“Family Dollar (FDO) trumps the numbers. Big Lots (BIG) blows them away. AutoZone (AZO) and Monro Muffler (MNRO) put up some great earnings. Wal-Mart (WMT) is triumphant and a dividend raiser. Dollar Tree (DLTR) rallies off the Family Dollar comparisons. See a pattern? It's pretty obvious: People aren't buying new cars (as we know from those awful General Motors (GM) and Ford (F) sales figures), they are fixing them and making them work longer. People are not shopping at Target (TGT) or Macy's (M) or Nordtrom (JWN), they are going to Wal-Mart. Why not? Wal-Mart's got them all beat on price and even on look and feel since the revolution Lee Scott put in place before he retired. Family Dollar, Big Lots, Dollar Tree? When you are really in a jam you can go to these places. I don't care for Big Lots but I like my Dollar Tree, and if you are on a tight, tight budget, there simply isn't a reason why you wouldn't shop for food at Family Dollar. These companies are supposed to thrive in hard times but they still represent bargains or aren't liked by analysts, particularly Family Dollar. AutoZone's rally seems like short-covering. Monro? Didn't budge on those good numbers -- strange. If the market ever stabilizes -- saying something in itself -- you need to consider one of these estimate beaters for your portfolio.”

From a recent Mad Money show:"I feel very strongly that Caterpillar fell victim to a short squeeze, but I feel for the long term, it's fine."

From a recent Mad Money show:"It's not clear whether this one is Obama resistant or not; it's got a lot of coal. I'm a seller."

From a recent Mad Money show:"I was struck that this one was not up more today. I'm a buyer of Bucyrus."

From a recent Mad Money show:"This stock hit a 52-week low today and they have not distinguished themselves. I like Home Depot (HD) more and even Sears Holding (SHLD) more than Lowes."

From a recent Mad Money show:"I think that's a good story with a good turnaround. I was a buyer at higher levels and I'm a buyer here."

From a recent Mad Money show:"I think the government is taking aim at big pharma. So anyone like Lily is going to have prices driven down. That's a big change for me, but I can't recommend them."

From a recent Mad Money show:"I think if you're going to put it away, it's fine, but it's a value trap. I'm going to buy, but buy it gingerly."