Sudden Death

Valero Energy : "I told people to sell the stock in the mid-60s. I shouldn't even be able to pine on it. It's obviously doing well. I think it's gone too far. I'm sticking with 'don't buy.' "

EMC : "One of the few tech stocks that I would still buy here. I think it goes to $20 - that's how good it is."

Ivanhoe Energy : "No, I have not liked Ivanhoe. I'm too nervous about it, and I don't like the management. I think it should be sold."

Allegheny Tech : "Great quarter. The guys are too bearish. That stock's starting its climb again. I want you on board."