Mastercard (MA): 'They reported a magnificent quarter. If you own it, take some profits. If you want to buy it, wait to pull the trigger.'
ConocoPhillips (COP): ' I bought some at $70. They have the right amount of refining, the right amount of natural gas and the right amount of reserves.'
Sirius Satellite Radio (SIRI): 'I want you to stay with Sirius.'
Urban Outfitters (URBN): 'We hold this one. The estimates are too low, and I think the world of this company.'
Whole Foods (WFMI): 'I 'm worried about Whole Foods and the challenge from Safeway SWY. No, no, no.'
Wellcare Health Plans (WCG): 'I think they're putting their problems behind them, but I'd still rather own WellPoint.'
SAVVIS Inc (SVVS): 'I'm not a fan. It's too hard to understand.'
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