Western Refining ( WNR): "Refining stocks have come down a lot. ... I think that means you should be in Valero ( VLO). I am not coming down the food chain to Western. I'd rather own Valero. I'd rather own Sunoco ( SUN)." Energy Conversion Devices ( ENER): "You got a loser there. The only one in the alternative energy field I'm endorsing is First Solar ( FSLR)." Lockheed Martin ( LMT): "Yesterday I'm jumping up and down ... LMT announces a gigunda buyback. ... Everyone yawns. Stop yawning, start buying. Lockheed is going higher." Starbucks ( SBUX): "They're moving in a lot of food. The margins for food are bad. ... I think Starbucks is a Don'tBuyDon'tBuy." Marvell ( MRVL): "Eh! Man, I'll tell you something. How much money have I lost on that one? That one is off the rails. It's off the reservation. I don't want that anywhere near Cramerica. That one is toxic." First Horizon National ( FHN): "Cheap bank stock. Very cheap bank stock. I like that. ... I think I would like to buy First Horizon. But I would like to see two more rate cuts first." Coeur d'Alene Mines ( CDE): "That is one of the worst of the mining companies. I like Barrick ( ABX), I like Yamana ( AUY). And if you really need silver, I'm sending you to Pan American Silver ( PAAS)."