Jim's
rating on
this stock

STOCK
SYMBOL

Closing
price that
day

Full Company Name & Jim's Comments:

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BRCM

27.51

Broadcom Corp. (BRCM)

Jim:   Okay, Brocade was a spec stock… as soon as we felt that we got that takeover bid, we thought we were going to get one, we blew out of it… we have never looked back, I still do not like Brocade.. There are other players that I think are better… I happen to like Cisco (CSCO*), I think that it is conservatively priced.. given about how good the growth is… CSCO is better than owning Brocade.

CSCO*

22.73

Cisco (CSCO*)

See BRCD comments above for:
CSCO

DRYS

5.75

DryShips, Inc. (DRYS)

Jim:   No, no, nope, nope… if we are going to go that dry bulk than we are not going to recommend DryShips, whose balance sheet we do not really care for… We like the balance sheet of Diana Shipping (DSX), that is the better play.

DSX

14.12

Diana Shipping (DSX)

See DRYS comments above for:
DSX

FCX

71.59

Freeport-McMoRan (FCX)

Jim:   Very tough call, very tough call.. I spent a lot of time on FCX today… I was actually going to start my monolog with FCX… trying to figure out, the chart is so broken… look at the charts, you know we do "Off the Charts" on Tuesday… The chart is so broken that it worries me… the stock is bouncing $4 because it has been so oversold… I think that it has 2 or 3 more points… I would much rather see you, if you want to play copper, I would much rather see you in Southern Copper Corp. (PCU)… which is cheaper… FCX, I am nervous about that chart… I am nervous about the Chinese exposure.

PCU

28.55

Southern Copper Corp. (PCU)

See FCX comments above for:
PCU

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AAPL*

194.73

Apple, Inc. (AAPL*)

Jim:   Alright... Cramer’s dictum, we said over and over, that this stock would have a huge run into the launch… that when the launch came out, people would be disappointed no matter how great it would be… no matter what they said, and then the stock would be smashed back for all of the points… there was a 20 point improvement in the stock leading up to the tablet… did not help the iPad… and then there was a 20 point decline… it did exactly what we said it would do… and we said that you could start picking it up on Monday… here it is Monday, and we are with it… and we agree… and the analysis played out.

BSX

8.42

Boston Scientific Corp. (BSX)

Jim:   I do not know, I was thrown there by that settlement… the settlement was gigantic, did you see how much they paid? I mean I was like it did not think they would have that kind of liability… this was with a patent suit that they had with Johnson & Johnson (JNJ), and it was at one point $7b… it spooked me, I know that I have been in favor of the stock, we had a nice little gain in it… but I, it took my breath away… that patent, it took my breath away… I cannot get behind that.

BNI

99.84

Burlington Northern Santa Fe (BNI)

Jim:   Well, if you do not want it then you have got to sell, sell, sell… because I actually think that owning a Buffett stock is a great idea is a great idea here… I think that you should own a Buffett stock, I think that he is a great mind, I think that it is a great portfolio holding… I would be in it, I would take the stock... I would take the stock of Berkshire Hathaway.

BRK-B

75.41

Berkshire Hathaway Inc. Hld B (BRK-B)

See BNI comments above for:
BRK-B

HON*

39.37

Honeywell (HON*)

Jim:   No, I will allay your concern… the problem was Mr. Cote … okay, here is what he did wrong… Dave Cote should never, ever, ever had said that he felt that the first quarter was going to be down as much as he did… why? Because that is all that the analysts focused on… he was laughing in the call, I mean, for heaven's sake, Dave, Dave was too down beat… now I know that was not fair because Dave is Dave, I am Jim, I am not Dave, he is not Jim… but Dave was too down beat, I reiterate that I want to buy Honeywell… I sent out an email this week saying that Dave Cote is being too negative about his stock, I want to buy the stock…I own it for my charitable trust, ActionAlertsPlus.com… I like it even more… it is a great life cycle stock… it has got great exposure to both Boeing and to Air Bus…. where was I… oh yeah, buy, buy, buy Honeywell.

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[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:

UA

25.88

Under Armour, Inc. (UA)

Jim:   You know chief, everyone is telling me to go bullish on Under Armour, I have been negative on it… and it is actually in my book, in Getting Back To Even I talk negatively about it… but you know the stock has come down… I think the expectations are low enough… I am willing to say yes, right here, right, now for the first time that I think Under Armour at $25 is a buy…. wow, that is a change… that is a very big change.

CAT

53.39

Caterpillar Inc. (CAT)

Jim:   Yes, the answer is yes… I was going over the chapter where I talk about the great come back stocks for next year, including Caterpillar, in Getting Back To Even… I think Caterpillar is over done to the down side… it has got over done to the upside… I want to pull the trigger Caterpillar… yes, I am worried about China… I have said that many times… but in the end, Caterpillar is a come back story, and this year will be the infrastructure spend for the United States… buy Caterpillar.

MRVL

18.96

Marvell Technology Group Ltd. (MRVL)

Jim:   Marvell is back, Marvell is back…now I owned Marvell once for my charitable trust, it was a severe disappointment… the chart is not that good for Marvell but the business is… I prefer it over telecom... it is a nice internet tsunami play.

GOOG

540.82

Google, Inc. (GOOG)

Jim:   Let’s buy another two shares...  Here is why… Remember, we got a little cold feet because we never wanted to see Google lose China, like General Stillwell did… or John Stewart Service, for that matter… or Henry Patton, anyway… here is the thing, here is what I am worried about… my worry is that people are going to say that until there is a deal with China, Google will not get the pizzazz back… it was a great quarter… Google is cheap… Read Mary Meeker’s report for Morgan Stanley… I want you to pull the trigger, I want you to buy a little Google.

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BP*

55.17

BP plc (BP*)

Jim:   No catalyst, no catalyst…let it go to $50... I sold it last week for ActionAlertsPlus.com, my charitable trust, I sent out the emails… get it at $50... we will have that nice yield.. there is no catalyst to own BP right now, I am not going to recommend it.

VZ

29.19

Verizon (VZ)

Jim:   No... Ivan Seidenberg, that dividend is not in jeopardy… the Verizon wireless is very strong… people are concerned about Verizon in part because of this price war… no, I will tell you what I think is really hurting Verizon… first, they did lower their numbers… but second, when you have two companies going at it like Verizon and AT&T (T), you want to stay away… this is like a giant food fight… I mean it is like Pluto, I mean it is like Delta house… I mean guys come on, get to the frat party, put it down, pick up the books, make some money for people and stop throwing food at each other, for heavens sake.

Jim's
rating on
this stock

STOCK
SYMBOL

Closing
price that
day

Full Company Name & Jim's Comments:

BKC

18.01

Burger King Corporation (BKC)

Jim:   Well, I certainly, I have to stay svelte, but I hear you… now, here is what I feel about Burger King… I was pleasantly surprised by the quarter… the McDonald's (MCD) was actually not an upgrade, it was a move to the conviction buy… it caused the stock to go up a buck, and the stock gave up a buck… I prefer McDonald’s to Burger King… why? Because of yield and because of international…I am thrilled that Burger King is making a turn around… but McDonald’s is the better of the two.

MCD

64.06

McDonald's (MCD)

See BKC comments above for:
MCD

MCRS

27.16

MICROS Systems, Inc. (MCRS)

Jim:   Look, this is a niche play… technology niche play to the global hospitality business, I still have not reviewed the unbelievable Starwood Hotels & Resorts (HOT) quarter today, H-O-T, everyone tells me that I have to… but this kind of thing is too niche for me… again I am going to send you to Cisco (CSCO*)… Why? Because this very morning we heard Cisco say good things… it is inexpensive, why should I fool around with something that is too speculative when I have got Cisco?

CSCO*

23.16

Cisco (CSCO*)

See MCRS comments above for:
CSCO*

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AIB

3.21

Allied Irish Banks plc (AIB)

Jim:   Listen man, you are really rolling the dice with that one… what is that at $3 now? I mean, you know I remember… I used to own a huge percent of that along with ? after I had been to Ireland twice and thought it that was the greatest thing since iced bread … but Ireland has lost all discipline… I do not need to be in that $3 stock when I have a $3 stock by the name of Citigroup (C), where all anyone ever does is say that Vic Pandit is on the ropes… I do not think so… Citi back to that level where I have to buy it.

C

3.18

Citigroup (C)

See AIB comments above for:
C

CPB

32.44

Campbell Soup Co. (CPB)

Jim:   Uh you know, kind of okay… it has really been stuck at the same level… I used to have a big position at my old hedge fund… Campbell’s, Hershey Co. (HSY) and Heinz (HNZ)… look, I am not going to go wrong saying that they are fine… but I like growth, and they do not have growth… which is why I prefer Procter & Gamble (PG*).

PG*

61.40

Procter & Gamble (PG*)

See CPB comments above for:
PG*

FTR

7.62

Frontier Communications Corp. (FTR)

Jim:   (pre-comments, Jim said:  "Alright, I'll see your Green Mountain (booyah), and I'll go to GMCR, because I like my Keurig, and the stock was down $3, booyah.  What do you have?"...

Jim:   Look... I like the yield as much as anybody, I feel a little bit better with the WIN yield… this yield, Frontier, is now at 13%.. when I see 13%, what I do is throw the red flag… I am entitled to have challenges.. I get a couple of challenges before I have expired…I am challenging that play right now and I worried… I would rather see you in Windstream Corporation (WIN).

GMCR

82.68

Green Mountain Coffee Roasters (GMCR)

See FTR comments above for:
GMCR

WIN

10.18

Windstream Corporation (WIN)

See FTR comments above for:
WIN

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Jim's
rating on
this stock

STOCK
SYMBOL

Closing
price that
day

Full Company Name & Jim's Comments:

XTO

45.00

XTO Energy Inc. (XTO)

Jim:   Alright Janice I am glad that you called me, because to tell you the truth I do not like the tenor of the Congress on this XTO… and the hearings that they have had this week about natural gas.. our President refuses to put the word natural with gas… which tells me that this is a very out of favor fuel… Exxon has a clause which says that they can walk away from the XTO deal if hydraulic fracking, which is the revolutionary different technology that they use, is in trouble… so therefore on Monday, I need you to lock in a gain of XTO… and we will find you a high yielding oil… or maybe a master limited partnership, if not Energy… which is that propane company that I like, give you a 7.5% yield… I need you to sell XTO… you pull the trigger.

TNDM

15.19

Neutral Tandem, Inc. (TNDM)

Jim:   Remember, we went over that, this is really a commodity company … there are some people that who feel like it has proprietary software, to switch phone companies back and forth, we looked at it and decided that it was too dangerous… and we are reiterating… man, I tell you, we have yet to like a stock in this Lightning Round… I am starting to panic… I am panicking out like all of the people who sold at the bottom today.

C

3.22

Citigroup (C)

Jim:   342 days, maybe give or take 3 hours… no, I cannot tell, I mean here is the thing… first of all Vikram Pandit (CEO)...  everyday you look at the papers, he is supposed to be fired… those are stories being planted by people… because Vikram Pandit is not being fired, he is doing a good job… secondly, here is what you need to know… that stock has held the price that it did that deal at… third, I think that Citigroup is going to be 60% international and 40% domestic by 2012... finally, the book value here is $4 and change… it deserves to sell at premium to book… I think that it can make a dollar, if they did not force them to do all that stock… the stock would be at $5 already… and I do like… hallelujah.

SWC

10.28

Stillwater Mining Co. (SWC)

Jim:   Um, you know it is not my favorite… you had a good run, I do like precious metals… I think you need to be in the SPDR Gold ETF (GLD)… okay, the GLD is better, that is for gold… I am reiterating gold again, it is being brought down again only by hedge funds selling.

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GLD

104.68

SPDR Gold ETF (GLD)

See SWC comments above for:
GLD

TM

74.71

Toyota Motor Corp. (TM)

Jim:   Alright, you know what? This is what I used to call at my old hedge fund a battle ground, I mean this thing could go up 10 or down 10... I cannot be in battle grounds… not when I have a man like Alan Mulally, who is working for us every minute of the day… Alan Mulally, who reminds us, to serve is to live… he has got a preferred that is in arrears, it can be a fabulous security… I want you in Ford (F), not Toyota… why court situations where the brakes, the accelerator… Ford is back and better than ever.

F

10.91

Ford Motor Co. (F)

See TM comments above for:
F