Cramer's lightning round: This stock could be the top beneficiary of one Trump policy – CNBC

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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:

AK Steel: “No, no. AK Steel? No. We like Nucor because it does well even in good and bad times. Largest steel maker, good yield, and I think it will be the principal beneficiary if the president decides to be able to invoke a defense posture and make it so that this industry’s protected.”

STMicroelectronics: “I think you picked a good one. But if you do want automation and machine learning, then you’re going to have to step up to Nvidia because they are the king of both.”

Starbucks: “OK, Starbucks went to $64 on talk that they were going to be able to have a better mobile pay experience that might take comparable-store sales up to 4 to 5 percent. The stock then pulled back to $57, $58 when word is that they’re still going to be down to 3 or 4 percent. I say – my charitable trust owns it – just ride it through. They will solve the mobile pay mosh pit problem, though don’t expect a big upside surprise this quarter.”

Express Scripts: “OK, Express Scripts I have not recommended in many, many years. The PE is very low there, but that’s because there’s quite a lot of controversy involving it. I do not need controversy. I’ve got enough stocks that are really good that have controversy, I don’t need ones that I think are really kind of, let’s say, in the bounce.”

Athenex: “Real risky biotech. It’s had a very big run. It does have some FDA clearance. As long as it’s a spec, I’m OK with it. Not otherwise.”

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