“The drumbeat is picking up. Production decline is slowing down as we see a small rebound in rail traffic and an end to inventory builds. There is a nice housing starts number this morning, the strongest jump since 1990, which was forecasted by a small bump in the stocks of Lennar (LEN), Toll Brothers (TOL) and KB Homes (KBH). Huge increase in multifamily units. Retail sales were up more than expected in February, hence the upgrades in Home Depot (HD), Best Buy (BBY) and Target (TGT) by Jefferies. Unemployment claims are not getting worse. Commodities are rising: Witness the run in copper, manifested by Freeport McMoRan (FCX), and the run in oil, signaled by the bottoms in Chevron (CVX) and Transocean (RIG). Bank profits are on the upswing, which is why Bank of America (BAC), Citigroup (C), Wells Fargo (WFC) and General Electric (GE) are bottoming. Therefore, the bottom is in. The economy bottomed last month and we are now going to go up. The rally is the logical extension of the bottom and the bottom will become obvious to all shortly. The stimulus is kicking in, lending is picking up, mergers and acquisitions are back and the TALF plan is upon us.

From a recent Mad Money show:"I think this is a good spec at $4. People are all excited about infrastructure."

From a recent Mad Money show:"I warmed up to this one, then I left it. I got that one wrong."

From a recent Mad Money show:"I like speculative biotech and I'm a buyer."

From a recent Mad Money show:He doesn't trust the dividend and says way too much of its drug business is going generic. He said to sell.

From a recent Mad Money show:He historically has liked the stock and says it's nice to be in it for some good yield.

From a recent Mad Money show:"This is the only supermarket chain I'm going to recommend. They've done an amazing turnaround. That's an absolute buy."

From a recent Mad Money show:"This is one of the best stocks I know. The dividend is safe and this is one you should own."