Jim's
rating on
this stock

STOCK
SYMBOL

Closing
price that
day

Full Company Name & Jim's Comments:

AAPL

99.66

Apple (AAPL)

See RIMM comments above for:
AAPL

MFC

10.91

Manulife Financial Corporation (MFC)

Jim:   Now, listen... there was a piece today by UBS which talked about a coming short squeeze... or Hartford Financial Services Group Inc. (HIG)... They mentioned MetLife (MET), Prudential (PRU)... could be AFLAC Inc. (AFL)... even Lincoln National Corp. (LNC)... Why? Because, if we get a change in the accounting standards on insurance, and let them have some judgment, we're going to see a quick move up. Now, if you believe this, Aflac, I think, has the best balance sheet. They've got some exposure to European hybrids... And MET is the most reserved... Now, MET was up $2 bucks today on this... This was a story that I broke today... This was a story that I did on RealMoney.com... and I want to stick by it for a second day...

TAP

31.49

Molson Coors Brewing Company (TAP)

Jim:   I'm still thinking about that Peter Swinburn interview, where I said, are you going to take advantage of the possibility of the chaos at InBev, and he didn't give us... Now, InBev now BUD... He did not give us the heads up and, subsequently I did some work and realized that they are not taking share, of any way that I thought would be significant. I would rather have you... No. I'm not going to do it... I mean, the stock's at a 52-week low, but I don't want to buy it... Don't buy, don't buy... I don't want to buy TAP. I just don't think they may have... They may not have it together like I thought they did. Sorry.

GMR

7.63

General Maritime Corp. (GMR)

Jim:   No, no... If you're going to do that for your 401(k)... what I want you to do is own Nordic American Tanker (NAT)... where I have much more conviction, that Gibbons is going to stay there... NAT. And I really believe that, as rates stay high, that one does well.

NAT

26.03

Nordic American Tanker (NAT)


See GMR comments above for:
NAT

ICE

72.20

InterContinental Exchange, Inc. (ICE)

Jim:   The credit default swap... Actually, I turned a little positive on NYSE Euronext, Inc. (NYX), because I think they can make the dividend... ICE is interesting. When the market peaked, this one really peaked with it. I think NYX is going to pay you to wait for IPOs to come back. They've got a good dividend. They've got some good operations people there. Let's go with that one.

NYX

18.58

NYSE Euronext, Inc. (NYX)


See ICE comments above for:
NYX

HBC

28.30

HSBC HLDGS PLC ADS (HBC)

Jim:   I want to be in it... I want to be in it... I know the company really got hit by Household International... But I think it's priced in. I think it works. I'm willing to take a shot at it.

MSFT

16.90

Microsoft (MSFT)

Jim:   Microsoft? Ahh... I can't get excited about MSFT. I just think it's kind of dead in the water. It could go up with the rest of the market. It's just not exciting enough.

CLWR

4.30

Clearwire Corporation (CLWR)

Jim:   No. I think that ain't going to happen... I've got to tell you... Sell, sell, sell... I just don't see it happening. It got a nice little bounce here... I would take the bounce...

AA

5.59

Alcoa, Inc. (AA)

Jim:   Okay, now let's go over what I said... I said that when the market bottoms, it's an absolute bottom... if all the financials went to zero, that would mean Dow 5,320. I said that it would not hit that. That would mean that every single financial would go to zero. That was my worst case. And, given that it was at 6,300 when I put it together, that meant you should start buying, not start selling. Last week, I said that I thought that Alcoa's dividend would be cut... They did cut the dividend. I still don't like the stock. If I want to be in minerals, I want to be in Freeport-McMoRan (FCX*). I hope that is clear. I hope that is clear to everyone.

FCX*

36.93

Freeport-McMoRan (FCX*)

See AA comments above for:
FCX*

T

25.37

AT&T (T)

Jim:   I say yes! I saw T break out today. I saw VZ... And everybody knows that these are two of my favorites... Goldman Sachs put out a fabulous piece last week about value and dividend growth. T has it and VZ has it. Buy, buy, buy... And I am a huge buyer of both of those, including Mr. Stevenson and Mr. Siedenburg... two of the best executives in America.

VZ

29.83

Verizon (VZ)

See T comments above for:
VZ

ENER

14.15

Energy Conversion Devices (ENER)

Jim:   I was very disappointed with that quarter. I've got to tell you. I went over all the research, and I am struggling to find anything positive about that. That was just a major miss. I don't think Obama's budget is going to help it. I don't want to touch ENER, even right here. I bet you it falls again tomorrow. Sell, sell, sell... I say stay away, ENER.

[verbatim recap]

[ End of the Lightning Round segment ]