Jim's
rating on
this stock

STOCK
SYMBOL

Closing
price that
day

Full Company Name & Jim's Comments:

WIN

11.11

Windstream Corporation (WIN)

Jim:   You did well, you bought it before the must-own date… Let me be real clear about this, there have been people who have dumped on this stock… there have been non believers, there have been people who have told me, Jim, that dividend is not safe… and then again, there is a man, it is a man by the name of… what the heck is the guys name, alright I will come back with his name… but he has been on the show a couple of times… and he, that is great, I sound like a total joker… but he has been on the show and he has been remarkable… and I am sticking with WIN up here at $11... I think it was Skip.

C

3.40

Citigroup (C)

Jim:   No, Citi is a speculative situation that we like very much, but Akamai Technologies Inc. (AKAM) is a high quality play on the internet tsunami… I do not want you to make that trade… you are going to leave too much money on the table.

AKAM

25.92

Akamai Technologies Inc. (AKAM)

See C comments above for:
AKAM

AAPL

214.01

Apple Inc. (AAPL)

Jim:   Apple, I bought some today for my charitable trust, I couldn’t take it any more… because finally, I talked about it every night, I was finally free, if I mention a stock in the last five days I cannot buy it… I mentioned that stock almost every day in 2009, Apple my $300 price target stands… and it might be going even higher, I do not know, I have got to see this device… it doesn’t matter… Apple is at the heart of the internet tsunami, and I am glad my charitable trust will finally get a chance to own it.

[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:

BNI

na

Burlington Northern Santa Fe (BNI)

Jim:   It is terrific… it is terrific to buy Berkshire Hathaway on this… I want to ring the register on Burlington Northern... You have gotten a great gain.

MNKD

na

MannKind Corp. (MNKD)

Jim:   Too hyped, too hyped for me… I mean they are already out telling you that they are going to get approval… I mean, let’s just see… I mean they are talking about getting approval for drugs that they do not have approval yet… now I was willing to handle that with Dendreon Corp. (DNDN), which has now become a winner… I am not going to handle that with MannKind, that stock is in the doghouse until proven otherwise… not like, by the way, someone had said earlier in this show that I was an honest guy… Bob LaPenta, L-1 Identity Solutions Inc. (ID)… the stock that I identified yesterday is maybe having its day is in the doghouse… they disappointed… so let’s own the ones that we get wrong… and that is how you keep your credibility.

SHLD

na

Sears Holdings (SHLD)

Jim:   I think Eddie… look, this is a time just like… it is Eddie Lampert (CEO) that we are talking about, he is an old friend of mine… I say at the beginning of the show, it is not about friends it is about… but I will disclose that, I know Eddie, he has been my friend for 24 years… just as retail was bad, Sears was bad… now that retail is getting better, Sears will be good… it is just like other retailers… do I like the stock from an investing point of view? I like Home Depot (HD*), that is the one that I own for ActionAlertsPlus.com, my charitable trust… but you know what, rising tide lifting all boats including Sears Holdings.

HD*

na

Home Depot (HD*)

See SHLD comments above for:
HD*

RPM

na

RPM International Inc. (RPM)

Jim:   I think that was ridiculous, RPM is really good… RPM is a good brand name company… it has got a 4% yield… it is really terrific… I would pull the trigger right here, I think that it is a great stock to own… a nice mid-west company.

XOM

na

Exxon Mobil (XOM)

Jim:   Exxon Mobile, it is fine… I mean look, I prefer other oils… I prefer BP plc (BP*) because of the yield… I prefer Occidental if you want to have exposure to the… (interrupted by buzzer and lost train of thought) Exxon I do not care for it that much.

BP*

na

BP plc (BP*)

See XOM comments above for:
BP*

OXY

na

Occidental Petroleum Corp. (OXY)

See XOM comments above for:
OXY

CPRT

na

Copart Inc. (CPRT)

Jim:   The auction car business is okay, it is not a great business… the stock has had a very big run, I would take some profits here.

JDSU

na

JDS Uniphase Corp. (JDSU)

Jim:   JDSU used to stand for "Just Don’t Sell Us," then it became "Just Don’t Sue Us"… that is a pastiche if not a mosaic of a lot of different technology companies… including testing, including some currency… hey, let’s put it this way… let’s call it a testing company… let’s say that this used to be one of the big, big gainers in the late ’90’s… it is back, it is bigger than ever… JDSU is still terrific even at $9... I would buy, buy, buy it… hey get this, I welcome management on this show… I used to dislike management, but they have got new management and I like them.

Jim's
rating on
this stock

STOCK
SYMBOL

Closing
price that
day

Full Company Name & Jim's Comments:

SFSF

19.01

SuccessFactors, Inc. (SFSF)

Jim:   Oh man, over the internet and thru the woods… you should be listening to Salesforce.com, Marc Benioff, I want you to buy CRM… Customer Relations Management… SuccessFactors is a very good company, I absolutely think that you have got a good one… but you know what?... We… it is time that we took it the SEC… you buy some CRM.

CRM

74.04

Salesforce.com (CRM)

See SFSF comments above for:
CRM

RFMD

4.76

RF Micro Devices Inc. (RFMD)

Jim:   You know I have been disappointed in the stock's action, but not the actual business, which is pretty good… but I do like Skyworks Solutions Inc. (SWKS) more, just so we know… the RF Micro guys are good, but if you own a component play, I would rather have you in with David Aldrich and Skyworks.

SWKS

14.74

Skyworks Solutions Inc. (SWKS)

See RFMD comments above for:
SWKS

SI

95.79

Siemens AG (SI)

Jim:   Yes, she should… Siemens is a very, very good company… and you know what? I am surprised that it has fell as much as it did… I happen that one very much.. it is a conglomerate and I think Germany is coming back… and I think that she is right, and as a matter of fact, I would pull the trigger and buy a little more.

BAC*

16.93

Bank of America (BAC*)

Jim:   Bank of America is going higher, I own it for ActionAlertsPlus.com, my charitable trust… I think that Moynihan is going to do a good job, he has got to get his feet wet… the stock is finally breaking out… and may I once again say, even though I was misquoted by every single media group in the country, that that Citigroup secondary was the buy of this year… Citigroup (C) is going higher… Bank of America is going higher… and Wells Fargo (WFC) is going higher.

C

3.65

Citigroup (C)

See BAC* comments above for:
C

WFC

29.13

Wells Fargo (WFC)

See BAC* comments above for:
WFC

KBR

20.61

KBR, Inc. (KBR)

Jim:   Look, I think that one of the things that is freaking people out is the decline in Iraq work… I understand that, to me it is a good story, it is not the best story… but you know what? You bought it at $13... let’s ring the register, let’s take the profit… nobody ever got hurt taking a profit.

Jim's
rating on
this stock

STOCK
SYMBOL

Closing
price that
day

Full Company Name & Jim's Comments:

FITB

11.09

Fifth Third Bancorp (FITB)

Jim:   Fifth Third Bank is a winner… I saw it tick off $11 today, and I remember when Goldman Sachs came out at $10 and said buy this one… Fifth Third, really good piece out the other day from one of the major firms, it was Morgan Stanley, talking about what banks could you do well… commercial real estate does well… this one, $15... I really like it here.

DNDN

30.30

Dendreon Corp. (DNDN)

Jim:   Okay, okay… I think… this is one of those companies, a binary company… if they get… look, if they have the ultimate vaccine for cancer, you know this thing is going much higher… in the interim, I think that you stay with it, let’s see… because this thing could go up 10 points on good news… so I think you are okay… I know that you battled back to even, let’s just stay long with it right now.

CBY

49.85

Cadbury Schweppes plc (CBY)

Jim:   I want you to ring the register… Warren Buffett has spoken… he does not want Irene Rosenfeld from Kraft (KFT) to pay more than she is paying right now… so, the upside is now limited… I do not believe that Hershey will come in and wreck its own stock to buy Cadbury… I want you to sell, sell, sell.. ring the register.

SLXP

27.99

Salix Pharmaceuticals Ltd. (SLXP)

Jim:   Well, you have got a 52 week high… it is a Colideus Drug Company does not really have as big a product portfolio as I would like… I think… sell, sell, sell… you got a big gain, let’s take it… come on smart fellow Pennsylvanian… let’s make some money, no one ever got hurt taking a profit.

WDC

45.82

Western Digital (WDC)

Jim:   I was amazed today that Goldman Sachs downgraded Seagate (STX), it had what I think is going to be a monster quarter… I talked the other day about Western Digital… it is a way, it is really just a terrific tech component… I did get a little frightened, I have to admit, when Goldman downgraded Seagate… let’s take a little off of the table and let the rest run… because this has been a monster disc drive move.

BA

61.60

Boeing (BA)

Jim:   Well, you can tell Austin who is undoubtedly related to Miles Austin who killed us… that I believe Boeing is an $80 stock… we are at the beginning of a major seven year move in Boeing… somebody downgraded it today on price… I say boo! This one is going higher… I say hold onto Boeing… it was barely down today on the downgrade… Boeing is a great stock to own for the next few years… great stock… stick with Boeing.