1. Dollar Tree (DLTR) and 2. Family Dollar (FDO). Total trade down, makes a ton of sense, can go up for some time. I believe that the possibilities of a mini-bull market in dollar stores are playable on any weakness.

1. Dollar Tree (DLTR) and 2. Family Dollar (FDO). Total trade down, makes a ton of sense, can go up for some time. I believe that the possibilities of a mini-bull market in dollar stores are playable on any weakness.

3. JetBlue (JBLU). I hate the airlines, but this one hasn't reduced rates and the fuel costs have collapsed. The case can be made.

4. Molson Coors (TAP). We don't know what the new Anheuser-Busch (BUD) will look like. We do know that it might not be able to spend like the old Anheuser-Busch and that there are also some divestitures that could really help Molson Coors. Raw costs for grain, aluminum and glass are way down.

5. Sunoco (SUN). All of the refiners have become investible because the collapse in oil has allowed for the refiners to buy crude and not have to cut price as fast. Decent thesis.

6. Ultrapetrol (ULTR). This is the only natural gas stock with a decent chart. It has always been loved by the bulls and the growth guys. It is the Investors Business Daily name in the group.

7. United Parcel Service (UPS). I think this one hits because of the collapse of DHL and the fuel cost benefits. This one looks better than FedEx (FDX). Could be dividend related. Of course, there is a dramatic decline in shipments, so you are on your own as I can see this one being in a scenario similar to Best Buy (BBY), in which its version of Circuit City (DHL) goes under and then UPS issues a profit warning.

8. Waste Management (WMI). Totally pro shareholder name that is a buy every time it gets to a 4% yield. Has great management and walked away from a bid after the price got too high. Not as economically sensitive as I thought and with duopoly pricing in a bunch of markets.