Jim Cramer's Mad Money Lightning Round Picks, March 1

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

Bullish calls:

Nymex (NMX): ' ... they can charge more money. This is one of the winners. I'm staying bullish on it. I would buy it. Put half on, and then let's hope it goes to $120, but I don't think it will.'
BEA Systems (BEAS) : 'Very big buyback ... BEAS with buyback, with cash, can be a takeover candidate. I'm bullish.'
Analog Devices (ADI): 'Gerald Fishman, the CEO, just said that things are much better than expected. The stock's held up very well. It's not a punching bag like the rest of them. ADI - better than yours.'
Devon Energy (DVN): 'They made that big find in the Gulf of Mexico. The stock is virtually unchanged from when they made the find. That is just ridiculous.'
Hain Celestial (HAIN): 'I happen to like HAIN. HAIN pre-announced a better-than-expected... They have an all-over stock. I think HAIN, at $29, is a buy. It held up really well in the selloff.'
BorgWarner (BWA): 'There are only a few companies that are going to survive this shakeout of the auto suppliers, and BWA is one of them. That said, I like the diversification of JCI better ... I like BWA - I like it, but I don't want to buy... I want you to buy JCI.'
Johnson Controls (JCI): 'I like the diversification of JCI better - a stock that has just monster mutual fund buying underneath ... I want you to buy JCI.'
Agilent Technologies (A): 'Where I always send people, because this is the company I'm most comfortable with, I send people to A, because A is a better bet ... I don't like the semiconductor business right now... I just pass on which one is the best of breed.'
Sears Holdings (SHLD): 'I'd rather see you in SHLD than either LOW or HD.'
Qwest Communications (Q): 'Dick Notebart - who, at one point, I knocked - I didn't think he could turn it around... Q is a turnaround situation, which is working ... Interest rates are incredibly low, so these companies are able to refinance, fix up their balance sheet, and do much better .. It's got a good business momentum ... I want to buy Q, even up here. '
Level 3 Communications (LVLT)
Allied World Assurance (AWH): 'I like AWH, but AIG has just proven best in show.'
American International Group (AIG): 'AIG reported an amazing quarter, a huge buyback, and a big increase in its dividend, and yet that stock is down substantially. My take is that you take advantage of AIG being down ... you pull the trigger there.'
CDW Corp (CDWC): 'If I want to be in that [repackaging of computers], I'd be in CDWC.'

Bearish calls:

Systemax (SYX): 'We had disliked it from before. It hadn't done its filings... It is a $900 million company that does repackaging of computers. If I want to be in that, I'd be in CDWC.'
RF Micro Devices (RFMD): 'When you buy chip companies for semiconductors, you know what? Rather than just dump on RFMD which, historically, has been a company I don't like, let me just put you in ADI.'
Kodiak Oil & Gas (KOG): 'I want to do an oil and gas company, that has a little bit of a speculative feel to it, I'm still going to send you to DVN.'
SunOpta (STKL)
Verigy (VRGY): 'I don't like the semiconductor business right now.'
Lowe's (LOW): 'LOW is vulnerable here. I have liked LOW. I think it could pull back to $31 or $30, because that's the part of the economy that I'm most worried about. I think that LOW is obviouly better than HD, but I don't want to buy it.'
Home Depot (HD)

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