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NEW YORK (
) -- Here's what Jim Cramer had to say about some of the stocks that callers offered up during the "Mad Money Lightning Round" Thursday evening.
(PCAR): "Paccar reported bad numbers while
(CMI - Get Report) reported great numbers. Sell Paccar and pickup some Cummins."
(AGP): "I have to go with best of breed here and that's
(AET - Get Report). They did a fantastic job over there."
: "No, no, no. You have
(VFC - Get Report)
, best of breed. You're playing with fire. Don't even think about it."
: "I've got
all the way down or
(ESV - Get Report)
. I don't need the Mocando exposure with Transocean."
Telecom Argentina SA
(TEO - Get Report)
: "Argentina is a growth country. I think that's a great idea. Let's see if we can get it at a 5% yield."
: "I'm going to wait two quarters. JCPenney is going to be a difficult company to fix, even for Ron Johnson."
: "I'm sorry, that was a bad quarter. They need to come on the show, I can't recommend them just on yield. "
(BIDU - Get Report)
: "That's the only Chinese stock I'm recommending. That's one stock worth owning."
: "I have tried to understand this one. I can't get my arms around it. I just don't understand how they make their money."
--Written by Scott Rutt in Washington, D.C.
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*For all you home-gamers, a 'mon-back opportunity means Cramer would back up the figurative truck and load up on a stock.
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