Jim's
rating on
this stock

STOCK
SYMBOL

Closing
price that
day

Full Company Name & Jim's Comments:

PII

27.92

Polaris Industries, Inc. (PII)

They are a really well-run company, but I've got to tell you something...  ATVs and snowmobiles...  To me, they have the smell of what I regard as being discretionary, and I am not going to buy that one, even though it's got a 5% yield and it's well-managed...  Don't buy, don't buy...  because I think that, in the end, if you wanted to... you might be able to, in tough times... cut out that personal watercraft.  Just one man's opinion.

GNW

4.67

Genworth Financial Inc. (GNW)

I am never ever going to stand in the way of someone who has the opportunity and the time...  I gave a presentation today internally to some people who were interested in CNBC, where I talked about the idea to put in an order to buy 100 (shares of) Exxon Mobil (XOM) at $65, and selling 100 XOM at $75.  We have that kind of volatility.  So I am not against the GNW day trade.  Here's what I would tell you though...  You must understand... GNW is an extremely speculative stock.  So this may be one of those stocks where you don't want to be left with the only one that doesn't have the chair.  The reason I say XOM's a great day trade is because, even though oil seems to go straight down... $80 straight dollars now... it seems to go down every day.  XOM, down $7 today.  You buy that at $64.  Maybe you sell it at $74.  That's a better bet than what you want to do.

XOM

64.57

Exxon Mobil (XOM)

See GNW comments above for:
XOM

SJI

31.61

South Jersey Industries, Inc. (SJI)

In this environment, the non-regulated side is too difficult.  We know that from Constellation Energy Group, Inc. (CEG)...   We know that from NRG Energy, Inc. (NRG)...   We know that from Reliant Energy Inc. (RRI)...   We know that from Mirant Corp. (MIR)...  I like SJI as a grower, but it doesn't yield more than 3.5%.  I, again, am going to send you to Duke Energy (DUK), because I am confident DUK is going to deliver better long-term performance.

DUK

15.45

Duke Energy (DUK)

See SJI comments above for:
DUK

AME

33.77

Ametek Inc. (AME)

Look, AME's a great company but, you know what... it's aerospace, it's mechanical...  Look, it's basically GDP (i.e., gross domestic product), and GDP is not growing, it's shrinking.  I do not want to buy AME.  Don't buy, don't buy...  It is a great company, but it is not right for this environment.  It doesn't have that yield.  I prefer Eaton Corp. (ETN).  I say stick with the big yielders.

[ End of the Lightning Round ]