Jim Cramer's Mad Money Lightning Round Picks, 7/05/7

|
 |  Includes: AA, CELG, CMCSA, CROX, FSLR, FTEK, JAVA, JBLU, LVLT, MRK, MWW, SVNTQ, SWHC, TEVA, TWB
by: Miriam Metzinger

Miriam Metzinger submits: Stocks discussed in the lightning round session of Jim Cramer’s Mad Money TV program, Thursday July 5. Click on a stock ticker for more analysis:

Bullish calls:

Monster Worldwide (NASDAQ:MNST): 'MNST is one of the few great, online properties that could still re-invent an offline business... Buy, buy, buy! Do not give up hope on MNST.'
Tween Brands (TWB): 'It's going to open up something like 800 stores... TWB is just terrific. That's a great cohort to be invested in. Most retail is not working. That one is. Stay long. Stay in it.'
Celgene (NASDAQ:CELG): ' ... has a nice discount. It's got Revlimid ... It's had a nice run. It's paused. It's ready to roll again.'
Alcoa (NYSE:AA): ' ... someone will come in and buy the whole shooting match. AA... you stay in it. It will not be public. It's part of my Dow 14,500 theory. It's got to go there.'
Savient Pharmaceuticals (SVNT): 'I like it as a spec, and I continue to like it as a spec... I think it's been a good stock. It's pulled back here. I like that opportunity.'
Level 3 (NYSE:LVLT): 'They all laughed at me - Carrie like - on the Level 3,but here it is, ready to roll again..'
Comcast (NASDAQ:CMCSA): 'At the $28. level, it's good.'
Sun Microsystems (SUNW): 'I think SUNW will go from $5.30 to $6.00 very quietly. You make a little money there, and then (ring the register).'
Smith & Wesson (NASDAQ:SWHC): 'Yes! I got bullish at $5. I got cold feet at $12. I came back at $14. Now it's at $16. It's going to $20. I like SWHC!'
Crocs (NASDAQ:CROX): 'CROX goes higher!'
Under Armour (NYSE:UA)
Apple (OTC:APPL): '$150 price target!'

Bearish calls:

Merck (NYSE:MRK): 'No, I can't go there my friend... MRK does not have the kind of growth that I want.'
Fuel-Tech (NASDAQ:FTEK): 'I mean the stock has almost doubled. We've got to be cool there too.' Let's wait. This group is too hot for me. It's sizzling, and I don't like sizzling. I've got to have it cool down, before I load the boat up, and back the truck up...
First Solar (NASDAQ:FSLR): 'This group is too hot for me ... I've got to have it cool down, before I load the boat up, and back the truck up...'
Teva Pharmaceuticals (NYSE:TEVA): 'I'm not a generic guy.'
JetBlue (NASDAQ:JBLU): 'No, no. Nothing there. Stay away.'

Seeking Alpha publishes a summary of Jim Cramer's stock picks every day including: Mad Money Recap, Lightning Round, Stop Trading and Wall Street Confidential Picks.

Get Cramer's Picks by email -- it's free and takes only a few seconds to sign up.

Seeking Alpha is not affiliated with CNBC, Jim Cramer or TheStreet.com