Cramer's 'Mad Money' Lightning Round: Motorola on the Move

Below are the stocks Jim Cramer discussed during his "Mad Money" "Lightning Round" on CNBC Thursday night. He says if you own Motorola(MOT Quote), "you are one lucky son of a gun." And if you own Cisco Systems(CSCO Quote), you are in good stead. Microsoft(MSFT Quote) is now moving higher and Cramer said that Cisco will "be last to move (higher), but move it will."

'The Lightning Round'

Bullish

Cramer also was bullish on Intel(INTC Quote), Fortune Brands(FO Quote), Cisco Systems(CSCO Quote), Dick's Sporting Goods(DKS Quote), National Oilwell Varco(NOV Quote), Public Service Enterprise(PEG Quote), Dominion Resources(D Quote), Stride Rite(SRR Quote), GlobalSantaFe(GSF Quote), PetroChina(PTR Quote), Chemed(CHE Quote), Wyeth(WYE Quote), CMGI(CMGI Quote), XTO Energy(XTO Quote), IntraLase(ILSE Quote), Canon(CAJ Quote), Best Buy(BBY Quote), Skyworks Solutions(SWKS Quote), and Con Edison(ED Quote).

Bearish

He was bearish on: St. Mary Land & Exploration(SM Quote), NutriSystem(NTRI Quote), Au Optronics(AUO Quote), OmniVision Technologies(OVTI Quote), Affymetrix(AFFX Quote), ViroPharma(VPHM Quote), Dynamic Materials(BOOM Quote), Dycom Industries(DY Quote), Affiliated Computer Services(ACS Quote), Ansys(ANSS Quote), Meridian Resources(TMR Quote), Quanta Services(PWR Quote), Gentex(GNTX Quote) and Presstek(PRST Quote).

Cramer also pointed to eight worst of breed stocks that could work under the right conditions. They are:

Rite Aid(RAD Quote). If we ever catch a flu outbreak -- along the lines of a pandemic -- this stock is for you.

Ditto Tenet Healthcare(THC Quote). If enough people get sick, even this stock could do well.

Doral Financial(DRL Quote). If the Federal Reserve ever stops raising rates, even this lowly Puerto Rican bank could make you some money.

Agco(AG Quote). When the cycle is strong, even these guys can't be denied, Cramer said.

AK Steel Holding(AKS Quote). The worst of the steel stocks, Cramer said, even move higher when steel spikes up.

Southern Peru Copper(PCU Quote). Cramer called this stock the worst of breed writ large. But even these guys can make money when copper is at astronomical levels.

Alon USA(ALJ Quote). Totally cheap, Cramer said. And even it works when the refinery cycle is on fire.

Parker Drilling(PKD Quote). It must be some environment for rigs, Cramer said. Even this one goes up.

Cramer's point in looking at these worst-of-breed stocks is that some times it makes sense to own certain stocks in certain situations. Even the worst-of-breed stocks have their days. But these are stocks that are only for a trade. When the cycle is hot, even the worst of breeds can catch a bid.