Jim Cramer's Mad Money Lightning Round Picks, March 28

by: Miriam Metzinger

Miriam Metzinger submits: Stocks discussed in the lightning round session of Jim Cramer’s Mad Money TV program, Wednesday March 28. Click on a stock ticker for more analysis:

Bullish calls:

JPMorgan Chase (NYSE:JPM): 'I think that the company itself is really good. At $47, nice 9% pullback. Probably worth buying, but let me tell you something... It doesn't yield 3%... '
Bank of America (NYSE:BAC): 'I've got BAC that yields 4% ... This stock should pull back .... If it goes below $20, then you do a little buying. '
Jones Soda (OTCQB:JSDA): 'But JSDA, other than HANS, is the fastest grower out there. I'm doing a lot of work on JSDA... Do not lose sight of that!'
Hansen Natural (HANS)
Accuray (NASDAQ:ARAY): 'I think you're fine.'
Harsco (NYSE:HSC): 'I think that this is a quintessential great industrial management company ... that's the kind of stock to buy right here. HSC, only about $1 off its high, but notice how it's held up. It is not that linked to housing. It is mostly industrial equipment.'
Cummins (NYSE:CMI)
Parker-Hannifin (NYSE:PH)
Caterpillar (NYSE:CAT)
Terex (NYSE:TEX)
Lamson & Sessions (LMS): 'Remember, I felt that this company is a natural to be acquired. They are in talks ... I think this company is worth substantially higher than where it's selling ... I am not worried about the earnings, and the P/E is very low. In other words, continue to buy LMS... '
VeriFone (NYSE:PAY): ' I think that PAY - which is linked to retail - is a fabulous stock. I am surprised it's come down this much from its high. I actually want to load up the truck with PAY right here. That's too cheap!'
Charter Communications (NASDAQ:CHTR): 'Do not lose heart! This is a play off of what I regard as being the 'virtuous circle' of being able to refinance, now that rates have come down... CHTR is good ... I want you to buy it.'
Time Warner (NYSE:TWX)
Allegheny Technologies (NYSE:ATI): 'Don't forget that you need ATI steel when you build an ethanol plant, and that stock's off nicely from its high. I'm pulling the trigger right here!'
Disney (NYSE:DIS): 'DIS is doing very well, it's got superior management. It's pulled back $1.50. I'll pull the trigger on DIS.'

Bearish calls:

Valero Energy (NYSE:VLO): 'I am beginning to think that VLO has had its run. Sell, sell, sell!'

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