RPM International (NYSE:RPM): ' Rustoleum! You're absolutely right. It's got a great yield. It yields 4%. It's got a great book of brand names. That's precisely the level I want to get in, with treasuries at 4.25%... It will not necessarily work right now, but you'll pick up that dividend. Wait... as it is almost at its 52-week low. Very, very smart.'
Cisco (NASDAQ:CSCO): 'I'd rather see CSCO at $28-29, rather than the RVBD.'
Baidu.com (NASDAQ:BIDU): 'If you love China, buy 25 tomorrow, and then stagger it down. Buy 25 every 25 points down. We have leg into anything we buy here. We cannot buy all at once. That would be suicidal!'
Google (NASDAQ:GOOG): 'I still like GOOG to buy here.'
AT&T (NYSE:T): 'At $38, I think you buy some T here. It is becoming more and more of the right play.'
Aecom (NYSE:ACM): ' … is back under $30, at $28... They have thrown that stock around. ACM is right! ACM - it's down too much.'
Foster Wheeler (FWLT): 'Ray Milchovich [CEO] is money in the bank.'
First Solar (NASDAQ:FSLR)
Jakks Pacific (NASDAQ:JAKK): ' … but I like JAKK more than MAT.'
Sirius Satellite Radio (NASDAQ:SIRI): 'I think the combination goes through. I do want to own SIRI here. A low-risk spec.'
Nordstrom (NYSE:JWN): 'So dramatically oversold, it's ridiculous. At $33, just put it away. There will be a Christmas. It will get cold.'
Diageo (NYSE:DEO): 'I say lock in the gains there - sell, sell, sell!'
AirMedia Group (NASDAQ:AMCN): ' this company is way too dangerous for me. Sell, sell, sell!'
Citrix Systems (NASDAQ:CTXS): 'My take is CTXS is too high... sell, sell, sell!'
BE Aerospace (NASDAQ:BEAV): 'If I owned BEAV, I would join them and lock in gains. And then, if I had to, I would buy it back, under $40, but I see profit-taking, and I want to join them.'
Mattel (NASDAQ:MAT): 'MAT might have a problem, because of all the bad publicity. Longer term, maybe MAT comes back, but I like JAKK more than MAT.'
Riverbed Technology (NASDAQ:RVBD): 'It's of these high-multiple stocks have been cut in half. This is one too. It's not as good as CSCO.'
MEMC Electronic Materials (WFR)
Acadia Pharmaceuticals (NASDAQ:ACAD): 'Oh man, I've gotten so jammed up in Nastech, I'm done with the speculative bio for now.'
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