Jim's
rating on
this stock

STOCK
SYMBOL

Closing
price that
day

Full Company Name & Jim's Comments:

MON

81.50

Monsanto (MON)

Jim:   I was disappointed in the action of Monsanto after it reported that quarter, when it went down more than three points. The quarter was not that good. There is a lot of action in soybeans. Soybeans are just skyrocketing here. That usually is associated with more Monsanto. But I've got to tell you... I'm taking a pass... Don't buy, don't buy. This company has repeatedly beat the estimates and this time it didn't. There's a lot of hot money in the stock. I'm afraid it's going to have to come out. I do not want you to buy Monsanto.

CCJ

26.90

Cameco Corp. (CCJ)

Jim:   No. We're not going to go there. It's nuclear. It's associated with nuclear power. It's uranium. I was on the wonderful and fabulous Joe Scarborough show today, and I've got to tell you something... Lamar Alexander was on... He's a senator... He was talking about building a lot of nuclear power plants. I said, give me a break... I have a prediction right here, right now... Other than additional nuclear power producer, built adjacent to a nuclear power plant, there will not be a new one built in this country in the next 10 years...

TLAB

5.70

Tellabs Inc. (TLAB)

Jim:   You know I like Tellabs... you know I think it's got a $4 book (value), and that is a serious book. It has a lot of cash on hand. It is waiting for the cycle. I do believe that Tellabs... It's funny that you mention it, because it was going to be the next one I highlighted in my series... as soon as I have the next one I ring the register for... I want to go back to Tellabs... I think that Tellabs is a solid stock. I was not at the UBS presentation, but I think you heard it better than I did, and you're dead right.

TEN

6.62

Tenneco Inc. (TEN)

Jim:   I normally would have loved Tenneco, I was a big fan of the company. I remember when it was TGT... I remember when it had a variety of different businesses. It's kind of delivered... but the part that you own is auto parts (bear sound)... and I'm not going to get behind an auto parts company... Not an auto parts company... not in this kind of environment. It's just too hard. I'm sorry. I am... sell, sell, sell!

SGR

28.43

Shaw Group Inc. (SGR)

Jim:   Yeah, I know. We liked Shaw and it's dirt cheap, but it seems to always stay dirt cheap. It had a miraculous run, and then it went up too much because of hedge funds gone wild, and then sold down too much because of hedge funds gone wild with redemptions. I still recommend KBR... which was a company that I recommended at $14 and $13... and then repeated that and then it went to $18. It was down a buck today. I think that's a better buy. I would rather see you in KBR... buy, buy, buy... a good balance sheet, just like Shaw, but a better book of business.

KBR

17.99

KBR, Inc. (KBR)

See SGR comments above for:
KBR

See all of this week's Lightning Round picks
in one place at:
www.madmoneylightninground.com

[verbatim recap]

[ End of the Lightning Round segment ]