Jim Cramer's Mad Money Lightning Round, 12/4/07: What the Dell

Stocks discussed in the lightning round session of Jim Cramer’s Mad Money TV program, Tuesday December 4. Click on a stock ticker for more analysis:

Bullish calls:

Walt Disney (DIS): 'Again, I don't play for DIS, but I'm certainly not going to blast it. I think it's a good company.'
Brookfield Asset Management (BAM): 'They've got terrific, terrific management … BAM will come back!'
Hewlett-Packard (HPQ): 'HPQ has the business model and the leverage!'
SunPower (SPWR)
First Solar (FSLR)
Johnson Controls (JCI): 'There was a man who just downgraded it … He's taken a very short-term approach. JCI has an unbelievably good business in climate control and, when autos come back, that stock's going to roar.'
J. Crew (JCG)
Costco (COST)

Bearish calls:

Wolseley (WOS): 'I can't endorse that company. Those companies are all doing badly.'
Lowe's (LOW): 'I don't even recommend Lowe's anymore on this show.'
Fannie Mae (FNM): 'It's just too hard to value right now...They just cut the dividend. Guys are going to sell it. I'm not there...'
Automatic Data Processing (ADP): 'No. It's just a flatlined name. You need a stronger economy for that play.'
Dell (DELL): 'DELL can buyback as many shares as it wants. HPQ has the business model and the leverage!'
LDK Solar (LDK): 'No, c'mon man! The finances are unclear!'
Cabela's (CAB): 'That company is just simply one of the worst publicly-traded companies I've ever seen.'
South Financial Group (TSFG): 'Good stock in a really bad neighborhood … I can't touch the darn thing. Sorry to be so negative.'
Home Depot (HD): 'That group is too darn hard.'
Solarfun Power (SOLF)

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

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