34.4%: Highly leveraged to the technology cycle as a bandwidth provider. Technology has surged so far and LVLT is a speculative way to ride it. The debt buyback and acquisition are good signs for a company crawling to profitability. 1/16: I'd be concerned about the downgrade, but the market seems to have taken it in stride. The chart shows LVLT to be a bit above its MA lines, but the RSI and MACD peaks show that it is firmly in upward momentum. Hold until this changes.

21.9%: This one's been surely increasing its value while not becoming overbought. So I bought with confidence that I wouldn't be digesting old profits or buy into profit-taking. Technically, the RSI and MACD are strong without being overbought and the price is nicely poised for a near-term breakout. Not sure how the domestic minimum wage will effect MCD, but the hit shouldn't be too bad given 1) a tighter economy helps MCD since their fare is cheap food and 2) internationally, MCD is the brand and a cheap dollar gives MCD great price flexibility.

9.0%: Despite my light position, this is one of my favorite holdings. Steady growth, a great yield, consistently well-held despite being a despicable company, and a solid uptrend. Looking at the chart, the MACD barely hits negative, which gives me great confidence that investors essentially refuse to let the stock drop. Investor confidence is great and all reports indicate that the Kraft spinoff could bring MO to gap up. MO will gap up as lawsuits get dismissed (and I believe they will). They also have great price flexibility and international presence and still plenty of growth opportunity in the increasingly popular smokeless market. Other tobacco companies have been hot this past year, but I fully expect MO to break out this year.

34.7%: Now that UNH is past all of the scandals, I'm hoping they'll start showing the numbers Bill Miller expected them to in 2006. After Thanksgiving, UNH caught fire, finally gaining the confidence of investors. I think all of this is because investors are actually realizing that the options scandals are bad but not crippling and I've got a hunch that UNH is going to report very well.