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Stocks discussed on the Lightning Round session of Jim Cramer's Mad Money TV Program, Wednesday February 1.

Bullish Calls:

United Rentals (URI), Caterpillar (CAT): "That was an unbelievable quarter. I like that and Caterpillar. I would buy URI on a pullback."

Apple (AAPL): "...Apple is so much better (than RIM)."

LSI Corporation (LSI): "...good quarter...I like the semis."

AeroVironment (AVAV): "We like that...it's a good business...the stock has come down. It's a good opportunity."

KKR Financial (KFN): "...I have more conviction on KKR (than AB)."

Bearish Calls:

Research in Motion (RIMM): "If it goes to $18-19, I want you to sell it..."

AllianceBernstein (AB): "Go to KKR Financial..."

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Source: Cramer's Lightning Round - United Rentals' Unbelievable Quarter (2/1/12)