Accenture (ACN): 'I like Accenture Ltd. in that business.'
First Cash Financial Services (FCFS): 'I think this is really kind of a stock that's going to make its numbers. I think it's a buy here. I am very surprised it's acted as poorly as it has... I really like it.'
Harsco (HSC): 'This is the kind of stock, HSC, that puts on 10 points that day that the Fed finally wakes up from its Rip Van Winkle like slumber.'
Thompson Creek Metal (TC): 'I think Molybdenum remains in short supply. I'm not backing away from it. I'm backing up the truck.'
CVS Caremark (CVS)
Ciber (CBR): 'CBR was asked about... strong in Europe... weak U.S. It lost momentum last quarter.'
Pacer International (PACR): 'Two legacy rail contracts expiring in 2011 and 2013. Nothing there... nothing there at all... Sell, sell, sell.'
Intuitive Surgical (ISRG): 'A very good analyst from Wachovia downgraded this stock the other day … I've got to go with this Wachovia guy... He convinced me that the top may, at last, be here on ISRG.'
KeyCorp (KEY): 'I can't recommend KEY, because I'm afraid that the quarter's bad.'
American International Group (AIG): 'Warren Buffett could run that company and I don't want to touch it right now.'
Rite Aid (RAD): 'She blew it! … I'm talking about Mary Sammons [CEO] … We get two good quarters, and maybe I'll stick with Mary Sammons.'
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