Partners on Ockham

“… It breaks down about 14 cents a tee, and it’s giving you 3 to 12 yards of distance, versus a $4 golf ball or a $400 driver. We kind of like the way that our EPOCH golf tees, you know, stacks up with the rest of it. Should use these things tomorrow, i’d say. I’m not sure, erin, if you can actually put wood in the ground this is pretty soggy out here. …” …more details…

“… Bucyrus when it was. Lower. Maybe it’s time to step back from these stocks and reflect maybe some of the bad news of caterpillar and not think they’re going to keep growing to and finally, FEDEX not as bad as it looks, now you’ve had some time to look. >> look, i, like others, jumped to the conclusion that FEDEX was cutting its guidance greatly they didn’t even have any guidance to offer. They don’t do that. This stock is now above where it reported. With a fine-tooth comb. It wasn’t nearly as bad as >> I think people are far too negative about the prospects of FEDEX and the transport but right now we’re in a mode to be negative, what can I tell >> all right, mr. Cramer. >> i’ll see you tomorrow. >> in person, and all of you will see jim through the screen …” …more details…

“… Senator bunning or to other people, but I found that candor to be enjoyable, because we sit here and try to measure stocks every day and we know that maybe caterpillar was supposed to be having a good quarter and it we understood that SUNTRUST might be in turn-around mode, but maybe it isn’t. How refreshing is it for geithner to just come out and give us a no-bs picture, saying, you know what? We don’t know! …” …more details…