Varian Medical Systems (VAR): 'This is a company you should buy ... It's a $5 billion company; it's down in a straight line from $61. It's business is really good.'
EuroZinc (EZM): '... that's a better bet in a tough tape, because you've got limited downside.'
Nabors (NBR): 'Gene Eisenberg's going to make the numbers. I'm not guaranteeing it, but I do think that NBR is dirt cheap. It is largely being affiliated with natural gas...'
Under Armour (UARM): 'Under Armour as a business is smokin' ... The problem is that it's only 4 points from its 52-week high ... if you own UARM, you can stay with it. If I had to initiate a position on it, I'd like to wait until it goes to $35.'
Petrohawk Energy (HAWK): ' ... a dollar off its low, and $5 off its high, fits that bill.'
Procter & Gamble (PG): 'I do think PG is headed to $65. It's at $56. This is the right tape for PG. Stay long it. '
CSX (CSX): 'I like CSX #1.'
Electronic Arts (ERTS): 'ERTS is a sale here, and here's why: Even though they announced seven new titles today; even though I know we're in the horizon of Playstation ... I still think that we've got a real nastola quarter ahead.'
Southern Copper (PCU): 'I happen to think that copper is right (but)... I do not think you need a big $90 stock here.'
Basic Energy Services (BAS): 'They're starting to give away the oil drillers.'
Home Depot (HD): HD is despised ... It is thought of as being the absolute worst in that industry ... It doesn't deserve that, nor does Bob Nardelli (CEO)...that said...don't buy HD.'
IRIS International (IRIS): ' ... Here's the problem: you are dealing with a speculative situation that had flat revenues year over year.
Helen of Troy (HELE)
Burlington Northern Santa Fe (BNI)
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