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Lightning Round: I love this business right now

It's that time again! The Lightning Round bell has rung, and Jim Cramer gives his take on a few favorite audience stocks:

SolarCity: "This stock is a hold for me, because I prefer First Solar or SunEdison. I've been out there pushing those others, and they have been very right."

Alibaba: "My way to play Alibaba has been consistent. I like owning Yahoo and I am not deterred by last night's quarter."

Hawaiian Holdings: "If you're going to be in the airlines, you are going to have to be in Spirit. That is my favorite right now. We will hear from Southwest Air and I think that will also be very interesting."

Tahoe Resources Inc: "No, we are not going to be in those. If we are going down that path, we are going to go to Randgold because that is the only one that is really low lost."

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Time Warner Cable: "Remember this one is in talks to be acquired by the parent company Comcast. I'm not sure what will happen there. You know as much as I do, I read the articles and I can't hazard a guess about what is going to happen."

Carnival Corp: "I think Carnival is terrific. I think that was a beautiful number, and I think the stock can go higher. I love that business right now, and it also does well with low fuel. So I think Carnival is good."

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