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Miriam Metzinger submits: Stocks discussed in the lightning round session of Jim Cramer’s Mad Money TV program, Thursday February 1. Click on a stock ticker for more analysis:

Bullish calls:

Yamana Gold (AUY)
Freeport-McMoRan (FCX):
'I'm endorsing it. Let's buy some.'
Cemex (CX): 'They want to be a monopolist when it comes to cement. They want to own North America, and you know what? They're going to do it. Cemex even right here still goes higher.'
Microsoft (MSFT): ' I have morphed into a Steve Ballmer fan. ... The stock is going to be stalled right here, but I do like it.'
Hewlett-Packard (HPQ)
Comcast (CMCSA):
'I'm going to send you to Brian Roberts at Comcast.'
Level 3 Communications (LVLT)
Adobe Systems (ADBE):
'People think I'm wrong on Adobe. ... Adobe is stalled; that was a great quarter. ... I just know that it is biding time; 38 is a way station going to 45.'
Halliburton (HAL): 'Halliburton's quarter was good. They're buying back a huge amount of stock. 'mon back [buy]'
Volcano (VOLC): 'Medical devices rock.'
United Technologies (UTX): '...back and bigger than ever. Heating, ventilation and air conditioning.'
American Standard (ASD)

Bearish calls:

American Oriental Bioengineering (AOB): '...this stock is running too far. I want to do a Don'tBuy. Maybe if it comes down...'
Anixter International (AXE)
Chesapeake Energy (CHK):
'Problematic ... every time it goes up to 32, 33, we get that inevitable selling.'
Mannatech (MTEX)
AnnTaylor Stores (ANN)

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Source: Jim Cramer's Mad Money Lightning Round Picks, Feb. 1