Stocks discussed on the Lightning Round session of Jim Cramer's Mad Money TV Program, Wednesday May 25.
Bullish Calls:
Annaly (NLY): "People don't understand the business model...it has the longest term history of returning capital of any of these REITs. I understand it. Mike Farrell runs it...as long as Mike Farrell runs it, I want you to own it."
Salesforce.com (CRM): "Customer relations management is a very hot area...my play is CRM. It is the leader in this, and can be one of the best stocks of all time."
Baidu (BIDU): "I have Baidu that I'm recommending...I don't want to recommend any other Chinese company."
OpenTable (OPEN): "...the best in the business...This is a friend of all restaurants. It is helping people book seats, and that is what matters. I am a solid buyer of OPEN."
Bearish Calls:
Shanda (GAME), Sina (SINA): "I'm not going to recommend (Shanda)...I have been recommending Sina as a trade...I'm waiting for it to go back to $120, then I will say 'Take it off the table.' No more Chinese names on this show."
Google (GOOG): "They are taking a very long-term view...doing a lot of spending. That spending is upsetting people because they don't yet see a return on the investment. That's why people want to sell, sell, sell, and that's why I am no longer recommending the stock."
RealD (RLD): "Ring the register...3D is not going to be as big as people think. That is my own view. I think it is time to move on and take the gain."
Netsuite (N): "...This has not been my play (in customer relations management)."
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