Transocean (RIG): ' … is one that I am really behind, because that's the one that XOM needs more than any other. You've got the $33 special dividend coming up.'
Global Industries (GLBL)
Trico Marine (TRMA): 'TRMA has moved up above Oceaneering International.'
Core Labs (CLB): '…nothing has moved above Core Labs, who you need if your going to plumb the depths for oil that has been forgotten.'
Compellent Tech (CML): 'Came public not that long ago... I like the situation. It reminds me of like a mini-VMware.'
Oilsands Quests (BQI): ' I think that, if you got the right tax regime up there in Alberta, we would start seeing some pin action up there... but we don't get any pin action, because of the confiscatory policies of the provinces.'
VMWare (VMW): 'VMWare is sui generis.'
Novagold (NG): ' … if they win this contract dispute, they would be of the repository of an incredible amount of cheap gold... That's why I've been backing NG...'
Jones Soda (JSDA): 'People hate us, because we ever said sell it... I say no... Sell JSDA!..'
Trico Marine (TRMA)
Radian Group (RDN): 'The RDN conference call was really a nightmare. It was a gigantic loss.'
Fannie Mae (FNM): ' Basically, what I am saying is that I wish FNM was able to get, let's say, some of these bad loans off of its balance sheet, but it's not allowed to... I cannot buy FNM here.'
Home Depot (HD)
AIG (AIG): 'I want you to sell AIG... sell, sell, sell!'
Level 3 (LVLT): 'That conference call was miserable! … I say about him, because he won't call me... they know nothing!... I am embarrassed and mortified.'
Superior Offhsore (DEEP): 'Nope. We're not behind that one. We have said that that's a low-quality drilling situation.'
Old National Bank (ONB): 'Until the Fed cuts it 100 basis points, I don't want to touch that one... that is one nasty looking situation there..'
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