St. Jude Medical (STJ): 'My favorite heart play is St. Jude which, even though it pre-announced, it is still below where it pre-announced, which is wrong!'
Avery Dennison (AVY): 'It's never really gone nuts to the upside, but it's well-run management. I think it will work its way higher.'
Akamai Technologies (AKAM): 'AKAM reported a great quarter last night. I am thrilled to see them back in action.'
China Life Insurance (LFC): 'But I will tell you that LFC is good. I didn't like the financials when it first started, but I think it's a good play... That's alright... '
Focus Media (FMCN): 'I like Focus Media, ahead of the Olympics…'
Baidu.com (BIDU): 'I think that Baidu.com is good down here.'
Riverbed Technologies (RVBD): 'I think the guidance was sandbagged... I think the stock has got a floor here. I want to buy RVBD. I like their technology...'
Capital One Financial (COF): ' I actually prefer Capital One to AXP. Their loss ratio is not as bad as I thought. They're buying back shares. They're better than I thought.'
Apollo Group (APOL): 'I like Apollo (APOL) more than I like ESI.'
Boston Scientific (BSX): 'I say, no BSX... I don't like that balance sheet...'
Cypress Semiconductor (CY): 'He said that all the businesses were humming…I went out on a limb and said to buy it. I've been wrong. The limb is sawed off..'
Infosys Technologies (INFY): 'Indian consulting not working for me.'
American Express (AXP): 'I feel like AXP has pretty much lost its way... which I find surprising'
Triumph Group (TGI): 'I have had to pull in my considerable horns on everything (buzzer sounds) that goes into a Dreamliner... Don't buy, don't buy..'
JetBlue Airways (JBLU): 'Sell, sell, sell!... You just had a really big run on takeover talk. I don't want to be there at all.'
ITT Educational Services (ESI)
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