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

CNBC

Thursday night. He says if you own

Motorola

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

Cisco Systems

(CSCO) - Get Cisco Systems, Inc. Report

, you are in good stead.

Microsoft

(MSFT) - Get Microsoft Corporation Report

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) - Get Intel Corporation Report

,

Fortune Brands

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TheStreet Recommends

( FO),

Cisco Systems

(CSCO) - Get Cisco Systems, Inc. Report

,

Dick's Sporting Goods

(DKS) - Get Dick's Sporting Goods, Inc. Report

,

National Oilwell Varco

(NOV) - Get NOV Inc. Report

,

Public Service Enterprise

(PEG) - Get Public Service Enterprise Group Inc Report

,

Dominion Resources

(D) - Get Dominion Energy Inc Report

,

Stride Rite

( SRR),

GlobalSantaFe

(GSF)

,

PetroChina

(PTR) - Get PetroChina Co. Ltd. Report

,

Chemed

(CHE) - Get Chemed Corporation Report

,

Wyeth

( WYE),

CMGI

( CMGI),

XTO Energy

( XTO),

IntraLase

( ILSE),

Canon

(CAJ) - Get Canon Inc. Report

,

Best Buy

(BBY) - Get Best Buy Co., Inc. Report

,

Skyworks Solutions

(SWKS) - Get Skyworks Solutions, Inc. Report

, and

Con Edison

(ED) - Get Consolidated Edison, Inc. Report

.

Bearish

He was bearish on:

St. Mary Land & Exploration

(SM) - Get SM Energy Company Report

,

NutriSystem

(NTRI) - Get Nutrisystem, Inc. Report

,

Au Optronics

(AUO)

,

OmniVision Technologies

(OVTI)

,

Affymetrix

(AFFX)

,

ViroPharma

(VPHM)

,

Dynamic Materials

(BOOM) - Get DMC Global Inc. Report

,

Dycom Industries

(DY) - Get Dycom Industries, Inc. Report

,

Affiliated Computer Services

( ACS),

Ansys

(ANSS) - Get ANSYS, Inc. Report

,

Meridian Resources

( TMR),

Quanta Services

(PWR) - Get Quanta Services, Inc. Report

,

Gentex

(GNTX) - Get Gentex Corporation Report

and

Presstek

( PRST).

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

Rite Aid

(RAD) - Get Rite Aid Corporation Report

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

Ditto

Tenet Healthcare

(THC) - Get Tenet Healthcare Corporation Report

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

Doral Financial

(DRL)

. If the

Federal Reserve

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

Agco

(AG) - Get First Majestic Silver Corp. Report

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

AK Steel Holding

(AKS) - Get AK Steel Holding Corporation 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

(ALJ)

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

Parker Drilling

(PKD) - Get Parker Drilling Company 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 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

ActionAlertsPLUS. While he cannot provide personalized investment advice or recommendations, he invites you to send comments on his column by

clicking here. Listen to Cramer's RealMoney Radio show on your computer; just click

here. Watch Cramer on "Mad Money" at 6 p.m. ET weeknights on CNBC. Click

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."