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Miriam Metzinger submits: Stocks discussed in the lightning round session of Jim Cramer’s Mad Money TV program, Tuesday July 31. Click on a stock ticker for more analysis:

Bullish calls:

FactSet Research Systems (NYSE:FDS): 'I think this is a natural to be snapped up by someone.'
Dynegy (NYSE:DYN): 'A lot of people feel that it's speculative... All I can say is that they don't do as well when natural gas is weak... But that company is worth - on a break up value - a lot more ...buy, buy, buy!'
Brocade Communications (NASDAQ:BRCD): 'BRCD is being unfairly beaten up... It's just not that bad... But I have to tell you - if you're going to be in that sector - BRCD goes up against Cisco and CSCO is my favorite stock in that group.'
EMC (NYSE:EMC): 'I've been buying EMC Corp. for my charitable trust, because of VM Ware... It's going to be the next big IPO since Google.'
Cisco Systems (NASDAQ:CSCO): 'CSCO is my favorite stock in that group.'
Indevus Pharmaceuticals (IDEV): ' ... we've been behind IDEV... We think that that's a great spec play, and it's only a buck off its high, but we continue to like it very much.'
Costco (NASDAQ:COST):'I think that COST is a buy. It's my favorite retailer... literally, my favorite retailer of the group that everybody knows I cannot stand! COST reigns supreme! '
Acergy (ACGY): 'I think that, when you get a stock like ACGY, you've just got to ride it.'
CF Industries (NYSE:CF): 'Please, let's ring a little register on the ag bull market. Sell, sell, sell!... No, I'm not backing away from the ag bull market! I'm simply saying that, when we play greedy, we get our heads cut off.'
Mosaic (NYSE:MOS)
Agrium (NYSE:AGU)
Potash (NYSE:POT)

Bearish calls:

First Solar (NASDAQ:FSLR): ' ... sell, sell, sell! - and the answer is, I've not done my job well enough. We must not be pigs. We will get killed.'
General Cable (NYSE:BGC): 'I'm thinking I'm doubling on some of these... I've got doubles. Why am I not being more aggressive in telling people to ring the register .'
Buffalo Wild Wings (NASDAQ:BWLD): 'We must not be pigs.'
Alcatel-Lucent (NYSE:ALU): 'Patricia Russo is on the Wall of Shame! And, once again, I tell you that, as long as she's running that company, despite a fabulous bull market in communications equipment, that remains a sell, sell, sell! '

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Source: Jim Cramer's Mad Money Lightning Round Picks, 7/31/07