IBM's (IBM) terrific. Johnson & Johnson (JNJ) wasn't nearly as bad as the press makes it out to be. It was hardly a disappointment. Abbott (ABT) delivered solid numbers. Forest Labs (FRX) was better than expected -- despite today's Goldman downgrade. The big mineral producers, BHP (BHP) and Rio Tinto (RTP), are cutting back mineral production to the point that Freeport (FCX) should be bought, not sold, despite today's downgrade by JPMorgan. The Baltic Dry Index is back over 900, signaling the mineral companies' actions might cause an uplift in prices. It goes on: Wal-Mart's (WMT) still delivering positive numbers despite the First Boston downgrade. Northern Trust (NTRS) beats numbers, as did (believe it or not) JPMorgan (JPM) -- remember that, even as it succumbs to selling brought on by the ProShares UltraBear Financials (SKF) ETF, as it is the largest weighting. Altria's (MO) coming on strong, and General Mills (GIS) has bounced back from the selling that occurred after it reported its great quarter. China's up for the year. United Tech (UTX) just delivered a number that sure seems not so bad, and in this environment of negativity has to be considered good. Research In Motion (RIMM) has excellent sales. Apple (AAPL) should be much lower, shouldn't it? But it hangs in there because, alas, it is cheap, as I think we will find out later today. Intel (INTC) didn't get blitzed despite all of this negative news. I think the dividend is supporting it, but the fact is it does support it, and I can't ignore that. If IBM's good, I expect Hewlett-Packard (HPQ) to be better. I wonder if the bad in Google (GOOG) gets factored in from some level around here. Chrysler's got buyers. GM's (GM) numbers weren't disastrous. Cisco (CSCO) shouldn't be this low. Many stocks are back to where they bounced well, those that are plus-4% yield, and I see them bottoming as we trade. I am a buyer of these accidentally high yielders. In fact, the only area that's killing us is the financials, and we are almost out of points and percentages to continue the bank downside that is motivated mostly at this point by the SKF.

From a recent Mad Money show:"I will not recommend any British bank. No recommendations at all of bank stocks right now."

From a recent Mad Money show:"This is an accidental high yielder, and I do believe you should be buying it on the way down."

From a recent Mad Money show:"I recommended this trade and I'm not looking back. It's time to move on."

From a recent Mad Money show:"Weight watchers is a good long-term story, but it doesn't have dividend protection and it's not recession resistant. So I have to say no for now."

From a recent Mad Money show:"I have to tell you, I only know the sector with this one, but I don't want to own it. "

From a recent Mad Money show): "I'm a believer in this one. I'd buy some here and more on the way down."

From a recent Mad Money show:"This is one of the best stocks I know. The dividend is safe and this is one you should own."