“The coal move must gall all of those who read the papers and understand that neither John McCain nor Barack Obama favors coal. It does seem very counterintuitive that neither Peabody Energy (BTU) nor Arch Coal (ACI) makes coal that the Democrats and Republicans can get behind. The senators from the coal lands -- Wyoming and West Virginia -- have no clout. We don't even have rules dictating what coal plants we will allow! That's why I can't get behind McDermott (MDR). But then look at Burlington Northern's (BNI) stock. Look at Union Pacific's (UNP) stock. Or Norfolk Southern (NSC). That's coal. That's coal going overseas. That's coal going to China. Our coal is as good as any coal when it comes to the unregulated markets. Coal hasn't appreciated nearly enough to get less competitive than oil. It is much more easily transportable than natural gas. It is the ideal transferable fuel. Always has been. So the group's not quitting. The only barrier to making more money for Arch and Peabody isn't emissions or the cost of shipping -- it is that cheap to ship -- it is getting at the hoards of coal we have. We are sitting on mountains of coal, but the only way to get at it is with machines, typically made by Joy Global (JOYG). The company reports next week. How this quarter is, isn't clear because of the rising cost of steel. But when you look at the lead times of its machines and the need for them, do you think it they can say anything but the business is fabulous? My take is that the coals still work and Joy does too, ahead of next week's number. Not a lot of ways to play coal. The ones that work? They stay strong, they stay parabolic, just like natural gas. Maybe even better, because of the scarcity of plays and the shorts, who still lurk, I think wrongly, because of how hated, domestically, the fuel happens to be.”

From a recent Mad Money show: "I like PPL on the fundamentals, let's not own it for the split. I prefer Exelon (EXC) over PPL, though."

From a recent Mad Money show: "52-week high on a down day. CSX remains my favorite rail. If autos ever come back, that stock goes to $100."

From a recent Mad Money show: "I have to tell you, that company is in uranium, it's not worth speculating on. I'm bearish there."

From a recent Mad Money show: "This stock has had a double, I have to tell you to take money off the table. Take some profits and let the rest run."

From a recent Mad Money show: "Cramer doesn't like Sara Lee. I don't like management, I don't like the stock, I don't like the earnings. I don't have anything good to say."

From a recent Mad Money show: "No, no, we're not recommending any refiners right now. The margins are horrible here. They're getting squeezed. You can go with Marathon Oil (MRO) but that's it."

From a recent Mad Money show: "Hewlett is very well run. It's in a competitive market, but it's a great company."