Did Pfizer (PFE) say it is looking to short other drug companies' stocks? Did Pfizer say the group is overvalued? Too expensive to merge with? If you didn't read our Action Alerts PLUS note from this morning, you would hesitate to think beyond, "Did someone downgrade the drug stocks?" To me this smacks of opportunity. Think about it like this: Oil's up, not because of demand (except for China perhaps) but because of Gaza. Because oil is up, the oils are up. Because the oils are up, people believe that the economy is strong. Because the economy is strong, it's right to buy the infrastructure stocks, the retailers and the oil service stocks! And here's Pfizer saying that it is looking to buy. To me, you have an opportunity to pick up some of these stocks, including the ones mentioned in a piece over on TheStreet.com, at prices you should not be able to get. The stocks are cheap, the economy's not strong -- here or worldwide -- and now you have a Pfizer catalyst. I would be willing to buy a basket of them, especially Bristol-Myers (BMY) but also Celgene (CELG), which is getting killed today! I think that these drug stocks should be bought on weakness, betting not that there is going to be a global economic recovery, just no global economic collapse. The idea, for example, that GM's (GM) sales weren't horrible, down 30%, does not make me want to go buy some Schlumberger (SLB) or some Ultra Pete (UPL). Read the piece. Buy one of the drug stocks. Gotta like one of these.

From a recent Mad Money show:"No, that's the most dangerous stock in the Dow. I think there's going to be a lot of cancellations; stay away from this one."

From a recent Mad Money show:"I want you to buy more. I think that ED is a buy."

From a recent Mad Money show: "I think the CEO is great but I cannot recommend the stock. I don't think people are buying a lot of gadgets. No way, no how."

From a recent Mad Money show: "This has got great management and two great businesses, but here's the problem: The estimates keep coming down. I think this one has hit rock bottom and I'm going to recommend it right here, right now."

From a recent Mad Money show:"No, Obama's alternative energy bill will be obliterated by cheap oil, so Applied Materials' solar will be bad and their semiconductor business isn't any better."

From a recent Mad Money show:"No, that deal has already been made. I'm recommending Gilead Sciences (GILD) and will continue to pull the trigger on that one."

From a recent Mad Money show:"I'm buying this aggressively for my trust. I like that yield and I think it holds up in this environment."