"So oil's going to go down $30 and retail's going to be terrible and international commerce is going to be crushed? Oh, and the foods and the drugs are bad, too? That's what today's action is saying, which is pretty nutty when you think about it. We can't have oil down big, which is what Exxon (XOM) and Chevron (CVX) are saying, and also have the Gaps (GPS) and the Penneys (JCP) and Targets (TGT) get crushed. It doesn't work that way. We can't have the retailers signaling recession and also see the recession stocks getting hit. They go up in a recession. I think this market is just lacking anyone who wants to buy anything. In this environment, with unlimited naked shorting and outfits like AIG (AIG) and GM (GM) and Ford (F) and Lehman (LEH) and Washington Mutual (WM) signaling all is not well, you can take down anything and everything. I look at today's action and I think to myself that this market is simply the EXACT opposite of what we saw on Friday, except then oil went down, too! It is like the natural buyers and the buybacks have just disappeared. So which one is right? Retail? Oil? Foods and drugs? Which ones should be going down? I can make a case that oil at $100 - again, where XOM's signaling at a minimum -- is terrific for retail. More important, I can make a bet that the foods and drugs are terrific no matter what, because if oil is going down that much, this market will look at it as a sign of economic collapse and will again walk away from retail and embrace the Procters (PG) and the Gileads (GILD), which are being hard hit here, even as they -- above all -- are the true buys."

From a recent Mad Money show: "No, that's a serial disappointer. I know they do great digital imaging and are taking on Hewlett-Packard (HPQ), but I'm in the don't-buy camp."

From a recent Mad Money show: "Don't mess with that one. I'd rather see you in Core Labs (CLB)."

From a recent Mad Money show: "Ford is too hard. The problem with Ford is the common stock is not the best way to play it. I can't recommend the common stock."

From a recent Mad Money show: "I only like two tankers, Nordic American Tanker Shipping (NAT) and Frontline (FRO). Don't mess with any of the others."

From a recent Mad Money show: "The analysts love Comcast (CMCSA), but I like Verizon and I am not worried about FiOS."

From a recent Mad Money show: I have to revisit ... I have to take a rain-check ... I haven't finished my research."

From a recent Mad Money show: "I'm still not going to get behind it ... the world changed with Merrill Lynch (MER), but how many times does the world change?... you scale-sell into a rally."