“The tech bid is in. The buyers have made a decision -- even if the decision is wrong -- that tech will be better in 2009 than it was in 2008, and given that change you can buy anything you want if it has anything to do with gadgets, cell phones and computers. Oh, and if the buyers are wrong about the outlook, they think they are right about the valuations. To put it simply, when Intel (INTC) trades at a 4.5% yield they want in. Period. They are being paid to wait. When Nokia (NOK) trades at a 5% yield, they want in. They are paid to wait. When Cisco (CSCO) and Oracle (ORCL) hit multiyear lows, they want in. They will take the pain. Is it foolish? Perhaps no more foolish than it was in 2003 when the Nasdaq 100 had declined about 90% peak to trough. I would prefer the leadership, by the way, to be in financials. Those are at the heart of what ails us. But the techs I cited are self-financing, or in the case of Hewlett-Packard (HPQ), can finance in the bond market, as we know from its recent offering. They are more international than domestic, more Asian -- which is turning -- than European. They do better in a weak-dollar world, which we have. Quite simply, like it or not, they have become the place to be. They lead. The others are following. Sure better than following Potash (POT) and Mosaic (MOS), now, isn't it?”

From a recent Mad Money show:"I am liking Brazil again. This is a 9% yielder. This is a great time to get into a high-yielding utility in a country that is growing like mad."

From a recent Mad Money show:"That's a small-cap propane play. I have to tell you, Kinder Morgan (KMP) with an 8% dividend, is still my favorite. "

From a recent Mad Money show:"This is the one fertilizer play I'm recommending because of its yield. I don't like this group, but that's one I will bless."

From a recent Mad Money show:"I have to go ahead and recommended this one. At $8 I just don't think it's going to go much lower and it has a good dividend."

From a recent Mad Money show:"Why not buy a supplier to Macy's, why not buy VF Corp which has a 4.5% yield. I trust VF Corp."

From a recent Mad Money show:"I like Citi and think Citi has bottomed, but it's trading at the top of its range right now. Let's let it come down $5 before we pull the trigger."

From a recent Mad Money show:"No, no, no. I'm not a buyer and here's why. You need credit to buy a Harley and that's a problem. I really like the company but that's trouble."