Jim's
rating on
this stock

STOCK
SYMBOL

Closing
price that
day

Full Company Name & Jim's Comments:

X

56.23

United States Steel Corp. (X)

Jim:   The letter X... okay we have got to hold off buying any steel company until we see what Nucor (NUE) reports tomorrow… because Nucor is a great company, the letter X has now moved up big from where it did its secondary at $19... I want to wait, I am on hold… even though AK Steel (AKS) reported a good number today… I am on hold on the letter X.

HMC

35.06

Honda Motor Co. Ltd. (HMC)

Jim:   Not bad, it is not bad… but Al Mulally, he said, I do not know if you can read it… Jim rocks "to serve is to live," Al Mulally… and to own Ford (F) is to make money… and that is okay with me… remember, I like the FORD Preferred (F-PS)… 17 quarters of arrears, I bet he has to buy it back at the premium.

F-PS

42.40

FORD Preferred - Capital Trust II (F-PS)

See HMC comments above for:
F-PS

CTL

34.77

Centurytel Inc. (CTL)

Jim:   Oh man, another phone company that I like… let me see what the yield is there… now that management is very clever, it has got a 8% yield… it is growing… I love companies that yield 8%, 9% that can pay that dividend… and I know that they can… I am giving it a triple buy.

BAC*

14.98

Bank of America (BAC*)

Jim:   Well, you know the Volcker dictum… the Volcker rule… the Volcker let’s upset the apple cart rule… you know, there is another part of it that says that there is too much concentration in large banks… now Bank of America bailed out the country by buying Merrill, but we also know that Bank of America has too much of the mortgage market according to what I regard as one of the off shoots, a corollary, to the Volcker rule… and we know that there have… at times there has been private equity involved there, which we know now is a big sin… I think that Bank of America, which I own for ActionAlertsPlus.com, my charitable trust, is turning the corner… and I think that they will make it, despite the fact that the President seems to have it out for them.

ARLP

41.32

Alliance Resource Partners LP (ARLP)

Jim:   I am not a buyer of coal, just so we know this… Sierra Club is claiming that they stopped the building of any coal companies… commission of any coal power plant in 2009... that says be careful about Eastern coal… now on the CSX (CSX) conference call last week, Michael Ward talked about a slowdown in Eastern coal… wasn’t sure because it might have been Marcellus, he did not say that… but I think that natural gas shift... Union Pacific (UNP), on the other hand said that coal is still moving… but I think that they are shipping that coal to China… I think get out of coal.

YHOO

15.86

Yahoo! (YHOO)

Jim:   I think that Carol Bartz is doing a great... I think that she is turning the company around… However, Google (GOOG) got just slashed down last week… and I think Google trading at 20 times earnings, is frankly ridiculous.. I do not mind buying those insider stocks… they have got to be a little more diversified…I would rather be in Google than I would be in Yahoo.

GOOG

540.00

Google, Inc. (GOOG)

See YHOO comments above for:
GOOG

[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:

CHK

25.93

Chesapeake Energy Corp. (CHK)

Jim:   I think that Aubrey McClendon runs a real good company, I believe that natural gas is going to stay at $5, $7... but you are going to make money with the company, because he has tons of assets… including Marcellus Shale, Aubrey McClendon is riding the wave of cheap natural gas.. particularly in Marcellus… I like it… giving it a couple of thumbs up.

NFLX

50.97

Netflix, Inc. (NFLX)

Jim:   Netflix, blow out quarter… up $7, thank heavens I decided to no longer fight Netflix… I believe that the bears on Netflix have no idea about their power of their steaming video… they ought to smelling the coffee, the java, the VIA, the Starbucks, the triple Latte Cappuccino with skim wet… because Netflix is going higher.

BWS

12.87

Brown Shoe Co. Inc. (BWS)

Jim:   Brown Shoe, historically undervalued, I used to have one of the biggest positions in the world when I was at my hedge fund… I want to buy, buy, buy… I think that was a terrific one.

JNJ

63.44

Johnson & Johnson (JNJ)

Jim:   There is nothing there, I have a half a dozen ones that I would rather be in than that one.

MT

40.75

Arcelor Mittal (MT)

Jim:   Arcelor, now come on, Dan DiMicco, Nucor… putting up great numbers, give me a special dividends, unbelievable… and you come to me with that one? I hate to end with negativity, because I think that you sound like a nice person, but I want you to swap out of Arcelor Mittal and get into Dan DiMicco’s Nucor (NUE).

NUE

42.59

Nucor (NUE)

See MT comments above for:
NUE

Jim's
rating on
this stock

STOCK
SYMBOL

Closing
price that
day

Full Company Name & Jim's Comments:

AKAM

25.31

Akamai Technologies Inc. (AKAM)

Jim:   Oh, I think that Akamai is fabulous, I have been all over it ever since Bob Bowman came here, he is the President, the CEO of majorleaguebaseball.com. And the reason why that is the single best push site on the web is because of Akamai Technology… I welcome the company, I wish they would come on the show.

EXC

45.96

Exelon Corp. (EXC)

Jim:   Exelon and you are from Pennsylvania, that is not doubt because Exelon is the merger of Philly Elec and Commonwealth Ed, the great Chicago company… this is mostly nuclear, they have got clean energy, and they will be big winners in the cap-n-trade… and the answer is I want to buy, buy, buy Exelon… which may be, may be among the best utilities in this country.

DE

51.11

Deere & Co. (DE)

Jim:   Deere is such a good company that I am going to do something that I should not do… I am going to tell you to ignore the fact that the chart is bad, I am going to ignore the fact that all of these companies are rolling over because of China… and I am going to say, if you take a six to nine month perspective on Deere, not… in other words, do not worry about the current crop season… you will make money… I do believe that the stock is headed down short term though, in full disclosure, I think it is headed down short term.

F

11.41

Ford Motor Co. (F)

Jim:   Alright, for Ford Motor, first of all Al Mullaley, he did have a huge profit… people probably missed the buy… people probably mystified, why didn’t the stock go up? Because the stock has been terrific… secondly, I am going to answer this gentlemen’s question directly… I believe that Ford Motor is going to have to buy back the Ford Preferred, 17 quarters in arrears… you want dividend... they have got to pay that Preferred first, and that is why I like the FORD Preferred - Capital Trust II (F-PS)…and again, I want to congratulate Al Mullaley… we don’t do enough of this around here… we do not just say, sir, congratulations you are doing a great job for your company and for the country.

F-PS

43.35

FORD Preferred - Capital Trust II (F-PS)

See F comments above for:
F-PS

JOYG

47.10

Joy Global (JOYG)

Jim:   Alright, well here is the problem with Joy, it is uniquely, along with Bucyrus International (BUCY), connected to a slowdown in China…  Now, today I was doing a video with my fiend Alex Steel over at TheStreet.com, where I am Chairman… and she asked me a very pertinent question, she said, Jim, at what point is it discounted? A slowdown from 11% to 8%… and the answer, I said, not yet… In other words, I need to see more China negativity work through the stock before I want to tell you to pull the trigger and buy more… So it is up a lot… people should be worried… it is not done selling yet… it is up too much from the bottom… I would love to see the CEO on and tell me not to worry… but right now, I am.

BUCY

55.11

Bucyrus International (BUCY)

See JOYG comments above for:
BUCY

QCOM*

40.48

QualComm Inc. (QCOM*)

Jim:   I sold half of it for ActionAlertsPlus.com, my charitable trust in the last two weeks, I mentioned that right here on the show in full disclosure… Today was an abomination, it was an embarrassment… I am furious at management…furious… I would put them on the Wall of Shame right now… because I have got to tell you, that was just one miserable quarter, the guidance was terrible, they really screwed up… two weeks ago at the consumer electronics show, they could have given us a heads up that things were this… I am steamed at these guys… I had to go buy some, I did buy some today… some of the stock that I sold… but Qualcomm, you come on the show and you explain how you could have said such bullish things and then disappointed us like this…you are an outrageous management and you know it…I do not know how you live with yourselves.

Jim's
rating on
this stock

STOCK
SYMBOL

Closing
price that
day

Full Company Name & Jim's Comments:

C

3.32

Citigroup (C)

Jim:   Citigroup is fine!... Vikram Pandit (CEO) is all over the place, saying thing's are fine. Memo to Vik... don't say a thing until things are fine... But I think the stock held the "print price" (the secondary stock offering price)... that's what we call it... Buy, buy, buy!... And it's a buy. It's a great spec on 1.) The turn in the bank industry, and 2.) Obama turning on another industry, because he's tired of talking about the banks.

COP

48.00

ConocoPhillips (COP)

Jim:   Conoco?... Alright, let me tell you the truth here... I feel like... Stephanie Link and I run ActionAlertsPlus.com, where I send out the emails... that's my charitable trust where I share... I was arguing that we should be buying Conoco, now that it yields 4%. I think I'm going to prevail... buy, buy, buy!... I think it's terrific here. Why? Because it's got a huge natural gas business, and I believe, natural gas... it's only a matter of time...

CMG

96.46

Chipotle Mexican Grill, Inc. (CMG)

Jim:   Chipotle? Oh my... you know what? I was with Danny Meyer the other day... He's the guy who told me about Chipotle... CMG... They've got the best, best food... cleanest... CMG is another one like Panera Bread Co. (PNRA) that I think could have a multi-year move.

PNRA

71.42

Panera Bread Co. (PNRA)

See CMG comments above for:
PNRA

BAC*

15.18

Bank of America (BAC*)

Jim:   Chief, listen... Bank of America has already come down enough... enough with the punishment of the banks! I really think it's overdone right now. In the end, I really think housing's bottomed. I think they have a great position in the mortgage market. I like Brian Monahan. Let's do this... let's start nibbling at the stock. I own it for my charitable trust. I want to buy more.

APEI

38.14

American Public Education, Inc. (APEI)

Jim:   I have to tell you... I think the President is uniquely against these online education companies. That's the only one that I want to own, because of its relationship with the military, but I'm pulling back from all of them. The President seems to be really trying to protect higher education, brick and mortar kind. So I'm saying, "neutral" on APEI, and sell all the others, except DeVry, Inc. (DV) which is good.

DV

61.06

DeVry, Inc. (DV)

See APEI comments above for:
DV