Below are the stocks Jim Cramer discussed during his "Mad Money" "Lightning Round" on


Thursday night. He says if you own


( MOT), "you are one lucky son of a gun." And if you own

Cisco Systems

(CSCO) - Get Report

, you are in good stead.


(MSFT) - Get Report

is now moving higher and Cramer said that Cisco will "be last to move (higher), but move it will."

'The Lightning Round'


Cramer also was bullish on


(INTC) - Get Report


Fortune Brands

( FO),

Cisco Systems

(CSCO) - Get Report


Dick's Sporting Goods

(DKS) - Get Report


National Oilwell Varco

(NOV) - Get Report


Public Service Enterprise

(PEG) - Get Report


Dominion Resources

(D) - Get Report


Stride Rite

( SRR),





(PTR) - Get Report



(CHE) - Get Report



( WYE),


( CMGI),

XTO Energy

( XTO),


( ILSE),


(CAJ) - Get Report


Best Buy

(BBY) - Get Report


Skyworks Solutions

(SWKS) - Get Report

, and

Con Edison

(ED) - Get Report



He was bearish on:

St. Mary Land & Exploration

(SM) - Get Report



(NTRI) - Get Report


Au Optronics



OmniVision Technologies









Dynamic Materials

(BOOM) - Get Report


Dycom Industries

(DY) - Get Report


Affiliated Computer Services

( ACS),


(ANSS) - Get Report


Meridian Resources

( TMR),

Quanta Services

(PWR) - Get Report



(GNTX) - Get Report



( PRST).

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

Rite Aid

(RAD) - Get Report

. If we ever catch a flu outbreak -- along the lines of a pandemic -- this stock is for you.


Tenet Healthcare

(THC) - Get Report

. If enough people get sick, even this stock could do well.

Doral Financial


. If the

Federal Reserve

ever stops raising rates, even this lowly Puerto Rican bank could make you some money.


(AG) - Get Report

. When the cycle is strong, even these guys can't be denied, Cramer said.

AK Steel Holding

(AKS) - Get Report

. The worst of the steel stocks, Cramer said, even move higher when steel spikes up.

Southern Peru Copper

( PCU). 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


. Totally cheap, Cramer said. And even it works when the refinery cycle is on fire.

Parker Drilling

(PKD) - Get Report

. 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.

At the time of publication, Cramer was long Intel and Motorola.

James J. Cramer is a director and co-founder of He contributes daily market commentary for's sites and serves as an adviser to the company's CEO. Outside contributing columnists for and, 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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clicking here. Listen to Cramer's RealMoney Radio show on your computer; just click

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here to order Cramer's latest book, "Real Money: Sane Investing in an Insane World," click

here to get his second book, "You Got Screwed!" and click

here to order Cramer's autobiography, "Confessions of a Street Addict."