Partners on Ockham

“… Johnny — you know what, henry, unless you want to have child services come to your house and take away your kid you do not buy that JDSU for him. I’ll call child services and it’s a vice of the 8th amendment to buy that stock which is cruel and unusual punishment. >>> I don’t like the stock. …” …more details…

“… >>> we’ve been neglecting the mail consistently and that stops. Here’s one from paul. Jim, I know PEPSI is your favorite stocks in consumer staples. I’m concerned — >> paul, look, I own PEPSI and have owned it for some time for action alert plus.Com where I send out e-mails beforehand. I give all the profits to I don’t have profit in PEPSI because they make these bids. You correctly pit upon what is keeping this stock down. The bids for PEPSI bottle and now it looks like there’s bad this is going to be long and drown-out and i’m afraid PEPSI will sit out the staple rally. I don’t want to tell you to sell it has a good yield and this is the cheapest i’ve seen it but it’s not going to move up any time soon. …” …more details…

“… Rob. >> caller: triple boo-yah. I’ll be like that annie duke. Oh, they loved her. Very classy woman. >> caller: first-time caller. Basic energy services. What’s your thoughts? >> i’ve got SCHLUMBERGER coming i’ve got transocean coming down. I am not going of it to resort to basic. You need to step up in quality. The oih is going down — it’s expiration week pup I think the oih was at 99 I think it goes down to 90 I think the anadarko deal is going to force them you’ll get a chance to buy SCHLUMBERGER in the 40s. That’s what you’ll do, pull the trigger there, not until then, cramer. You want your retirement from here to here. But with all that’s been going on these days, the path may not seem maybe it’s time to …” …more details…

“… I am not going of it to resort to basic. You need to step up in quality. The oih is going down — it’s expiration week pup I think the oih was at 99 I think it goes down to 90 I think the ANADARKO deal is going to force them you’ll get a chance to buy schlumberger in the 40s. That’s what you’ll do, pull the trigger there, not until then, cramer. You want your retirement from here to here. …” …more details…

“… >> caller: triple boo-yah. I’ll be like that annie duke. Oh, they loved her. Very classy woman. >> caller: first-time caller. Basic energy services. What’s your thoughts? >> i’ve got schlumberger coming i’ve got TRANSOCEAN coming down. I am not going of it to resort to basic. You need to step up in quality. The oih is going down — it’s expiration week pup I think the oih was at 99 I think it goes …” …more details…

“… >> viper. Rob. >> caller: triple boo-yah. I’ll be like that annie duke. Oh, they loved her. Very classy woman. >> caller: first-time caller. BASIC ENERGY SERVICES. What’s your thoughts? >> i’ve got schlumberger coming i’ve got transocean coming down. I am not going of it to resort to basic. You need to step up in quality. The oih is going down — it’s …” …more details…

“… Thank you for taking my call. >> my pleasure, linda. How can I help? >> caller: my question is on my sallie mae stock, som. I wanted to know if I should sell it or if I should be buying >> I was reading the "WASHINGTON POST" this morning and it says management agrees with obama. I’m like you’ve got to be kidding me, obama’s trying to wipe the company out, what kind avenue greemt is that? I don’t think there’s a lot of down side, but there’s no up …” …more details…

“… >> caller: boo-yah from wayne state university in detroit. Good to have you. >> caller: playing a housing bottom, LOWE’S got downgraded today, low. When is it a buy? >> at another time I would have called a downgrade fascist. But these days i’ve become a statesman in the form of dalai lama. …” …more details…

“… >> caller: hello, jim. >> caller: yes, jim. Thank you for all you do. You’re a great coach. Can you please put some guidance on mcgraw steel companies, mhp? >> as your coach i’m going to tell you to take a pass on that one. I think that is like going — you know what that’s like? That’s like going into the happy valley and when you’re like 0-10 and it’s paterno’s last game. I say ixnay, you’re not going anywhere with that one. I want to sell that one. MCGRAW HILL the quarter was bad. It’s had a nice snap back. Let’s go to jason in michigan. >> caller: boo-yah from wayne state university in detroit. …” …more details…

“… Great resource. >> oh, yeah. And that’s what they say. That’s what the ladies call me. >> caller: you are — >> top resource. >> caller: indeed. Hey, is it too late to get into freeport-mcmoran, fcx? >> yes, it is. Because copper was down huge first of many days. I sold some freeport from my actionalertsplus.Com, my going up too quickly, along with we’re waiting for a 10% pullback before we get into fcx. Let’s go to kevin in ohio. Maybe connected with the ohio state university. Kevin. >> caller: hello, jim. >> caller: yes, jim. Thank you for all you do. …” …more details…