"Sasol's ADRs have soared about 400%, to just north of 50, since they were listed in 2003. The stock could be worth about 70 in a year if oil prices stay high."

"Photizo Group, an imaging-industry research boutique and part of the StreetBrains research consortium, became more constructive on the stock last week after Lexmark's analysts day. A move to quit selling three million low-end printers in unprofitable regions should raise returns. And profit comparisons will be quite easy in '08, Photizo notes.The stock, too, is back to a level that held at the summertime lows. And a Lexmark executive last week reported having bought $460,000 worth of stock near today's prices. Photizo thinks the stock can get to 50 in nine months."

"IT'S TOO EARLY TO PRONOUNCE Barclays' stock cheap, but at roughly seven times forward earnings, it looks attractive. Shares of the British bank (ticker: BCS) have fallen more than 30% since August, when the subprime-debt crisis gained momentum. That, despite it being widely known that Barclays wasn't going to overpay for the Dutch bank ABN Amro."