The stock, which has skidded badly since last summer, could jump about 20%, to 50, as the company leaves some problems behind and benefits from long-term TV contracts.

At 38.70, or 17 times earnings, Femsa's ADRs are cheap. Some fans think the stocks could be worth about 50, while a sum-of-the-parts analysis suggests a price of 64.

SunPower's stock was cut in half after the solar bubble burst. Now it could double, with earnings growing 40% to 50%.

Equity analysts continue to recommend ICE despite a few warts, partly because of its lucrative over-the-counter business. Goldman Sachs analyst Daniel Harris, who notes that ICE will take a $2 million charge for shutting the ICE Futures U.S. pits, recommends using pullbacks to build positions in ICE shares. Credit Suisse's Howard Chen, meanwhile, sees ICE stock eventually returning to $185, versus $127.80 Friday.

It's hard to bet on Wal-Mart near a 52-week high. Street analysts already are largely bullish on the stock, and some investors, no doubt, are counting on those $600 rebate checks eventually piling up in Bentonville, Ark. But the stock bears watching if it should pull back further.

Jim Grant, editor of the influential Grant's Interest Rate Observer, recently tried to steer timber-REIT investors toward smaller rival Potlatch (PCH) instead. Among other things, Plum Creek has "much greater exposure than Potlatch to the vicissitudes of real estate development," he notes. At 56%, Plum Creek's debt-to-capital ratio also is way higher than Potlatch's 36%, a potentially heavy burden as the housing slump drags on.

You can quibble about the appropriate valuation metric for judging timber REITs, but Plum Creek looks expensive by any measure. Grant calculates the adjusted enterprise value for each core timberland acre and finds Potlatch offers the better bargain. At 41, Plum Creek shares also trade at 3.8 times book value -- compared with 2.6 for Potlatch and 1.4 for forest-products companies. Shares are also perched precariously at 30 times cash flow, compared to about 17 times for Potlatch and another timberland company, Rayonier (RYN), or 32 times 2008 earnings, compared with 8.3 times for Potlatch and 13 times for specialized REITs. These numbers yell out a warning: Timber!

Bear Stearns and Goldman Sachs had the most profitable investment advice in the latter half of 2007, while previous leaders Morgan Keegan and Matrix USA stumbled badly.