Jim's
rating on
this stock

STOCK
SYMBOL

Closing
price that
day

Full Company Name & Jim's Comments:

VZ

33.03

Verizon (VZ)

Jim:   I have to say two thumbs up, Verizon... because it still yields 5% and change. So I say buy Verizon, and then... but don't buy it all at once... pull the trigger here for half the position, and then hope it comes down.

AA

12.93

Alcoa, Inc. (AA)

Jim:   No, no, no (caller asked if he should wait to buy)... Alcoa, that quarter was just terrific. People don't understand. The stock is not up nearly enough. I think Alcoa... you've got to listen to the conference call. It was a really great conference call. People don't understand cash flow. I think the Alcoa story is a much, much higher story.

WFC

25.65

Wells Fargo (WFC)

Jim:   Problematic. Wells Fargo is a very big mortgage player. I think of it as a fantastic bank. But you read the same stories I do. And it's just incredible. I mean, here we had a good day and then, sure enough, Wells Fargo, down 30 cents. The bears are not going to relent on this name. They are going to continue to claim that they are the one that is hardest hit by this mortgage moratorium. I like it, but believe me... It is going to be one tough stock to own. It feels very $49-er-ish.

MAS

12.08

Masco (MAS)

Jim:   Yes! I think Masco is cheap. But let me also add that I think that Stanley Black & Decker (SWK*) is a cheaper stock. I like that one very much.

SWK*

62.73

Stanley Black & Decker (SWK*)

See MAS comments above for:
SWK

[verbatim recap]

[ End of the Lightning Round segment ]

Jim's
rating on
this stock

STOCK
SYMBOL

Closing
price that
day

Full Company Name & Jim's Comments:

SKS

9.97

Saks Inc. (SKS)

Jim:   Look, if you're in it for a takeover, I definitely want you to take profits. I do not think there will be one. As it is, on an earning's basis, it is now overvalued versus its fundamentals, particularly when it comes to stocks like Ross Stores (ROST), which I like very much, or TJX, or HD, which is down a lot because of worries about housing. My charitable trust owns it. So, if you're owning it, and you think it's going to get a takeover bid, I say forget about it. It's not going to happen. I think the stock is $2 bucks ahead of itself. It's got a decent earnings profile, not great. I'd rather see you in the cheaper ones... the Bed Bath & Beyond (BBBY), the Best Buy (BBY), the TJX Companies (TJX). They're all better than Saks. So is Williams-Sonoma (WSM)... and even, down here, Urban Outfitters (URBN).

ROST

55.78

Ross Stores Inc. (ROST)

See SKS comments above for:
ROST

BBBY

43.49

Bed Bath & Beyond Inc. (BBBY)

See SKS comments above for:
BBBY

BBY

41.03

Best Buy (BBY)

See SKS comments above for:
BBY

TJX

44.44

TJX Companies (TJX)

See SKS comments above for:
TJX

WSM

34.06

Williams-Sonoma Inc. (WSM)

See SKS comments above for:
WSM

URBN

31.79

Urban Outfitters (URBN)

See SKS comments above for:
URBN

EP

13.31

El Paso (EP)

Jim:   Well, that's precisely why I don't want to buy it (i.e., how low natural gas prices will effect the company). Now if I want pipeline and transport... and this stock has run tremendously... I'm going to send you to Energy Transfer Partners (ETP). When I spoke at the 92nd Street YMCA last night, I was amazed of how few people have actually heard of this company. Or I would also prefer Inergy LP (NRGY). ETP yields 7.23%, and I think that yield is safe. ETP is a better name.

ETP

49.59

Energy Transfer Partners L.P. (ETP)

See EP comments above for:
ETP

NRGY

41.20

Inergy LP (NRGY)

See EP comments above for:
NRGY

JNJ

63.58

Johnson & Johnson (JNJ)

Jim:   I like it more than the (Football San Diego) Chargers' chances here, although I understand that Norv Turner (head coach) is a nice man. I think Johnson & Johnson should be sold... sell, sell, sell! I prefer Abbott Laboratories (ABT). Better growth, better balance sheet, better management.

ABT

53.18

Abbott Laboratories (ABT)

See JNJ comments above for:
ABT

TEN

31.19

Tenneco Inc. (TEN)

Jim:   It's had too much of a run. May I point you toward Johnson Controls (JCI*), which I talked about with Erin Burnett today... A big meeting yesterday. Three firms squawked about it today. I think it goes much higher. JCI is much cheaper than your name. I like it right here, so much the charitable trust owns it.

JCI*

32.29

Johnson Controls (JCI*)

See TEN comments above for:
JCI

ARMH

18.27

ARM Holdings, plc (ARMH)

Jim:   Yes you do (continue to hold it). It's one of my attenuated Apple plays, along with Skyworks Solutions (SWKS), which is hitting a 52-week high... and Cirrus Logic (CRUS), which is giving up the ghost falsely. I think Arm Holdings is the reason why Intel, which I own for my charitable trust, is stuck here. I like Arm Holding, I like Cirrus, and you'd better believe that I think that Apple (AAPL*) is the best game in town.

SWKS

21.25

Skyworks Solutions Inc. (SWKS)

See ARMH comments above for:
SWkS

CRUS

16.43

Cirrus Logic Inc. (CRUS)

See ARMH comments above for:
CRUS

AAPL*

300.14

Apple, Inc. (AAPL*)

See ARMH comments above for:
AAPL*

Jim's
rating on
this stock

STOCK
SYMBOL

Closing
price that
day

Full Company Name & Jim's Comments:

DE

75.09

Deere & Co. (DE)

Jim:   Deere is going to $100. It's going to par. I think you've got to hold onto it. John Deere is one of my favorite stocks. Remember that show I did about CAT and Deere? I meant it. I want you to hold onto Deere. I don't want your son to take profits. I want you to ride it still higher.

Price target for Deere:  $100.00

CRUS

16.34

Cirrus Logic Inc. (CRUS)

Jim:   You know, I've got to tell you, it does feel like a half nelson everytime I feel it myself. Here's the problem... There are a lot of people who feel that Cirrus is not going to be included in the next generation of the Apple iPhone. I have no information if that is the case, but it has kept a lid on the stock. Plus, if you remember, we had Fitzpatrick on... who said, if Cirrus breaks $17, it's not going to do well. And it broke $17. Technicians hate it. People are worried about Apple. Me? I think Cirrus is a buy. Is my neck out there? Yes. Have we ever seen it cut off? Well, how about the Tesla?... They chopped it off. For Rubicon, my head was chopped off. So it could happen again.

EBR

15.37

Centrais Electricas Brasileiras S.A. (EBR)

Jim:   Silver, we're just going to do the Silver Wheaton Corp. (SLW) or just do the iShares Silver ETF (SLV), which is the ETF. And I do like Brazil, but not yours. I like CPFL Energia S.A. (CPL). It's got a better yield. Let's just stick with quality.

CPL

73.44

CPFL Energia S.A. (CPL)

See EBR comments above for:
CPL

SLW

27.84

Silver Wheaton Corp. (SLW)

See EBR comments above for:
SLW

SLV

24.03

iShares Silver ETF (SLV)

See EBR comments above for:
SLV

MOTR

17.18

Motricity, Inc. (MOTR)

Jim:   I don't know Motricity. I don't it. I've got to do work on Motricity. I just don't know it. We will come back on Motricity.

AGU

86.33

Agrium (AGU)

Jim:   I have to tell you... rather than just endorse Agrium, which I like... I think CF Industries Holdings, Inc. (CF)... yes, that's right... at $116. That one could go to $140. That's my favorite. You can judge from Agrium about how high I think CF can go. And, if BHP were to walk away from Potash... that stock would go to $180.

CF

116.81

CF Industries Holdings, Inc. (CF)

See AGU comments above for:
CF

Price target for CF: $140.00

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Jim's
rating on
this stock

STOCK
SYMBOL

Closing
price that
day

Full Company Name & Jim's Comments: