Note: This Lightning Round is corrected version from one published earlier today. The stocks are now complete and categorized correctly. Our apologies for any inconvenience this might have caused.Bullish calls:
Boeing (BA): 'That buyback is a thing of beauty … Those who bet against BA are betting against America … They've got the cash flow. It's dynamite.'
Sears (SHLD): ' The real estate is worth a heck of a lot more than the stores... Sears Canada is en fuego... [CEO Eddie Lampert] is standing there, buying back stock as it goes down... He's shrinking the company... he's going to have a larger and larger stake... SHLD is still, still worth owning. Should you buy it?... The quarter will be horrible … I still want to buy it, when it's supported.'
National Oilwell Varco (NOV): 'The shorts know nothing. This NOV is going to be good for you here... They are running out of oil... We've got to drill in all sorts of difficult places. That's Transocean (RIG) and that's NOV!'
Freeport-McMoRan (FCX): 'It's at its high, but it's still going higher... is Freeport … That's the one to buy.'
comScore (SCOR): 'We absolutely nailed that, ahead of a pre-announcement … That one is still going higher.'
Oshkosh Truck (OSK): ' We like Oshkosh Truck (OSK), when it comes to emergency vehicles.'
Masimo (MASI): 'The CEO was on recently. He was bullish as all get out... Far be it for me to be bearish when he's bullish. I think that's a winner.'
First Solar (FSLR)
Manitowoc (MTW): 'Oh, people are betting against that company... because Terex (TEX) is slow. That's wrong … It's going to do very well.'
Baidu.com (BIDU): 'All right, that's one of The Four Horsemen of China... Focus Media (FMCN), China Tel (CHA), and Petro China (PTR)..'.
Adobe Systems (ADBE): 'I liked their quarter.'
MEMC Electronic Materials (WFR)
Titanium Metals (TIE): 'Titanium was last year. I don't like the group anymore. We've seen enough of titanium.'
Allegheny Technologies (ATI)
Spartan Motors (SPAR): 'That one has fooled a lot of people, and it's not taking us down.' We like Oshkosh Truck (OSK), when it comes to emergency vehicles
LDK Solar (LDK): 'Don't you dare! Another one that I cannot possibly touch! This one's got accounting problems, and accounting irregularities equals sell, sell, sell...'
lululemon (LULU): 'We actually caught a legitimate double here, and I'm not sticking around. I feel that bulls make money, bears make money and hogs... they get slaughtered. Take the gain, LULU... '
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