Mad Money Lightning Round: Cramer Likes Siemens

On CNBC's Mad Money, Jim Cramer said during the Lightning Round that Siemens SI has “always been one of my favorites. A lot of people are worried about Germany but I'm not." For Lululemon Athletica LULU, he said. "That downgrade was pretty powerful. I don't agree with the sell call, but costs might be a problem. Maybe it's time to take some profits." Cramer said that MaxLinear MXL is in “one tough area. I have to say don't buy. You have to be careful." For KKR Financial Holdings KFN, Cramer said, "We've been behind this one for awhile. It's an inexpensive stock with a good yield." He said that Cummins CMI will “profit off a major new cycle for trucks. As soon as China is done raising rates, this one tacks on 15 points." For PetroChina PTR, Jim said, "No, no. I'm not recommending Chinese stocks. I like Baidu.com BIDU as an investment and Sina Corp SINA as a trade. That's it." Jim said that Acme Packet APKT is one of the “last Internet stocks that are still hanging in there. I like this one and also Network Appliance NTAP." For Phillips-Van Heusen PVH, he said, "I'm less concerned about them as I am about Polo-Ralph Lauren RL. I think they can source their cotton better. I'm sticking with them." Read more on Jim's Views On Benzinga