Jim Cramer's Mad Money Lightning Round Picks, 9/28/07

Stocks discussed in the lightning round session of Jim Cramer’s Mad Money TV program, Friday September 28. Click on a stock ticker for more analysis:
Bullish calls:

Sun Microsystems (JAVA): ‘I like JAVA. I think it's turned the corner. I believe this is a slow grower, but it's still too cheap. I want you to ride JAVA to six and a quarter..’
Agrium (AGU)
Mosaic (MOS)
Potash (POT)
Cheesecake Factory (CAKE): ‘I don't understand Cheesecake Factory. It's too cheap. They ought to raise their prices. ... The stock doesn't move. But I'm not giving up on it yet.’
CVS (CVS)
General Motors (GM)
Ford (F)
China Mobile (CHL): ‘I said China Mobile and Baidu are both plays to work.’
Baidu.com (BIDU)
VF Corp (VFC): ‘I think that this is one of the better names in the group. I'm not moving away.’
Valero (VLO): ‘Refining stocks have come down a lot. ... I think that means you should be in Valero.
Marathon (MRO)
First Solar (FSLR): ‘The only one in the alternative energy field I'm endorsing is First Solar.’
Lockheed Martin (LMT): ‘Yesterday I'm jumping up and down ... LMT announces a gigunda buyback. ... Everyone yawns. Stop yawning, start buying. Lockheed is going higher.’
First Horizon National (FHN): ‘Cheap bank stock. Very cheap bank stock. I like that. ... I think I would like to buy First Horizon. But I would like to see two more rate cuts first.’
Barrick Gold (ABX)
Yamana Gold (AUY)
Pan American Silver (PAAS): ‘ … you really need silver, I'm sending you to Pan American Silver.’
Electronic Arts (ERTS)
Activision (ATVI)
Exxon Mobil (XOM): ‘We couldn't take it anymore. In the high 60s and low 70s, we couldn't take it anymore.’

Bearish calls:

Nuance Communications (NUAN): ‘I am not a speech-recognition guy. I've lost too much money in that group. ... Don'tBuyDon'tBuy.’
Western Refining (WNR)
Energy Conversion (ENER): ‘You got a loser there.’
Starbucks (SBUX): ‘They're moving in a lot of food. The margins for food are bad. ... I think Starbucks is a Don'tBuyDon'tBuy.’
Marvell Technology (MRVL): ‘How much money have I lost on that one? That one is off the rails. It's off the reservation. I don't want that anywhere near Cramerica. That one is toxic.’
Coeur d'Alene Mines (CDE): ‘That is one of the worst of the mining companies.’
DivX (DIVX): ‘ We bought it in the teens, we sold it in the 20s. Now it's all the way back. Don'tBuyDon'tBuy.’ GameStop (GME): ‘I said take profits. I want the stock lower. ... GameStop under 55, I'm gonna pull the trigger.’
Haynes (HAYN): ‘I think Haynes is played out. We made the money. I don't want to stick with Haynes.’

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