Great long-term growth story, great management and tech is in bull mode.

I personally believe that the chain delivers a great experience that is applicable to all Americans. Its a mid-western company that has a ton of growth potential because it hasn't expanded accross all of America (only 1 in California) It deserves the multiple of Chipoltle.

Rest of world and infrastructure exposure. Best of breed machinery.

Cramer's favorite biotech.

Good long-term play on aging population. Also synergies from Caremark acquisition are not yet accounted for in stock price.

Best lazer stock in a very rapidly growing industry. Great play on American vanity, which is where discretionary income is often spent regardless of the state of the economy.

VMWare will be a winner and they apparently have other storage solutions in the pipeline.

A commodities risk-management firm that was brought to my attention by Cramer's Russell 2000 show. Its been a big winner for me and is in a growing field. Risk management a growing concern to management, shareholders and where $$$ are allocated.