Tim Seymour had some positive things to argue for in Ford's defense. "You have to make the assumption that these guys are going to become global car companies and they really need to compete in areas where I don’t think they’ll be able to compete forever." said Seymour. He added, "The costs are going down because if you look at the output of cars out of the United States, roughly 40% are based upon a union cost basis which fortunately has come down markedly over the last year as Ford starts to write down the UAW liabilities." Guy Adami called CEO Alan Mullally a "genius" and thinks he is a great CEO. He'd love to buy Ford, but cautions that Wall Street continues not to reward the stock, and right now they don't love the name.

Karen Finerman believes that the company's cash flow and "impenetrable" balance sheet combined with its valuation make it a good stock to own. Microsoft has more than $20 billion in cash on hand and is trading at a 5 year low in P/E. Jeff Macke wants to love Microsoft so much, but he says that Microsoft along with Sony is a company that gets the least amount of the greatest number of assets it owns. Guy Adami is going to continue to own Microsoft and thinks the valuation is compelling. Tim agrees that the valuation looks very good.

Macke explained that Cablevision is becoming more shareholders friendly. He said there is a strong possibility the company will break itself up to unlock value.

"When Michael Dell left Dell, the company got off the rails for a long time" said Guy Adami. He thinks that cost cutting and improved operating margins indicate that Dell is probably doing better. Is Dell a good buy given its low valuation? The stock is probably ahead of itself according to Adami, but he likes it and suggests to wait for a pullback in the price before jumping in.