Jim's
rating on
this stock

STOCK
SYMBOL

Closing
price that
day

Full Company Name & Jim's Comments:

OVTI

12.52

OmniVision Technologies Inc. (OVTI)

Jim:   You know what?... I'm going to say both Cree (CREE) and OVTI are in the sweet spot... especially after what Samsung said last night... now, both of these stocks are up a lot so we've got to be a little conservative... these are the kinds of stocks that could take a quick air pocket down 10%... But, the fundamentals are strong... Why?... Why, you ask... Mobile internet... the Cramer-fave theme for the next three years of Mad Money... Yes, that far out...

CREE

31.53

Cree (CREE)

See OVTI comments above for:
CREE

ISRG

222.53

Intuitive Surgical Inc. (ISRG)

Jim:   All right, well, first of all... I bow down to you... That was an unbelievable buy... you picked up about 80 points... I have to fall back on Karen Cramer's incredible wisdom, and say on ISRG... too late... done... He had it... I didn't... I'd rather take profits on ISRG than buy it up here and just admit that I missed it... Bulls make money, bears make money... hogs get slaughtered... Come on... Let's do some surgery.

VMI

73.57

Valmont Industries, Inc. (VMI)

Jim:   I like VMI... Now, if we're talking about VMI, we're talking about paint... Now... I got to be sure I got the right one... No... not Valspar Corp. (VAL)... see, other people get tired on Friday... I beared out... VMI is powers and lighting and utility markets... It reminds of Quanta Services Inc. (PWR*)... that is the good one... because it was Valspar... I would have to say, listen, we can't buy paint companies here... not even Sherwin-Williams Co. (SHW)... I think you got a good one... I like Quanta too... I also am warming up to Snap-on Inc. (SNA), which is another really good one... Not SNA... I'm losing it... I'm warming up to American Tower Corp. (AMT) because of the mobile internet.

VAL

24.33

Valspar Corp. (VAL)

See VMI comments above for:
VAL

PWR*

23.46

Quanta Services Inc. (PWR*)

See VMI comments above for:
PWR

SHW

56.79

Sherwin-Williams Co. (SHW)

See VMI comments above for:
SHW

SNA

na

See VMI comments above for:
SNA

AMT

33.48

American Tower Corp. (AMT)

See VMI comments above for:
AMT