Jim's
rating on
this stock

STOCK
SYMBOL

Closing
price that
day

Full Company Name & Jim's Comments:

FSLR

138.50

First Solar (FSLR)

Jim:   Alright, now understand...  FSLR is both an Obama play, and a play on oil going higher.  We've only got one for two going for us now...  Remember, we had Jim Rogers on last week.  He's the CEO of Duke Energy (DUK), which is a stock I like very much... it went ex- (ex-dividend) today... and he made it very clear that solar is too expensive.  FSLR is the cheapest of the solars, but it did worry me that Rogers - who's the most forward-thinking Eastern utilities CEO - did not like it.  I'm in a "don't buy" mode because of oil going lower.  Don't buy, don't buy...

SNDK

9.08

SanDisk Corp. (SNDK)

Jim:   Eli Harari (CEO) was on our Wall of Shame, because he didn't sell the company...  Hey, David Crane, wake up.  You're about to get on the Wall of Shame if you don't sell NRG...  Oh, you were already there.  Now here's the deal...  I want to be very specific about this... I got a lot of hate mail for knocking Eli Harari for not selling SNDK when he had a chance to... and here's what I want to say to you guys sending in the hate mail...  nah, nah, nah, nah, nah.... you don't have a show!...

LMT

77.51

Lockheed Martin (LMT) and General Dynamics (below)... caller asked about both...

Jim:   I don't like either one of those under Obama, because Obama is scary, when it comes to defense...  That's because he wants to do only unmanned...  Now, of course, he'll deny this up and down, but what matters is whether I try to make you money...  He only wants unmanned and he wants like, you know, in the Afghanistan War...   So, I'm not buying anymore defense contractors until he's more clear on that.

GD

60.93

General Dynamics (GD)

See LMT comments above for:
GD

KEX

31.05

Kirby Corporation (KEX)

Jim:   I know that barge company...  I know that barge company.   People have decided that charters are no longer going to get good pricing.  I have to tell you, I have a "don't buy" on KEX.  Don't buy, don't buy...  Don't buy KEX.

SSW

10.16

Seaspan Corp. (SSW)

Jim:   No.  I like C-Span, the TV station.  This is a company that does charters.  We're not buying that company yet.  Stick with C-Span.   That's an exciting show... it's just as good as my show...  That's a whole network that's just as good as my show.

RMBS

8.71

Rambus Inc. (RMBS)

Jim:   First of all, shame on you.  You had a great gain and you turned it into a loss.  Now I offer very little encouragement, because I do not like RMBS.  If it ever gets above $9 again, ring the register...  

Price target to sell RMBS:   Above $9.00

EMC

10.69

EMC (EMC)

Jim:   No, no...  we're not going...  Oh man, technology...   I think you're going to find out that EMC did not have a great quarter.... sell, sell, sell...   Let it go to $8.  We'll revisit it at $8.

Re-evaluate EMC at the $8.00 level

GT

6.90

Goodyear Tire & Rubber Co. (GT)

Jim:   Oh why?...  That's like owning an airline man...   Anything that even gets near an automobile, I want nothing to do with.  And boy, last I looked, tires have a lot to do with automobiles.  So let's say no...  Let's say... here's a good philosophy on anything autos...  like Nancy Reagan...  Just Say No...

[verbatim recap]

[ End of the Lightning Round segment ]