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

Bullish Calls:

  • Pharmacyclics (NASDAQ:PCYC): "This group is so out of favor, but you have to take a stand. I'm taking a stand with Pharmacyclics. It has been crushed. I think it is okay."
  • Valero (NYSE:VLO): "That was an amazing quarter. I thought it was going to be a trade, but now there is more to it. The spread is still going VLO's way. Management is committed to making money."
  • Old Republic International (NYSE:ORI): "Down here, it yields 4%. It is a good company. It's got my name on it."
  • TASER International (NASDAQ:TASR): "The stock had a run. It pulled back. It has been a winner. Don't get discouraged by its 5% decline this week. We are fine."
  • Dun & Bradstreet (NYSE:DNB): "I was surprised it sold off as much as it did. I like data. I think it is a winner. It is down 13%, and it isn't even bad anymore."
  • Pfizer (NYSE:PFE): "I prefer Pfizer (to West Pharmaceuticals)."

Bearish Calls:

  • Plug Power (NASDAQ:PLUG): "It peaked, and I said it should be sold. It has come down. It has done a secondary. It is a sloppy stock. This is part of the speculation coming out of the market. I don't like Plug."
  • Goodyear Tire & Rubber (NASDAQ:GT): "It had a big move. It has pulled back. I want to stay away. It is too high."
  • West Pharmaceutical Services (NYSE:WST): "It is good, but it is not great."

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Source: Cramer's Lightning Round - I'm Taking A Stand For Pharmacyclics (5/5/14)