“They are coming down, more and more, to the right levels. Soon Caterpillar (CAT) will be under $40, the right level to buy, even if Obama disappoints on infrastructure. Hewlett-Packard (HPQ) has pulled back, even though a big competitor, Satyam (SAY), has been trashed by scandal. Did you forget that HPQ now owns EDS, which, along with Accenture (ACN), leads all U.S. outsource companies? Or how about NYSE Euronext (NYX), which, to me, yielding 5%, with several month market-share gains, could be a fabulous way to play the fact that I simply do not believe there will never be an IPO again. Or how about Home Depot (HD), now yielding 4% where I recommended buying it, as a great play for the eventual turn in housing? The dividend is not a problem; the company is making a comeback. When the market was flying, every one of these stocks was loved. Now that the market has turned, suddenly we are worried, we are scared, we are frightened. Yet nothing has changed with these companies. They aren't financials looking for TARP. They aren't part of the newfound jihad against bank dividends or companies that are about to go belly-up because they can't find financing. This market is a Thomas Paine market. It's all about the summer soldier, the sunshine patriot. It was all great as long as we were going up. Now things have turned nasty and everyone hates the same stocks they loved. That's nonsense. Don't be swayed by the "negative" action. If you liked these stocks when the market was hot, you should like them even more now that the market is cool. But that has not been the way of those who blew in the wind, whether they be scaredy-cat rebels or scaredy-cat bulls.”

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:"No, they just did that big secondary offering and I don't think the casinos are going to do well here."

From a recent Mad Money show:"This is not my favorite. This is a balance sheet-strapped company. I like Anadarko Petroleum (APC)."

From a recent Mad Money show:"I prefer Mastercard (MA) but be careful -- hedge funds will be beating that down, too. Let's stay away from both."

From a recent Mad Money show:"Don't pull the trigger. I don't see anything to like about Alcoa."

From a recent Mad Money show:"I'm a sell, sell, sell. I don't want anything in consumer electronics. I'm even worried about Best BUY (BBY). Let's stay away and buy some later."

From a recent Mad Money show:"I know the bank and it doesn't have a big yield, so I'm not doing to recommend it. That sector is just getting dangerous."