Rex Marks the Spot - Cramer's Lightning Round, (6/30/08)

Stocks discussed in the lightning round session of Jim Cramer’s Mad Money TV program, Monday June 30.

Bullish calls:

Mastercard (MA): “…is acting a little long in the tooth, but I like MA more than Visa.”
Accenture (ACN): “…reported a blowout quarter last week, and is cheap as all get out.”
Rex Energy (REXX): “I'm telling you, they're drilling like mad in that Marcellus Shale. And I've got to tell you, my wildcat portfolio is up gigantic versus the S&P.”
Chesapeake Energy (CHK): “Everyone bemoans how bad the quarter is. That stock was up $1.87 today. It's up huge this year. I'm tired of the griping and the crying... We said it's the year of natural gas, and we're sticking by it.
Applied Materials (AMAT): “ …a low-risk solar play.”
First Solar (FSLR): “ …the FSLR conundrum of insider selling has been solved. We checked it out, we believe in it. I still think that, if Obama gets in, FSLR's your play.”
Consolidated Edison (ED): “I cannot believe that stock got this low. A 6% yield... What do people think... people are going to stop putting their lights in New York City?... ED, below $40, is a solid extreme buy, and I want to pick some up. I want to stick with ED.”

Bearish calls:

American Oriental (AOB): Sell, sell, sell!... I don't want to own it. I have been adamant that this is one of the Chinese stocks that I just wish would go away... There is way too much speculation over in China.”
Visa (V): “We got in on the Visa IPO and then we said ring the register and we're not looking back.”
Tata Motors (TTM): “Ta, ta for now... Remember, we decided to leave India a year ago. The market got overheated. We have been staying away from that stock since $19.”
Yingli Green Energy (YGE): “This is a communist Chinese photovoltaic company. Do I need to say anything more? This is absolutely not for our viewers.”
BJ's Restaurants (BJRI): “No, no... This restaurant game has gotten really impossible. There are only a handful of companies that are able to beat this environment.”
Canadian Solar (CSIQ): “Sell, sell, sell!... I don't want to own that stock.”

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