Jim's
rating on
this stock

STOCK
SYMBOL

Closing
price that
day

Full Company Name & Jim's Comments:

BEXP

9.38

Brigham Exploration Co. (BEXP)

Jim:   You know what, I think that stock has had too much of a run… I have a very strong feeling, now yesterdays show, we had Bob Simpson on from XTO Energy Inc. (XTO)… remember, that company has made 1800% for you in the last 10 years… and he talked about the majors doing well… I do not want to own the minors when it comes to natural gas drilling and finding and exploration… it is too risky… I think that stock which is up from $1 is a sell, sell, sell… and you should stick with the majors like XTO.

XTO

39.34

XTO Energy Inc. (XTO)

See BEXP comments above for:
XTO

CCK

24.76

Crown Holdings Inc. (CCK)

Jim:   It had that horrible asbestos problem... I come from Philadelphia… it was always one of our biggest employers… I have to tell you that I think Crown Corp has got it together… I saw Illinois Tool Works Inc. (ITW) reported better than expected… it was upgraded today… I thought immediately about Crown Corp, well, they call it Crown Holdings now…I am still old… I think that Crown Holdings is a winner… I think that you should buy it… Buy, buy, buy!...  I have got to tell you… I like Bemis Co. Inc. (BMS), let me throw that in… I like Sonico… I am throwing a lot of packaging companies.. I will throw in International Paper (IP)… and I will put Temple-Inland Inc. (TIN), within that group… and Pactiv Corp. (PTV)… Packaging is on fire… all of the bears just do not get it… hey bears, take this.

BMS

26.23

Bemis Co. Inc. (BMS)

See CCK comments above for:
BMS

IP

23.35

International Paper (IP)

See CCK comments above for:
IP

TIN

17.26

Temple-Inland Inc. (TIN)

See CCK comments above for:
TIN

PTV

25.53

Pactiv Corp. (PTV)

See CCK comments above for:
PTV

SQNM

5.83

Sequenom Inc. (SQNM)

Jim:   No, no, no, no…. man they missed it… they missed it… they blew their main drug… I do not like Sequenom… I do not want to get in when it is a spec… if we are going to speculate, we are going to speculate wisely… and that is not one that we are going to do it with.

CLNE

12.84

Clean Energy Fuels Corp. (CLNE)

Jim:   Okay, now, here is what we have been saying about CLNE… our line has never changed… this is Clean Energy, we have had Andrew Littlefair on many times… this is a Boone Pickens company… I want to make this very clear… this is totally speculative… you need to have a major change in Washington in order to be able to buy this stock and think that it can go back to the $20’s… why… because it is a chain of natural gas fueling stations… and right now there is nothing in the legislation that makes me feel that they are going to be favored… this stock is way too speculative for most people… that said, if you believe like I do that natural gas is the cleaner better bridge fuel… then you want to buy CLNE right now.

ANDE

33.93

Andersons Inc. (ANDE)

Jim:   I recommended Andersons right at the beginning of the ethanol move because it is a grain elevator company… now it has quite a run…I think that it is time to swap out of Andersons and get into Potash (POT)… which has been hanging around the middle $90’s… why… because everyone is worried about the Chinese and Indian negotiations for fertilizer… I say stop worrying buy some Potash… sell the Andersons.

POT

91.04

Potash (POT)

See ANDE comments above for:
POT