Jim's
rating on
this stock

STOCK
SYMBOL

Closing
price that
day

Full Company Name & Jim's Comments:

SCI

3.24

Service Corp. International (SCI)

Jim:   Yeah, this is a funeral and cemetery company. Now this is a little dollar stock... it's a $3-$4 stock. I like it. It's a great spec play... Let's call it a spec, so that, when we do "Speculation Friday," they know that this is what used to be called a "blue chip"... We know that there are very few blue chips after what we've been through. Don't forget... this has been the worst 10 years in the history of stocks, which is saying something. We still come out every night to try to make sense of it.

DRI

35.87

Darden Restaurants (DRI)

Jim:   Okay, now we have been behind Darden. We made a very big call when the stock was in the mid-$20s... We did this call on Brinker and Darden, because we said casual dining is back... DRI is "Red Lobster" and "Olive Garden" and boy, did they have great Februaries and Januaries... The numbers were remarkable. I think people are going out more because gasoline is lower. The stock is up $5. I'm never going to recommend a stock where the stock is up $5 in a given day... But, if we get a pullback, I am right back there recommending it again. Amazingly, "Capital Grille," which is the high end, was not that special, but "Red Lobster" just blew the doors off the numbers.

DIS

18.11

Walt Disney Co. (DIS)

Jim:   Very tough. It just moved up 3 points. I do believe that Disney is an unbelievable franchise. I worry about DVDs. I worry about advertising. I can't get bullish on every stock here. I would tell you that I think DIS is not a buy right here... don't buy, don't buy... It could go back to $16, and there I would pull the trigger...

Price target to buy DIS: $16.00

RIO

13.85

CVRD (RIO)

Q:     (Caller asked about three companies:  RIO, B&G Foods Inc. (BGS), and Exide Technologies (XIDE)

Jim:   The only one I like there is RIO. The other ones are too dicey. I think RIO is fine, because I like the mineral plays. But no, the other ones I can't endorse.

BGS

5.00

B&G Foods Inc. (BGS)

See RIO comments above for:
BGS

XIDE

2.99

Exide Technologies (XIDE)

See RIO comments above for:
XIDE

MOT

4.15

Motorola Inc. (MOT)

Jim:   You know, after I heard the takeover talk with Sun Micro, I thought now, wait a second... maybe I should get more positive on Sprint or Motorola... I can get positive on Sprint Nextel Corp. (S), because I think that company's in a turn. I do not see the turn in Motorola... sell, sell, sell... I do not want to own it.

S

3.75

Sprint Nextel Corp. (S)

See MOT comments above for:
S

COF

14.23

Capital One Financial Corp. (COF)

Jim:   It's a credit card company. They're a very good lender in credit cards. My problem is that I can't get so bullish as to start recommending stocks if they're in the credit card business. I'm still very concerned about the credit card business and defaults, so I can't get behind Capital One. I'm sorry. It's so low, but I just can't pull the trigger.

[verbatim recap]

[ End of the Lightning Round segment ]