“Here we go with the slaughter of the soft-goods consumer stocks, the killing of the smoke-eat-drink-wash stocks that we get over and over again as people imagine a quick recovery and don't recognize that a recession, short or long, gives us better compares. We have to hear about the strong dollar and how it hurt them, and then we take them down because they have been so-called leaders and are so-called immune, even though you can hardly call them leaders and I don't know a soul who thinks they are immune. The simple fact is that defensive is not going to go out of style, although the stocks ebb and flow with the futures and with those knuckleheaded enough to believe that all is going to accelerate with the economy. A combination, though, of low petroleum prices, lower raw costs and a consumer who has to buy necessities will always buoy the Procters (PG) and the Johnson & Johnsons (JNJ) and the Krafts (KFT) and the General Mills (GIS) right back. These stocks react poorly either to rotations like we are having into infrastructure or to inflation, which everyone has decided we are going to have because of all of the money that is printed. I like to buy these stocks on any weakness because we have rampant deflation that still can't be cured by what we have printed, and because in the end, year-over-year compares here will be better than for just about any other industry group. So go join the selling, as long as you buy them back when you are finished.”

From a recent Mad Money show: "No, I'm going to tell you to sell there. I'm going to send you to Terra Nitrogen (TNH) if you want fertilizer. We need that dividend yield."

From a recent Mad Money show:"I'm with you on this. This is an auto play that has more than autos. It's got a lot of cash and I say buy."

From a recent Mad Money show:"No, don't pull the trigger. This is not the old Suntrust, this is the risk taking Suntrust. No. No. No."

From a recent Mad Money show:"These stocks act like they're going bankrupt, but they're not going bankrupt. I don't support shorting these stocks down here, they're just too low."

From a recent Mad Money show:"This is another stock that's trading too low. Enough is enough, we're pulling the trigger!"

From a recent Mad Money show:"They compete head to head with Hewlett-Packard (HPQ). Hewlett reported a great quarter and went down 15 points. That's your play."

From a recent Mad Money show:"Nike had a monster quarter and they went down too. I'm looking for yield though, so I'm sticking with VF Corp (VFC)."