“Shaw Group's (SGR) getting some big Chinese nuke orders, and that's the pizzazz behind this move. I know a lot of people are freaking out about how China has taken another downturn for the economy, but I want to emphasize how much easier it is to have a stimulus program in China that works than here. First, the Chinese are flush. No budget deficits there. But more important, the Chinese have a powerful need for power! So do we, but power is all about pollution. That's why the Chinese stimulus package has so much possibility: It takes hundreds of thousands of people to make power plants, and the Chinese are not constrained by energy placement -- "NIMBY" does not translate -- and there are no environmental impact statements. That's why I expect the Foster Wheeler (FWLT) / Shaw contingent to go higher. Of course, GE's (GE) the biggest player here, but energy is not the driver of GE, finance is. I have said that Trinity (TRN) is a way to play towers, and Owens Corning (OC) for insulation and composites to make wind blades. But those can't put many people to work, either. In short, the green plan doesn't work like a brown plan and a nuke plan, and Obama didn't seize the moment as I believe China will.”

From a recent Mad Money show:"This stock should be bought on any weakness. I think it's a winner and should be bought under $50."

From a recent Mad Money show:"I want to wait for the quarter since the stock has had such a monster move so far, but this is a classic recession stock."

From a recent Mad Money show:"I have respect for their management, (but) I'm not buying it."

From a recent Mad Money show:"No, no. They reported one quarter that they didn't blow away the numbers and that changed everything. They're out of gas, keep selling."

From a recent Mad Money show:"I recommended this one higher and that was a mistake, but now I want to pull the trigger again. I'm not backing away."

From a recent Mad Money show:"This one is not my favorite, Anadarko Petroleum (APC) is."

From a recent Mad Money show:"This one has acted like a bow wow, but I've been buying it. They've got a huge mortgage portfolio and I'm banking with Wells Fargo."