Yamana Gold (AUY): 'Buying Yamana and selling Newmont is right.'
Mattel (MAT): 'Mattel is not an expensive stock ... Let me give it one and a half thumbs up, no more than that because I do need a price break to be able to pull the trigger big time.'
Hasbro (HAS): 'I also like Hasbro.'
Philadelphia Consolidated (PHLY): 'This is a quality insurer ... the problem is that it's an expensive insurer. ... However, it is well run, and I countenance buying the stock.'
Johnson & Johnson (JNJ)
AES (AES): 'A first-class, House of Pleasure juggernaut ...fabulous assets in South America. Two thumbs up, way up. Make mine La Familia; that's the best of the tequilas.'
LSI Logic (LSI)
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Newmont Mining (NEM): 'I would ring the register .... I think that they are asset-challenged.'
Anthracite Capital (AHR): 'It's a mortgage real estate investment trust. We don't like them. We've been hurt by them.'
Applied Materials (AMAT)
Pfizer (PFE): 'Of all the drug stocks and all the gin joints in the world, that one is not for me. ... I don't like the pipeline. Even more overvalued than Bristol-Myers.'
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