EMC (NYSE:EMC): 'EMC's business is good. They've got a buyback hand over fist.'
Hologic (NASDAQ:HOLX): 'The stocks that I am buying in healthcare... We know what they are... They're Hologic, they're Inverness Medical (IMA*), they're Schering-Plough (SGP*).'
Inverness Medical (IMA)
Intel (NASDAQ:INTC): 'I've got my hands full with buying Intel…It raised its dividend, it's got a buyback that's fantastic,'
Becton Dickinson (NYSE:BDX): 'I love BDX! Are you kidding me? They have the best staph drugs, they have the best medical equipment. They reported a monster-good quarter...'
Costco (NASDAQ:COST): 'If I want high-end, I'm still going to go with Costco.'
Kohl's (NYSE:KSS): 'I'm going to take a hard look at Kohl's after they guide down the numbers.'
Humana (NYSE:HUM): 'I've got Humana on sale, unbelievable.'
Rite Aid (NYSE:RAD): 'Mary Sammons... come on and tell us how this RAD quarter's going to be better than the previous one!'
VMware (NYSE:VMW): 'EMC is now the way... It's too volatile to play VMW.'
Medtronic (NYSE:MDT): 'That was a horrible quarter in a business where we don't want to see horrible quarters...'
St. Jude Medical (NYSE:STJ): 'I am not even fond of St. Jude anymore... STJ has come back down, and I don't want to be in that.'
Johnson & Johnson (NYSE:JNJ): 'I don't even like Johnson & Johnson (JNJ) up here. I think that Warren Buffett has moved it up 5 points.'
Boston Scientific (NYSE:BSX): 'If I want horrible quarters, I'll go buy Boston Scientific Corp.' (BSX
Advanced Semiconductor (NYSE:ASX): 'That's a little $5 semiconductor number. I've got my hands full with buying Intel (INTC).'
First Solar (NASDAQ:FSLR): 'Even though I like FSLR, I'm very concerned about oil, because everyone's decided that oil's going down... So what I would do is wait for a pullback on FSLR, or ring the register on some, because you've got a big gain, and then we'll look at it lower.'
Cour D' Alene Mines (NYSE:CDE): 'No, c'mon man. I've got Humana (HUM) on sale, unbelievable. Why do you want to go down there?'
Tata Motors (NYSE:TTM): 'No, right now... We recommended it at $14 last time. We rode it to $19. I'm not going back. Don't buy, don't buy.'
Build-a-Bear Workshop (NYSE:BBW): 'No, way too inconsistent.'
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