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Stocks discussed on the Lightning Round session of Jim Cramer's Mad Money TV Program, Monday July 18.

Bullish Calls:

MarkWest Energy Partners (NYSE:MWE): "It is hard to get better than MarkWest...this pipeline play takes advantage of the Marcellus shale. The fact it is not at a 52-week high mocks me."

Sonic Automotive (NYSE:SAH), CarMax (NYSE:KMX): "Sonic has been great...CarMax has been great. These automobile dealers have been doing terrific."

Travelzoo (NASDAQ:TZOO): "...that remains the best stock in that sector. I would buy TZOO on a pullback."

Vodafone (NASDAQ:VOD): "If you want European telephone exposure, Vodafone has pulled back...I say 'yes' to Vodafone."


Krispy Kreme (NYSE:KKD), Dunkin' Donuts (NASDAQ:DNKN): "I gotta tell you, I want to compare Krispy Kreme against Dunkin' Donuts when it comes public..let's hold back on valuations so then we can tell you which to buy."

Bearish Calls:

Orbitz Worldwide (NYSE:OWW): "I'm not into this stock...they restructured, they did a lot of things, I would rather buy Travelzoo."

Telefonica S.A. (NYSE:TEF): "I'm not going into is too dicey."

Tibco Software (NASDAQ:TIBX), (NYSE:CRM), VMWare (NYSE:VMW), Red Hat (NYSE:RHT): "'s the problem. I don't like to recommend tech in the summer...I think Tibco along with Red Hat, Salesforce and VMWare are the best plays on the cloud, so I do like Tibco but...a better time will come, a better entry point, later in August."


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