Fortunately, if the bottom is only six months off, the prospects of owning stocks that are not all acyclical can make sense -- hence why I am busy buying Black & Decker (BDK) and Eaton (ETN) for Action Alerts PLUS. But I still think the best values rest in the stocks that do well with no real economic activity but are down horribly nonetheless, the ones that benefit in a world where unemployment is still going up, the economy isn't stabilizing, the dollar is going lower and so are commodities: Gilead (GILD) (the best-acting stock in the market, by the way, and a big Obama stock because he actually recognizes that AIDS is a problem), Johnson & Johnson (JNJ) and Procter & Gamble (PG) are the kingpins of that strategy. I, like everyone else, will be very glad to see this year end, a year that singularly wrecked equities and investing for a generation of Americans whether they be with the Bill Millers or the Bernie Madoffs. A truly revolting year. Let's hope next year's a better one. Hard not to be.”

From a recent Mad Money show:"I want you to buy more. I think that ED is a buy."

From a recent Mad Money show:"I want you to double down. I'm a believer in Bob Iger. Gas is coming down and they should be doing well."

From a recent Mad Money show:"I freed this one from the Sell Block and I think it's going to be one of the best performers in the Dow next year."

From a recent Mad Money show:"I'm positive on GSK, although I haven't heard a lot from Obama to really jump start this sector yet."

From a recent Mad Money show:"I think that this is a stock that's only five points off its 52-week low and I'd pull the trigger right here."

From a recent Mad Money show:"No, no, this one is too complicated. This is the year of Verizon (VZ) and I say buy, buy, buy to that one instead."

From a recent Mad Money show:"Good growth internationally and I like that stock very much and I'd be buying it aggressively right here."