Yamana (AUY): 'I like Yamana for gold-stock growth.'
Barrick Gold (ABX)
FTI Consulting (FCN): 'You know I like that company. A play on litigation. ... Does a lot of legal work. ... I like that.'
Bunge (BG): 'I'd rather you be in Bunge'
Goldman Sachs (GS): 'Let's wait for a little pullback... But Goldman will be best in show. Reiterating my $300 price target.'
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North American Palladium (PAL): 'Not my favorite. I like Yamana.' (AUY - Cramer's Take - Stockpickr - Rating) for gold-stock growth
Agilent Technologies (A): 'I did not like that last quarter. ... SellSellSell. Take it off the table.'
Robert Half (RHI): 'I don't want to buy staffing companies into a slowdown.'
Radian Group (RDN): 'Mortgage insurance business. Very worried about that business. ... Mortgages are still no place to be. SellSellSell.'
Joy Global (JOYG): 'Had a good quarter after having a bad quarter ... take some off the table.'
iRobot (IRBT): 'A couple-million dollar loss. Seventeen we told you to sell it in the 20s ... back to 12. Not good enough in this environment.'
Origin Agritech (SEED): 'I'd rather you be in Bunge ... I say ixnay Seednay.'
Fastenal (FAST): 'Reported that quarter. People didn't like it.'
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