Jim's
rating on
this stock

STOCK
SYMBOL

Closing
price that
day

Full Company Name & Jim's Comments:

MU

3.72

Micron Technology Inc. (MU)

Jim:   First up… Micron Technology… Steve Appleton… sorry to say this is absolutely one of the worst stocks in the book… it did have a real good rally in the first month of the year… because it was so oversold… I want you to take this thing…. and sell, sell, sell… I mean this company has been losing money hand over fist for as long as I have been trading… I say… Micron, ugly.

JBLU

5.63

JetBlue Airways Corporation (JBLU)

Jim:   Next up… is JetBlue… David Barger… alright… hey listen you got some airlines down there… I get that… doesn’t mean that we have to own the stocks… Jim Cramer of Mad Money has never, ever recommended an airline stock… this one has bounced again… what a great opportunity to get rid of it… that is the airline industry… collectively all the years together does not amount to a profit… JetBlue… sell, sell, sell…no… JetBlue… the ugly.

MOT

4.43

Motorola Inc. (MOT)

Jim:   Motorola… Gray Brown… alright , Motorola, this stock has hurt more people than any other stock I know… people want to own cell phones… they go to this thing… they see it bounce.. they want a $4 stock… as a matter of fact, if you want… listen to me… if you want to own something semi… you own QualComm Inc. (QCOM*)… We just had the last bad quarter in QCOM*… that one I will endorse I will embrace… you want a little high tech… I want you to own Research In Motion (RIMM)… which could not be taken down even in this miserable, horrible January of a market… it was up 15 points… Motorola… ugly.

QCOM*

34.55

QualComm Inc. (QCOM*)

See MOT comments above for:
QCOM*

RIMM

55.40

Research In Motion (RIMM)

See MOT comments above for:
RIMM

EIX

32.57

Edison International (EIX)

Jim:   Edison International… John Brayson… utility… but is it a high yielding utility… no, its got less than a 4% yield… why do we need that… why do we need that when we can be in Duke Energy (DUK)?.. .which has got a pretty good yield… How about we could be in Consolidated Edison Inc. (ED), which has a good yield… or about this… AT&T (T) with a 6.5% yield,… how about Verizon (VZ) with 6% yield… I think those are right… Edison International… John Bryson… bad.

DUK

15.15

Duke Energy (DUK)

See EIX comments above for:
X

ED

40.75

Consolidated Edison Inc. (ED)

See EIX comments above for:
ED

T

24.62

AT&T (T)

See EIX comments above for:
T

VZ

29.87

Verizon (VZ)

See EIX comments above for:
VZ

HON

32.81

Honeywell (HON)

Jim:   Honeywell… at last… I was beginning to think that if the President had met you, your stock was going lower…x-nay on that… Honeywell…Dave Cote… proud neighbor… okay, Dave Cote, CEO, delivered a fantastic number today… I think that stock would have been up very big if it were not for the fact that the whole market was bad… he delivered… even though aerospace wasn’t really that great… he has got a lot of technology in that company… he reaffirmed his forecast… true, they bought back stock much higher… but Honeywell is one of the few industrials that absolutely is still doing well… even though we forecasted a very tough year… Honeywell… Dave Cote… good.

XRX

6.64

Xerox Corp. (XRX)

Jim:   Oh boy, Xerox…Ann Mulcahey… what can I say?...  lowered guidance ridiculously this week… people worried about the balance sheet… the hardware stuff is not selling what so ever… this Xerox is been a complete and utter disaster… I feel like that the future is completely grim… the past was much better… I don’t like the balance sheet… I don’t like the product mix… I don’t like the foreign currency… I don’t like anything… Xerox… ugly.

IBM

91.65

IBM (IBM)

Jim:   IBM… Unbelievable quarter… stock is up big since it reported… fantastic guidance…bought back a lot of stock cheaply… company has got a great product line… it is more of a consultant company now than a hardware company… Sam Palmisano, originally misjudged by me… has done a remarkable job… IBM… right here… is a buy… so I pronounce IBM…. good… Blondie.

EK

4.53

Eastman Kodak (EK)

Jim:   Okay, how about Eastman Kodak… well I mean they cut something… they are cutting double digit number of employees… if they keep this up they will have nobody there… which is fine… maybe that is good… I mean this is a company that is literally firing on no cylinders… the hardware is bad… their digital is bad… everything, even the printer business which I thought was going to be good, is bad… the balance sheet is bad… the dividend is in doubt… Eastman Kodak… Antonio Perez… ugly.

GOOG

338.53

Google, Inc. (GOOG)

Jim:   Alright, how about Google?… Oh boy… Cramer fave Eric Schmidt…delivered the numbers… sells it… growing at 24%… has a 20 multiple… the stock is one of the few stocks that has done unbelievably well beginning in 2009... this is a company that I think is in both secular and cyclical upswing… cyclical meaning only that I think their ad dollars are still going up… and secular meaning that everyone is going to be taking their ad dollars from print and giving it to Google… I say Google is two thumbs up… I say Eric Schmidt is… Blondie… Blondie, good.

AMAT

9.37

Applied Materials (AMAT)

Jim:   Uh oh… here is one.. this is some mixed group isn’t it… Applied Materials… Michael Splinter… bought back a ton of stock much higher… does semi-conductor capital equipment… there is no real desire or demand for this companies products… I feel that AMAT is a stock that has been left behind… they do have a solar business that moved the stock up to the mid teens… then sure enough… then oil plummeted… no one wants a solar business…no one wants the machines… Michael Splinter is… bad… Angel Eyes.

GLW

10.11

Corning Inc. (GLW)

Jim:   Corning is a company that every quarter in the last year have been disappointing… they continue to low guidance…why… because they make big screen TVs… they make the glass for TVs… there is a big glut of that… and, unfortunately, they are making fiber for the big phone companies… I think that a lot of that fiber is completely played out… I don’t see any of demand coming back.. I think this stock… at $9... is probably cheap at evaluation basis… but I have no catalysts whatsoever… Corning is… bad… Angel Eyes.

AET

31.00

Aetna Inc. (AET)

Jim:   One last one… hopefully, I would like you to know like in the last movie… is Clint left standing… Aetna… Ron Williams… frankly, Aetna doing better than I expected at this point… but it is still a health care organization… the stock has had a very big run… this group has been red hot the whole month of January… I think that is about to end… I don’t want to be in this business… because I feel like as business slows down… as employment slows down… so will health maintenance organization… Aetna is… bad.

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