Jim Cramer's Mad Money Lightning Round Picks, Jan. 25

by: Miriam Metzinger

Miriam Metzinger submits: Stocks discussed in the lightning round session of Jim Cramer’s Mad Money TV program, Thursday January 25. Click on a stock ticker for more analysis:

Bullish calls:

Harley-Davidson (NYSE:HOG): 'What an up stock! The bears will not stop saying negative things. The bears are wrong! This is a highly valued stock, but it's best of breed ... I say HOG can't be stopped!'
China Mobile (NYSE:CHL): 'When are they going to come with CHL? Which is the only one [Chinese telecom company] that is endorsed on Cramer's Mad Money.'
Corning (NYSE:GLW): 'GLW's a buy! ... I like their diesel division that they don't even talk about - their filtration division. You know there's going to be a bandwidth shortage and LCDs are coming back. I say back up the truck GLW!'
Allegiant Travel (NASDAQ:ALGT): 'An IPO that was given away. In the middle of the greatest decline in oil in the last five years, this company came public, and it has been a rocket! Almost a double and it may not be done going up yet. Leisure and travel company with passenger air is good to go. I like it!'
Acuity Brands (NYSE:AYI): ' it's got a long-term growth rate of 22% and it sells at 17x earnings. That means it's still cheap ... it's got little service components to it ... I hate to ever recommend a 52-week high on a day like today. Let's wait for a pullback and then we do a 'mon-back.'
Apple (NASDAQ:AAPL): 'The guidance is good in AAPL! I say no to PALM - sell, sell, sell! - which is really a terrible and challenged company, if not a trainwreck - really scary to own - I don't like management - and I say yes to AAPL! The best handheld! And don't forget, the iPhone - on the Cingular call yesterday - Whoa! They're going to give it a $500 price point; I think they give away the service. Everyone's going to use one.'
Illumina (NASDAQ:ILMN): 'It's still good, because the company makes tools for genetic engineering - for the human genome ... Don't sell it ... It's off 5 points from its high. It's got a good, consistent business, with great, consistent customers.'
Amgen (NASDAQ:AMGN): 'Down 2, and is such a 'mon-back, I think you should just take some. '
Reliance Steel & Aluminum Company (NYSE:RS): 'Oh, man. I recommended that at $36, and I'm recommending it again at $42. I like the steel business.'
Hanesbrands (NYSE:HBI): 'HBI is very, very cheap.'
VF Corp(NYSE:VFC): 'I want to reiterate that I like VFC.'

Bearish calls:

Navteq (NVT): I'm worried about that group ... I think it's a wrong stock and I don't want you in it.'
Garmin (NASDAQ:GRMN): 'I am concerned about GRMN. I feel its lost its edge.'
AsiaInfo (NASDAQ:ASIA): 'No, no, no. Telecom solutions. China. Everyone comes every night with a Chinese telecom company.'
Shaw Group (SGR): 'No, no, no! Not best of breed. This is an infrastructure company that I haven't liked.'
Palm (PALM): 'I say no to PALM - sell, sell, sell! - which is really a terrible and challenged company, if not a trainwreck - really scary to own - I don't like management ALM - No! '
Advanced Micro Devices (NYSE:AMD): 'AMD blew it! They just blew it! They've got too many factories. They're in a price war with Intel. I frankly see them bleeding cash. I think it's not too late to sell. I do not want to stick with AMD. Sell, sell, sell!'
First Data Corp (FDC-OLD): 'No. I didn't like the quarter. They let the technology spend - unclear to me.'

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