“We've got a tale of two dividend boosts: Verizon (VZ) and Masco (MAS). One was right to do -- Verizon, which had one of the best quarters I have seen this reporting season. The other, Masco, seemed almost reckless, kind of like the Washington Mutual and New York Times (NYT) dividend boosts, which were really untimely. You have to go over that Verizon quarter, you just have to. Texting on fire. Wireline not a disaster. Most important, FiOS was really strong, and I would be careful, analysts -- the surge in Comcast (CMCSA) orders may not occur if Verizon's got game. Masco, on the other hand, really didn't seem to see this slowdown coming. And while I like dividend boosts, sometimes the by-rote dividend boost -- what this one felt like -- can only be considered dangerous, especially because a dividend cut would have been prudent. I have to tell you that while I think the world of Masco, and I believe that housing will bottom next year, I would have preferred if MAS had hoarded money. The market clearly agrees.”

From a recent Mad Money show: "No, no. If we're recommending a supermarket, we're going with Kroger (KR) who's got better margins and is a better company."

From a recent Mad Money show: "This is a stock with a bountiful dividend and I'm a buyer of this one. It might be the only buy in this whole lightning round."

From a recent Mad Money show: "This stock is so knocked down its incredible. If you think McCain is going to win, I'd buy some, but otherwise, I'd wait this one out."

From a recent Mad Money show: "PMC Sierra is too low. I have to believe their CEO can make money."

From a recent Mad Money show: "There's something I can get behind. A fabulous company going everything right. I'd pull the trigger on JNJ."

From a recent Mad Money show: "No, no, we cannot be involved in anything tied to consumer spending. I just can't get behind it. "

From a recent Mad Money show: "I'm not recommending any insurers that need to raise cash in a horrible market. I say no to MetLife."