|
STOCK
SYMBOL |
MENTION
DATE |
Full Company
Name/Comments
(see comments above for
each) |
|
GOOG |
09/26/08 |
Google, Inc. (GOOG)
The problem is that
I've seen reports today that
Yahoo! (YHOO)'s
business is really weak.
There's no way that that's not
going to spill over at a
certain point to Google.
I agree with you that Google
is best-in-show.
Search for all Jim's past
comments about:
GOOG |
|
ETH |
09/25/08 |
Ethan Allen Interiors Inc.
(ETH)
Now that it looks like
the bailout/Invest In America
plan will pass, and with my
prediction that housing prices
will bottom in 279 days give
or take a fort night. Given
the move in the HGX, Philly
homebuilding index, the Housing Sector Index
(^HGX)....I
have been telling you it's
time to start looking forward,
not backward, at what I call
the early cycle companies,
there the ones that benefit
from a housing turnaround...I
am only looking at the best
ones, the ones I believe in,
the best of breed...
That's why I want to take a
look at Ethan Allen
Interiors Inc. (ETH)....
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comments about:
ETH |
|
MAS |
09/23/08 |
Masco Corporation (MAS)
MAS is best of breed
in this business. It
always has been, since the
days I recommended it in
the 1980s, because of
Robert Mitchell and Bob
Danforth, two great
investors at Goldman
Sachs, who always told me
that this company is the
best one to own for
housing. It still
is...
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comments about:
MAS |
|
HPQ* |
09/12/08 |
Hewlett-Packard (HPQ*)
I think HPQ* is
best-in-show. I
don't like a lot of
technologies, but that's
one I do.
Search for all Jim's past
comments about:
HPQ*
Note: We realize that
there was an approximate
one-month gap between
best-of-breed mentions.
HPQ* was the first since
7/30/08. |
|
FSLR |
07/30/08 |
First Solar, Inc. (FSLR)
How about solar?...
First Solar (FSLR)
is best of breed... It's also
the only one I will ever
recommend... And it just
reported a huge beat... earning
$.85 cents a share when the
Street was looking for just $.58
cents... That's the largest
upside surprise I've seen in
this reporting period... a $.47
cent upside surprise... Along
with this, they've been doing
way better than expected with
full year guidance...
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comments about:
FSLR |
|
OII |
06/24/08 |
Oceaneering International,
Inc. (OII)
And the best-of-breed
maker of ROVs... the stock
to own?...
Oceaneering International,
Inc. (OII)...
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comments about:
OII |
|
FRO |
06/23/08 |
Frontline Ltd. (FRO)
FRO is best in show...
FRO is best in show...
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comments about:
FRO |
|
BF-B |
06/18/08 |
Brown-Forman Corporation
(BF-B)
I think
Brown-Forman Corporation
(BF-B) is
the best of breed. I think
the stock's going higher.
Search for all Jim's past
comments about:
BF-B
Note: We realize that
there was an approximate
two-month gap between
best-of-breed mentions.
BF-B was the first since 4/9/08. |
|
FSLR |
04/09/08 |
First Solar, Inc. (FSLR)
FSLR is a - get this -
an actual profitable
company... It's
a thin-film solar
play, and I think FSLR
is the best in show.
It's the only solar
stock that I'm
recommending.
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comments about:
FSLR |
|
BBY |
04/09/08 |
Best Buy (BBY)
BBY is best-in-show...
Search for all Jim's past
comments about:
BBYFSLR is a - get
this - an actual
profitable company...
It's a thin-film solar
play, and I think FSLR
is the best in show.
It's the only solar
stock that I'm
recommending. |
|
FRO |
03/31/08 |
Frontline Ltd. (FRO)
The only one that I'm
recommending in that group right
now is
Frontline Ltd. (FRO).
It has a 17% yield. I
think it's the best in show
right now.
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comments about:
FRO |
|
ATK |
03/27/08 |
Alliant Techsystems
Inc. (ATK)
ATK is the premier bullet maker.
It's the best-of-breed bullet
maker for our armed forces.
It's the #1 bullet maker in
America, and ammunition makes up
35% of its sales.
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comments about:
ATK |
|
JPM |
03/25/08 |
JPMorgan Chase & Co (JPM)
Why not go with
JPMorgan Chase & Co (JPM)?
Why not go with
Goldman Sachs (GS*)?...
We like best of breed on this
show. JPM and GS* are the
two best players, and that's who
we want to go with...
Search for all Jim's past
comments about:
JPM |
|
COST |
03/25/08 |
Goldman Sachs (GS*)
Why not go with
JPMorgan Chase & Co (JPM)?
Why not go with
Goldman Sachs (GS*)?...
We like best of breed on this
show. JPM and GS* are the
two best players, and that's who
we want to go with...
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comments about:
GS* |
|
COST |
03/24/08 |
Costco (COST)
The stock Is worth more than
any other retailer, because
it's the best of breed!
This is a company that's
been executing spectacularly
in an environment where
you'd expect most retailers
to get executed!...
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comments about:
COST
|
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|
PZZA |
11/9/06 |
PAPA JOHN'S INTL -
best of breed in
publicly-traded pizza
companies (Opening Segment)
Search for all Jim's past
comments about:
PZZA |
|
EMR |
11/9/06 |
EMERSON ELEC CO -
(Lightning Round)
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comments about:
EMR |
|
ITU |
11/9/06 |
BANCO ITAU HLDG ADS -
that's the best bank story
in Brazil (Lightning Round)
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comments about:
ITU |
|
WAG |
11/17/06 |
WALGREEN CO - best of
breed (retail drug stocks)
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comments about:
WAG |
|
DJO |
11/17/06 |
DJO INCORPORATED -
best of breed brace maker
(orthopedics)
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comments about:
DJO |
|
AGN |
11/20/06 |
ALLERGAN INC -
"breast of breed" - today,
FDA re-approved silicone
implants...
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comments about:
AGN |
|
JEC |
11/20/06 |
JACOBS ENGINEERING GP
- JEC is often considered to
be the best of breed, right
along with KBR.
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comments about:
JEC |
|
SIRI |
11/21/06 |
SIRIUS SATELLITE -
Satellite Radio
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comments about:
SIRI |
|
TEX |
11/29/06 |
TEREX CP -
Construction Equipment
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comments about:
TEX |
|
AMX |
11/30/06 |
AMERICA MOVIL, S.A.B
- The best Latin America
play
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comments about:
AMX |
|
ATI |
12/5/06 |
ALLEGHENY TECH NEW -
Titanium
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comments about:
ATI |
|
CSCO |
12/5/06 |
CISCO SYS INC -
communications equipment
stock
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comments about:
CSCO |
|
MFC |
12/8/06 |
MANULIFE FIN CORP -
MFC is the best-of-breed
insurance company from
Canada.
Search for all Jim's past
comments about:
MFC |
|
GS* |
12/8/06 |
GOLDMAN SACHS GRP -
GS* remains the cheapest
stock in the industry, even
though it's best of breed.
Search for all Jim's past
comments about:
GS* |
|
AUY |
12/11/06 |
YAMANA GOLD INC - It
remains my favorite gold
stock. Two thumbs up, way
up.
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comments about:
AUY |
|
CSCO |
12/12/06 |
CISCO SYS INC - If
we're going to be in that
networking, fiber-optic
game, you know we're going
to go with the CSCO. They're
best in show.
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comments about:
CSCO |
|
PAY |
12/19/06 |
VERIFONE HLDGS INC -
PAY is by far the market
leader in this game, with
63% of all U.S. POS
equipment shipment coming
from them, and 34% of
worldwide sales - I mean,
market leader;
best-of-breed; taking market
share.
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comments about:
PAY |
|
SSYS |
12/19/06 |
STRATASYS INC -
Best-of-breed, and
definitely cheaper, better
on margins.
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comments about:
SSYS |
|
GS* |
1/3/07 |
GOLDMAN SACHS GRP -
which I think is the best
broker - is also the
cheapest broker. Best of
breed.
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comments about:
GS* |
|
WFC |
1/3/07 |
WELLS FARGO & CO -
WFC's a bull! This bank
stock is the best-in-show
regional bank.
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comments about:
WFC |
|
SRCL |
1/9/07 |
STERICYCLE INC - SRCL
is still my favorite medical
waste disposal stock. It's
the one really centralized
business, in a
highly-fragmented industry.
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comments about:
SRCL |
|
BBBY |
1/9/07 |
BED BATH & BEYOND -
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comments about:
BBBY |
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BBY |
1/11/07 |
BEST BUY CO INC -
They're best in show.
They're best in show. I
don't even know why
Circuit City (CC)
exists.
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comments about:
BBY |
|
NKE |
1/12/07 |
NIKE INC CL B - With
shoes, the key metrics are
futures, where NKE - the
best of breed - is crushing
KSWS, the supposedly cheaper
stock.
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comments about:
NKE |
|
ACN |
1/16/07 |
ACCENTURE LTD - best
of breed (consulting).
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comments about:
ACN |
|
INFY |
1/16/07 |
INFOSYS TECHN - INFY
is best of breed in India
(consulting).
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comments about:
INFY |
|
DNA |
1/18/07 |
GENENTECH INC - This
is the best of breed biotech
stock by a mile.
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comments about:
DNA |
|
DE |
1/18/07 |
DEERE CO - DE's the
best of breed in the tractor
department.
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comments about: DE |
|
HAIN |
1/24/07 |
HAIN CELESTIAL GRP -
I would recommend HAIN as
best of breed.
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comments about:
HAIN |
|
TM |
1/25/07 |
TOYOTA MTR CP ADS -
Does TM* seem expensive at
16x this year's earnings
estimates? Maybe. But,
remember, that's not too
much to pay for the best of
breed.
Search for all Jim's past
comments about: TM |
|
HOG |
1/25/07 |
HARLEY DAVIDSON -
What an up stock! The bears
will not stop saying
negative things. The bears
are wrong! This is a highly
valued stock, but it's best
of breed.
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comments about:
HOG |
|
GS* |
1/25/07 |
GOLDMAN SACHS GRP -
GS* did $19 a share, but the
multiple - what you pay to
those earnings - which
should be $15 - because it's
absolutely the best of breed
investment bank - and that's
what a best of breed
deserves - that multiple
turned out to be 11x. I got
both of these wrong.
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comments about:
GS* |
|
CCL |
2/2/07 |
CARNIVAL CORP -
Carnival best of breed...
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comments about:
CCL |
|
CVX |
2/2/07 |
CHEVRON CORP - Holy
cow, what a quarter! What a
year! I look for the
dividend to go up. I look
for another buyback. I think
you should back up the truck
CVX. That's my favorite
integrated oil, DVN being my
favorite kind of
non-integrated oil. Stick
with that stock.
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comments about:
CVX |
|
DVN |
2/2/07 |
DEVON ENERGY CP - DVN
being my favorite kind of
non-integrated oil. Stick
with that stock.
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comments about:
DVN |
|
HPQ* |
2/2/07 |
HEWLETT PACKARD CO -
I need you to load the boat
- HPQ*. That's best in show.
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comments about:
HPQ* |
|
FDX |
2/6/07 |
FEDEX CORP - Hey,
look, I think FDX is best in
show.
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comments about:
FDX |
|
MET |
2/9/07 |
METLIFE INC - MET is
best of breed. It's a stock
I've been behind since the
first week of the show.
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comments about:
MET |
|
A |
3/1/07 |
AGILENT TECH INC - I
don't like any of the tester
companies myself. I just
pass on which one is the
best of breed.
Search for all Jim's past
comments about: A |
|
AIG* |
3/1/07 |
AMER INTL GROUP INC -
I like AWH, but AIG has just
proven best in show.
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comments about:
AIG |
|
MHS |
3/7/07 |
MEDCOHEALTH SOLUTIONS
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comments about:
MHS |
|
GT |
3/7/07 |
GOODYEAR TIRE RUBBER
-
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comments about: GT |
|
FSLR |
3/7/07 |
FIRST SOLAR, INC -
far and away the best solar
power stock out there...
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comments about:
FSLR |
|
MO* |
3/13/07 |
ALTRIA GROUP INC -
Best of breed.
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comments about:
MO* |
|
AAPL |
3/13/07 |
APPLE INC - I think
AAPL is best in show. Pull
the trigger on any
weakness...
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comments about:
AAPL |
|
CAT* |
3/16/07 |
CATERPILLAR INC - CAT
is the kingpin,
best-of-breed stock in just
about every business it
enters into
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comments about:
CAT |
|
JCP |
3/20/07 |
PENNEY J C CO HOLDINGS
- I have four stocks - all
best of breed...
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comments about:
JCP |
|
RIG* |
3/20/07 |
TRANSOCEAN INC - I
have four stocks - all best
of breed...
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comments about:
RIG* |
|
XTO |
3/20/07 |
XTO ENERGY INC - I
have four stocks - all best
of breed...
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comments about:
XTO |
|
TIN |
3/20/07 |
TEMPLE INLAND INC - I
have four stocks - all best
of breed...
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comments about:
TIN |
|
CSCO |
3/20/07 |
CISCO SYS INC - I
want to own CSCO. I think
CSCO's best of breed.
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comments about:
CSCO |
|
JEC |
3/20/07 |
JACOBS ENGINEERING GP
- JEC is best in show
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comments about:
JEC |
|
RIG* |
3/20/07 |
TRANSOCEAN INC - I've
got to go with best of breed
RIG*
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comments about:
RIG* |
|
CCI |
3/22/07 |
CROWN CASTLE INTL -
CCI's my favorite; that's
best of breed.
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comments about:
CCI |
|
MOS |
3/22/07 |
MOSAIC COMPANY - MOS
happens to be my favorite
fertilizer company.
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comments about:
MOS |
|
FSLR |
3/23/07 |
FIRST SOLAR, INC -
you could always buy FSLR -
the best-of-breed,
non-silicon solar play,
that's making a bid to
produce energy competitively
without government
subsidies!
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comments about:
FSLR |
|
INFY |
3/23/07 |
INFOSYS TECHN ADS -
INFY is the best - it is the
best of the outsourcing
companies.
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comments about:
INFY |
|
BAC |
3/26/07 |
BK OF AMERICA CP -
best-in-breed is BAC.
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comments about:
BAC |
|
FCX |
3/27/07 |
FREEPORT MCMORAN -
you know that FCX remains
best in show
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comments about:
FCX |
|
JCP |
3/27/07 |
PENNEY J C CO HOLDINGS
- I like to go with
best-in-show retailers when
we're talking fickle. I
would rather own JCP than I
would AEO.
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comments about:
JCP |
|
ADM |
3/30/07 |
ARCHER DANIELS MDLND
- I think that, when you
have an ADM that is really
very fairly valued - not
expensive, why not go with
best-of-breed?
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ADM |
|
WLP |
4/3/07 |
WELLPOINT INC - WLP
is now best of breed in that
business. It's the best
healthcare cost-containment
in the country and in the
world. I would buy, buy, buy
WLP.
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comments about:
WLP |
|
GRMN |
4/5/07 |
GARMIN LTD - you know
that the one that I have
said is best in show, over
and over again, the one that
blew away the quarter, the
one that is doing the best
in the business is GRMN!
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comments about:
GRMN |
|
BBY |
4/5/07 |
BEST BUY CO INC - I
think it's best of breed.
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comments about:
BBY |
|
MFC |
4/10/07 |
MANULIFE FIN CORP -
Oh, finally a best-in-show
name! MFC, which is also
John Hancock... is the
repository for some of the
best mutual funds... If were
doing this show from Canada,
this would be the best of
breed of our great country.
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comments about:
MFC |
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CVS* |
4/12/07 |
CVS CAREMARK CP -
CVS - best in show. Really
smart.
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comments about:
CVS |
|
AUY |
4/12/07 |
YAMANA GOLD INC -
Still, after a double, I am
still recommending AUY.
That's the best in show
('mon-back sound).
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comments about:
AUY |
|
JCP |
4/13/07 |
PENNEY J C CO HOLDINGS
- JCP just pulled back. Why
don't you buy some JCP? I
want to stick with the best
of the breed.
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comments about:
JCP |
|
ATI |
4/24/07 |
ALLEGHENY TECH NEW -
ATI probably comes in a
little. I hope not. It could
be like AMZN. Surprise to
the upside. But let's be
careful, and let's wait,
before we get too bullish on
TIE, which is not best of
breed, unlike ATI.
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comments about:
ATI |
|
BAX |
4/30/07 |
BAXTER INTL INC - The
stock is BAX. It's best of
breed.
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comments about:
BAX |
|
NUE |
5/3/07 |
NUCOR CP - Best of
breed steel company. You
know I like the steels...
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comments about:
NUE |
|
MET |
5/3/07 |
METLIFE INC - Best of
breed. It just keeps going
higher. Another great
quarter. A really remarkable
company.
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comments about:
MET |
|
AUY |
5/4/07 |
YAMANA GOLD INC - Am
I telling you to swap out of
AUY - you're best of breed
gold name?...
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comments about:
AUY |
|
AMT |
5/7/07 |
AMER TOWER CP - I
want to reiterate off that
great quarter that AMT is
best in show.
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comments about:
AMT |
|
GME |
5/11/07 |
GAMESTOP CORP -
the best in show...
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comments about:
GME |
|
WFC |
5/15/07 |
WELLS FARGO & CO NEW
- Best in show bank.
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comments about:
WFC |
|
DKS |
5/15/07 |
DICK'S SPORTING GDS -
DKS is still best in show.
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comments about:
DKS |
|
CELG |
5/18/07 |
CELGENE CP - you know
what I think's best in
show... I like Celgene
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comments about:
CELG |
|
AIG* |
5/21/07 |
AMER INTL GROUP INC -
It's got a gigantic business
in China, but it no longer
trades like the best of
breed stock that it is.
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comments about:
AIG* |
|
TRN |
5/21/07 |
TRINITY IND - TRN's
the better play. TRN's the
one I've been featuring.
That's the best railcar
play.
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comments about:
TRN |
|
CSCO |
5/23/07 |
CISCO SYS INC - CSCO.
It's down three straight
points. That's the better...
I like best of breed.
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CSCO |
|
NOV |
5/24/07 |
NATL OILWELL VARCO -
NOV is still best in show.
We're best of breed buyers
in Cramerica. I'm going with
NOV.
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NOV |
|
RL |
5/25/07 |
RALPH LAUREN POLO CP
- these are stocks
that big institutions buy
every day, because they
represent the best of breed
in their particular sectors.
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comments about: RL |
|
JCI |
5/25/07 |
JOHNSON CONTROLS INC
- these are stocks that big
institutions buy every day,
because they represent the
best of breed in their
particular sectors.
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JCI |
|
VFC |
5/25/07 |
V F CORP - these are
stocks that big institutions
buy every day, because they
represent the best of breed
in their particular sectors.
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comments about:
VFC |
|
DE |
5/29/07 |
DEERE CO - DE is the
absolute best of breed in
the farm machinery business.
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comments about: DE |
|
NUE |
5/31/07 |
NUCOR CP - Best of
breed steel company!
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comments about:
NUE |
|
PRU |
6/15/07 |
PRUDENTIAL FINCL INC
- I think that PRU is still
the best insurance company
in show. I think they do a
monster good job.
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comments about:
PRU |
|
WFC |
6/21/07 |
WELLS FARGO & CO -
I've got nothing but respect
for this best-of-breed bank.
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comments about:
WFC |
|
WLP |
6/21/07 |
WELLPOINT INC - This
is the best healthcare
cost-containment name in the
business.
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comments about:
WLP |
|
BIDU |
7/6/07 |
BAIDU.COM, INC - I
want best of breed. BIDU is
very cheap versus Google
(GOOG).
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comments about:
BIDU |
|
CAT* |
7/9/07 |
CATERPILLAR INC -
Now, I like all of them, but
CAT*'s best of breed.
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CAT* |
|
SLB |
7/13/07 |
SCHLUMBERGER LTD -
SLB is absolutely best in
show...
Search for all Jim's past
comments about:
SLB |
|
PEP |
7/24/07 |
PEPSICO INC -
Pepsico Inc. (PEP), the
best-of-breed beverage
company... the best-of breed
snack company
Search for all Jim's past
comments about:
PEP |
|
RVBD |
7/25/07 |
RIVERBED TECHNOLOGY -
RVBD is the poster-child for
paying up for
best-of-breed...
Search for all Jim's past
comments about:
RVBD |
|
SLB |
8/07/06 |
SCHLUMBERGER LTD - If
SLB's selling at 17x
earnings, I mean, how could
I not recommend that
unbelievable best-of-breed?
Search for all Jim's past
comments about:
SLB |
|
SLB |
8/09/06 |
SCHLUMBERGER LTD -
But, you know, when they put
Schlumberger (SLB) on
sale... when they make SLB
17x earnings, I'm going to
send you to best of breed.
Search for all Jim's past
comments about:
SLB |
|
MSFT |
8/09/06 |
MICROSOFT CP - I'm
going to send you to
Microsoft (MSFT) and Oracle
(ORCL). I'm just looking for
best-of-breed action...
Search for all Jim's past
comments about:
MSFT |
|
ORCL |
8/09/06 |
ORACLE CORP - I'm
going to send you to
Microsoft (MSFT) and Oracle
(ORCL). I'm just looking for
best-of-breed action...
Search for all Jim's past
comments about:
ORCL |
|
IGT* |
8/16/06 |
INTL GAME TECH - Good
balance sheet. Big buyback.
Smart management. IGT*, I
think, is best in show.
Search for all Jim's past
comments about:
IGT* |
|
PG |
8/16/06 |
PROCTER GAMBLE CO -
It's about owning a
best-of-breed soft goods
play, as a hedge against Ben
Bernanke not doing enough.
Search for all Jim's past
comments about: PG |
|
DLTR |
8/22/06 |
DOLLAR TREE STORE -
Wait five days before you
pull the trigger on my new
best-of-breed dollar store.
Search for all Jim's past
comments about:
DLTR |
|
GT |
8/22/06 |
GOODYEAR TIRE RUBBER
- GT is one of those
companies that changed its
cost structure, and is
best-of-breed.
Search for all Jim's past
comments about: GT |
|
KSS |
8/27/06 |
KOHLS CP - KSS
deserves the best-of-breed
title...
Search for all Jim's past
comments about:
KSS |
|
ED |
8/28/06 |
CONS EDISON INC - I
like ED. It's got a better
yield. I don't like to be
repetitive, but I have to
tell you, ED's the best in
show...
Search for all Jim's past
comments about: ED |
|
NVDA |
9/05/07 |
NVIDIA CORP - NVDA is
now best of breed. That's
the play. That's what I want
to do.
Search for all Jim's past
comments about:
NVDA |
|
NOK |
9/20/07 |
NOKIA CP ADS - I'm a
best of breed guy from way
back... I'd still rather be
in Nokia (NOK)
Search for all Jim's past
comments about:
NOK |
|
BBY |
9/20/07 |
BEST BUY CO INC - I
was blown away by the Best
Buy (BBY) number, not
because they didn't do well
in a couple of areas like
appliances and home theater,
but because they're
expanding to Canada and
expanding to China. BBY is
the best of breed.
Search for all Jim's past
comments about:
BBY |
|
SLB |
9/21/07 |
SCHLUMBERGER LTD -
Schlumberger (SLB) is best
in show...
Search for all Jim's past
comments about:
SLB |
|
WMI |
9/25/07 |
WASTE MGMT INC - I've
got to go with best-of-breed
Waste Management (WMI)
Search for all Jim's past
comments about:
WMI |
|
PAAS |
9/28/07 |
PAN AMER SILVER CO -
If you really need silver,
I'm sending you to Pan
American Silver (PAAS),
which is best in show!
Search for all Jim's past
comments about:
PAAS |
|
CVS* |
10/02/07 |
CVS CAREMARK CP -
Walgreen (WAG) was always
considered best of breed,
but I don't know, not any
more... Let's transfer that
best of breed, best in show
premium to CVS*...
Search for all Jim's past
comments about:
CVS* |
|
KR |
10/04/07 |
KROGER CO - My
supermarket of choice - the
best of breed player, the
one that you're not thinking
of at all - is...Kroger Co.
(KR)
Search for all Jim's past
comments about: KR |
|
GS* |
10/25/07 |
GOLDMAN SACHS GRP -
The reason why I own GS* for
my charitable trust... is
because it's the best in
show, and you only know that
when things get tough. When
things get tough - as I know
from when I worked at
Goldman Sachs - that's when
GS* excels, and I say buy,
buy, buy!
Search for all Jim's past
comments about:
GS* |
|
TGT |
10/29/07 |
TARGET CP - When it
comes to retail, the best
is... Target Corp. (TGT)
Search for all Jim's past
comments about:
TGT |
|
CLB |
10/31/07 |
CORE LABS NV - CLB is
best in show!...
Search for all Jim's past
comments about:
CLB |
|
WFC |
11/05/07 |
WELLS FARGO & CO -
Wells Fargo & Company (WFC),
best of breed, not that it
matters from this group...
Search for all Jim's past
comments about:
WFC |
|
ISRG |
11/07/07 |
INTUITIVE SURG INC -
Look, I'm going to send you
to best of breed, although
I've got to tell you, in
pure candor, we are getting
into nosebleed territory,
but I am sending you out of
yours (i.e., ARAY, Accuray
Incorporated) - don't buy,
don't buy - into Intuitive
Surgical (ISRG)... which we
have now been behind for 250
points...
Search for all Jim's past
comments about:
ISRG |
|
CVS* |
11/09/07 |
CVS CAREMARK CP -
CVS* is best in show!
Search for all Jim's past
comments about:
CVS* |
|
GLW* |
11/14/07 |
Corning Inc. - The
glass you need in the LCD...
that's GLW*. And it's
the best-of-breed in that
business by far...
Search for all Jim's past
comments about:
GLW* |
|
XTO* |
11/28/07 |
Let's go with...
best-of-breed, XTO Energy
Inc. (XTO*)...
if it's going to be natural
gas, it's going to be XTO
Energy Inc. (XTO*),
best of breed...
Search for all Jim's past
comments about:
XTO* |
|
GS* |
11/28/07 |
Goldman Sachs (GS*)
is the best. That's got to
be bought - buy, buy, buy! -
even up here!
Search for all Jim's past
comments about:
GS* |
|
COST |
11/28/07 |
Costco Wholesale Corp.
(COST)
is the single-beat retailer
in America! Bar none!
COST offers the best value
and the highest-quality
merchandise... I sound like
a commercial, and I don't
care. Two thumbs up
COST!
Search for all Jim's past
comments about:
GS* |
|
SFD |
11/28/07 |
Smithfield Foods Inc.
(SFD)
- Best of breed
Search for all Jim's past
comments about:
GS* |
|
SNDA |
11/29/07 |
Shanda Interactive
Entertainment Ltd. (SNDA)
SNDA is best of breed.
Search for all Jim's past
comments about:
SNDA |
|
DLB |
11/29/07 |
Dolby Laboratories Inc.
(DLB)
DLB - Yes!...
We've been behind DLB, ever
since my friend, Patrick
Shultz recommended it...
he's one of my researchers
on the show... Just a
monster-good stock. I
actually remember... we sat
in a chair and we let the
sound overcome us, and blast
us... DLB is a
best-of-breed sound system
that, even though it is one
of the rare stocks that is
at a 52-week high, I still
want to buy it!
|
|
FCX* |
11/29/07 |
Freeport-McMoRan (FCX*)
Go with best of breed.
I've been looking at the
Freeport-McMoRan (FCX*)
and I own it for
my charitable trust. That's
better. It's a higher
dolar amount, but it's
cheaper.
|
|
CYNO |
12/03/07 |
Cynosure, Inc. (CYNO)
CYNO - Best of
breed... best of breed, but
I've got to tell you
something... That whole
market of what market of
what I regard as being
trying to augment your
looks, whether it be
Palomar (PMTI)...
whether it be Syneron
(ELOS),
Candela (CLZR)...
All of these are down, and
you know why they're
down?... Because it's become
one of those situations
where people aren't wealthy
enough to afford this kind
of enhancement.
|
|
BBY |
12/06/07 |
Best Buy Co. Inc. (BBY)
BBY - Okay, here's the
deal with BBY... I defer to the
better Cramer on this one...
Jonathan Cramer at Cowan... who
is my cousin, who has been
consistently behind this stock,
since $45. It's now at
$52. The real story behind
BBY is this... Even
though... they have too many
aisles devoted to CDs, which are
going to go away, and not be
supported by record companies
starting in January... BBY is
best in show, and
Circuit City (CC)
seems to me, my opinion, falling
apart, which gives BBY a lot of
opportunity to expand. I
like BBY. Not as much,
though, as I like 52-week high,
Costco (COST)!
|
|
APD |
12/11/07 |
Air Products & Chemicals
Inc. (APD)
All over the gas industry,
companies are raising
prices. Helium is just one
example, and APD is the best
of breed of gas. APD is best
of breed...
|
|
FSLR |
12/12/07 |
First Solar (FSLR)
SOLF - The stock has
had a gigantic run. I
like
SunPower (SPWR)
more, and best-in-show, I
still like
First Solar (FSLR)!
That's been my heart and
soul.. After the big
February selloff, I
recommended it... I've
reiterated... I
have to tell you, I stil
think that stock is an up
stock and it still goes
higher.
|
|
HAIN |
12/19/07 |
The Hain Celestial Group,
Inc. (HAIN)
If we want natural foods,
we're going with best of
breed, we are going with
Hain (HAIN)
|
|
FSLR |
12/19/07 |
First Solar (FSLR)
Comment on Yingli
Green Energy Holding Co.
Ltd. (YGE)
- Look, I have a best
of breed play, and everyone
knows it... It's
First Solar (FSLR),
and I'm not backing away
from it. Secondarily,
it would be MEMC
Electronic Materials Inc.
(WFR) |
|
COST |
1/11/08 |
Costco (COST)
COST was down $3.50 today,
to $66. COST is doing
better than LOW. If I
have to own a retailer, I
have to go with the best,
and COST is the best. |
|
IDXX |
1/15/08 |
IDEXX Labs (IDXX)...
this is the best-of-breed
integrated play on pet
diagnostics... |
|
HUM |
2/04/08 |
Humana (HUM)...
I want you to buy HUM on
this weakness... This
one is still the best in
show...
|
|
AMX |
2/08/08 |
America Movil (AMX)...
AMX has two big competitors
in Brazil... One is
called Bibo, and the other
is TIM, each of which have
about 26% of the market, but
AMX... I call it the
best of breed...
|
|
FSLR |
2/13/08 |
First Solar, Inc. (FSLR)....
ReneSola Ltd. (SOL)
- Chinese solar?
Man, we've got
First Solar, Inc. (FSLR)...
It's best in show,
unbelievable quarter, doing
everything right.
Let's not complicate it.
FSLR has been our choice
from day one here, and we
are not deviating from our
best-of-breed strategy, as
laid out in
Jim Cramer's Real Money.
We buy the best-of-breed on
this show. We do not
buy guys who are pretenders.
We buy the actualities... |
|
RIG |
3/03/08 |
Transocean Inc. (RIG)
RIG - All right,
now... I always talk
about my wins. How
about talking about
something I did stupidly.
I got concerned when I saw
Baker Hughes Inc. (BHI)
report not a great
quarter... when I saw
Smith International Inc.
(SII)
report not a great
quarter... when I saw
Schlumberger (SLB)
go from $100, down to $80...
that I thought RIG would not
report a good number... and
I sold the stock - albeit
for a nice gain - for (his
charitable trust)... That
was a mistake. RIG is
coming back down now.
I think that RIG is the
single most-levered company
to oil and offshore
drilling. And, if that
stock gets below $130, I'm
getting back in it.
It's best in show.
What a blowout number they
reported. |
|
ED |
3/05/08 |
Consolidated Edison Inc.
(ED)
And the fundamentals?...
Like I said, best of
breed...
|
|
COST |
3/06/08 |
Costco (COST)
COST - This is all
about a company that has a
higher price-to-earnings
multiple. It's a rich
stock. That was a
great quarter... You know,
we talked about
Allergan Inc. (AGN)...
That was an expensive stock,
and that's coming down.
Now COST is coming down.
Both of these companies have
met their earnings.
The only two companies in
retail that are doing well,
are
Wal-Mart (WMT)
and
TJX (TJX),
which was down today.
I can't tell you that COST
is not going to go down
another 5 points. I
can tell you it's the best
retailer in America, and I'd
like to buy some down here. |
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