Jim Cramer's Mad Money Lightning Round Picks 8/03

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 |  Includes: ALL, AMD, ATVI, BLS, BLUD, BRCD, CMG, CSCO, EA, ESLRQ, GD, LLL, MCD, MET, MIG, NKTR, PRU, QCOM, S, WLT, WMT
by: Miriam Metzinger

Miriam Metzinger submits: Stocks discussed in the lightning round session of Jim Cramer’s Mad Money TV program, Thursday August 3. Click on a stock ticker for more analysis:

Bullish calls:

Brocade Communications (NASDAQ:BRCD)
General Dynamics (NYSE:GD)
Qualcomm (NASDAQ:QCOM):
'I'd rather see in you QCOM (than Cisco).'
BellSouth (BLS):'AT&T is the new winner, and BellSouth is part of it.'
MedcoHealth Solutions (NYSE:MHS): "One of the best-run wholesale pharmaceutical companies."
Allstate (NYSE:ALL): 'If you're going to own insurance, I'm going to send you to Allstate.'
Advanced Micro Devices (NASDAQ:AMD): 'When that deal closes, you're gonna have to load the boat up.'
Immucor (NASDAQ:BLUD)
MetLife (NYSE:MET)
Walter Industries (NYSE:WLT)

Bearish calls:

Nektar Therapeutics (NASDAQ:NKTR): 'Have to wait until you get closer to the launch of Exubera.'
Evergreen Solar (ESLR): 'These stocks are really part of a speculative cohort ... which is dead ever since May 11, when Ben Bernanke decided no more speculation.'
Activision (NASDAQ:ATVI): 'A second-rate, if not poor man's, Electronic Arts.'
Wal-Mart Stores (NYSE:WMT)
3L Communications (NYSE:LLL):
'I think you should move on. I think you should stay away from that.'
Texas Roadhouse (NASDAQ:TXRH): 'Don'tBuyDon'tBuy. I misjudged this model.'
Chipotle Mexican Grill (NYSE:CMG): 'I think Chipotle is stalled.'
Cisco Systems (NASDAQ:CSCO): 'Completely flat-lined. ... I'd rather see you in so many other tech stocks.'
Sprint Nextel (NYSE:S)
Meadowbrook Insurance (NYSE:MIG)
Prudential (NYSE:PRU):

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