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Stocks discussed on the Lightning Round segment of Jim Cramer's Mad Money Program, Thursday October 3.

Bullish Calls:

Himax (NASDAQ:HIMX): "I say yes to that."

HEICO (NYSE:HEI): "I think it has a lot of good things going for it, including aerospace."

Bearish Calls:

Annaly (NYSE:NLY): "I say no. It is too difficult to understand in this taper, no taper environment."

IBM (NYSE:IBM): "It missed the quarter. People are saying Warren Buffett is going to sell some. I'd say 'no.'"

Valmont (NYSE:VMI): "Too much of a mismatch. It is too hard for me."


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