“In the last 48 hours, did you listen to the absurdities of the stats involving election years? The Dow is up 2% a year after this, or down 4% after this party's candidate. That's all blah blah blah where I am from. We move those in a few minutes. Take this week: We have the worst two back-to-back days since 1987. Now that's saying something. Who cares if we are up 2% in the year after a Democrat wins? In this market, anything less than the biggest gains or losers in history mean nothing. We should stop talking about any move that is less than 10% with this market. The stocks that I believe are most vulnerable to declines here are the oils. They are well off their lows, in fact they ramped big, with the commodity still plummeting. I think that oil could easily head into the mid-$50s. The group won't get interesting for another more-than-10% down move, and I am focused on Marathon (MRO - commentary - Cramer's Take) and Chevron (CVX - commentary - Cramer's Take) south of a 4% yield. Best way to make the money in the group. The others without yields I think can't hold up here at all.”

From a recent Mad Money show: "This remains the most attractive bank stock in the book. This is the best bank in the world right now."

From a recent Mad Money show: "GVA is a great speculative play on infrastructure. It's had a monster run, so expect a sell-off. I'd rather own Caterpillar (CAT) though."

From a recent Mad Money show: "There's nothing there at all. If you want network equipment, I'm sending you to the big man Cisco Systems (CSCO). Estimates are so low there I would pull the trigger."

From a recent Mad Money show: "I like Bristol-Myers. People are worried about the Democrats, but they're cash rich and that company could run to $25."

From a recent Mad Money show: "Big pharma doesn't have as much to fear from Obama as they think."

From a recent Mad Money show: "This company is recession resistant, but the market needs to come down before we can buy. This one is a don't-buy for now."

From a recent Mad Money show: "I want you to sell that one right now. I absolutely do not like the annuity business. They are all in over their heads right now."