Mad Money Lightning Round: Cramer Likes Sourcefire (CMI, PAL, SPF, FIRE, OCLR, JDSU, KUB, CAT, CHTR, ACW, WAB, MDR)

On CNBC's Mad Money, Jim Cramer said during the Lightning Round that Cummins (NYSE: CMI) has “been trading erratically, but the truck bull market lives and this one is going to $110."

For North American Palladium (AMEX: PAL), he said, "I don't have a great knowledge about that business, but I think that one is a winner."

Jim said that Standard Pacific (NYSE: SPF) is “OK here.” He added, “Each quarter is getting progressively better. I think SPF is good."

For Sourcefire (NASDAQ: FIRE), he said, "Cyber security, we're all over it. I think you should own it."

Jim likes Oclaro (NASDAQ: OCLR), but “not as much as JDS Uniphase (NASDAQ: JDSU).”

For Kubota (NYSE: KUB), Jim said, "I have nothing against it, but you're going up against Caterpillar (NYSE: CAT) and that's a tough battle."

Cramer said that Charter Communications (NASDAQ: CHTR) is “at a 52-week high, so at this point I have to say don't buy."

For Accuride (NYSE: ACW), he said, "Was it a blowout quarter? No. It's not as good as Cummins and Wabco Holdings (NYSE: WBC), but it is inexpensive."

For McDermott International (NYSE: MDR), Jim said, "People are drilling again in the Gulf of Mexico and I'm all for it."

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