Cramer's Lightning Round - If I Want Security, I Want Palo Alto (2/5/14)

by: Miriam Metzinger

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

Bullish Calls:

Palo Alto Networks (NYSE:PANW): "If I want security, I want Palo Alto."

Linn Energy (LINE): "I've been doing a lot of work on these, and I want you in LINE. It has great natural gas and now oil since they finished that deal. There was a short selling attack on it. I was expecting the attack to come back, but it's kind of disappeared."

Navigator Holdings (NYSE:NVGS): "This one is very good. The liquified propane business is good, and that is going to impact NVGS in a positive way."

Gilead (NASDAQ:GILD): "Gilead got thrown out because expectations were so high. I'd do some buying in GILD."

Take Two Interactive (NASDAQ:TTWO): "I've been doing some work on this. TTWO got taken down and it is a buying opportunity. That stock was overdone, and it was a bear raid."

Gogo (NASDAQ:GOGO): "This is a long and short battleground. Under $20, you should buy it, and when it goes to $26, you should sell it. Use it as a trading vehicle."

Bearish Calls:

FireEye (NASDAQ:FEYE): Cramer prefers Palo Alto.

Walter Energy (NYSE:WLT): "I don't like the balance sheet. I'm not going to go there."

Molycorp (MCP): "We have to up the quality of our companies. We don't want MCP."

InvenSense (NYSE:INVN): Cramer prefers Take-Two Interactive.

Acuity Brands (NYSE:AYI): "It was a great deal, but it has gone up too much. Take profits."

Ariad Pharmaceuticals (NASDAQ:ARIA): "It has had its day in the sun."

The Andersons (NASDAQ:ANDE): "That is a grain play. I'm staying away from the grain complex, even though it has increased of late. It is too dicey for this guy."

BreitBurn Energy Partners (BBEP): Cramer prefers Linn Energy.


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