Cramer's Lightning Round - Stop Selling Ford (2/3/11)

Includes: ACW, CMI, F, HES, JCI, NVDA
by: Miriam Metzinger

Stocks discussed on the Lightning Round session of Jim Cramer's Mad Money TV Program, Thursday February 3.

Bullish Calls:

Ford (NYSE:F): "Enough is enough... the selling should stop. Was it a great quarter? Absolutely not. I didn't like North America and I didn't like Europe... but the expectations have been reset, and suddenly everyone has given up on Ford. Everyone has given up on Alan Mulally [the CEO]. I think that is dead wrong... he has proven a lot since the stock was at $2, and I'm sticking by him and I think you should too. I'd buy some more tomorrow morning."

Johnson Controls (NYSE:JCI): "...I sold a little. I needed to get a little diversified...however, its long term story remains completely intact."

Accuride Corp (NYSE:ACW), Cummins (NYSE:CMI): "No, not yet (about analysts getting behind ACW) ...there is very positive chatter about ...this new CEO and how right he is...I reiterate the truck bull market is alive and well. We saw a nice reversal in Cummins...I believe the truck bull market is intact and you should continue to own that stock and buy it on any weakness."

Hess (NYSE:HES): "If oil just stays right here betwen $90 and $100, I think you have a $100 stock...I was just sending out memos about how good this situation is."

Nvidia (NASDAQ:NVDA): "We have a triple from where it bottomed, and we have a double from where I pushed it. We cut the position in half and let the rest run....the chips are terrific. No one believed it except for us...that's my kind of situation. I would stick with the rest."

No Bearish Calls


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