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

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 |  Includes: ADP, BAM, CAB, COST, DELL, DIS, FNMA, FSLR, HD, HPQ, HQCL, JCG, JCI, LDK, LOW, SPWR, TSFG, WOSCF
by: Miriam Metzinger

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 (NYSE: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 (NYSE:BAM): 'They've got terrific, terrific management … BAM will come back!'
Hewlett-Packard (NYSE:HPQ): 'HPQ has the business model and the leverage!'
SunPower (NASDAQ:SPWR)
First Solar (NASDAQ:FSLR)
Johnson Controls (NYSE: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 (NASDAQ:COST)

Bearish calls:

Wolseley (WOS): 'I can't endorse that company. Those companies are all doing badly.'
Lowe's (NYSE: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 (NASDAQ:ADP): 'No. It's just a flatlined name. You need a stronger economy for that play.'
Dell (NASDAQ:DELL): 'DELL can buyback as many shares as it wants. HPQ has the business model and the leverage!'
LDK Solar (NYSE:LDK): 'No, c'mon man! The finances are unclear!'
Cabela's (NYSE: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 (NYSE:HD): 'That group is too darn hard.'
Solarfun Power (SOLF)

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