J. Crew (JCG): 'Is run by the unbelievable Mickey Drexler, who also has a MadeWell division that's right.'
Molson Coors Brewing (NYSE:TAP)
Thompson Creek (TC): 'You've got to buy more... Molybdenum is in short supply. This stock ran. It's come back down … Yes! I would commit the ultimate sin of averaging down … because the company's worth a lot of money.'
Intel (NASDAQ:INTC): 'Is annihilating them bad! I'd rather see you in INTC. Take the loss and move into INTC.'
Schering-Plough (SGP): 'You've got to buy the stock, so I like SGP here... I think $2 down, and $5 up. That's the... I really do believe that this thing won't go below $24, and I believe in Fred Hassen... he has never failed.'
Magna (NYSE:MGA): 'This is a very low-cost producer of auto parts... and, while it's come down a great deal - as has everybody in the industry - I don't think selling it down here makes a lot of sense.'
Johnson Controls (NYSE:JCI)
MEMC Electronic Materials (WFR): 'WFR is making so much money, and is so product-constrained, that they can just bang all the solar companies…WFR is a total win here. Be careful... it's also at its 52-week high... It had a span of profit taking...'
First Solar (NASDAQ:FSLR)
Copart (NASDAQ:CPRT): 'CPRT has just been a monster stock, since we recommended it at $35-36. And, at $40, not only am I not backing away, but I want to buy more. Buy, buy, buy! The fundamentals are strong here!'
Koppers Holdings (NYSE:KOP): 'I like rail exposure. They make the ties... the ties that bind the stock at $45... That's where it's going. I like the stock.'
Oshkosh Truck (NYSE:OSK)
Goldman Sachs (NYSE:GS): 'I want you to buy, buy, buy. I think that this company is head and shoulders better than the other guys and, yet, the price-to-earnings multiple is no higher. What an opportunity! Go take down (buy) some GS!'.
American Apparel (APP): 'I don't necessarily want to be in this at all... I don't like the bloodlines of it.'
Anheuser-Busch (NYSE:BUD): 'It's not going to hurt you, it's not going to make you a lot of money... The best thing I can say about BUD is that it's better than it used to be... '
Citibank (NYSE:C): 'I don't know that they're [the Fed] savvy enough to make it so that they do the right thing but, if they do, C is a buy... And, if they don't... Sell, sell, sell!... Forget about it...'
Advanced Micro Devices (NYSE:AMD): 'Stay away from my Wall of Shame stocks, until the CEO goes.'
Pacific Ethanol (NASDAQ:PEIX): 'If you bought it yesterday, up a buck and a half. I want you to actually ka-ching it (sell it)... I don't like the ethanol group.'
Spartan Motors (NASDAQ:SPAR)
Force Protection (NASDAQ:FRPT): 'I don't want you touching that at all.'
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