Cramer's Lightning Round - Not Being Two-Faced About Facebook (12/5/13)

by: Miriam Metzinger

Stocks discussed on the Lightning Round segment of Jim Cramer's Mad Money Program, Thursday December 5.

Bullish Calls:

Facebook (NASDAQ:FB): "I think it is fine. People told me I was being two-faced because I sold some for my charitable trust, but it was up 90%, and when a stock is up 90%, I take some off the table ... Facebook has more upside."

Tiffany (NYSE:TIF): "Wait for a pullback."

Skyworks (NASDAQ:SWKS): "It is at its 52 week high ... I think the China Mobile deal will be positive for them. It is too high to buy here, but if you are going to buy a component parts play for phones, Skyworks is the one to buy."

Micron (NASDAQ:MU): "If you want a component parts maker for PCs, Micron is the one."

Regeneron (NASDAQ:REGN): "It is a wild trader. I think the future is bright for Regeneron. It has a new drug that is going to be approved. Its macular degeneration drug is being rolled out all over the globe. The stock is high. You have to buy it in stages."

Lockheed Martin (NYSE:LMT): "It is finally coming down, and it is very well-run."

Bearish Calls:

Halozyme Therapeutics (NASDAQ:HALO): "It has doubled. It is up 100%. The biotechs that are too hot are the ones we want to take off the table. That would include that one."

Alliance Fiber Optic Products (NASDAQ:AFOP): "Fiberoptics is a tough place. I don't want to own these."

Flower Foods (NYSE:FLO): "Flowers is too hard. It was a terrific growth company at one time, but the bakery business is too hard."

EZCorp (NASDAQ:EZPW): "Pawn shops don't do well when the economy is getting better."


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