Jim's
rating on
this stock

STOCK
SYMBOL

Closing
price that
day

Full Company Name & Jim's Comments:

BRCD

7.28

Brocade Communications (BRCD)


See TSM comments above for:
BRCD

BRCM

25.42

Broadcom Corp. (BRCM)


See TSM comments above for:
BRCM

DUK

14.23

Duke Energy (DUK)


Jim:   Listen boss, I used to like that one, but they got too big in coal being made... don't buy, don't buy... big a coal bet.  We are not there.  Even though we like the utilities... sell, sell, sell...  we're recommending... that's right, Dominion Resources Inc. (D), we like Consolidated Edison Inc. (ED), and we are going Lady GaGa over Exelon Corp. (EXC), because of its nuclear exposure.

D

32.53

Dominion Resources Inc. (D)


See DUK comments above for:
D

ED

36.44

Consolidated Edison Inc. (ED)


See DUK comments above for:
ED

EXC

48.93

Exelon Corp. (EXC)


See DUK comments above for:
EXC

IBM

107.32

IBM (IBM)


Jim:   I like the stock.  I would like to think it could close at $105 on Friday...  Expiration pressure could take it down...where, again, I would pull the trigger...  not at $107, but at $105.  I hate to be pricy, but I've got to tell it the way I like it, because I want you to have a good entry point.

TNH

103.94

Terra Nitrogen Company, L.P. (TNH)


Jim:   Alright, TNH... when they cut that dividend, I should have aborted it.  I kept thinking that the dividend support is the way to go here.  They eroded the dividend, they eroded my pick.  It is still, I think, the best way to play fertilizer... but I stuck with it too long, and you could argue that I did "a Research in Motion" on this...  I liked it all the way up, I liked it all the way down...  I think I'll like it all the way back again.

SYT

47.82

Syngenta (SYT)


Jim:   You've picked well.  I happen to like the seed business very much...   I like the seed business.  SYT is good.  I also like Monsanto (MON).   My favorite, and I circled back by the way, is Sociedad Quimica Y Minera de Chile (SQM), because it has fertilizer and lithium... not the medical kind, the kind that makes the batteries.

MON

89.00

Monsanto (MON)


See SYT comments above for:
MON

SQM

37.00

Sociedad Quimica Y Minera de Chile (SQM)


See SYT comments above for:
SQM

GME

22.99

GameStop Corp. (GME)


Jim:   Alright... there was a big crossfire today on RealMoney.com, the paid site of TheStreet.com, where I'm chairman.  We had bull and bear going on GameStop...  I am a bear, GameStop, because I think the cycle has peaked for GameStop right now.  Maybe it can start up again, but I don't want to own GameStop.  I am definitive... sell, sell, sell.

UFS

18.75

Domtar Corporation (UFS)


Jim:   I have to quote the great Mohammed Ali... "it can run, but it can't hide."  It hid by doing that (stock) split... it did a reverse split...  I'm not buying it...  I think it's going right back down... sell, sell, sell!   I don't want you to touch that company.  If you're going to own paper, you might as well own... go to Temple-Inland Inc. (TIN).  That's a better play.

TIN

12.13

Temple-Inland Inc. (TIN)


See UFS comments above for:
TIN

[verbatim recap]

[ End of the Lightning Round segment ]