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Here's what Jim Cramer had to say about some of the stocks that callers offered up during the "Mad Money Lightning Round" Thursday evening: Applied Materials: "I think Applied Materials is not where you should be. ... It's too levered to the big semiconductor companies," which, he says, aren't participating in his Cramer Tech Rally. Brocade: "I think that stock's in the sweet spot." Legg Mason: "I think Legg Mason is a buy. ... I'd bet my bottom dollar on Legg Mason. It's going to be a House of Pleasure." FreightCar America: "RAIL is not best of breed. I prefer Trinity." BHP Billiton: "What could be better than a 52-week high (for a stock Cramer owns for his
Lightning RoundCramer was bullish on Cedar Fair ( FUN), Ceradyne ( CRDN), Hewlett-Packard ( HPQ), Cardinal Health ( CAH), UnitedHealth Group ( UNH), Agilent ( A), AK Steel ( AKS), United States Steel ( X), Oregon Steel ( OS), Wheeling-Pittsburgh ( WPSC), International Game Technology ( IGT), Vulcan Materials ( VMC), Martin Marietta Materials ( MLM), Eagle Materials ( EXP), Brocade ( BRCD), Conexant ( CNXT), Legg Mason ( LM), Trinity Industries ( TRN) and BHP Billiton ( BHP). Cramer was bearish on Six Flags ( PKS), Tidewater ( TDW), Applied Materials ( AMAT), Amkor Technology ( AMKR), Mikohn Gaming ( PGIC), Encysive Pharmaceuticals ( ENCY), Exploration Co. of Delaware ( TXCO) and FreightCar America ( RAIL).
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