China is a growing market with limited infrastructure. This has resulted in mobile devices being the primary cource of communications. CBAK has built a state of the art facility and they recently signed a manufacturing agreement with A123 systems as well as adding laptop cells to their portfolio at a time when the main competitor in the space in stumbling.

With people getting older and requiring more care there is going to be increased demand for specialised short term care facilities. Advocat is undervalued on every metric compared to their peers and presents significant upside.

The oil companies are having to spend more and more capital exploring for new reserves and they are haivng to venture into deeper waters to find it. That is RIG's space. They dominate global deep water drilling.

Novellus is one of the smaller players in the semi conductor equipment space but with no debt and significant cash flow you have to wonder why they are not private.

Now as the financial market to the world the NYSE is on it's to becoming the exchange to the world. They have inked a number of JV agreements lately as well as acquiring Euronext puts them on the way. In a way this is the highlander of exchanges, "there can be only one."

This is a simple debt for equity swap that should continue to unfold over the next 2 to 3 years.

The drilles need to move their rigs and they need supplies. Trico is undervalued compared to the market and could be a potential take out target.

I like it for the cashflow and the potential Terradata spinoff.