Blue Nile (NILE):
Masimo (MASI): 'This was a super breakout. ... I remain committed to this company. ... This is one that has potential to be a much bigger medical device stock than most in a slowing environment.'
Agrium (AGU): 'They just did this terrific acquisition. ... The stock is hovering right where the offering was done. ... The brokers have been standing back; they're not allowed to push it until next week. ... When they do ... Moo!" Mosaic (MOS) Halliburton (HAL) Schlumberger (SLB) Grant Prideco (GRP RETIRED)
VF Corp (VFC): 'We tend not to like new CEOs in the first year, but we like [President and COO Eric] Wiseman. ... Pull the trigger.'
Fuel-Tech (FTEK): 'The insiders are buying it like mad. ... I think Fuel-Tech is a great spec, and I want to be a buyer, but not until year-end.'
GameStop (GME): 'A stock that is just a point or two from its 52 week high? GameStop's a winner. ... I wanna buy GameStop.'
Synchronoss (SNCR): 'It jumped and then it got hammered. I like Synchronoss. ... I think tech is right here. ... Everything got crushed except for GameStop.'
L-1 Identity Solutions (ID): 'It's a little speculative here. ... I would stick with it.'
The Knot (KNOT): 'You're a bottom-feeder, are ya? ... I'm giving you a Don'tBuy. ... That one is nastola.'
Terra Industries (TRA))
Leap Wireless (LEAP): 'We don't want anything to do with that business. ... I don't wanna touch that, no way, no how. ... I wanna SellSellSell.'
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