"Here's a compelling question. How do you divine what the difference is between a shortfall in Texas Instruments (TXN) or Altera (ALTR) and a shortfall in FedEx (FDX) or 3M (MMM)? Can you really say that the "tech" selloff is built in? I don't think so. I think that the shorts had swarmed over the semi names ahead of the reports because the channel checks were dismal for all of those. They hadn't attacked FDX because everyone's gotten very bullish on a recovery and on lower gasoline prices. Of course, no one can resist Apple (AAPL) and Google (GOOG) now that the economy has "bottomed" even though they hate FDX? I am having a hard time with this, other than to believe that what has happened here is just frustration with shorts. I am a buyer of what is being sold. I see General Mills (GIS) and Procter (PG) down huge and I can only say, "Wait, we have absolutely no signs of a revival in the economy whatsoever, and we know that these companies are huge beneficiaries of oil going down." Not only that, but you know they are going to come for Johnson & Johnson (JNJ) and Pepsi (PEP) and all the usual suspects in one of the most obvious raids on the stable group in years. I have always used these selloffs to pick at these stocks when I see employment going down, because there will come a moment when they switch back. The selloff is so bold today that you can sense that the soft-goods ETFs are going to get schmeissed as shorts pile on. Be ready. There comes a moment when the velocity of the decline ends and you will have missed the chance. I know Doug Kass disagrees with this view. And I know they could have further to fall. But I also know that these stocks rarely get put on sale, and when you can put 'em away like this, you are getting a good chance to buy something you can own through the recession to the revival when, you can then sell them. I am cursing myself that I am restricted on most of these. You just don't get PG down this much, or GIS, without something being wrong. Nothing's wrong. Juicy..."

From a recent Mad Money show:"I've looked at it and I just can't get behind it. I don't want to buy that stock."

From a recent Mad Money show:"We're buyers of Allscripts Healthcare on this show. I like that one a lot more."

From a recent Mad Money show:"I've been buying Eaton for my trust. It's one of my accidentally high yielders. I'm with this one."

From a recent Mad Money show:"These mortgage REITs used to be bad, but with the new rules, they actually do quite well. I like their style."

From a recent Mad Money show:"Give it another day to bounce, then ring the register. They've killed natural gas; it's time to get out."

From a recent Mad Money show:"If you want to buy Motorola, you need to wait until the end of the year. I like Nokia more, though."

From a recent Mad Money show:"I missed the move in this one, I think it's done. It's time to sell ProLogis."