Jim's
rating on
this stock

STOCK
SYMBOL

Closing
price that
day

Full Company Name & Jim's Comments:

ABX

26.42

Barrick Gold Corp. (ABX)

Jim:   I think that gold has a place in a portfolio. I think, in the next five years, what will happen is that people will say, "wow, they printed so many dollars... and now we have an inflation problem." Right now, we have a deflation problem, but I don't think it's too early to think about it, although I would prefer you to be in the SPDR Gold ETF (GLD), which is the actual price of gold, and I think that's going to give you more firepower, because you never know what's going to happen to ABX's gold mines in the next five years...

GLD

76.18

SPDR Gold ETF (GLD)

See ABX comments above for:
GLD

RPM

12.92

RPM International Inc. (RPM)

Jim:   You know, RPM is down way too much. This is like, Rustoleum... and they make these coatings... It's very boring... It yields 6%. It's a really well-run company. I've got to pull the trigger... I've got to pull the trigger. I think some of these housing plays, by the way, are going to start coming back... as we realize that housing is going to bottom. There are only 210 more days left (as he points to his prediction calendar)... before housing bottoms, and a stock like RPM is going to be darn good.

NYX

20.32

NYSE Euronext, Inc. (NYX)

Jim:   Man, someone's sitting on that stock... I cannot believe... Did that thing finally close up today?... At one point, it was at $18... No... $20 bucks... You know, I was looking at the debt position of it, and I just can't get behind the thing. I cannot get behind the thing. We offloaded it in the $60s, after a brutal turn, and I never came back to it. I like Duncan Niederauer (CEO)... I think he is fantastic... but I don't want to buy that stock... Don't buy, don't buy...

FSLR

133.72

First Solar (FSLR)

(Caller asked about what Obama thinks about solar and FSLR)...
Jim:   He loves solar! He loves solar!... Look, if oil pops $3 bucks, you make $10 bucks... I have to tell you that I have become chagrined about the cost of solar, given the fact that oil has come down so much. So what I was recommending... if you want to play that game was... take the Claymore/MAC Solar ETF (TAN), the solar energy index, because it's just too hard... OPEC is so smart... what they did was they're going to keep prices down... just like they did with Jimmy Carter... so that alternative energy won't work. They did it again. They're brilliant.   I don't like them, but they're brilliant.

TAN

7.72

Claymore/MAC Solar ETF (TAN)

See FSLR comments above for:
TAN

CERN

34.41

Cerner Corp. (CERN)

Jim:   I know... medical records, medical records... we're buyers of Allscripts Healthcare Solutions Inc. (MDRX), when we want to do medical records... Now, that guy's always welcome on the show...

MDRX

6.90

Allscripts Healthcare Solutions Inc. (MDRX)

See CERN comments above for:
MDRX

ETN*

43.46

Eaton Corp. (ETN*)

Jim:   I've been buying ETN... I think ETN is the kind of company... I've been buying it for ActionAlertsPlus.com, my charitable trust... It's got a good yield, it's one of those accidentally-high yields... not like Freeport-McMoRan (FCX*), by the way, which got too accidentally high... No, let's not be facetious about this... ETN had a puny dividend when it was in the $80s. The dividend is now very big. We really believe in Sandy Cutler (CEO).    It is not a commodity play.   I'm with it.

MOT

4.37

Motorola Inc. (MOT)

Jim:   Oh, MOT... I don't know... I mean, today... Hey, Research In Motion (RIMM) said some bad things today and the stock went up.    If you want to buy MOT, do this for me... Wait until the end of the year, because everybody in the whole world's got a loss on it. You know, it's got a lot of cash... it's cash-rich... I see no particular catalyst, and I like Nokia (NOK) more because of the dividend...

NOK

13.30

Nokia (NOK)

See MOT comments above for:
NOK

[verbatim recap]

[ End of the Lightning Round segment ]