Contrarian pick - unloved by the street. Government looks to be getting out of the way of mergers in the exchange sector. The best brand name of all stock exchanges.

Excellent domestic driller with exposure to natural gas and oil. Large reserve base means it's a potential takeover target for a major integrated oil company.

Dominant cable provider with excellent cash flow and reserves that it's reinvesting in the company to demolish the competition. Triple-play will become a major cash cow.

Cornered the market on nickel, feeding China's huge demand.

Contrarian pick in the restaurant sector. Higher beef prices couple with high gas prices might bode poorly for the next couple quarters. Accumulating at this price level based on superb management, an excellent brand name and reputation for quality, and potential as a takeover target.

Overlooked in the industrial cyclicals sector. Has exposure to aerospace, defense, and nuclear power industries - a smaller cap Boeing with less of a focus on aviation.

Infrastructure play with low number of shares outstanding, meaning institutional buyers will continue to push it up if earnings continue at current pace. Has a large backlog of orders that are unlikely to be cancelled even if interest rate increase

Finest investment bank in the world. Excellent management and low multiple.