Jim's
rating on
this stock

STOCK
SYMBOL

Closing
price that
day

Full Company Name & Jim's Comments:

BRY

16.58

Berry Petroleum Co. (BRY)

Jim:   I tell you... a little speculative. A lot of the oil stocks have really been starting to cook. This one has been part of that. I like it, but I've got to tell you... why not take that big, juicy... dividend from BP plc (BP*)... and I'd rather see you in BP* rather than BRY.

BP*

43.87

BP plc (BP*)

See BRY comments above for:
BP*

CBS

7.19

CBS Corporation (CBS)

Jim:   Right now... right now... You have a more than 50% gain... you sell all of your gain... all of it... then the rest of it is what's known as the "house's money"... and you don't touch it. If you are unsure how that works, I want you to go read Jim Cramer's Mad Money: Watch TV and Get Rich. I describe exactly how to pull off that strategy. I need you to ring the register and play with the house's money, and congratulations!

BGC

33.00

General Cable Corp. (BGC)

Jim:   Man, I've got to tell you... it was a long release... it was worth reading. It was like a 30-page release, because that was an explosive situation... They're back, they're bigger than ever. This is the beginning of that move. I'm telling you, don't be dissuaded... That quarter was so good for BGC... it's the beginning! I think there's another 10 points... buy, buy, buy!... Do not be dissuaded and do not take profits.

Price target before selling BGC: $43.00

MET

27.45

MetLife (MET)

Jim:   No, no... As much as I happen to love the company... The company's a terrific company in terms of policy holders. The stock is a total bear... sell, sell, sell!... as is every insurance company, other than Chubb (CB) and Travelers (TRV)... both of which are excessive buys... TRV being my favorite insurance company in the world!

CB

38.55

Chubb (CB)

See MET comments above for:
CB

TRV

41.21

Travelers (TRV)

See MET comments above for:
TRV

PLD

8.69

ProLogis (PLD)

Jim:   Nah... It's had a monster move off the bottom. I know my friend, Justin Namos called it. I was happy to echo it on this show. He's a great technician. I say pull the trigger and sell, sell, sell!... And, you know what? I think there's a lot of investment trusts out there that are still a little too levered and I think that's one of them.

GLW

14.29

Corning Inc. (GLW)

Jim:   I want to stick with Corning! Everybody's just a seller! Everytime there's a 35-cent move, they're a seller. Not me, I'm a buyer. I've got to tell you, having covered that area... when I was a young pup at Goldman Sachs... Those people work hard, do the job... The Holden family is king, and I think Corning should be bought.

RFMD

2.21

RF Micro Devices Inc. (RFMD)

Jim:   Oh, come on, man... Why do you go with that speculative stuff, when I had, just yesterday... sell, sell, sell!... David Aldrich, the CEO of Skyworks Solutions (SWKS)... You've got RFMD? Ring the register. Maxim (MXIM) is good, but the real one... the real one is Jeff Immelt... no, that's the CEO of the parent company of this network... the real one is David Aldrich right here... I'd rather see you buy SWKS than I would RFMD. I'd ring the register, except maybe the preferred... No, not even the preferred.

SWKS

9.22

Skyworks Solutions Inc. (SWKS)

See RFMD comments above for:
SWKS

MXIM

14.64

Maxim Integrated Products Inc. (MXIM)

See RFMD comments above for:
MXIM

CY

7.77

Cypress Semiconductor (CY)

Jim:   We've had T.J. Rodgers (CEO) on this show many times... Why have we done that? Because he is a great creator of value, and we want to reiterate that you want to stick with T.J.... Buy, buy, buy!... We've been long T.J., and we've been buying the stock all the way, and we think that CY is a long-term buy...

TIN

12.15

Temple-Inland Inc. (TIN)

Jim:   I feel like I missed it. We caught it the first time around. We really caught like a huge move. Then I left it, because I didn't think the paper industry would come back as strong, and I need TIN... I need it lower. I think it's moved too much. My bad. I should have gotten back on the horse a second time. I didn't... So, I've got to tell you... "don't buy, don't buy"... and wait for a pullback.

[verbatim recap]

[ End of the Lightning Round segment ]