“You want to know what is the most bullish thing that is happening today, bullish in a way that I have not heard talked about and deserves mention? Citigroup (C). This one is the definitive too-big-to-fail stock. It is incredibly important to the U.S. and the world's economy. It is a gigantic employer and it matters tremendously that it survive and thrive. I know this was the next target of those who wanted stocks down. I know it because I watch put-buying like a hawk, and this one was being just blown away by the sellers. Now, the usual caveats: Citigroup has been poorly run, it has lots of bad loans, it has lots of positions that I am sure they don't even understand. It has been slow to recover from the devastating Chuck Prince years, and it is not making any noises about changes other than selling the German division and issuing a lot of stock. Now is the time for Citigroup to do something, either raise a ton more capital or merge with another institution and get stronger and bigger. I think that this is a unique time, because in a more normal moment, Citigroup wouldn't be allowed to merge or acquire. This is not a normal time. I know that I have been a big critic of Citigroup, but the truth is that it has not disturbed its deposit base and it has a genuine chance of raising as much capital as it needs now that there are no homicidal shorts coupled with rumors and then the concomitant agency downgrade. Now, Vikram Pandit has to become more proactive than he has been. He can't wait and do nothing and hope things get better. He needs to have a plan in place if the government is going to do the Resolution Mortgage Trust, and he needs to figure out how get these really bizarre instruments nobody gets, like these SIVs, off his balance sheet and on to someone else's. Merrill Lynch (MER) took advantage of the window and raised money at $22. I am convinced, absolutely convinced, that Merrill bought itself a few weeks, as it would have certainly been a victim of raids and then credit downgrades. Citigroup should make its move next week. Let's see if they are ready!”

From a recent Mad Money show: "Lots of people have been selling this one short. There are more shares sold short than exists. But that ended today with the new rules. This one is sitting pretty and I'm long Sears."

From a recent Mad Money show: "I think both Frontline and Nordic American Tanker (NAT) work right here. I like Frontline a little better, but it's six of one and a half dozen of the other."

From a recent Mad Money show: "I was negative on the regional banks, but now I'm long with my "Fortress Four." I'm not recommending Regents though."

From a recent Mad Money show: "Don't give up on Walgreen. I own this one for my trust. I think we should buy some more. "

From a recent Mad Money show: "I have conviction that Apple should go higher. I think it's inexpensive based on 2010 and 2011 numbers."

From a recent Mad Money show: "I like the dividend, but I'm sticking with my Fortress Four and am not straying from that list."

From a recent Mad Money show: "I think Pfizer can inch up, but if you want drugs, look into Bristol-Myers Squibb (BMY)."