Partners on Ockham

“… To offer you a texas-sized >> that’s great. There’s 49 others I don’t want to alienate but let me give you hit me. >> caller: I got in lvs at a little over $4 and I started to sell it off when it reached the $10 mark. >> right. >> caller: I still have half of so I just wanted your opinion if I should stay in that or try to …” …more details…

“… >> caller: so anyways, trlg. >> I have done a lot of work on true religion because they opened a true religion next to me at 14 wall, my day job at THESTREET.COM, where i’m and i’ve scrutinized the merchandise and I cannot believe this company’s doing well but they have a huge wholesale business and a giant international business and it is doing very well. On a pullback I want to buy there. …” …more details…

“… Thank you for calling. >> caller: oh, good, thanks. Hopefully it’s not as bad as the stock market. >> caller: so anyways, TRLG. >> I have done a lot of work on true religion because they opened a true religion next to me at 14 wall, my day job at thestreet.Com, where i’m and i’ve scrutinized the merchandise and I cannot believe …” …more details…

“… >> caller: boo-yah, jim, >> hey, boo-yah back. >> caller: what’s up? You talk, jim, about domestic banks so often. But what about one of the largest banks in the world, UBS? >> UBS has stumbled. If you had asked me two years ago which bank would be a conservative terrific bank, I I would have said be a buyer of UBS. I’d rather be a buyer of goldman sachs. Right now the top gun, top gun trader, rick benbensignor’s right and i’m wrong UBS. But it has to get its house in let’s go to jason. >> caller: boo-yah, jim. Jason from chicago. Thank you for calling. …” …more details…

“… >> ubs has stumbled. If you had asked me two years ago which bank would be a conservative terrific bank, I I would have said be a buyer of ubs. I’d rather be a buyer of GOLDMAN SACHS. Right now the top gun, top gun trader, rick benbensignor’s right and i’m wrong ubs. But it has to get its house in …” …more details…

“… Cavs and the mvp player. >> what do they give you in — never mind, let me give you a lebron boo-yah. A lebron boo-yah. >> caller: hey. I’m inheriting SMUCKER’s stocks, I want to know if I should hold it or take the money and run. >> it’s a great brand name. Far be it for me to tell to you get rid of one of the great brands and a company that did …” …more details…

“… An all-time high just about. >> look, i’ve got retailers that are down so much they look up to why would we buy the one that’s the strongest? I say give it a rest. Jim, you didn’t even like aro all the way up. I didn’t. So you could argue that I don’t have a standing in this. But I do know a stock that’s had a big run, and I am — >> sell sell sell. >> even though the fundamentals look good. …” …more details…

“… >> holy cow. >> caller: go, phillies. Thanks for all you do, jim. >> caller: i’ve got a question about ek and its competitors I heard that walmart is dropping all KODAK products, and I want to know how that’s going to impact ek and help its competitors. I did not know that. That’s news to me. I have to tell you, mr. Haslett, jeff haslett, he’s the product manager for EASTMAN KODAK who was helpful and behind the scenes and did a lot of stuff terrifically with "celebrity apprentice." he and I were talking about the product line. The product line’s good, but the finances of KODAK are bad. So I think at two bucks is their down side, not a lot, but i’m not a bull on KODAK because there frankly is a core business that continues to bleed that’s more important than their excellent printer business. Scott in florida. Scott. >> caller: jim. Boca boo-yah to you. …” …more details…

“… >> caller: boo-yah, skee-daddy! >> holy cow. >> caller: go, phillies. Thanks for all you do, jim. >> caller: i’ve got a question about ek and its competitors I heard that WALMART is dropping all kodak products, and I want to know how that’s going to impact ek and help its competitors. I did not know that. That’s news to me. …” …more details…

“… Joy global is the machine company that takes the call again, doing very well. Ge is an industrial that is a conglomerate. And wilmington trust is absolutely — that’s where I used to keep gold when I had people buy gold from me when I was a GOLDMAN SACHS broker. We have got an ideal bank, we’ve got a diversified industrial, we’ve got a technology, we have got a — let’s call it handbag, accessory company. And we have a machinery company. …” …more details…