Jim's
rating on
this stock

STOCK
SYMBOL

Closing
price that
day

Full Company Name & Jim's Comments:

BDX

60.48

Becton Dickinson & Co. (BDX)

Jim:   The stock has been a one way bear, this is incredible to me… this is a high quality company, it entirely fit’s the package that people are throwing away… throwing away… because they expect a better economy… I am not in favor of throwing away a terrific company like a Becton Dickinson, and let me add its neighbor, Bristol-Myers Squibb Co. (BMY), right here just because everyone is so excited about the economy… I want you to wait for higher prices… selling Becton Dickinson right here is a mistake… do I want to buy it, it is so out of favor that it is tempting… and I have liked it for years… but you have to understand that I do not expect to do anything at all for some time… because people are so enamored of what is known as cyclic stocks.

BMY

19.20

Bristol-Myers Squibb Co. (BMY)

See BDX comments above for:
BMY

HBAN

2.79

Huntington Bancshares Inc. (HBAN)

Jim:   There are better bank stocks out there…you caught me exactly…now, lets be very understanding… Capital One Financial Corp. (COF) I earlier said that I did not like because it was speculative… HBAN I simply do not like… I do not think that they have done a good job, I am not two faced, when I was in Columbus, Ohio visiting the fabulous THE Ohio State University, I spoke with a reporter there who was absolutely terrific… and we talked about this… and I said that HBAN had made too many mistakes… are they one of the six banks that won’t pass the stress test… we don’t know… but they have the characteristics of a bank that would not pass my stress test.

CSCO*

19.32

Cisco (CSCO*)

Jim:   Cisco is a little controversial up here… I heard someone say at this point that they did not have the earnings power to be in there… here is what I wrote today for RealMoney.com, paid site of TheStreet.com… I said that this one is part of the alter of momentum that people are worshiping on right now… I own it for ActionAlertsPlus.com, my charitable trust, I believe, I believe that the stock is too cheap vs. its earnings power… but it has made a major move off of $15... perhaps you wait for a pullback if you want to initiate a new position.. but as I told my friend Doug Cass, who writes with me, I think that these stocks are still buys… good balance sheets, has got some momentum… and I want to be long, that means own Cisco.

GMCR

72.31

Green Mountain Coffee Roasters (GMCR)

Jim:   Unbelievable… stock had a major ramp, it is clearly a short squeeze… my friend Louis Navalier who writes for Real Money, has his own newsletter, predicted that this stock would have a monster move… he predicted it just 7 days ago, I want to check in with him… but I do feel that you would be greedy unless you took some Green Mountain coffee roasters off of the table.

ARA

11.94

Aracruz Celulose S.A. (ARA)

Jim:   I do not know if that dividend can be maintained… I have got to tell you a lot of the big paper companies in America cut their dividend… if that dividend could be maintained then obviously it would be a buy… but I am dubious… and the Brazilian company that I like is Banco Bradesco S.A. (BBD), and I also like CPFL Energia S.A. (CPL), the utility company… and that is all that I want to get my arms around now in Brazil until I do some more work… after that big sell off in Brazil, those are the two that I am recommending.

BBD

12.28

Banco Bradesco S.A. (BBD)

See ARA comments above for:
BBD

CPL

45.51

CPFL Energia S.A. (CPL)

See ARA comments above for:
CPL

[verbatim recap]

[ End of the Lightning Round segment ]