“Take a look at Darden Restaurants' (DRI) results. Red Lobster and Olive Garden simply can't achieve that kind of growth if we are going into a depression. No way. Nor would Macy's (M) get that credit agreement. Nor would Panera Bread (PNRA) beat numbers. These are all signs that the world is not falling off a cliff, and they have to be duly noted. You can't just say "they are outliers," as they are way too prominent to dismiss. I genuinely believe that these are direct plays on lower gasoline and higher disposable income. The footrace in 2009 will be all about the people who have more disposable income from refinancing/lower heating bill/gasoline vs. the people who lose their jobs. These are hopeful signs. You would see down mid single digits to high single digits at Olive Garden and Red Lobster if it were the end of the world, and, again, there's no way Panera could beat the numbers and no way JPMorgan Chase (JPM) would continue to lend to Macy's. Just good data points.”

From a recent Mad Money show:"I am not a buyer of Apple. The company's got a lot of cash, but Mac sales might be light, so I'm not a buyer here."

From a recent Mad Money show:"I'm not recommending any insurance companies expect maybe Travelers Companies . They're the only ones that are clean."

From a recent Mad Money show:"No, that's a big red flag. That dividend is not going to hold up. I don't want to own any newspaper; they're toxic."

From a recent Mad Money show:"No, we had a really great run, then we took it off for a nice gain and never looked back."

From a recent Mad Money show:"I think this is one of the few medical equipment stocks that benefit from raw costs coming down. This is a company I really like."

From a recent Mad Money show:"Too good to be true. I'm just focusing on Enterprise Products Partners and Kinder Morgan and that's it. I don't want to over think it."

From a recent Mad Money show:"I've been thinking about that one, but if you want Terex, why not own Caterpillar (CAT)? I like CAT better."