Diana Shipping (NYSE:DSX)
Sirius Satellite Radio (NASDAQ:SIRI): 'Siri is going to $1 or $2 if they don't get the merger done and to $6 or $7 if they do get the merger done. That's a pretty decent risk/reward.'
Baidu.com (NASDAQ:BIDU): 'Baidu is the way to play China.'
Celgene (NASDAQ:CELG): ' I think the insurers are pushing back, which is why I had to resort to Celgene... Celgene's the name.'
L-3 Communications (NYSE:LLL)
Becton Dickinson (NYSE:BDX)
Lowe's (NYSE:LOW): 'I think Lowe's is just way too low. ... I reiterate that I like retail here because it's worked every single time after the Fed cuts.'
Union Pacific (NYSE:UNP): ' Union Pacific has the better breadth, it makes more money per car. ... Union Pacific, not BNI.'
Barrick Gold (NYSE:ABX))
Yamana Gold (NYSE:AUY)
Wyndham Worldwide (NYSE:WYN): 'They reported a good quarter.'
Navios Maritime (NYSE:NM): 'Not my favorite.'
Genentech (Private:DNA): 'I had to give up. ... I believed and believed and believed.'
AuthenTec (NASDAQ:AUTH): 'You know, it just had a very big run and I feel like it's an OK name. ... I like security, but I'm gonna send you to a bigger one -- L-3 Communications.'
Burlington Northern Santa Fe (BNI)
Las Vegas Sands (NYSE:LVS)
Chipotle Mexican Grill (NYSE:CMG): 'I said it was too high. ... It hasn't made you money till you've rung the register. I want people to ring the register on Chipotle.'
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