Jim's
rating on
this stock

STOCK
SYMBOL

Closing
price that
day

Full Company Name & Jim's Comments:

MOS

50.85

Mosaic (MOS)

Jim:   I'm going to rock your world right back at you with a fertilizer play that's cheaper and better... I'm telling you to go POT... Yeah, go with the pulp machine... not with the MOS... which happens to be, I think, Mel Gibson's favorite fertilizer play.

POT

93.36

Potash (POT)

See MOS comments above for:
POT

TDY

32.79

Teledyne Technologies Inc. (TDY)

Jim:   All right... I have always been a believer in TDY, and it's been awesome... I think the TDY technologies is one we should do a whole segment on... that stock is right to buy... By the way, Ametek Inc. (AME) all the way down here may be right to buy... I think it was too savaged by the negatarians...

AME

33.35

Ametek Inc. (AME)

See TDY comments above for:
AME

RFMD

4.92

RF Micro Devices Inc. (RFMD)

Jim:  You are in the absolute mega-heart of the internet mobile tsunami... With RFMD, let me throw in TriQuint Semiconductor, Inc. (TQNT), let me throw in Cypress Semiconductor (CY)... I'm giving you a threesome... You are in spot- on territory... RFMD is going much higher... it's like the old days.

TQNT

6.81

TriQuint Semiconductor, Inc. (TQNT)

See RFMD comments above for:
TQNT

CY

10.70

Cypress Semiconductor (CY)

See RFMD comments above for:
CY

GENZ

54.72

Jim:  Eh, you've got my least favorite of the biotechs... but, you now, the biotechs are ramping... let's buy, you know... I'd rather buy some Gilead Sciences Inc. (GILD*)... although I just did a little trimming... the stock had a nice move for ActionAlertsPlus.com... Selling GENZ on a pullback is good... we like all healthcare because, yes, indeed, healthcare reform is DOA... first to acknowledge here on this show... when I saw United Health running... by the way... I like those stocks still... Unitedhealth Group, Inc. (UNH), among the best... stair step to the higher ground for healthcare.

GILD*

49.73

Gilead Sciences Inc. (GILD*)

See GENZ comments above for:
GILD

UNH

29.08

See GENZ comments above for:
UNH

CNI

45.96

Canadian National Railway Company (CNI)

I like the rails... I like CNI... I like CSS Industries Inc. (CSS)... and, by the way, part of the break out stocks newsletter, by my friend Brian Achtenberg, is recommending Kansas City Southern (KSU)... that's been on a tear... I like the ultimate rails... Let's be careful of that general canby justice department woman, Varney... she seems to want to take some of the deals apart

CSS

22.97

See CNI comments above for:
CSS

KSU

19.99

Kansas City Southern (KSU)

See CNI comments above for:
KSU

SMSI

10.86

Jim: You are so right... You may not have a great baseball team, but you've got good stock picker sense... SMSI is also, it's in the aorta of the mobile internet family... You've got a good one... I would keep buying it.