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Lightning Round: Transocean, Baidu, AT&T and More

DryShips :Diana Shipping , Frontline and Nordic American Tanker are all better shipping plays, Cramer said.

Baidu.com : Cramer is bullish on BIDU right now, saying he thinks the stock could eventually run to $90.

Transocean : Don’t buy, Cramer said. Even though he likes the company, he can’t recommend the stock because of its exposure to the Gulf of Mexico oil spill.

AT&T : Cramer likes Vodafone more than AT&T right now.

99 Cents Only Stores : Cramer likes NDN but said he likes Family Dollar even more.

ArcSight : Cramer admitted the stock has performed poorly, but he’s still bullish on the homeland-security sector. “Let’s stick with ArcSight,” he said.

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