|
Jim's
rating on
this stock |
STOCK
SYMBOL |
Closing
price that
day |
Full Company Name & Jim's
Comments: |
|
 |
NAV |
44.75 |
Navistar International Corp.
(NAV)
Jim: I think…
I did not get the second one… I
think the world of Navistar… I
think Navistar is terrific… I
also like
Paccar Inc. (PCAR)… I believe in
the trucking cycle is going to
come back … I think this is a
2010 story though, not 2009.
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PCAR |
35.84 |
Paccar Inc. (PCAR)
See NAV comments above for:
PCAR
|
|
 |
YHOO |
14.63 |
Yahoo! (YHOO)
Jim: Some of
the problem is with Carol Bartz…
as an executive I really
respect… but she set the bar so
high she can only disappoint us…
she talked about getting boat
loads of cash up front… I agree
with you that at a certain price
it is good… but I think a lot of
the takeover dreams have been
taken out… and I do not know
about the earnings… I am going
to give you a don’t buy, don’t
buy… I was expecting more
myself, and I was a little
disappointed there.
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|
CSTR |
36.49 |
Coinstar Inc. (CSTR)
Jim: They
have got these kiosks that
everybody likes… this is a coin
changing company… it is kind of
a bit of a monopoly, I do not
know anybody who does it… there
was a good article about it last
week… they were saying… there
are other companies that I think
are jealous of Coinstar… but I
think the quarter is there, I
think the year is there… I like
the stock.
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|
X |
43.85 |
United States Steel Corp.
(X)
Jim: The
stock has had an absolutely
monster move… a monster move off
of the bottom when they did that
gigantic secondary… nobody
believed, Surma delivered, he is
the CEO, we like him… however,
at these prices I would much
rather be in Nucor with Dan
DiMicco… I would swap out of X,
and buy
Nucor (NUE).
|
|
|
NUE |
47.10 |
Nucor (NUE)
See X comments above for:
NUE
|
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|
EME |
24.73 |
EMCOR Group Inc. (EME)
Jim: Oh good,
I am glad that you put it as
that… because it is a wire
electronics company… the actual
hard electronics company... if
you had not portrayed it as an
industrial rebound stock… I
would have to say no be careful…
but if you are going to put it
that way as being a rebound on
2010 earnings… I like the call.
|
|
|
HBI |
20.74 |
Hanesbrands Inc. (HBI)
Jim: You know
they are doing better than I
thought they were going to be
doing… the stock was down a
dollar today… it is a little
expensive, I think that it is a
little expensive because I do
not have believe that you should
have to pay a premium multiple
for a company that does a very
basic commodity business… I am
going to say don’t buy, don’t
buy… there are others that are
better… including by the way
VF Corp. (VFC*),
which I let some go… they do not
do underwear anymore, they used
to, they got rid of that
business… that is the North
Face… I had some in
my charitable trust,
I still do… as it got higher, I
let some go… but I think that VF
Corp is higher quality than
Hanes.
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|
|
VFC* |
67.10 |
VF Corp. (VFC*)
See HBI comments above for:
VFC
|
|
|
GTE |
3.76 |
Gran Tierra Energy, Inc.
(GTE)
Jim: No, I
have got so many high quality
players… we have
XTO Energy Inc. (XTO),
we have
Apache Corp. (APA),
we have got
Anadarko Petroleum
(APC)…
now these aren’t $3 and $4
stocks, they probably do not
attract you… but we have got
better buys… they are terrific…
by the way, I think it was on
Squawk on the Street…
Continental Resources Inc.
(CLR),
that is another one that I
prefer to yours… I am going to
give you a don’t buy.
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|
|
XTO |
41.12 |
XTO Energy Inc. (XTO)
See GTE comments above for:
XTO
|
|
|
APA |
88.40 |
Apache Corp. (APA)
See GTE comments above for:
APA
|
|
|
APC |
50.74 |
Anadarko Petroleum
(APC)
See GTE comments above for:
APC
|
|
|
CLR |
88.40 |
Continental Resources Inc.
(CLR)
See GTE comments above for:
CLR
|
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na |
21.25 |
Oracle(ORCL)
Jim: I am
looking… I am liking… Oracle is
good, having a good quarter… I
think the Sun Micro buy is going
to be really great for them… I
would like to be a buyer right
here of Oracle… I am a believer
in Larry Ellison (CEO)… I think
things are good there.
|
|
|
CY |
10.47 |
Cypress Semiconductor (CY)
Jim: It is
still here after a monster
move…it is at the heart of the
mobile internet tsunami… and I
would be a buyer, even an
aggressive buyer, pull the
trigger… and I think that you
will not regret it… that is T.J.
Rogers (CEO), he is a friend of
the show… he is a money maker.
|
|
|
DELL |
13.59 |
Dell Inc. (DELL)
Jim: Dell, I
don’t know… I think Dell is a
little stall here…it was not a
good quarter, almost everybody
else had a good quarter except
for Dell… but it is a rising
tide, it is going to lift all
boats… but I think that you only
have a couple of points left in
Dell… so I am going to tell you…
don’t buy, don’t buy, don’t buy…
I do not favor it here… there
are too many other great tech
plays…. look at
Cisco
(CSCO*),
I own that for
my charitable trust,
last week it said a lot of good
things… the stock is stalled at
$22... I would rather be in
that.
|
|
|
CSCO* |
21.64 |
Cisco
(CSCO*)
See DELL comments above for:
CSCO
|
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|
TC |
14.39 |
Thompson Creek Metals (TC)
Jim: Thompson
Creek, mulithium prices are
coming back up… the stock has
moved well in advance of
mulithium… I would rather bet on
Andy Reed (i.e., head coach of
the NFL's Philadelphia Eagles
football team)… and I would
rather put my money on Donavan
McNabb.
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