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Jim
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this stock

STOCK
SYMBOL

Closing
price
that
day

Opening
price
next
day

Full Company Name/Comments
(see comments above for each)

MON

136.34

138.61

Monsanto (MON)

MON -  I'm concerned.  I wrote a piece the other day about MON.  The stock has had a phenomenal run... truly phenomenal.  I am concerned that you'll be coming in at a level that I think is a little too high.  Why not wait?  The stock just got ramped (higher), because Goldman Sachs just recommended a bunch of these stocks the other day, including Mosaic (MOS).  I thought it was due for a rest.  If oil goes under $130 (cost per barrel), you'll be able to buy MON in the $120s.  Why don't you wait for that?

Price target to buy:  Under $130.00

FCX*

119.41

120.00

Freeport-McMoRan (FCX*)

FCX* -  I sold a little bit for my charitable trust today.  It had gone down from $113 to $112, and I pulled the trigger.  It then ran to $122 to $123.  To me, that's a very huge move.  I bought 100, and sold 200...  I just am trading around a core position, because I think that FCX* is the most pro-shareholder management in the minerals business, and 30% of our copper is being used by China.  They've got the cheap mines over in Australia.  I like FCX*.  I would stay long it.  Below $115, you've got a real gift.

Price target to buy:  Under $115.00

SNE

48.97

49.24

Sony (SNE)

SNE -  You know, SNE is one of those companies where it's not as bad as it used to be.  I mean, SNE is really a game play and so, therefore, it's not that exciting for me, because Nintendo is so much better.  I have repeatedly wanted to recommend Nintendo on this show, but I can't because it does not trade here.  SNE is good.  I recommended it in the low $40s, when I thought it was going to break itself up.  It has taken its time.  Not a great stock, not a bad stock.  I would put it in the 'don't buy' camp.

CSIQ

36.39

37.50

Canadian Solar Inc. (CSIQ)

CSIQ -  Everyone knows that I'm ambivalent about solar right here.  I've been recommending First Solar (FSLR), but the problem here is the insider selling got so heavy that I got pretty upset about it.  Yours is good.  I mean, it's a good speculative play.  I have not gotten behind any of the solars, because I have been so busy recommending wind stocks, because I think they make a lot more sense.  I obviously don't like any ethanol plays.  I'm glad I steered clear of that... sell, sell, sell! But wind and natural gas have been my energy plays and I'm not going to deviate from them.

COH

34.55

34.34

Coach Inc. (COH)

COH -  This is a stock that is a timing stock.  COH had a good quarter.  No one thought it would be a good quarter.  Lew Frankfurt, who came here and did a called shot at $27, and then it went to $42...  He explained that the problem with the last quarter was a Japanese inventory issue.  Initially, the stock didn't respond, and then it did.  But it's now moved up 8 straight points, and I do not like retail.  I would much rather see you buy Costco (COST), under $70, than pull on COH.  So I am going to say no.  Wait until it goes lower.

COST

70.46

70.10

Costco (COST)

See COH comments above for:
COST

Price target to buy:  Below $70.00

SNDK

25.50

25.00

SanDisk Corp. (SNDK)

SNDK -  I don't like commodity technology plays.  In the end, SNDK is a creature of other companies coming in and slicing their margins.  I've been against the stock since $50.  It's difficult.  The CEO's a great man.  I like the company's products... I use them.  I use them in my cell phone, I use them in my camera, but I cannot get behind a commodity tech play.  The only one I'm in favor of, in that whole commodity tech business, is Skyworks Solutions (SWKS), because I think he's been able to differentiate and have enough proprietary technology... Obviously, he's chips... you're talking about a different kind of proprietary technology.  But that's the only one I'm behind. 

SWKS

10.81

10.95

Skyworks Solutions Inc. (SWKS)

See SNDK comments above for:
SWKS

AAPL

185.64

184.34

Apple (AAPL)

AAPL -  Let me give you the philosophy that I have outlined repeatedly on Mad Money, and I think will help you...  I recommended AAPL in the $120s.  I said that, as we got closer to the launch, you should sell... (buzzer sounds)...  Using 100 shares as the increment, you sell 25, and that was on Friday... and you were supposed to sell 50 yesterday, and you're now playing with the house's money.  You stay long the last quarter (of the shares you have left).  You can't lose money.  You're playing with the house's money.  Now some people will say, Jim, that's a trading-oriented philosophy.  We are in a horrible market.  Everybody knows that.  The only things that are working are oil and gas and minerals... and you get a day like today, where they feel awful.  So what I'm saying is, if you're not nailing down big gains - at least some of the gains - you're being imprudent... you're being irresponsible.  You should have sold 3/4 of your AAPL, for those of you who bought AAPL when I suggested...  The other 25%... we're holding on for dear life. There's no need to sell it, because it's the house's money. 

SBUX

17.84

17.89

Starbucks Corp. (SBUX)

SBUX -  I thought that when Nelson Peltz got involved that we'd get a quicker reaction.  Here's what I've been saying on SBUX...  I talked to Howard Schultz, the man who's come back, after Jim Donnell was relieved... Jim Donnell was actually a good man, but they over-expanded... I told two things to Howard Schultz... You need 18 months.  That's how long it took to turn around McDonald's (MCD*), which a stock I own for my charitable trust... which is a great situation.  It took them 18 months... And second, they've got to cut stores... they've got to close stores.  They're still not doing that.  My target for this stock would be around $25, 18 months from now.  Right now, I've been saying it's going to trade $16-$18, $16-$18...  You're at the top of the range in the middle $17s.  I would not buy the stock.

BC

13.34

13.41

Brunswick Corp. (BC)

BC -  This is a great story, and there's a bunch of them like this... I'm going to put BC in this...  I'm also going to say that Masco (MAS) is like this and Fortune Brands (FO)... These are fabulous managements coping with an unbelievable problem.  In BC's case, you have oil that's a problem...  these things use a lot of oil...  You've got a big, big problem in terms of the big ticket in discretionary spend... So, the bottom line is you don't need a boat... you don't need a boat.  It's like a Harley-Davidson (HOG)...  But I can't behind BC.  I want to get behind management so badly.  I want to get behind MAS, I want to get behind FO, but things are over-running these companies right now, and I can't be a buyer of that stock, as much as I like it. 

MAS

17.45

17.27

Masco (MAS)

See BC comments above for:
MAS

FO

66.55

na

Fortune Brands (FO)

See BC comments above for:
FO

[ end of lightning round ]

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