Halliburton (HAL): 'I'll take HAL, because it's moving more international than domestic.'
Oceaneering International (OII)
FMC Technologies (FTI)
McDonald's (MCD): 'Now let's wait until it gets to $55…Domestic's pretty good. International's great…one share of MCD might be the way to start a kid's... When you have a child, I think MCD is still the one.'
Yamana Gold (AUY)
Barrick Gold (ABX): 'Barrick and AUY remain core holdings for anybody who wants to own a gold stock.'
VF Corp. (VFC): ' I want to scale down, as that dividend starts getting bigger and bigger. Of course, that's the yield that's getting bigger, not the dividend.'
Monsanto (MON): 'MON's definitely in the agriculture sector... That's the biotech stock. It's also, don't forget... it's oil-related and it's food-related.'
Core Labs (CLB)
Parker Drilling (PKD): 'PKD is one of the worst. It's just one of the worst out there.'
Western Refining (WNR): 'I don't want to touch them until I see their numbers.'
Valero Energy (VLO)
NetSuite (N): 'I want to be careful with N, even though it's at a 52-week low.'
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