Evergreen Solar (ESLR): 'It is amazing to me, given the price of oil, how low this stock is at ten. If I were to recommend one sunshine play it would be ESLR.'
UnitedHealth Group (UNH): '... it is up from $43, and it is still dirt cheap and grows at 17% and it's at 17 times earnings. I'm still saying UNH is a buy!'
Scientific Games (SGMS): 'We recommended this stock 4 points ago, it's a high multiple stock, we didn't hit it right ... I would do a "mon back at $34.00.'
UST (UST): 'UST is one of the safest, best stocks. I still think the stock goes to 60.'
PW Eagle (PWEI): 'Your in the best of breed in polyvinyl.'
Altria (MO): 'The tobacco business two thumbs up!'
BE Aerospace (BEAV): 'I think that BEAV may be the best aero-space place still out there. They make the seats in the planes. I like that business.'
Shire (SHPGY): 'One of my favorite drug companies ... Shire could go to $52.00.'
Tata Motors (TTM): 'This TTM at 15 dollars ... I want to buy that with both hands and both feet... its been down ever since the crash in the emerging markets. Its a buy.'
Gray Wolf (GW): 'Natural gas going to $7.00, GW going to $8.00.'
AmSouth Bancorp (ASO)
Cummins Engine (CMI): 'I can no longer bless CMI, particularly because of the big pull through from the environmental change with truck engines ... and I've liked it since the '70s.'
Acacia Technologies (ACTG) '... that's too dicey for me, that's only two points off its high.'
Arch Coal (ACI)
L-3 Communications (LLL): ' ... the late Fran Lanza was a friend of mine. I don't know about LLL after him.'
RF Micro Devices (RFMD):'... I'm gonna stay away from everything connected with cell phones except Motorola.'
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