The best play on emerging consumer economies of Central and Eastern Europe

Quad play in Canada where wireless penetration trails the US leaving several years of growth for RG, the only GSM network up north.

Push to talk wireless operator in Mexico, Brazil, Argentina, Peru, and Chile. Low churn, high ARPU and a growing footprint will drive superior growth.

My Style model favors value over growth in a moderate growth US economy.

My Market Cap model favors large caps. One of the storngest signals in favor of large cap relative performance since 1980.

Still the best and most visible growth rate in big cap media content.

American Apparel acquisition will drive growth. Put an URBN or AEOS multiple on it and you got almost a double.

Not many mega cap stocks offer this kind ofEPS growth. Ignore the noise.