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Cramer's 'Mad Money Lightning Round': Tower of Power

Cramer says the tower business is great, and American Tower is best in show.

To see the full "Mad Money" Recap, please click here.

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:

Sirius Satellite Radio

(SIRI) - Get Sirius XM Holdings, Inc. Report

: "If the government were to allow Sirius to merge with



, you would overnight have a $6 stock on your hands." If the merger doesn't go through, though, Cramer sees Sirius going to $2, and he fears one of the two companies could go out of business.

American Tower

(AMT) - Get American Tower Corporation Report

: "I think the tower business is a great business. ... AMT is best in show."

Rosetta Resources

(ROSE) - Get Rosehill Resources Inc. Class A Report

: "One of these terrific, independent oil companies. Company's worth a lot more than what it's selling for. ... I want you in that stock, and I want you in here."

Capital One Financial

(COF) - Get Capital One Financial Corporation Report

: "While I like the credit card business long term ... Capital One has mortgage problems. ... That acquisition they made of GreenPoint is not working. ... I think you should get out of the stock."


(DAKT) - Get Daktronics, Inc. Report

: "This is one of the worst situations I've come across in a long time. ... The opportunity cost is too high. I want you even down here to sell it. Bit of a train wreck when it comes to forecasting."

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(SLB) - Get Schlumberger NV Report

: "I believe very strongly that Schlumberger's going higher. I want you in the stock. Let's wait for some weakness. If that stock pulls back to 72, 73" -- Cramer then made a back-up-the-truck* gesture.

VeraSun Energy


: "We would much rather own

John Deere

(DE) - Get Deere & Company Report



(INCY) - Get Incyte Corporation (INCY) Report

: "Doing fine, 50 cents off its high. I'm not backing off that spec

speculative play."

Reliance Steel

(RS) - Get Reliance Steel & Aluminum Co. Report

TheStreet Recommends

: "I was tempted to say take profits. There's still too much opportunity. It remains on my buy list, along with

Allegheny Tech

(ATI) - Get Allegheny Technologies Incorporated Report




: "I think a lot of the upside is already in. ... I don't want to touch. I think it's gotten too expensive."

U.S. Gold


: "We like

Yamana Gold

(AUY) - Get Yamana Gold Inc. Report

first." Cramer's next two gold picks are

Kinross Gold

(KGC) - Get Kinross Gold Corporation Report


Golden Star

(GSS) - Get Golden Star Resources Ltd. Report


Cramer also was bullish on

Crown Castle

(CCI) - Get Crown Castle International Corp Report



(MA) - Get Mastercard Inc. (MA) Report



(MOS) - Get Mosaic Company (MOS) Report


*For all you home-gamers, a 'mon-back opportunity means Cramer would back up the figurative truck and load up on a stock.

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

clicking here


At the time of publication, Cramer was long Capital One Financial.

Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for, Inc., and CNBC, and a director and co-founder of All opinions expressed by Mr. Cramer on "Mad Money" are his own and do not reflect the opinions of or its affiliates, or CNBC, NBC UNIVERSAL or their parent company or affiliates. Mr. Cramer's opinions are based upon information he considers to be reliable, but neither, nor CNBC, nor either of their affiliates and/or subsidiaries warrant its completeness or accuracy, and it should not be relied upon as such. Mr. Cramer's statements are based on his opinions at the time statements are made, and are subject to change without notice. No part of Mr. Cramer's compensation from CNBC or is related to the specific opinions expressed by him on "Mad Money."

None of the information contained in "Mad Money" constitutes a recommendation by Mr. Cramer, or CNBC that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. You must make your own independent decisions regarding any security, portfolio of securities, transaction, or investment strategy mentioned on the program. Mr. Cramer's past results are not necessarily indicative of future performance. Neither Mr. Cramer, nor, nor CNBC guarantees any specific outcome or profit, and you should be aware of the real risk of loss in following any strategy or investments discussed on the program. The strategy or investments discussed may fluctuate in price or value and you may get back less than you invested. Before acting on any information contained in the program, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.

Some of the stocks mentioned by Mr. Cramer on "Mad Money" are held in Mr. Cramer's Action Alerts PLUS Portfolio. When that is the case, appropriate disclosure is made on the program and in the "Mad Money" recap available on The Action Alerts PLUS Portfolio contains all of Mr. Cramer's personal investments in publicly-traded equity securities only, and does not include any mutual fund holdings or other institutionally managed assets, private equity investments, or his holdings in, Inc. Since March 2005, the Action Alerts PLUS Portfolio has been held by a Trust, the realized profits from which have been pledged to charity. Mr. Cramer retains full investment discretion with respect to all securities contained in the Trust. Mr. Cramer is subject to certain trading restrictions, and must hold all securities in the Action Alerts PLUS Portfolio for at least one month, and is not permitted to buy or sell any security he has spoken about on television or on his radio program for five days following the broadcast.