I am looking at Polo Ralph Lauren (RL) down too much, especially in light of the not-as-good Phillips-Van Heusen (PVH). Ralph Lauren is doing just what it did the last time it reported, selling off on spending more money on growth, which is just what we wanted. I can't believe it happened again!

I see Johnson Controls (JCI) off again. That doesn't happen very much, although it isn't down a lot today.

And then there is Medco Health Solutions (MHS), without a doubt the single most resilient health care stock I have seen in a long time. Now I know the stock got hammered after the company was cautious -- all boilerplate UPOD (underpromise, overdeliver) stuff -- but ever since then it has not had even a momentary pullback. This is your moment.

Or take the case of Cigna (CI). Here's a company that is slowly going private. It rarely goes down a point or 2 because of that buyback. But you have your chance today. I would scoop that one up.

Finally there is Downey Financial (DSL). I don't think this company will be public a year from now and it is worth $100. Ever since I highlighted it on "Mad Money" last month, it has been pretty much straight up -- a slow crawl, but the right direction. Suddenly it is down almost a dollar. I would take advantage of that and buy it right now.