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Is your portfolio prepared for a terrorist attack? On Thursday evening's "Mad Money," Jim Cramer provided a basket of stocks every investor should own for such a scenario.

Cramer said that the basket should include surveillance companies such as

L-3 Communications

(LLL) - Get Report

,

ThermoElectron

(TMO) - Get Report

and

Global ePoint

( GEPT).

In the biochemical/bio-threat arena, Cramer likes

Cepheid

(CPHD)

,

Steris

(STE) - Get Report

and

RAE Systems

( RAE).

In IT security, Cramer likes

CACI International

(CAI) - Get Report

.

And for identity verification, Cramer likes

Viisage Technology

( VISG) and

Identix

( IDNX).

But Cramer cautioned that these are small, risky stocks. As such, this basket should be in your nonretirement portfolio. And they should make up no more than 20% of the portfolio. With that caveat out of the way, Cramer said: "I need you in these stocks now." Especially, he said, because these stocks are heading down, which means that investors have an opportunity to buy these at cheaper prices.

The 'Lightning Round'

Bullish

Cramer was bullish on:

Sirius Satellite Radio

(SIRI) - Get Report

,

Harley-Davidson

( HDI),

BP

(BP) - Get Report

,

Sun Life Financial

(SLF) - Get Report

,

Microtune

( TUNE),

PG&E

(PCG) - Get Report

,

Deutsche Telekom

( DT),

Duke Energy

(DUK) - Get Report

and

Millennium Pharmaceuticals

( MLNM).

Bearish

Cramer was bearish on:

PNC Financial Services

(PNC) - Get Report

,

SanDisk

(SNDK)

,

DreamWorks

(DWA)

,

Bioenvision

( BIVN),

Kellwood

( KWD),

Alvarion

(ALVR)

,

Alcoa

(AA) - Get Report

,

Champion Enterprises

( CHB),

Dynamic Materials

(BOOM) - Get Report

,

VeriSign

(VRSN) - Get Report

,

AT&T

(T) - Get Report

,

StemCells

(STEM)

,

Redwood Trust

(RWT) - Get Report

and

Novastar Financial

( NFI).

Skyworks Solutions

(SWKS) - Get Report

CEO David Aldrich was Cramer's first guest. After the bell, the company reported third-quarter earnings that were better than expected but warned that fourth-quarter sales would be softer than current analysts' forecasts. After Aldrich laid out the company's business prospects, Cramer said he expects the stock to pull back, but he would be a buyer of it if it does.

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Cramer said he doesn't like Big Pharma on the whole, but does like

Schering-Plough

( SGP). He spoke with CEO Fred Hassan, who said there are plenty of drugs in the pipeline and that the business is well. Cramer asked what Schering is doing that other companies in the pharmaceuticals business aren't. Hassan said his company is putting out products that are fast-growing. Though Cramer dislikes the pharma business, he said he would own this stock.

VF Corp.

(VFC) - Get Report

CEO Mackey McDonald also was on the phone. The company posted better-than-expected second-quarter earnings Thursday and raised its full-year forecast. Cramer said the stock is not expensive and the management is outstanding; VF is doing everything right, he said. Cramer believes investors should own the stock.

Cramer also said investors should take a look below the equator, to South America. He said it's capitalist down there now, gone are the days of the Shining Path. Cramer likes

BanColombia

(CIB) - Get Report

; it's in the financial services business, one of the hottest businesses in South America. The company pays a 4.5% dividend and is growing. It's also steamrolling the competition, and Cramer said he would own the stock.

James J. Cramer is a director and co-founder of TheStreet.com. He contributes daily market commentary for TheStreet.com's sites and serves as an adviser to the company's CEO. Outside contributing columnists for TheStreet.com and RealMoney.com, including Cramer, may, from time to time, write about stocks in which they have a position. In such cases, appropriate disclosure is made. To see his personal portfolio and find out what trades Cramer will make before he makes them, sign up for

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