“If you read The New York Times on last Sunday and you owned Genentech (DNA), all you could think of is, "How much money am I going to lose Monday?" The article, which I am sure had a thorough go-round in the short community, caused a blow that turned out to be the blow you buy -- the bounce off the canvas that made you bet with the underdog and win. Because of the rotation. Because of Barack Obama. Because there's no price that people won't pay for cancer abatement. Because the FDA is on the side -- rare but true -- of the people who want Avastin. I can't emphasize enough how important sea changes are. You have one here that is not only once blessed -- worldwide slowdown favors drug stocks, as I say every night on "Mad Money" this week -- but twice blessed: The Democrats hate Big Pharma but always favor drug company innovation, and DNA is the innovator, even though it can hardly be considered a small biotech company. How powerful is this rotation? Two real disappointers, two companies that totally screwed up with bad acquisitions -- Hologic (HOLX) and Inverness Medical Innovations (IMA) -- are at last catching bids. Amgen (AMGN), which has been a total disaster, is making a move back up. That seems for real. Even the suddenly hated Merck (MRK) is rocking, and I think people are way too negative on that one, too. In this rising tide, even the leakiest boats are lifting, and, funny thing, they will only go higher, because, at last, the struggling analysts who have hidden in this amazing bear market for everything drug finally have something to say, and if history is any judge, they will shout it daily from the rooftops.”

From a recent Mad Money show: "Don't give up. Motorola is worth so much more that $6. How did it get all the way down to $6? Carl Icahn is in there and in Carl we trust. It's a really good speculative name."

From a recent Mad Money show: "I think it's too aggressive. I like Agnico-Eagle Mines (AEM) and that's the one I want to buy."

From a recent Mad Money show: "This is a great American manufacturing company. They're making real solutions and I'd be buying it aggressively right here."

From a recent Mad Money show: "No, I have been extremely bearish on this one. I'm reiterating that I can't stand it. Not with Nike (NKE) under $55, how could you even consider Under Armour?"

From a recent Mad Money show: "Tech is so awful right now. There isn't a single tech stock doing well. Salesforce is doing well, but no one cares. I want to stay away from that one."

From a recent Mad Money show: "Fabulous company, can't own it. Costs are out of control ... same with Fedex(FDX). I can't make a case for UPS until they have two good quarters back to back."

From a recent Mad Money show: "No, no. You're killing me. I don't want to stick with any tech names right now. "