Jim's
rating on
this stock

STOCK
SYMBOL

Closing
price that
day

Full Company Name & Jim's Comments:

NFLX

43.07

Netflix, Inc. (NFLX)

Jim:   I have to tell you this thing really does have incredible momentum… on any pullback… no, I think that you should just buy it… this is a winner and new champion… Netflix is a winner, I am not backing away… my friend Noel Blackstein from Canada has routinely reminded me that this is the best stock in show… and I am reiterating that I like Netflix… this is the second time in the last few months.

AUY

8.50

Yamana Gold Inc. (AUY)

Jim:   I would switch… you know gold is starting to go down again… remember, we buy on the way down… some people feel that the gold rally is over… that is not why I own gold, I don’t own gold for the rally or no rally… I own it for protection against the inflation and chaos… I like both El Dorado Gold Corp. (EGO) downgraded this week by a bunch of guys… and I like Agnico-Eagle Mines Ltd. (AEM) is down 8 straight points… I think that you can pull the trigger on that one… but remember we buy it on stages on the way down… we don’t get filled all at once on gold.

EGO

8.18

El Dorado Gold Corp. (EGO)

See AUY comments above for:
EGO

AEM

51.28

Agnico-Eagle Mines Ltd. (AEM)

See AUY comments above for:
AEM

CBS

4.85

CBS Corporation (CBS)

Jim:   CBS is still problematic to me because it is still depends heavily on local advertising which is difficult… I am not going… speculating on a $4 stock is a good idea… so I am not going to be negative on CBS down here although I don’t like the debt load… somebody downgraded Walt Disney Co. (DIS) today, there is a lot of talk about that whole group still being very challenged… this is not my favorite group… I have got like a hundred groups that I like… and one of the things that I am not going to recommend is radio and TV… there is too much of what I call secular decline in the group… so you can speculate in it but I am not recommending it.

HOG

16.56

Harley-Davidson, Inc. (HOG)

Jim:   I want you to take the gain… the stock has had a monster move here, I know that Warren Buffet has invested in it, I know that the company has got a great ad campaign, and I know that the chart is beautiful… but if you like Harley-Davidson, Inc. (HOG), then honest, I would rather have you own Ford (F)… they are both speculative and they both involve wheels.

F

3.25

Ford (F)

See HOG comments above for:
F

HPY

7.64

Heartland Payment Systems Inc. (HPY)

Jim:   Why not Western Union Co. (WU), why not Visa Inc. (V), why not Mastercard (MA)… I like Visa best… those are all better than Heartland Payments Systems… I am going with the national brand.. .that Visa is really hot… let’s buy some Visa… let’s pull the trigger and recommend Visa right here on this show.

V

60.08

Visa Inc. (V)

See HPY comments above for:
V

[verbatim recap]

[ End of the Lightning Round segment ]