Jim's
rating on
this stock

STOCK
SYMBOL

Closing
price that
day

Full Company Name & Jim's Comments:

FLEX

6.57

Flextronics International Ltd. (FLEX)

Jim:   I did a piece this weekend, on TheStreet.com, where I'm chairman, saying that the action in Flextronics and the action in Celestica Inc. (CLS) is nothing short of amazing.  These are companies, these are contract manufacturers...  You give them contracts when you can't put stuff together yourself, because you have so many orders.  Flextronics goes higher!  It has been a bear market, along with Jabil Circuit Inc. (JBL)... along with Celestica... and the bear market, I am pronouncing... "over!"

CLS

9.45

Celestica Inc. (CLS)

See FLEX comments above for:
CLS

JBL

11.78

Jabil Circuit Inc. (JBL)

See FLEX comments above for:
JBL

EGO

11.47

Eldorado Gold Corp. (EGO)

Jim:   Well, doesn't your stock give me the opportunity to opine on something that's just been driving me crazy...  Here's gold going to $1000 (an ounce)...  Now, what happens when gold goes to $1000?  Aren't stocks supposed to go down?  Aren't bonds supposed to go down?  We have one of the greatest bond rallies in history...  we have one of the greatest stock rallies in history...  and we have one of the greatest gold rallies in history...  Nothing is stopping this bull, and gold isn't making a top.  I like Agnico-Eagle Mines Ltd. (AEM).  It's up $3 today.  We had Mr. Boyd (CEO) on probably, I don't know, 20 points ago...  we can check the record... and I like El Dorado so much, because it's the lowest-cost producer... which means, at $11, it is still a buy!  Remember that symbol... EGO.

AEM

67.99

Agnico-Eagle Mines Ltd. (AEM)

See EGO comments above for:
AEM

EK

6.11

Eastman Kodak (EK) 

Jim:   It's so speculative... It's a great American brand name...  Look, Eastman Kodak, Alcoa, Inc. (AA)... they shouldn't all be lumped together, because Eastman Kodak's got more problems... Alcoa, Eastman Kodak, International Paper (IP)... Eastman seems like it's going to be the next one of those.  It's been going up quietly...  It does have a terrific brand name and it has a terrific printer business.  I can't get behind it as much as I'd like to.  But I do have to tell you that these stocks do have a habit to go higher just because of their brand name, and people can't believe how low EK is.

SKYW

16.89

SkyWest Inc. (SKYW)

Jim:   You're right... You know what's going to happen to my "all-time negative, they are not stock you can own" group is this...  I think you're going to miss some stocks if you have my stance on the airlines.  You'll miss the SkyWest that you pointed out.  Somebody upgraded the airlines today... it got big percentage gains...  I have to miss those, because I would have buried you alive in a JetBlue (JBLU) or an AMR (AMR) or a United (UAUA).  And I'm not going to do that.  It would be feckless of my.  I'm not getting behind your stock, even as I think...  Don't buy, don't buy!...  it's going higher.

CRDN

19.61

Ceradyne Inc. (CRDN) 

Jim:   Oh man... that stock's time has come and gone.  Don't buy, don't buy...  I am not going to recommend it.  Body armor.  I don't even know...  You know, I've got to tell you something... the military plays, not crazy about them.  I'm not crazy about Ceradyne.

ARRS

13.26

Arris Group Inc. (ARRS)

Jim:   It has disappointed so many times that I am not going to tell you to buy that stock up at $13 here, a 52-week high.  I would much rather see you in other players in the internet tsunami...  You want to buy some Cypress Semiconductor (CY)... What's the matter with that?  I'll even buy Skyworks Solutions Inc. (SWKS) up here versus that one...  I say ix-nay to yours...

CY

10.49

Cypress Semiconductor (CY) 

See ARRS comments above for:
CY

SWKS

14.28

Skyworks Solutions Inc. (SWKS)

See ARRS comments above for:
SWKS