"The shares now trade in line with the auto-parts group, but merit a premium based on strong patterns of revenue growth. Now around 90, they could hit 105 to 110 in the coming year, analysts say."

"AMR is trading for about 22, or six times estimated '08 earnings, down from a peak of 41. The stock could rise 50% in the next year, as investors recognize its assets."

"Nordson's shares could climb more than 20% in the coming year, thanks in part to global diversification that cushions earnings from an economic downturn in the U.S."

"Alcoa has not been a leader, in part because aluminum hasn't surged with other metals. Aside from a pop into the high-40s in July when it had a shot at acquiring Alcan, the stock has been sideways for years even after rising 30% this year to 39. The sell-side is subdued in its view of the stock, which trades in the lower half of the sector's valuation range, near 12-times 2008 earnings. There was unverified chatter last week about possible activist-investor interest. It's the kind of name that could get dinged on any fears of global growth subsiding, but that would probably just create an even better entry point."

"For starters, it means EchoStar shares are worth more today than they were a week ago. Why? The DISH Network as a stand-alone business is expected to get a higher multiple, since it will be less capital-intensive than while buried inside today's Echostar. And splitting off the technology business opens up new prospects, like supplying set-top-box software and even hardware to other service providers. Finally, it's possible that the two announcements are a prelude to another bigger one: an acquisition of the DISH Network."