I'm rooting for Goldman Sachs (GS) to do a giant equity offering. I never root for equity offerings from my stocks. Ever. But with Tim Geithner right now saying that he would be "pleased" to get the TARP money back and with TARP money able to be repaid with money raised from new equity, we want this non-dilutive above-book-value deal. You have to understand that while every company would like to pay back TARP, there are real issues here beyond the desire to free oneself of the government as a preferred shareholder. The chief one is that you don't want to "embarrass" the government. Putting the money back to the government is thought of as being an insult to Treasury by some of these bankers -- trust me, I know this from background talks. I believe that Geithner's comments just now green-light the return. You can only imagine what bank people would want to put their money in: a bank that needs government help to stay afloat or a bank that is strong enough -- like the JPMorgan (JPM) bank of old -- to say, "We are in such great shape that we don't need to have that expensive preferred dogging us." Remember, given that Goldman Sachs has no mortgage exposure, given that it is more of an agent and adviser bank, and given that it is a home for hedge fund money -- and will be a mecca if this happens -- it could be an immediate earnings per share bumper if it occurs. This week proved that the company continues to gain share in M&A -- it advised CV Therapeutics (CTVX) in its takeover by Gilead (GILD) and was also involved in the deal between Merck (MRK) and Schering-Plough (SGP). Goldman remains the advisory of choice for big institutions, and because most of its competition has either scaled back or left the business, the company will continue to dominate. Goldman's stock has rebounded mightily. It accurately predicted that big steaming loss the company had. I think it is accurately predicting the future now.

From a recent Mad Money show:"No, no, no. Listen, we have Terra Nitrogen going higher. That's the one you want to play with."

From a recent Mad Money show:"Yamana isn't on my list of stocks you want to own. If you want stability with a dividend, you want Agnico-Eagle Mines (AEM) or Eldorado Gold (EGO)."

From a recent Mad Money show:"I'm thrilled we got out of that one. I don't want to get greedy; it's better to be lucky than good."

From a recent Mad Money show:"JP Morgan told you today that U.S. Steel could default on its debt. I need to hear from their CEO before I believe that call. "

From a recent Mad Money show:"I think that this is the time not to speculate on tech. I think Taiwan Semiconductor (TSM) and Hewlett-Packard (HPQ) are the ones you want."

From a recent Mad Money show:"I regard this as a Russian lottery ticket. If this were speculation friday, I'd consider it, but on a $3 stock, zero is more likely than six."

From a recent Mad Money show:"I recommended Allscripts-Misys (MDRX) previously, but I'm not looking back. I'm going to take a pass and tell you not to buy Athena."