"Bayer shares look undervalued, given the promising pipeline that its pharmaceutical unit boasts. One bull thinks the German company's stock could rise 15% over the next year."

"Helped by the upswing in the aircraft cycle, Goodrich's shares, recently around 63, could rise by nearly 20% over the next 12 months. The dividend is likely to go up, too."

"HP (ticker: HPQ) is hitting on most cylinders, save storage and high-end computing, while rival Dell is struggling to pick up the pieces from a punishing fall. HP shares are up 52% from when I wrote a bullish feature on the company in April 2006, predicting steady 4-6% revenue growth. HP is globally diversified and spread across both the consumer and corporate markets, making it less exposed to U.S. economic woes. Roughly 65% of its business is from abroad."

"The coming financing of the mammoth First Data buyout will be important for the banks and the LBO market. How high will yields on such debt have to go to attract buyers."