LifeCell

LIFC -  You know, I've liked LIFC.  I've had them on.  It's a terrific company.  I like LIFC.  I like Allergan (AGN) and, even though people are cutting numbers for Medicis (MRX), I'm not going to run away from MRX now.  I think Jonas Shaknai can deliver.  I think you've got a good one in LIFC.  Understand, that dermatology market right now... out of favor, but every time we run away from a group that's out of favor, we forget things like DJO Orthopedics (DJO), which we recommended here in November, and we got a quick 14%... So I like your LIFC.

Allergan

See LIFC comments above for:
AGN

Medicis

See LIFC comments above for:
MRX

Synchronoss Technology

SNCR -  You know, if this company hadn't come public last year with Goldman Sachs, you would think it would be LBO'd... (leverage buy out)... This is just the kind of consistent service business I like.  I know SNCR, because they are the guy who synchronizes the bills for my favorite, which is Level 3 (LVLT).  They have a lot - a lot - of telco companies in their stable.  I think SNCR is a really good company.  I think Goldman gave it away, it was brought (to IPO) so low last year.

Target Corp.

TGT -  All right, let's understand each other.  Bill Ackman, from Pershing Capital... he bought a very big stake... he's got 9%+... I think that there's not much you can really do with TGT, other than wreck it, because it's one of my favorite places to shop, and it has done really well... Anyway, I would ring the register for TGT... Sell, sell, sell!   And I would buy - yes! - Walmart (WMT), where the turn is at hand and, if Lee Scott leaves... plus 5... 

Walmart

See TGT comments above for:
WMT

Price target if CEO Lee Scott leaves:  $53.94

Ryanair Holdings

RYAAY -  Nope.  Nope.  I agree with you.  I think that oil's going to $80 a barrel.  I've been recommending the GOL Airlines (GOL), which is the Brazilian airline... I've got to tell you something...  I think this group is just really bad.   Sell, sell, sell!...    

Time Warner

TWX -  My friend, Rich Greenfield... I read his research this morning.  I totally agree.  They're going to break the company up, because it's too difficult to understand... I told my friend, Regis Philbin, recently to please not give up on TWX...  I'm reiterating that right here... and may I just say for the record that Regis is my idol, when it comes to entertainment.  I mean, if I can have that kind of longevity, there's going to be a lot of bull...

Tellabs

TLAB -  You know what?  I think the estimates are so low, that the comparisons are so easy. (buzzer sounds)... I have to explain this, because I'm not a big fan of TLAB... Here's the deal with TLAB... Someone has to acquire them, and the business is just keeping up that it could happen.  I am going to violate my rules... and I am going to say (bull)... own TLAB... I hope that I don't have to pay for that one.

Genentech

DNA -  I am worried.  The Evastin sales apparently are being cut in half.  People are realizing that they don't have to do the big dosing.  The quarter was great.  A lot of my friends like it, but I have to tell you, I am reiterating that, if you want regular bio, you go with Celgene (CELG), which looks like Gilead (GILD) a year ago; and, if you want a little speculative, you go with Nastech (NSTK)... I am saying ix-nay on your DNA, unfortunately... Sell, sell, sell!... and saying yes to CELG.

Celgene

See DNA comments above for:
CELG

Nastech

See DNA comments above for:
NSTK
 

[ end of lightning round ]