Jim Cramer's Mad Money Lightning Round, 10/26/07: UPS Delivers

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Includes: AAXN, ACM, AMFW, AOBC, CNVR, CRM, KBR, OMTR, PG, UN, UPS
by: Miriam Metzinger

Stocks discussed in the lightning round session of Jim Cramer’s Mad Money TV program, Friday October 26. Click on a stock ticker for more analysis:

Bullish calls:

Procter and Gamble (NYSE:PG): 'Procter & Gamble reports next week… I prefer Procter at $72.'
Valueclick (VCLK): 'The company announces a disappointing quarter, every one freaks out, and I say come on! ... My take is that ValueClick, I think you buy it. It's scarce, there are not a lot of properties like that.'
UPS (NYSE:UPS): 'This was a really high-quality quarter. I like that stock.'
Omniture (OMTR): 'Yes! The stock tacked on a quick four yesterday … OMTR is a company you cannot be on the Web without. ... I still think Omniture will not be public a year from now. But it is still going to make money for you now.'
KBR (NYSE:KBR)
Aecom (NYSE:ACM): 'I feel very importantly that Aecom is top of the heap, a great infrastructure play.'
Foster Wheeler (FWLT)
Oracle (NYSE:ORCL)
Salesforce.com (NYSE:CRM): 'That company's run by a guy named Marc Benioff [Chairman & CEO] who's really quite good.'

Neutral calls:
Unilever (NYSE:UN): 'I'm on the fence, I like Unilever very much. ... Really good products, much better management. ... I prefer Procter at $72.'

Bearish calls:
Taser (TASR): ' I had a pretty good run with it. I feel like I'm overstaying my welcome … let's just take the gain.'
Smith & Wesson (SWHC): 'Speaking of taking gains... let's ring the register on Smith & Wesson.'
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