Mad Money Monday

- Columbia Sportswear: don't wanna own
- Hilton: HOT, Four Seasons, Cendant, and HLT are good to go !
- PG: is the stock to own here, take advantage of the decline !
- Krispy Kreme: accounting should be done the way the rest of the civilized world does it, this is not for me
- INGR: take a little off the table, boring stock but goes up a little every day
- KSWISS ! and here's 2 more: Reebok and Nike
- PNR: water filtration is one of the big growth bizzes......buy !
- KFX: sell, esp. if it goes to $15
- Swap out of PEETS and into SBUX because of the China play
- Don't like any of the suppliers to major dept. stores (beat up on price, I guess)
- BJ Services going higher from here, looking for a MONSTER QUARTER. Do it !
- G (Gillette), get in before the deal closes, should squeeze up
- UPS: worried about USPostal Service but hold it if you own it
- Micron: don't touch with a ten-foot pole
- RRC: this is for us

Bonus: pick up Mickey D's - despite trouble in Europe, they are substantially undervalued compared to peers. Menu changes (and what other factors ? inquire) point to a price above $30 in the near future