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Miriam Metzinger submits: Stocks discussed in the lightning round session of Jim Cramer’s Mad Money TV program, Thursday July 12. Click on a stock ticker for more analysis:

Bullish calls:

EMC (NYSE:EMC)
Wal-Mart (NYSE:WMT): 'How about taking a little bit of money out of Target and putting it into Wal-Mart?'
Cisco Systems (NASDAQ:CSCO): 'Move into the Cisco.'
Acadia Pharmaceuticals (NASDAQ:ACAD): 'Lots of ways to win. ... However, this group is under a cloud. ... You need to be patient, but I reiterate buy Acadia Pharma.'
Omniture (OMTR): 'There is nothing like Omniture. It is the super-Nielsen of the Web. ... Stick with Omniture.'
TOP Tankers (TOPT): 'All tanker stocks are hitting their 52-week highs. ... Yours doesn't pay the big dividend, but I'm not going to move away from that dry bulk group. It's really terrific.'
Frontline (NYSE:FRO)
Advanced Micro Devices (NYSE:AMD): 'I like semiconductors. ... Far be it from me to recommend selling any semiconductor stock.'
Cal Dive International (NYSE:DVR): 'The perfect stock to own going into hurricane season. ... I like that stock, but people know I like the group.'
Hercules Offshore (NASDAQ:HERO): 'That symbol is HERO. It is my hero. ... As good as HERO is, I am still going to tell you that RIG, and Schlumberger are better.'
Transocean (NYSE:RIG)
Global Santa Fe (NYSE:GSF)
Schlumberger (NYSE:SLB)
Southern Copper (PCU): 'It's a monster! It's on the move!'
Freeport McMoRan Copper & Gold (NYSE:FCX)

Bearish calls:

Target (NYSE:TGT): ' ... 52-week high, took everybody by surprise, up $4. ... I think it's time to do a little schnitzel. ... How about taking a little bit of money out of Target and putting it into Wal-Mart?'
Juniper Networks (NYSE:JNPR): ' ... 52-week high. ... Swap out of the Juniper. Move into the Cisco.'
XM Satellite Radio (XMSR): 'There's no way we can be in that. ... I'm going to give you a Don'tBuy.'
Sirius Satellite Radio (NASDAQ:SIRI)
Diageo (NYSE:DEO): 'I think Diageo is just okay here.'

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Source: Jim Cramer's Mad Money Lightning Round Picks, 7/12/07