DuPont (DD): ' … if you have to go with an ag stock - I am starting to think that the safer way to go is to buy DuPont.'
Agrium (AGU): 'I still like Agrium (AGU) and Mosaic, but they're the old leaders, and they're going to be under a little pressure here.'
EcoLab (ECL): 'ECL is a nice anti-cyclical stock that's just going to continue to do well. I would pick some up here on that pullback that we had.'
Coca-Cola (KO): 'If it goes under $55, we don't even think about it... but we don't look at it for six months, because KO may do nothing. But it is a great stock to own longer term.' Baidu.com (BIDU): 'I think BIDU is the only one I'm going to go with.'
Focus Media (FMCN): ' … if the rest of the Chinese market comes down, I will suggest Focus Media.'
Tenet Healthcare (THC): 'This is a major situation that's going to benefit from lower interest rates. It's got its act together. I frankly don't understand how this stock stays under $4.'
Woodward Governor (WGOV): 'Hey, WGOV had a great quarter. It got upgraded today by Bear... and I think that WGOV is on the comeback. I would pull the trigger right here.'
ConocoPhillips (COP): 'I think you buy COP right here. Expect that it might pull back a dollar. But, you know what? Oil stocks have come down too much…I don't think the commodity is going to go as low as people think.'
UnitedHealth Group (UNH): 'Frankly, I thought it was a darn good quarter … It was outrageous that that stock sold off so much...'
Potash (POT): 'Too hard right now. Agriculture is under tremendous pressure right here.'
Dolby Labs (DLB): 'They have crushed DLB…I'm putting it solidly in the don't buy, don't buy... sorry.'
Huaneng Power (HNP): 'It's too hard.'
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