Accenture (ACN): ‘It's got a bigger book of business, and it still has a lot of great Indian people working for it.’
Petroleo Brasileiro (PBR): ‘I want to be really specific. I like PBR.’
Mastercard (MA): ‘Every quarter they blow it away... every quarter, they find a way to get more profit out of their fees. I'm hoping it comes down more on Visa, because I am going to get back on the bandwagon, and really push MA.’
Southwestern Energy (SWN)
XTO Energy (XTO): ‘You know we like natural gas. I am still going to back up the truck on XTO.’
Prudential (PRU): ‘Prudential’s has not been great, but PRU is going to bounce back faster.
Infosys Technologies (INFY): ‘I have to tell you, I like Accenture more.’
Petrobras (PZE): ‘I just want to tell you to take it off the table, and buy... Petroleo Brasileiro.’
Sigma Designs (SIGM): ‘Its stock got clobbered today... I've got to tell you, this was a great Blu-Ray play... I got behind this …I am uniquely discredited and, of course, whipping myself.’
Genworth Financial (GNW): ‘I think they're a great life insurance provider... I'm glad that I use them. I have total faith in them... Their business has not been great.’
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