"General Mills (GIS) hits another 52-week high. This company has been one of the great standout performers this year, just a juggernaut, even though it is a gigantic buyer of grains and a huge user of cardboard boxes and plastic wrapping. Plus, it needs gasoline to deliver product. Some of this move has to be attributed to projections of huge declines in raw costs. Those are going to happen, as we know from the commodities. But perhaps it is worth noting that few packaged goods companies -- perhaps Heinz (HNZ) is an exception -- dominate and innovate as well as GIS does. It has always been one of the great brand producers and acquirers, and also a company that can take out costs better than anyone. When I compare how a Unilever (UN) or a Clorox (CLX) has handled the raw costs to how General Mills has performed, it is almost as if GIS is a pharmaceutical with no raw cost exposure whatsoever. Stocks don't get to their 52-week highs for nothing with the market all the way down here. When we get the inevitable futures program that takes down everything, certainly not an unlikely prospect as it has happened every time we have gone up a great deal, this is the one stock you must bid on now that the commodity costs are also going the right way. Who knows how much money they can make; remember, it sells at only 17 times earnings, when more inconsistent packaged goods companies routinely sell at 18 times earnings."

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: "You picked the right stock. JNJ is a great pick. You've got a good one and I want you to stick with it."

From a recent Mad Money show: "There is so much drilling going on; I want to own a contract driller. We will see some pain now, but the gains will be coming."

From a recent Mad Money show: "They've been cautious, but that's the best house in a bad neighborhood. No, it's too hard."

From a recent Mad Money show: "That company should be on fire, but nobody cares. As long as Boeing (BA) keeps going down, you can't own any of these."

From a recent Mad Money show: "This is problematic. The company needs more growth, but it has a nice yield. It's a tough one."