Jim Cramer's Mad Money Lightning Round Picks, Feb. 12

by: Miriam Metzinger

Miriam Metzinger submits: Stocks discussed in the lightning round session of Jim Cramer’s Mad Money TV program, Monday February 12. Click on a stock ticker for more analysis:

Bullish calls:

Allegheny Tech (NYSE:ATI): 'This company just keeps getting lucky, because it's so good. They are a Boeing supplier, and now they're going to be a supplier for the refining and pipe industry for ethanol. In other words, do not lose heart. The numbers are still too low. ATI is going higher.'
Transocean (NYSE:RIG)
Virgin Media (NASDAQ:VMED): ' ... is so good that they're doing the triple play. VMED is about to become the next Comcast ... Have faith in VMED.'
Countrywide Financial (CFC): 'I'd rather see you in CFC, because Angelo Muzillo knows how to play the game, and runs a balanced book.'
Allergan (NYSE:AGN): 'AGN, at $115, is just a huge buy. Now, I also have to tell you... a lot of the $100+ stocks are under a lot of pressure lately - guys are taking profits. I would buy AGN right here.'
Microsoft (NASDAQ:MSFT):'I have seen this stock get beat up. Use the weakness in MSFT to buy the stock ... This is one of the America's greatest companies that's on a discount, because people think that Vista's not perfect ... It don't matter that it's not perfect. You have to go get it! And you have to buy MSFT!'
Zimmer Holdings (ZMH): ' ... another stock I really like - for baby boomers - in terms of physical.'
Continental (NYSE:CAL): ' ... my personal favorite.'

Bearish calls:

Evergreen Solar (ESLR): 'I am strictly in the 'sell' camp on this. With the exception of a couple of sun power kinds of things, I don't like energy conversion either.'
Helmerich & Payne (NYSE:HP): ' You know I like the drilling group, but they have to be separated from the Gulf of Mexico, and I regard HP as being a Gulf of Mexico play, so I cannot back that one up.'
New Century Financial (NEW): ' I think that you should still sell that stock.'
JetBlue (NASDAQ:JBLU): ' My airlines are rocking - yours isn't.'

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