Business Week

will ignite three companies today, but only two of them are worth holding on to after it puts them into orbit.

First up,

American Home Products

(AHP)

. This one would have been an easier call had it not suddenly gapped up yesterday along with some other beaten-up drug stocks. I like American Home and

Gene Marcial

could be right about this one.

Marcial's column has always had a thing about camera and photography stocks, no doubt because he has some source who likes to get these things going. Fair enough. Today he highlights

Concord Camera

(LENS)

, one that he actually got right a few years ago. He says the best is yet to come. I think he is wrong. Sell the pop.

Finally, he touts

Forsoft

, some Israeli information technology supplier. Israeli stocks have been hot, and this 15 number could jump two or three bucks from this push. Might be a keeper though.

Away from Marcial's hype,

Ralph Acampora

blesses a

Nasdaq

6000 run. Remember, irony is not a form of investment. I would not go short the NDX just because Acampora is on board.

James J. Cramer is manager of a hedge fund and co-founder of TheStreet.com. At time of publication, his fund had no positions in any stocks mentioned. His fund often buys and sells securities that are the subject of his columns, both before and after the columns are published, and the positions that his fund takes may change at any time. Under no circumstances does the information in this column represent a recommendation to buy or sell stocks. Cramer's writings provide insights into the dynamics of money management and are not a solicitation for transactions. While he cannot provide investment advice or recommendations, he invites you to comment on his column at

jjcletters@thestreet.com.