|
STOCK
SYMBOL |
MENTION
DATE |
Full Company
Name/Comments
(see comments above for
each) |
|
FSLR |
07/30/08 |
First Solar, Inc. (FSLR)
How about solar?...
First Solar (FSLR)
is best of breed... It's also
the only one I will ever
recommend... And it just
reported a huge beat... earning
$.85 cents a share when the
Street was looking for just $.58
cents... That's the largest
upside surprise I've seen in
this reporting period... a $.47
cent upside surprise... Along
with this, they've been doing
way better than expected with
full year guidance...
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comments about:
FSLR |
|
OII |
06/24/08 |
Oceaneering International,
Inc. (OII)
And the best-of-breed
maker of ROVs... the stock
to own?...
Oceaneering International,
Inc. (OII)...
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comments about:
OII |
|
FRO |
06/23/08 |
Frontline Ltd. (FRO)
FRO is best in show...
FRO is best in show...
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comments about:
FRO |
|
BF-B |
06/18/08 |
Brown-Forman Corporation
(BF-B)
I think
Brown-Forman Corporation
(BF-B) is
the best of breed. I think
the stock's going higher.
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comments about:
BF-B
Note: We realize that
there was an approximate
two-month gap between
best-of-breed mentions.
BF-B was the first since 4/9/08. |
|
FSLR |
04/09/08 |
First Solar, Inc. (FSLR)
FSLR is a - get this -
an actual profitable
company... It's
a thin-film solar
play, and I think FSLR
is the best in show.
It's the only solar
stock that I'm
recommending.
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comments about:
FSLR |
|
BBY |
04/09/08 |
Best Buy (BBY)
BBY is best-in-show...
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comments about:
BBYFSLR is a - get
this - an actual
profitable company...
It's a thin-film solar
play, and I think FSLR
is the best in show.
It's the only solar
stock that I'm
recommending. |
|
FRO |
03/31/08 |
Frontline Ltd. (FRO)
The only one that I'm
recommending in that group right
now is
Frontline Ltd. (FRO).
It has a 17% yield. I
think it's the best in show
right now.
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comments about:
FRO |
|
ATK |
03/27/08 |
Alliant Techsystems
Inc. (ATK)
ATK is the premier bullet maker.
It's the best-of-breed bullet
maker for our armed forces.
It's the #1 bullet maker in
America, and ammunition makes up
35% of its sales.
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comments about:
ATK |
|
JPM |
03/25/08 |
JPMorgan Chase & Co (JPM)
Why not go with
JPMorgan Chase & Co (JPM)?
Why not go with
Goldman Sachs (GS*)?...
We like best of breed on this
show. JPM and GS* are the
two best players, and that's who
we want to go with...
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comments about:
JPM |
|
COST |
03/25/08 |
Goldman Sachs (GS*)
Why not go with
JPMorgan Chase & Co (JPM)?
Why not go with
Goldman Sachs (GS*)?...
We like best of breed on this
show. JPM and GS* are the
two best players, and that's who
we want to go with...
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comments about:
GS* |
|
COST |
03/24/08 |
Costco (COST)
The stock Is worth more than
any other retailer, because
it's the best of breed!
This is a company that's
been executing spectacularly
in an environment where
you'd expect most retailers
to get executed!...
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comments about:
COST
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|
PZZA |
11/9/06 |
PAPA JOHN'S INTL -
best of breed in
publicly-traded pizza
companies (Opening Segment)
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comments about:
PZZA |
|
EMR |
11/9/06 |
EMERSON ELEC CO -
(Lightning Round)
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comments about:
EMR |
|
ITU |
11/9/06 |
BANCO ITAU HLDG ADS -
that's the best bank story
in Brazil (Lightning Round)
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comments about:
ITU |
|
WAG |
11/17/06 |
WALGREEN CO - best of
breed (retail drug stocks)
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comments about:
WAG |
|
DJO |
11/17/06 |
DJO INCORPORATED -
best of breed brace maker
(orthopedics)
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comments about:
DJO |
|
AGN |
11/20/06 |
ALLERGAN INC -
"breast of breed" - today,
FDA re-approved silicone
implants...
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comments about:
AGN |
|
JEC |
11/20/06 |
JACOBS ENGINEERING GP
- JEC is often considered to
be the best of breed, right
along with KBR.
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comments about:
JEC |
|
SIRI |
11/21/06 |
SIRIUS SATELLITE -
Satellite Radio
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comments about:
SIRI |
|
TEX |
11/29/06 |
TEREX CP -
Construction Equipment
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comments about:
TEX |
|
AMX |
11/30/06 |
AMERICA MOVIL, S.A.B
- The best Latin America
play
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comments about:
AMX |
|
ATI |
12/5/06 |
ALLEGHENY TECH NEW -
Titanium
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comments about:
ATI |
|
CSCO |
12/5/06 |
CISCO SYS INC -
communications equipment
stock
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comments about:
CSCO |
|
MFC |
12/8/06 |
MANULIFE FIN CORP -
MFC is the best-of-breed
insurance company from
Canada.
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comments about:
MFC |
|
GS* |
12/8/06 |
GOLDMAN SACHS GRP -
GS* remains the cheapest
stock in the industry, even
though it's best of breed.
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comments about:
GS* |
|
AUY |
12/11/06 |
YAMANA GOLD INC - It
remains my favorite gold
stock. Two thumbs up, way
up.
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comments about:
AUY |
|
CSCO |
12/12/06 |
CISCO SYS INC - If
we're going to be in that
networking, fiber-optic
game, you know we're going
to go with the CSCO. They're
best in show.
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comments about:
CSCO |
|
PAY |
12/19/06 |
VERIFONE HLDGS INC -
PAY is by far the market
leader in this game, with
63% of all U.S. POS
equipment shipment coming
from them, and 34% of
worldwide sales - I mean,
market leader;
best-of-breed; taking market
share.
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comments about:
PAY |
|
SSYS |
12/19/06 |
STRATASYS INC -
Best-of-breed, and
definitely cheaper, better
on margins.
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comments about:
SSYS |
|
GS* |
1/3/07 |
GOLDMAN SACHS GRP -
which I think is the best
broker - is also the
cheapest broker. Best of
breed.
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comments about:
GS* |
|
WFC |
1/3/07 |
WELLS FARGO & CO -
WFC's a bull! This bank
stock is the best-in-show
regional bank.
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comments about:
WFC |
|
SRCL |
1/9/07 |
STERICYCLE INC - SRCL
is still my favorite medical
waste disposal stock. It's
the one really centralized
business, in a
highly-fragmented industry.
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comments about:
SRCL |
|
BBBY |
1/9/07 |
BED BATH & BEYOND -
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comments about:
BBBY |
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BBY |
1/11/07 |
BEST BUY CO INC -
They're best in show.
They're best in show. I
don't even know why
Circuit City (CC)
exists.
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comments about:
BBY |
|
NKE |
1/12/07 |
NIKE INC CL B - With
shoes, the key metrics are
futures, where NKE - the
best of breed - is crushing
KSWS, the supposedly cheaper
stock.
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comments about:
NKE |
|
ACN |
1/16/07 |
ACCENTURE LTD - best
of breed (consulting).
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comments about:
ACN |
|
INFY |
1/16/07 |
INFOSYS TECHN - INFY
is best of breed in India
(consulting).
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comments about:
INFY |
|
DNA |
1/18/07 |
GENENTECH INC - This
is the best of breed biotech
stock by a mile.
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comments about:
DNA |
|
DE |
1/18/07 |
DEERE CO - DE's the
best of breed in the tractor
department.
|
