Jim Cramer's Mad Money Lightning Round Picks, Dec. 5

by: Miriam Metzinger

Miriam Metzinger submits: Stocks discussed in the lightning round session of Jim Cramer’s Mad Money TV program, Tuesday December 5. Click on a stock ticker for more analysis:

Bullish calls:

Gilead Sciences (NASDAQ:GILD): 'What a fabulous, fabulous group of drugs they have, including the AIDS cocktail... The stock's been stuck in the $67 range. I think it's about to take off ... Two thumbs up, way up.'
MEMC Electronic Materials (WFR): 'There has been a silicon wafer shortage for as long as I can remember. WFR is working its way higher. I like it, but the fact is, this is a stock that's almost doubled year to year. I can only give it one thumb up.'
Archer Daniels Midland (NYSE:ADM): ' ... buy ADM.'
Allegheny Technologies (NYSE:ATI): 'ATI - yes, the stock of the year, and it goes higher!'
Cisco (NASDAQ:CSCO): ' Sell those and be in CSCO. Because that is the only pure play communications equipment stock that you are going to hear on Jim Cramer's Mad Money!'
Microsoft (NASDAQ:MSFT): ' Stall here. I keep saying, look, this stock has now borrowed from next year's performance. It's up gigunda since $24, straight up to $29. I think it flatlines here, and then, next year, it will start taking off. So, mark time and then fly.'
Lowe's (NYSE:LOW): 'Heck, I've just been telling people to buy it! I'm sticking with LOW for at least another 4-5 points. Don't you dare start thinking of ringing the register!'
Level 3 Communications (NASDAQ:LVLT): 'Some people are saying that that could be 2007's 'Stock of the Year' for Cramer's Mad Money... I never tip my hand. But let me just tell you, the coming bandwidth shortage is going to make that stock double within the next two years. I say buy LVLT! And, below $5, (back up the truck).'
KBR (NYSE:KBR): 'It stalled. It stalled. It's taking step-by-step, inch-by-inch, slowly KBR goes up ... I still think this stock gets to $24 over time. But it was fast out of the chute, and now its resting!'
MasterCard (NYSE:MA): 'I am not done backing up the truck on MA. I still like it.'
ConocoPhillips (NYSE:COP): 'COP, which is going to give you a gigantic buyback; maybe a big dividend boost .... I want to stick with COP!'

Bearish calls:

Titanium Metals (TIE): 'You are a second best-of-breed man. You know that, if you're going to buy titanium, you swap out of TIE, and you pull the trigger on ATI.'
Nortel Networks (NT):' I think that NT is still a great sale.'
Alcatel (ALA)
Finisar (NASDAQ:FNSR):
'I didn't like what FNSR said last week. They've got a lot of stuff going. Maybe they need to restate... This is not one you want to be in.'
Savient Pharmaceuticals (OTC:SVNT): 'Oh boy, man. You cut me to the quick on this one. It's got really great growth, but it's expensive as all get out.'
American Express (NYSE:AXP)
Swift Energy (NYSE:SFY)

Saifun Semiconductors: (NYSE:SFUN): 'No. Way too risky. I happen to like most of the Israeli intellectual property companies; I'm taking a pass on that one.'
GOL Linhaus Areas Inteligentes S.A. (NYSE:GOL): 'Time to take the profit; he's dancing with wolves there. I'm ready to move on.'

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