Jim's
rating on
this stock

STOCK
SYMBOL

Closing
price that
day

Full Company Name & Jim's Comments:

STEC

28.06

STEC, Inc. (STEC)

Jim:   There is a lot of question about that recent downgrade that make people feel like wait a second, maybe this DRAM situation is not that good… I will endorse this… I feel like I am going to get hurt by this one… I do not know why.. I just feel like I am going to get hurt… but I know that the stock was down… let’s do this… let’s say the stock goes to $32... we will take a 10% gain.

Price target to sell:  $32.00

MT

35.63

Arcelor Mittal (MT)

Jim:   I think... you know what, I do not think it is that strong… and one of the reasons is that we need more infrastructure built in this country… but you know I am not going to recommend Arcelor when I can recommend Nucor (NUE)… because Dan DiMicco (CEO) runs the best steel ship in the world… so we are buying Nucor not Arcelor.

NUE

45.50

Nucor (NUE)

See MT comments above for:
NUE

OLN

16.86

Olin Corp.  (OLN)

Jim:   No, man, we love to play Olin on the Winchester… but we can’t because it is too small of a part of the business… what we have to do with Olin is we are buying chemicals… now I like the yield, I think the yield is good… but remember, Olin is really like a pool chemical company before it is a Winchester company… so I appreciate the analysis, and I am a big second amendment supporter.. those other 9, sold to you… but I do not want to buy Olin for guns… I want to buy it for chemicals.

ONNN

7.75

ON Semiconductor Corp. (ONNN)

Jim:   And you should stay long… some people would say, wait a second Jim, it is not as close as say Cypress Semiconductor (CY), it is not as close as maybe you know Skyworks Solutions Inc. (SWKS), with our friend, buddy, pal Dave Aldrich… but ON has it… ON has got it going on… and I want to buy, buy, buy on this one on a pullback.

RFMD

4.83

RF Micro Devices Inc. (RFMD) 

Jim:   Alright, there is a concerted effort to spook all of the internet stocks down… the mobile internet… people have been saying that there have been order cancellations… I call these things figments of peoples imaginations… RFMD is doing terrific… Skyworks (SWKS) is doing terrific… Cypress (CY) is doing terrific… Apple Inc. (AAPL)   is just a few points from its high… I say that you buy RF, you buy ON Semi (ONNN), you buy Apple… do not forget my $264 price target.

AAPL

na

Apple Inc. (AAPL)

See RFMD comments above for:
AAPL

Price target for AAPL:  $264.00