Diversified:

• Bank of America Corp (BAC), Medtronic Inc (MDT), Nxstage Medical Inc (NXTM), Respironics Inc (RESP) and Amgen Inc (AMGN). This portfolio is not diversified because other than BAC the other four are related to health care. The caller was told to get into other sectors.
• Genentech Inc (DNA), Google (GOOG), Altria Group Inc (MO), NYSE Group, Inc. (NYX) and Goldman Sachs Group Inc (GS). Jim blessed this portfolio as diversified.

Mail:

• A mailer asked about buying Waste Services Inc (WSII) with a limit order. Jim wanted the person to refrain upon acting the same night he recommends them. The rule goes: “day one, do your homework; day two, let others get discouraged and throw the stock out; and on day three, back up the truck.”