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The Lightning Round: |
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Friday,
February 6, 2009 |
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See all of Jim's
comments and
thumbs up or
down, when
callers call
into the show
during the Mad
Money Lightning
Round Segment,
below...
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Jim's
rating on
this stock |
STOCK
SYMBOL |
Closing
price that
day |
Full Company Name & Jim's
Comments: |
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WYN |
6.23 |
Wyndham Worldwide Corporation
(WYN)
Q: I need
to find out about Wyndham Worldwide?
Jim: I think the
timeshare business is a problematic
business… and it…as is the problem of
trying to get credit… this company was a
very well run company… probably still
is… but the business has completely
dried up… I want to skip WYN… this is
Wyndham, this is not
Wynn Resorts (WYNN)…
which is probably going to be the big
survivor in the casino business.
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PCU |
16.49 |
Southern Copper Corp. (PCU)
Q: I got
a copper play, Southern Copper?...
Jim: Earlier this week
we had a chart from my friend Dan
Fitzpatrick… I don’t know if anyone saw
it… it was about
Freeport-McMoRan (FCX*)
and about how it was about to break out…
it broke out big… why… cause copper was
up an outstanding double digit percent
this week… PCU just cut its dividend you
know what.. it doesn’t matter… the stock
is good… and it is going higher… you
have got a winner in PCU.
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DLTR |
35.39 |
Dollar Tree Stores (DLTR)
Q: I see
Dollar Tree?...
Jim: Over reaction… oh
the negative stuff that they put out
yesterday… vicious over reaction… I
would be a buyer of Dollar Tree… but let
me make you one better… I would buy
Family Dollar Stores Inc.
(FDO)…
remember we had the management on… they
have a lot of things that they can do to
raise margins… even if people don’t go
to the dollar stores… they have got
stores all over the place… I like FDO
more than I like Dollar Tree.
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Continued below...
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Market Results
today:
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See all of
tonight's
stocks
mentioned, on
Yahoo!
Finance,
here... |
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Friday,
February 6, 2009
(Cont'd from
above)...
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The Lightning Round
(cont'd)...
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Friday,
February 6, 2009 |
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Jim's
rating on
this stock |
STOCK
SYMBOL |
Closing
price that
day |
Full Company Name & Jim's
Comments: |
|
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FDO |
26.92 |
Family Dollar Stores Inc.
(FDO)
See DLTR comments above for:
FDO
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JCI |
14.18 |
Johnson Controls (JCI)
Q:
Johnson Controls?...
Jim: I saw that they got
the big battery contract this week… I am
cheered by that… but this company in the
end is so linked to the auto industry
that I cannot recommend it here… it is
probably to low to sell… but I don’t
want to put you in it.
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FDX |
55.27 |
FedEx Corporation (FDX)
Q: FDX,
Jim?...
Jim: I like FedEx but it
had a very big move this week… I want to
refer you to UPS… which also had a big
move but it has got a really good
dividend…
United Parcel Service, Inc.
(UPS),
by the way… you have got to go read that
conference call… it is such a well run
company… it almost yields 4%… they have
no plans to do anything other than I
think to boost the dividend… UPS to me
is a cheaper stock than Fed Ex… and they
have a very, very good behind the scenes
supply management group… it is really
value added… and they really benefited
from the DHL collapse.
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UPS |
47.07 |
United Parcel Service, Inc.
(UPS)
See FDX comments above for:
UPS
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SO |
33.59 |
Southern Company (SO)
Q: I've
got Southern Company?...
Jim: Well, you got a
winner there I like… Southern is just
now enjoying the group like
Duke Energy (DUK)…
of utilities that have 5% yield… that I
think can grow… I think Southern is
real, real good.
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PCX |
5.17 |
Patriot Coal (PCX)
Q: I want
to invest in Patriot Coal?
Jim: Well, you know a
speculative situation down here at $5 it
ain’t going to hurt you… I don’t mind
that at all… but you are absolutely
right… I am a
Peabody Energy Corp. (BTU)
man… I am a Peabody man… that is the
best one… also it has very big Chinese
exposure… we know that Chinese is
starting to import again… we know that
from the Baltic Freight Index.
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BTU |
28.90 |
Peabody Energy Corp. (BTU)
See PCX comments above for:
BTU
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GLW |
11.73 |
Corning Inc. (GLW)
Q:
Corning, looks like a rocket...
Jim: Yes it does… you
know what I was noodling at that today…
it finally held that 9 basis… starting
to move up… maybe the inventory of glass
is starting to burn off… and we know
that
Verizon
(VZ)
is still laying down pipe… my take is
that Corning is probably done going
down… I don’t have a callous for it
going up… but I will no longer hit
this.. don’t buy… I can see people
owning Corning and making a little
money.
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EMC |
11.95 |
EMC (EMC)
Q: I
wanted to ask you about EMC
Corporation?...
Jim: I think EMC is a
one-time great growth story that no
longer has it… they did this
VMware (VMW)
spinoff, they really didn’t make any
money… but I like EMC’s quarter… I think
it has good resilience… it has a little
bit of a field like
IBM (IBM)…
I say that EMC is probably fine for a
point or two… I can’t get excited about
it because it no longer has that great
growth luster that it had for so many
years… I would love the management to
come on and explain to me why I am being
too negative… EMC.
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[verbatim recap]
[ End of the Lightning Round segment ]
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