Home Depot (HD), Owens Corning (OC), Cypress Semiconductor (CY), Watsco (WSO), Lennox International (LII)

TJX (TJX), Target (TGT), Diana Shipping (DSX), Semitool (SMTL), Cadence Design Systems (CDNS), Goldman Sachs (GS)

Bullish Calls:

Dish Network (DISH), DirecTV (DTV): "Both of these companies have momentum, they have subscribers, they have love. They are terrific and they are not expensive. Dish and DirecTV. Both of them rock."

Monsanto (MON), Terra Nitrogen (TNH), Potash (POT), Deere (DE)

Bullish Calls:

Guess (GES), Home Depot (HD), J. Crew (JCG): "Retail is en fuego. One of the things that's happened is that companies have decided that they're not going to sell everything unless they make money. That's the ticket... that's why all these go up. I think Guess is great. I like J. Crew more than Guess, but Guess is good. By the way, I think, and feel very strongly that Home Depot... is also a buy. Do not lose faith in retail."

Target (TGT), J.C. Penney (JCP), Apple (AAPL), Palm (PALM), Research in Motion (RIMM), Cloud Peak Energy (CLD), Burlington Northern Santa Fe (BNI)

Merck (MRK), Boeing (BA), Intel (INTC), AMD (AMD), Dell (DELL), Microsoft (MSFT), Bristol-Myers Squibb (BMY), Immunogen (IMGN), Exelixis (EXEL), Allos Therapeutics (ALTH)

The Best Central Banker: Procter&Gamble (PG), Merck (MRK), Kimberly-Clark (KMB), McDonald's (MCD), Caterpillar (CAT), Emerson Electric (EMR), 3M (MMM), Union Pacific (UNP), Visa (V), Con Edison (ED), Altria (MO), Bristol Myers Squibb (BMY), Kinder Morgan Energy Partners (KMP), Conco Phillips (COP)

Bullish Calls:

Potash (POT): "Finally people believe the fertilizer cycle is coming back. The fundamentals have gone bad.. the stock is going higher… something is going on… I do not understand, maybe we will find out 6 months from now."

Fortinet IPO (FTNT)

Altria (MO), Whirlpool (WHR), Masco (MAS), Fortune Brands (FO)

Bullish Calls:

Devon Energy (DVN): "We prefer Devon (to Chesapeake)."

CEO Interview: Jim Sinegal CEO Costco (COST), BJ's Wholesale (BJ)

Wal-Mart (WMT)

Bullish Calls:

Salesforce.com (CRM): "Salesforce.com is the right stock… [CEO] Mark Benioff has the smartest cloud computing technology… again, here we are again, this stock is right at its high… Would it be great to wait for a 5% to 10% pullback? Yes, but if you had to get started, I would own some right now. If you need 50 shares, buy 10 right now."

Boeing (BA), Caterpillar (CAT), SPDR GoldShares ETF (GLD), Market Vectors Junior Gold Miners ETF (GDXJ)

Bullish Calls:

Market Vectors Junior Gold Miners ETF (GDXJ): "I want to move you into the mosaic… the basket of junior gold miners which is GDXJ."

Toll Brothers (TOL), Bank of America (BAC), Wells Fargo (WFC), Ormat Technologies (ORA), Kimberly Clark (KMB)

The Ultimate Stealth Bull Market: XTO Energy (XTO), Apple (AAPL), Microsoft (MSFT), Apache (APA), Occidental Petroleum (OXY), BP (BP), Burlington Northern (BNI), CSX (CSX), Union Pacific (UNP), Altria (MO), Coca Cola (KO), ConEd (ED)

Bullish Calls:

Watts Water Technology (WTS): "It is the only water stock that I have been recommending… and remember, I think that most of them cannot make money… this one can make money."