Hologic (NASDAQ:HOLX): 'There was a downgrade today. ... They are creating the premier woman's diagnostic company in the world. ... but back up the truck HOLX. [buy] That downgrade was dead wrong.'
First Solar (NASDAQ:FSLR)
Las Vegas Sands (NYSE:LVS): 'I want to go back into Las Vegas Sands.'
SiRF Technology (SIRF): 'I caught this one for about five points and I got off. But it has been a home run and I have not been there. But I think you're right, it is going higher.'
FirstEnergy (NYSE:FE): 'I think FE recovered nicely from that outage.'
NRG Energy (NYSE:NRG): 'You only need one of these, though. [utilities] NRG.'
VF Corp (NYSE:VFC): 'If you're gonna own anything apparel why not own VF Corp?'
McDonald's (NYSE:MCD): ' … is still smoking.'
Yum! Brands (NYSE:YUM)
Darden Restaurants (NYSE:DRI)
CVS Caremark (NYSE:CVS): ' They're kicking butt in the front of the store. ... You need to swap out of Walgreen now and go into CVS.'
Applied Materials (NASDAQ:AMAT): 'Applied Materials is not a solar play. It's a semiconductor equipment play, and we know we don't want to be in that business. So ixnay on Applied Materials.'
Time Warner (NYSE:TWX): 'This one perturbs me. They need to split the company up … The industry is bad, but Time Warner is good. Dick Parsons [CEO and Chairman] is great and he couldn't figure it out.'
NorthStar Realty Finance (NYSE:NRF): 'Everyone's lumping these together and this one doesn't have any subprime. ... I don't like real estate, but I don't think this one's a short like everyone's saying.'
Xilinx (NASDAQ:XLNX): ' I am not a buyer of semiconductors. DontBuy Don'tBuy.'
Middleby (NASDAQ:MIDD): 'I recommended it and then it reported a bad quarter. ... The restaurant business is having a bad time.'
Carters (NYSE:CRI): 'I was disappointed. I'm not gonna go with you on that.'
Buffalo Wild Wings (NASDAQ:BWLD): 'No, no, no, no, no! That is a post-momentum bad play. ... That was a bad quarter.'
Walgreen (WAG): "Switch out of WAG and into CVS.'
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