OXY  (OCCIDENTAL PET)

"You know what I want?  I want them to have to right off Ecuador, so I can buy more!  And back up the truck, because this is the most levered to oil, and oil be going to $80"   

ENER  (ENERGY CONVERSION DEVICES, INC. )

"I just recommended this the other day.  I believe they actually had a bad drilling last night.  But their 80% success rate on the drilling. We bought this co. For their drilling abilities.  The CFO won't affect that.  Should we always be worried when a CFO leaves?  Absolutely.  Is my confidence undiminished on ENER?  Yes.  I think the CFO wouldn't be as important as the CEO in this case."

CPST  (CAPSTONE TURBINE CORPORATION )

"First of all, natural gas has stabilized.  Second.  I gotta be honest with you.  United Technologies keeps talking about CPST.  I say it's time to stop talking and start pulling the trigger.  I want to see orders in CPST, or else it's a don't buy situation.  Don't buy, don't buy."        

GOOG  (GOOGLE) 

"Blowout earnings - time for some new math for GOOG .  I have been saying 9 x $60 gets you a $540 target price.   Wait a second, 9 goes out the door.  I now see a $10 estimate which takes us, with a 60 multiple, to $600.  My new price target for GOOG  - holy cow! - is $600.  And I've to tell you, it's gonna get there sooner rather than later."