Jim Cramer's Mad Money Lightning Round Picks, Nov. 3

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Includes: AES, AMAT, AUY, BMY, CHS, HAS, JNJ, MAT, PFE, SGP
by: Miriam Metzinger

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

Bullish calls:

Yamana Gold (NYSE:AUY): 'Buying Yamana and selling Newmont is right.'
Mattel (NASDAQ:MAT): 'Mattel is not an expensive stock ... Let me give it one and a half thumbs up, no more than that because I do need a price break to be able to pull the trigger big time.'
Hasbro (NASDAQ:HAS): 'I also like Hasbro.'
Philadelphia Consolidated (PHLY): 'This is a quality insurer ... the problem is that it's an expensive insurer. ... However, it is well run, and I countenance buying the stock.'
Schering-Plough (SGP)
Johnson & Johnson (NYSE:JNJ)
AES (NYSE:AES):
'A first-class, House of Pleasure juggernaut ...fabulous assets in South America. Two thumbs up, way up. Make mine La Familia; that's the best of the tequilas.'
LSI Logic (NYSE:LSI)

Bearish calls:

Newmont Mining (NYSE:NEM): 'I would ring the register .... I think that they are asset-challenged.'
Anthracite Capital (AHR): 'It's a mortgage real estate investment trust. We don't like them. We've been hurt by them.'
Applied Materials (NASDAQ:AMAT)
Chico (NYSE:CHS)
Pfizer (NYSE:PFE):
'Of all the drug stocks and all the gin joints in the world, that one is not for me. ... I don't like the pipeline. Even more overvalued than Bristol-Myers.'
Bristol-Myers (NYSE:BMY)

More: Cramer's latest stock picks, including: Mad Money Recap, Lightening Round, Stop Trading and his Radio Show.

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