Global Sources (GSOL): 'That's another play on Asian online businesses. It's a back office. It reminds me of the Amazon. back office. GSOL is two thumbs up. Buy, buy, buy! '
China Mobile (CHL)
Focus Media (FMCN)
ComScore (SCOR): 'Well, remember, they pre-announced right after we recommended the stock. We're up about $8 bucks in about a nanosecond on that one... But, you know what? I think it goes higher. That's the Nielsen for online.'
Raytheon (RTN): 'This is the cheapest defense stock out there … this is the defense contractor that hasn't run as much as the others... that's actually better-run... It does have a higher multiple, but it's still cheaper on its growth rate...'
Ciena (CIEN): 'Stop looking! Start buying! CIEN is right! …They and CSCO are splitting up that world.'
J. Crew (JCG)
Delta (DAL): ' The quarter from Delta was a thing of beauty.'
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Clean Energy (CLNE): 'Other than the fact that Boone Pickens is involved, I would be saying sell, sell, sell, sell, sell... Because he's in it, I will just say don't buy …There are no real financials.'
Furniture Brands (FBN): 'No, I want to sell that. I know it's got that yield, but I'm not sure about the earnings.'
Southwest (LUV): 'I can't recommend airlines when I think oil is going to $100.'
Jack in the Box (JBX):' I wasn't happy with that quarter.'
Cabela's (CAB): 'You do not buy CAB. Sell, sell, sell... It's a serial underperformer. Their stores are too far away from the people... With gasoline so expensive, they don't go to them... This is an under-managed company. It's been a disaster ever since it came public.'
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