Jim's
rating on
this stock

STOCK
SYMBOL

Closing
price that
day

Full Company Name & Jim's Comments:

APWR

8.78

A-Power Energy Generation (APWR)

Jim:   I know it well... My friend, Brian Ashtenburg, who works with me at TheStreet.com, where I'm chairman, he writes the Breakout Stocks newsletter... We were going over the prospects just today of A-Power... You know, I think they're good... I wish I knew more about the Chinese market. You know I do not recommend any individual Chinese stocks on the show, other than CHU, which I own for ActionAlertsPlus.com, my charitable trust... because they are going to be one of the big suppliers of the iPhone in China, which I think is going to be huge... and, do not forget, there's a lot of people in China!

CHU

14.09

China Unicom Hong Kong Ltd (CHU)

See APWR comments above for:
CHU

RAI

39.71

Reynolds American Inc. (RAI)

Jim:   I think you have to go with Altria (MO*)... you have to go with Altria... I've been buying it for my charitable trust. It's starting to make a move. It had a great quarter. It bought U.S. Tobacco, so it's going to have growth from snuff. That's your play. I don't want to mess with an inferior-quality company like Reynolds American. Make that move.

MO*

16.85

Altria (MO*)

See RAI comments above for:
MO*

TTM

8.59

Tata Motors Ltd. (TTM)

Jim:   No. Ta Ta for now... Sell, sell, sell! We are not buyers of any, any automobile stock. The only two that are even like an automobile is Magna International, out of Canada, and Johnson Controls (JCI). But it doesn't matter whether it's Toyota (TM) or Honda (HMC), we had the Ford trade. We left that. We're not sticking with... The woes of the automotive industry have overwhelmed this guy.

JCI

21.14

Johnson Controls (JCI)

See TTM comments above for:
JCI

T

23.97

AT&T (T)

Jim:   You know, first of all, I think your characterization of it is definitely right. I cannot deny that I've liked AT&T for many, many points here. The dividend is safe, and I think they can even raise it. It is such a stock... like, interest rates have been going higher. People don't like the stock right here. Why should I continue to recommend it? I like the yield. I think it's safe. And I like... if there's any pickup in the enterprise corporate business, AT&T will be good. I reiterate my buy. I also reiterate that I have been wrong on AT&T, okay... not on the yield... not on the good management... but I've been wrong about it being the right place to be in this market...

PCX

6.13

Patriot Coal (PCX)

Jim:   Alright... we don't like coal on this show because President Obama doesn't seem to be not that big a fan of coal... Peabody (BTU) is my play... BTU is the play for this situation, not Patriot Coal...

BTU

31.63

Peabody Energy Corp. (BTU)

See PCX comments above for:
BTU

TOL

16.92

Toll Brothers (TOL)

Jim:   No. I agreed with Ron (Insana's recommendation) on the banks. I do not want to buy the homebuilders. I saw that Toll had a very interesting... they said it was news... but they've been doing it for some time... they have a low interest rate product. There are still too many homes being built. By the way, appropriate of the L.A. Times and the housing bottom... in Southern California, houses bottomed and then went up in price for the month of June... on very big sales. Florida? Parts of Florida have bottomed, parts of Florida have not. I don't want to buy any homebuilders... don't buy, don't buy... I do think you should buy banks.

ALTH

7.84

Allos Therapeutics, Inc. (ALTH)

Jim:   I think you've got horse sense. It's a speculative situation. Small molecule, biotech company... I think that's the right place to be. Even congress, under czar Pelosi... not czar, commissar Pelosi... has blessed biotech... and it's the commissar, which is now going to be her name... If the commissar says it's going to be okay, then it's okay by me...

THI

26.05

Tim Hortons Inc. (THI)

Jim:   I should have recommended this. I had done some work on it literally 8 weeks ago... It happens to be one of the great doughnut plays. I happen to love their doughnuts, by the way, when you go to Canada... I happen to love Canada too... and I should have recommended it. I now feel like I'm too late. I am not going to pull the trigger on Tim Horton... don't buy, don't buy... but it was just a great call a few weeks ago...

TPP

32.38

TEPPCO Partners LP (TPP)

Jim:   This one I like! Teppco is in merger, and this is the Enterprise... Let me think, this is the one that is merging with Enterprise... Yes, and you've got a very good one. Enterprise just announced, right now, a boost in the dividend. You have to figure out what to do... you're going to own Enterprise through this, but Enterprise is a terrific one. Thank you for mentioning the other one, besides Kinder Morgan (KMP) that I like so much.

KMP

53.67

Kinder Morgan Energy Partners (KMP)

See TPP comments above for:
KMP