Jim's
rating on
this stock

STOCK
SYMBOL

Closing
price that
day

Full Company Name & Jim's Comments:

JPM*

41.64

JPMorgan (JPM*)

Jim:   No, no, no!... We're not sellers of J.P. Morgan, we're buyers of J.P. Morgan! This is going to be their first really good quarter, finished with financial regulation... obviously, with regulation, obviously with the credit card act... obviously with all the different swaps, configurations... obviously with all the FDIC fees. We really have headwinds here, but I think they're all in the stock at $41, and I would be an aggressive buyer, and it is one the largest positions in my charitable trust... where you can follow along at ActionAlertsPlus.com.

MRO*

34.28

Marathon Oil Corp. (MRO*)

Jim:   Well, Marathon is about to report. I'm not sure exactly how good it will be. My charitable trust owns it. I'm not owning it for the quarter... I know refining was good for Holly... that's a company... refining was good for Sunoco... it didn't seem that good for Valero... but I think that Marathon's very cheap. I would emphasize that Exxon Mobil (XOM) is expensive. And, even though my friend, Dan Dicker, who was recommending it on TheStreet.com, where I'm chairman, I would prefer for you to be in Marathon, than in Exxon.

XOM

61.94

Exxon Mobil (XOM)

See MRO* comments above for:
XOM

UAM

16.76

Universal American Corp (UAM)

Jim:   A good company... a good life insurance company. It didn't stub its toe. A really good company. I like it... I like it. That group... remember, MetLife (MET) is doing a very big equity offering. I'd like you in the MetLife offering; I think it's going to be really cheap and work well.

MET

42.73

MetLife (MET)

See UAM comments above for:
MET

IRBT

20.08

iRobot Corp. (IRBT)

Jim:   And that's why I like them, sir. I think the stock goes higher. I think the revenue ramp is good, and the earnings ramp is good. I disliked the stock for a long time, because I thought it was more promise and hype than it was reality. No more! The numbers are real, and I think the stock goes higher. However, I did hear you have a really big gain. Remember, I'm always saying the idea that bulls make money, bears make money, and hogs get slaughtered. Let's not get ahead of ourselves. How about taking some off, and we can play with the rest... the house's money.

DE

67.17

Deere & Co. (DE)

Jim:   My take is, is that Deere... first of all, congratulations on the profit (caller said he just sold it at a 52-week high last week)... I love a profit... never going to say no to profit but, if you ask me what the long-term for Deere over the next 3-5 five years, it could go to $100. So I would like, on any decline, which I figure we'll get one, because the market was so strong today... I'd like you to go back into Deere. I think a lot of things that Potash said last week, which is about the big shortages in grain overseas, I think it will be very positive for Deere. And don't forget the ethanol bump up in the September/October timeframe. Deere goes higher!

Price target:  $100.00

UPS*

66.60

United Parcel Service, Inc. (UPS*)

Jim:   One of my bigger mistakes for my charitable trust, ActionAlertsPlus.com was that I didn't get enough UPS in, when the stock dropped to $60. UPS...expeditors... Federal Express (FDX)... they're all going higher. Don't forget, UPS has a lot of small business too. When that ever starts kicking in in America, that stock is going to go to $80-90... It hasn't kicked in yet. I think that stock can go to $75 on its own valuation.

Price target:  $75.00

FDX

84.60

FedEx Corporation (FDX)

See UPS* comments above for:
FDX

[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:

BKS

15.31

Barnes & Noble (BKS)

Jim:   No, no. Let's take some profits. On that last conference call, they went out of the way to say how much money they had to spend on Nook. I think anyone who buys them is going to have to follow up with several hundred million dollars, and I think that Nook is a tough thing to go against Amazon.com (AMZN). Amazon is en fuego here.

AMZN

127.58

Amazon.com (AMZN)

See BKS comments above for:
AMZN

OPEN

48.89

OpenTable, Inc. (OPEN)

Jim:   You know what? I would normally agree with you (that OPEN may come crashing back down to earth and go down), and then I see the quarter, and suddenly, I start thinking, you know what? I just missed this Open Table altogether. And all my friends use it. I feel like I can't opine on it. You know why? Because I should have told people to buy it in the $20s. I don't think I have any standing when it comes to Open Table. I missed Open Table. I don't have... as we would say on Wall Street... "the call."

LUK

22.63

Leucadia National Corp. (LUK)

Jim:   Interesting pastiche, if not a mosaic, of a conglomerate that I actually think could do pretty well. I once recommended it much higher though, so you could say Jim, you don't have the call on that either.

HBAN

6.28

Huntington Bancshares Inc. (HBAN)

Jim:   (Caller: Are you still a fan of HBAN?) Oh yeah, absolutely. Look... I mean, every single bank stock has just had the world dumped on them, because of the 2000-page FinReg thing. But Huntington Bank is doing really well, and I want to reiterate my buy. And I would still pull the trigger right here, HBAN. Buy, buy, buy!

NFLX

108.13

Netflix, Inc. (NFLX)

Jim:   Okay, alright... I want you to get Getting Back To Even, and jump in using "deep in the money" calls, as a stock replacement proxy, because this stock's all over the map like you said, which is why I like the deep-in-the-money call strategy. I defended Netflix at $106... at $100, at $98... Right here, I defend it. I think it's coming back. It's a CANDIES... that's right, it's one of my highest-growth stocks. People misinterpreted that quarter. It was a dynamite quarter. Reed Hastings, the CEO, is always welcome on this show. He's done a great job.

KSS

47.09

Kohl's (KSS)

Jim:   Man, this stock is in its own personal bear market! I've got to tell you... I have to tell you, if unemployment (monthly report) is bad on Friday, this stock ain't going anywhere. May I suggest that you make a swap? May I suggest that people look at J. Crew Group (JCG) at $35? Everyone has decided that Mickey Drexler (CEO) suddenly is not any good. So I take a long-term view... I think the quarter is going to be okay.

JCG

35.47

J. Crew Group (JCG)

See KSS comments above for:
JCG

MOT

8.06

Motorola Inc. (MOT)

Jim:   A lot of bidders, a lot of cash... You know what?... Sell, sell, sell! I like Apple (AAPL*). You could have all the MOTs you want... If Apple were divided by 10, and it was a $26 stock, you'd be buying it hand over fist. So my gift to you is Apple.

AAPL*

262.98

Apple, Inc. (AAPL*)

See MOT comments above for:
AAPL*

Jim's
rating on
this stock

STOCK
SYMBOL

Closing
price that
day

Full Company Name & Jim's Comments:

C

4.06

Citigroup (C)

Jim:   Alright, everyone's saying Jim, you said you liked it, you liked it and it's doing anything... Will you give me a break? Tim Geithner is selling every share he's got... He's the Treasury Secretary of the United States... And I believe personally that this stock is still headed higher... It was last year at this time about $0.50 lower... That's a nice return on a 3 and change basis... I think next year at this time it is gonna be substantially higher... I reiterate my buy, buy, buy... Letter C... You know I think my friend-buddy-pal Vik (i.e., CEO Vikram Pandit) is doing a great job over there... Trader Vik...

Q

5.69

Jim:   Take it from me, and my merger bot that I got on South Park... Sell, Sell, Sell...

ATPG

11.08

ATP Oil & Gas Corp. (ATPG)

Jim:   Well, you know, ATBG is okay... It's not great... I see a lot of others, I like a major here... I gotta tell you... I like the Chevron, I still like ConocoPhillips (COP) more than yours... Yours is too speculative... I don't think it's right for you... I think that you should be less speculative when it comes to oil.

CVX

78.73

Chevron Corp. (CVX)

See ATPG comments above for:
CVX

COP

56.93

ConocoPhillips (COP)

See ATPG comments above for:
COP

NLY

17.50

Annaly Capital Management (NLY)

Jim:   Alright, everyone hated the quarter from Mike Farrell... Everyone is selling it... Will you please pay attention?... He did a big equity on it already... He's gonna give you a big yield... We like big dividends... He's got it... Stick with NLY...

PNG

24.80

PAA Natural Gas Storage, L.P. (PNG)

Jim:   No, you're at a 52-week high... At first I heard "PNG," and I thought Procter and Gamble, my charitable trust, ActionAlertsPlus.com owns it, and I like it... Although, (for the) quarter, people didn't love it... But PAA, Natural Gas Storage, not up here... We've made a lot of money here... Let's let it come in... Maybe we'll stick with it....

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Jim's
rating on
this stock

STOCK
SYMBOL

Closing
price that
day

Full Company Name & Jim's Comments:

Note:  FRIDAY night's Mad Money show was replaced by Breaking News on CNBC regarding the sudden resignation and alleged scandal regarding Mark Hurd at Hewlett-Packard.  Thank you.