Equity Research & Investment Analysis

“… Modern times. >> lehman brothers filed for bankruptcy protection. Of america. AMP ig struggling to avoid collapse itself. It got drunk and now it's got a hangover. >> it seems like ceos hit the lottery when their companies collapse. >> we are in the midst of a once in a century credit tsunami. >> when you ask about the taxpayers being on the hook, …”

“… Went under and again we have not seen anything close to that and the failures caused the fdic insurance fund $229.5 million and nebraska based sherman COUNTY BANK will be reopened as heritage bank and riverside bank on the gulf coast of florida will reopen as tib bank and both banks are expected to open under the new names on tuesday and …”

“… Susan collins have all voted in favor of the stimulus plan, essentially paving way for signing ceremony at the white house early next week. Before voting senators took to the floor, before voting they took to the floor, ENT everying their statements on the american recovery and reinvestment act. >> the tragedy of this trillion dollar bill it ignores hard-earned lessons. …”

“… How do you feel like visa. They got in at it's APO at $49 a shared then again months later at $85. How do you feel about younger >> I like master card more than you pay too high for the second …”

“… Split this e&p and refining businesses into separate do you consider them a trade whose thee it is no longer applies? Would it be better off consolidating into the BP for big difficult dense or hold a little of each for >> I like BP. Marathon said they put it off. I think if marathon was approached by someone, they would buy it. I think the chinese are on the prowl to buy an oil company. 4% yield in the earnings …”

“… Quote baback. Go ahead. >> caller: ceg, consolation >> no, it's done. That takeover's happened. Treasurers witness anyone who says in ROHM AND HAAS. It's time to take a profit. Let's go to leona in pennsylvania. >> caller: jimbo, a triple boo-yah, boo-yah, boo-yah from the steeler country. …”

“… Dividend, either. I say sell dupont. I'm reiterating here again to its businesses, it's got a drug business, too much stuff going generic and it's too connected to housing.OTE the stock of patricia in virginia! >> caller: hey, jimbo. >> boo-yah to you, patricia. >> caller: not much. …”

“… >> caller: also driving the family crazy with the bobblehead. >> caller: okay, here's my I want to take advantage of the potential of the centrally computerized medical records do we like MDRX? >> we not only like MDRX, but let me get this fella's name, because he's been on the show a number of times, and he's our guy, man. We like glen tollman, he's been on a number of times. …”

“… >> yes. I like -- well, first remember, we like to have -- unless it's speculative, we like to have some dividend going forward. NORTHROP GRUMMAN's got a 3.93 dividend. We like to have what I regard as some earnings -- well, you know i'm only going to do NORTHROP GRUMMAN, because the one I also like, lockheed martin's up a buck today, and that's had too much of a move in a down day. Let's go with NOC. It has a nice yield. As it goes down, buy more. How about jeff in washington? Jeff? >> caller: yes, jim. >> boo-yah, jeff. How are you? >> caller: i'm doing well. …”

“… Rate. That would make it a $56 stock mass gradeings a $40 stock. It's 40% off the high it started tumbling last year when the analyst from JPMORGAN downgraded the stock. Since then, the same analyst upgraded it twice, but it hasn't gotten any traction because of the miserable stock market. I have a hard time believing it won't catch a takeover bid from …”

“… Breathe! Axsys sells to all kinds of defense agencies, the dod, the border patrol and also the big defense contractors like raytheon, northrop grumman, BOEING, lockheed martin. It's got everybody, you know? And it may be only $830 million company, but it's a legitimate one with real customers, because 90% of the company's sales come …”

“… Blaine would have had time to breathe! Axsys sells to all kinds of defense agencies, the dod, the border patrol and also the big defense contractors like raytheon, NORTHROP GRUMMAN, boeing, lockheed martin. It's got everybody, you know? And it may be only $830 million company, but it's a legitimate one with real customers, because 90% of the company's sales come …”

“… Indebted company. Bsx is a cash machine. Think of it as an atm, generating $180 million in cash flow every month, which is much better, of course, than a sharp BOEING knife in the eye, especially in this market. The company wants six nor products in the cardiac rhythm division in 2008, three more this year in japan, the second largest health care market. …”

“… It's time to buy. According to my friend, buddy, pal david peltier at thestreet.Com, who runs the dividend stock adviser newsletter and nailed HARLEY-DAVIDSON as a sale this week, the turn-around in bsx is real, and we believe him. On january 28th, bsx reported a very strong fourth quarter, delivering 21 cents of earnings …”

“… Merge under geithner's euthanasia bank plan. Finally, the minerals and they're all doing better thanks to the veracious demand of the communists, FREEPORT MCMORAN, all companies that are getting nothing from this country but could really work if you believe they've got china on their side. Here's the bottom line -- we didn't go anywhere, despite the so-called big stimulus package, …”

“… They're cash rich and making their numbers. Biotech, too. Acquisitions and big approvals from many of the majors. In january's doing better. CREDIT SUISSE says things have last night you heard knight capital telling us things were improving and I know goldman sachs, nod terrible trust name, is doing better because credit, or at least bonds are being …”

“… Because of china, but i'm only recommending terra nitrogen. Even the food and beverage companies have had mixed I think coke's been good, but kraft's really bad. GENERAL MILLS seems to be doing well. Pepsi I like! But again, that's in part because of its growing china guess what? …”

“… Because of china, but i'm only recommending terra nitrogen. Even the food and beverage companies have had mixed I think COKE's been good, but kraft's really bad. General mills seems to be doing well. Pepsi I like! But again, that's in part because of its growing china …”

“… The people's republic, i'm not talking about cambridge. They're spending. How about agriculture? Eh, deere. Articles this week say they have potential credit problems. BUNGE said they missed the quarter. Fertilizer seems to stabilize because of china, but i'm only recommending terra nitrogen. …”

“… Call.Com, qualcomm is going to benefit and it's going to hang in there. It's got $40 billion -- up $40 billion is what carolina is throwing at wireless cisco and HEWLETT-PACKARD also have chinese exposure, which is why i've been buying them. The people's republic, i'm not talking about cambridge. They're spending. How about agriculture? Eh, deere. …”

“… Call.Com, qualcomm is going to benefit and it's going to hang in there. It's got $40 billion -- up $40 billion is what carolina is throwing at wireless CISCO and hewlett-packard also have chinese exposure, which is why i've been buying them. The people's republic, i'm not talking about cambridge. They're spending. How about agriculture? Eh, deere. …”

“… Housing tax credits this week in the stimulus means it's going to stay that way. Centex, d.R. Horton, toll, they're all giving back the huge gains they had. Off a cliff. I wouldn't touch BOEING with a 10,000-foot pole, or a plane for that matter. I don't want to go near a casino stock because no one seems to be going near a casino. Tech is an unmitigated softness everywhere but in smartphones, …”

“… Aggregate numbers this week were better than january, the truth is, and we all know it, the stores are empty. No one's buying much of anything. Goldman, amazingly, this week took KOHL'S to a sell! Heck, I mean, KOHL'S is where women get their fat pants. That never goes out of style! Target's not that much better. Did you know next week the bond …”

“… Rest of the world. 1-800-flowers. Down 72%, jeffrey. >> american greetings down 77%. The LIMITED BRANDS feels a little better. >> is that a valentine's brand some. >> they own victoria's secret and all that. But you know, sticks, chocolate up 3%. …”

“… Is madoff going to flip on >> what do you mean by flip? Cody: will he testify, dick fuld, vikram pandit, throw out crazy ceos. GOLDMAN SACHS is going down and why madoff is still >> that was center of argument, for bail hearing this thing went on forever. Nadel's lawyers are trying …”

“… They're going to sell fewer blackberrys >> I kept dodging the bullet, and finally they got me this afternoon. It's boring. It's just going to kill you. >> RIO TINTO, down is the move. The third largest miner. >> this whole deal is disturbing. Why 19.5 billion when you only needed $10 billion? This would be china's largest …”