Jim's
rating on
this stock

STOCK
SYMBOL

Closing
price that
day

Full Company Name & Jim's Comments:

HNZ

31.95

Heinz (HNZ)

See K comments above for:
HNZ

GT

4.50

Goodyear Tire & Rubber Co. (GT)

Q:     How about Goodyear Tire?...

Jim:   GT I am just not that crazy about… I saw some recommendations of it today… scale out of that one… I just think that they have got a terrible cost structure… I am not a buyer, I am a seller.

MGM

2.87

MGM Mirage (MGM)

Q:     I have a question about MGM Mirage?...

Jim:   Oh come on, I don’t even know if that company can make it here… I am going to throw in Las Vegas Sands… by the way everybody gets very excited about a lot of stocks on a very up day…. it doesn’t change the fundamentals for an MGM… it doesn’t change it for Las Vegas Sands (LVS)… it doesn’t change it for Goodyear Tire… let’s keep that in mind.

LVS

1.66

Las Vegas Sands (LVS)

See MGM comments above for:
LVS

CBI

5.48

Chicago Bridge & Iron (CBI)

Q:     We have a question about Chicago Bridge and Iron?...

Jim:   Look, it is a little spec name… it is a $5 spec name… I am always willing to endorse that , but remember it is not going to be in your infrastructure part of your portfolio if you call in for Am I Diversified… it is going to be in your spec part of your portfolio… because I do not, do not like that company… they have screwed up too many times… hey, don’t take it personal guys in Chicago, but you did screw up.

MDU

13.70

MDU Resources Group Inc. (MDU)

Q:     I am looking at the stock MDU Resources?...

Jim:   Hey, no come on, chief… I have got Dominion Resources Inc. (D) that is better… we had that Jim Rogers on last night from Duke Energy (DUK), I like that one better… I like Exelon Corp. (EXC) better… and I like Edison International (EIX) better… there are four utilities that I like better than yours… all of which yield better than you.

D

28.01

Dominion Resources Inc. (D)

See MDU comments above for:
D

DUK

12.39

Duke Energy (DUK)

See MDU comments above for:
DUK

EXC

42.57

Exelon Corp. (EXC)

See MDU comments above for:
EXC

EIX

25.05

Edison International (EIX)

See MDU comments above for:
EIX

DOW

6.87

Dow Chemical Co. (DOW)

Q:     I am interested on your thoughts on Dow Chemical?...

Jim:   Alright, listen I have got to tell you… that guy LIveris, I mean no, he is the worst… he is the worst CEO, he is on the wall… no, I cannot buy this as long as he is there… they bought this Rohm & Haas (ROH), they paid top dollar… no, I am not touching that stock… no way.

INTC

13.92

Intel (INTC)

Q:     Intel?...

Jim:   No earnings about Intel… up with a lot of the other semi-conductors… this is a nice little rally that we have got going… when the stock gets to $14.15, ring the register… I just don’t see enough upside there.

Price target to sell:   $14.00 - $15.00

BK

20.56

Bank of New York Mellon Corp. (BK)

Q:     I am looking at BK, Bank of NY Mellon, it has a yield of 4.7%?...

Jim:   I know… I know, it is a good bank… I am not recommending any other banks other than JPMorgan (JPM*)… and Goldman Sachs (GS*) and Morgan Stanley (MS*)… so it is not covered… I would like to scale out of that stock into the bank stock rally… as a matter of fact, let’s try to be out of that by Friday… try to be out of that stock by Friday… I just have other bank stocks that I like much more.

JPM*

19.50

JPMorgan (JPM*)

See BK comments above for:
JPM*

GS*

85.28

Goldman Sachs (GS*)

See BK comments above for:
GS*

MS*

20.84

Morgan Stanley (MS*)

See BK comments above for:
MS*

[verbatim recap]

[ End of the Lightning Round segment ]