"Still trying to figure out the option effect vs. the Obama cram-down/Eaton Vance (ETN)/Bank of America (BAC)." ("Deciphering the Washout," April 20, 2009)

"Still trying to figure out the option effect vs. the Obama cram-down/Eaton Vance (ETN)/Bank of America (BAC)." ("Deciphering the Washout," April 20, 2009)

"Still trying to figure out the option effect vs. the Obama cram-down/Eaton Vance (ETN)/Bank of America (BAC). ... Bank of America alone, without the president's help, would have been OK but due for a pullback. The president's gaffe -- or populist rap -- made owning the stock untenable and made owning the UltraShort Financials ProShares (SKF)." ("Deciphering the Washout," April 20, 2009)

"It is tech that most intrigues me. I don't like it when companies that preannounce good have to give you an actual report, because unless it is better than good, you typically get a free short. That is how IBM (IBM) feels to me and I suspect it will be down tomorrow for not having enough juice. I am sure someone will downgrade it thinking, 'A-ha -- this is why it needed Sun Micro (JAVA)!'" ("Deciphering the Washout," April 20, 2009)

"It is tech that most intrigues me. I don't like it when companies that preannounce good have to give you an actual report, because unless it is better than good, you typically get a free short. That is how IBM (IBM) feels to me and I suspect it will be down tomorrow for not having enough juice. I am sure someone will downgrade it thinking, 'A-ha -- this is why it needed Sun Micro (JAVA)!'" ("Deciphering the Washout," April 20, 2009)

"Texas Instruments (TXN) has also run so far that even though it has good news about inventories, I don't know if it is enough. On its conference call, management said in the last few weeks of the quarter, in addition to bay stations, it saw better-than-expected demand from notebook computers, the handset market and LCD-based HGTVs." ("Deciphering the Washout," April 20, 2009) ... "Inventories are low and I like the semiconductors, so I'd say pull the trigger, but I want to hear the conference call first." ("Mad Money Lightning Round," April 20, 2009)

"Regionally most of the strength is coming from Asia -- this is the Chinese stimulus kicking in and it is good for Hewlett-Packard (HPQ) and Qualcomm (QCOM) among others." ("Deciphering the Washout," April 20, 2009)

"Regionally most of the strength is coming from Asia -- this is the Chinese stimulus kicking in and it is good for Hewlett-Packard (HPQ) and Qualcomm (QCOM) among others." ("Deciphering the Washout," April 20, 2009) ... There's also technology. He remains a fan of Apple (AAPL) and Research In Motion (RIMM) as well as others like Qualcomm (QCOM) or Hewlett Packard (HPQ), two Action Alerts Plus names, and Amazon.com (AMZN). He said this group turns first and is the hottest sector out there. ("Mad Money Recap," April 20, 2009)