'Mad Mail'

Skyworks Solutions Inc. (SWKS)

Q:      Jim,
Great interview with Skyworks Solutions' CEO, he kept mentioning the challenge of the multiple cell phone circuit’s demand on battery life. I kept waiting for the question on who is the best battery maker given these challenges. Maybe you knew, what’s your view? Is there an opportunity here?
Phil

Jim:    I always send people to Sociedad Quimica Y Minera de Chile (SQM) because they have the major source of lithium which is used for long life batteries… SQM has been hurt because it is Latin America, hurt because it was owned by a lot of ag guys… it is a very cheap stock.

'Mad Mail'

Sociedad Quimica Y Minera de Chile (SQM)

See SWKS comments above for:
SQM

'Mad Mail'

Harley-Davidson, Inc. (HOG)

Q:      Jim,
I own a Harley, ride with a club, shop at any dealership I run across, and just like the company in general. Like many companies recently, Harley Davidson has doubled. My question, should I sell half of my shares and keep half “free” or sell it all, take my profit, and go buy a T-shirt from my local dealer?
Thanks, Bryan

Jim:    Ring the register on half, I saw the CFO left this week and no one seemed to even care because the market is just so bullish… but it might care again some time, so ring the register on half of it.

'Mad Mail'

State Street Corp. (STT)

Q:    A few weeks ago you mentioned that State Street Corp. (STT) and Bank of New York Mellon Corp. (BK) were set to benefit the most with the recent mark-to-market changes. I work for STT, and at our recent quarterly meeting, our CEO said that the media has over-hyped this accounting rule change and that STT would not benefit from it. Please explain.
J

Jim:    STT did not get the full favorable ruling that I was hoping for for existing impairment for portfolios… but STT I think could be like Northern Trust Corp. (NTRS)… I own it for ActionAlertsPlus.com, my charitable trust… I am telling people there could be an equity underwriting, not unlike Northern Trust, which then popped 10%… so stayed tuned… but your boss is right, it did not go the way that I wanted it for State Street… but it is still a positive for the whole industry.

'Mad Mail'

Con-Way, Inc. (CNW)

Q:      Cramer,
What are your thoughts on the trucking industry, specifically Con-Way? With oil at these levels, will this industry fully recover by 2010?
Thanks, Justin

Jim:    This industry has a fuel surcharge… forget about oil, I tell you Con-Way can bounce… but I continue to like United Parcel Service, Inc. (UPS)… particularly with the news from TNT this weekend that business is better… it is UPS, then FedEx Corporation (FDX), and then a trucking company… do not forget the rails they are en fuego.

'Mad Mail'

United Parcel Service, Inc. (UPS)

See CNW comments above for:
UPS

'Mad Mail'

FedEx Corporation (FDX)

See CNW comments above for:
FDX