"Going into today's session, if you added up the market caps of the big six infrastructure companies -- McDermott (MDR), Foster Wheeler (FWLT), Shaw Group (SGR), Jacobs Engineering (JEC), CBI (CBI) and Fluor (FLR) -- they were not equal to the market cap Fluor had last June. Meanwhile, while all of these companies are experiencing some degree of pushback on energy projects, they are all extremely profitable. Fluor reported a good number last night and the stock is flying, but what's amazing to me is there is not a soul on earth who believes that we are not in a power-supply- and infrastructure-starved world. That's the bread and butter of these companies. It is what they do. It is how they make their living. If I were running a major infrastructure-oriented company, I would take advantage of this anomaly and roll them all up into one big infrastructure division. Their projects on the books, even if cut in half, would still generate a huge amount of income. The long-term secular trends are totally clear. What are these stocks doing down here? The usual. They are all owned by hedge funds. The hedge funds are still liquidating. Of course, no one in the real business world could possibly understand this, or they would have spent the $17 billion it would have taken to buy all of these companies as of their closing price yesterday. Sure, there would be some premium involved. But this roll-up of every major infrastructure company in America, ahead of the power supply shortages and the promised infrastructure programs under Obama, is just way too cheap to be ignored. It ought to be someone's game plan, some company's opportunity. But they are all paralyzed. Everyone. So I presume nothing will happen."

From a recent Mad Money show:"Goldman will likely trade to $75 a share. At that point, I say if you can buy a stock for $40 a share less than Warren Buffet, you're smart!"

From a recent Mad Money show:"Don't pull the trigger. This is one engineering company I don't like. They're a house of pain."

From a recent Mad Money show:"I do not want Principal, I do not want Manulife Financial (MFC), or Hartford Financial Services (HIG) or MetLife (MET).

From a recent Mad Money show: I do, however, like Chubb Corp (CB) and Travelers Companies (TRV). "

From a recent Mad Money show:"This is the worst market I've ever seen for Intel. Only if you had a 100-year time horizon would I recommend Intel right here."

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 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."