with both hands and both feet... its been down ever since the crash in the emerging markets. Its a buy.'
Gray Wolf (GW): 'Natural gas going to $7.00, GW going to $8.00.'

Bearish calls:

AmSouth Bancorp (ASO)
Cummins Engine (NYSE:CMI):
'I can no longer bless CMI, particularly because of the big pull through from the environmental change with truck engines ... and I've liked it since the '70s.'
Acacia Technologies (NASDAQ:ACTG) '... that's too dicey for me, that's only two points off its high.'
JDSU (JDSU)
Arch Coal (ACI)
Carnival (NYSE:CCL)
L-3 Communications (NYSE:LLL):
' ... the late Fran Lanza was a friend of mine. I don't know about LLL after him.'
RF Micro Devices (RFMD):'... I'm gonna stay away from everything connected with cell phones except Motorola.'

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.