TransCanada (TRP): 'A good yield with growth is right up my alley.'
Flextronics (FLEX): 'They have just been a consolidator of business. They've got the business. That's the one I want to be in.'
Sears Holdings (SHLD): 'When things turn around, Eddie's [CEO Eddie Lampert] going to make us a lot of money. It's a $12 billion company.'
Symantec (SYMC): 'I've got to go with Symantec here, which is down a lot.'
Green Mountain Coffee Roasters (CMCR): 'It has been just a gigantic winner. It is at its 52-week-high. I like the company very much...'
Starbucks (SBUX): ' I believe in Howard [Schultz CEO]…The turn is not going to be done tomorrow... I absolutely feel that you are going to be in a situation where we are not going to feel anything other than pain until we like it.'
Intel (INTC): 'I know that the Justice Department has really shut down anti-trust, but INTC?... Buy it.'
PetroChina (PTR): 'I like PTR … and I've got to stick with that.'
Focus Media (FMCN)
China Mobile (CHL)
Jabil Circuit (JBL): 'I want to back up the truck on FLEX... They
VeriSign (VRSN): 'I think that I've got to go after a security stock that has much more... I've got to go with Symantec (SYMC) here, which is down a lot.'
Zions Bancorp (ZION): ' I think some of the mid-range banks like ZION ... may not be good places, because they will not get big bids like I was hoping they would … don't buy, don't buy, even though it's cut in half'.
Cree (CREE): 'I feel strongly that CREE's management isn't strong enough to make that company great, so I am going to tell you not to buy that one'
Waste Management (WMI): 'It's a gross domestic product play and the GDP is slowing, and so is that stock. I don't want you to stick with that'
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