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Lightning Round: This group makes me nervous

It's that time again! Jim Cramer rang the lightning round bell, which means he gave his take on caller favorite stocks at rapid speed:

Apollo Commercial Real Estate: "It's got a high yield, but I don't really know what they own. And when I see those kinds of stocks I get nervous. Sell, sell, sell. The chart looks good, that's about all I can say."

Berry Plastics Group: "They missed a quarter, but then they came right back and I like that. I was also looking at International Paper, which yields 4 percent. I got hurt on it when they missed the quarter, but I do think longer term it's a good situation."

IMAX Corporation: "I think IMAX is right. I think Gelfond [CEO] has got a good thing and I think the China initiative is excellent."

Harris Corporation: "Harris is so inexpensive, it's absolutely in the right spot. Any defense stock is right. That stock should have been up more today."

Whirlpool Corporation: "Let's listen to what Home Depot has today tomorrow and then we will make a judgement. It's too early. Why not use that piece of information and get a better picture."

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L Brands: "L Brands is the one that I still think is right. I would buy some before and after. Remember they already pre-announced that business is very good."

Boeing Co: "I don't need you to do anything. I just want you to hold. I think Boeing is a great long-term hold. I am a dreamer and a believer that there is going to be aerospace traffic. The 10 year plan that Mr. McNerney [former CEO] laid out on our show is still good to go."

Nordstrom Inc: "I thought Nordstrom was a ridiculous over reaction. I didn't like what they said on the quarter and they didn't seem to understand exactly why things went wrong. But down here I'm willing to buy it and put it away for a year and I bet it will be higher."

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