Jim Cramer's Lightning Round

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Cramer's 'Mad Money Lightning Round': Macro View of Microsoft

TheStreet.com Staff

Here's what Jim Cramer had to say about some of the stocks that callers offered up during the "Mad Money Lightning Round" Monday evening:

Allegheny Technologies(ATI): "The new use of their stainless" is for the pipes needed to make ethanol, Cramer said. "Allegheny Tech is going higher."

Transocean(RIG): "Had the single-best quarter of any driller in the previous quarter. All that's happened is they've taken in more business." Cramer has the stock in his Action Alerts PLUS charitable trust.

Evergreen Solar(ESLR): "Strictly in the sell camp on this. ... I do not like alternative energy as it is currently configured in this country. ... They need government support, and I am a rapacious capitalist."

"Virgin Media(VMED) is so good that they're doing the triple play [cable TV, Internet and telephone] ... about to become the next Comcast(CMCSA). You pull the trigger. Have faith in Virgin Media."

Helmerich & Payne(HP): "I regard HP as being a Gulf of Mexico play, and I cannot" recommend it, Cramer said.

New Century Financial(NEW): "You should sell that stock. ... I think that company is the definition of trouble." Cramer told the caller he'd be better off in Countrywide Financial(CFC).

"Allergan(AGN) at 115 is just a huge buy. ... They are the ultimate play, with the exception of Zimmer(ZMH), for baby boomers in terms of physical." As for baby boomers' mental fulfillment, Cramer likes the financials, in particular T. Rowe Price(TROW).

Microsoft(MSFT): "Use the weakness in Microsoft to buy the stock, not to grouse about the stock. This is one of America's greatest companies, and it's on a discount."

JetBlue(JBLU): Cramer said he prefers American(AMR) and Continental(CAL).

Want more Cramer? Check out Jim's rules and commandments for investing from his latest book by clicking here.