This is the next CME. I absolutely love this stock because: 1) The volumes have been steadily increasing. 2) Merger with Euronext will create more monopoly. 3) Online gambling has been banned in United States. People who want to place bets online cannot find better place than stock on NYSE.

The reason for me picking this is purely political. Henry Paulson has more than 3 million shares when he became treasury secretary in June. Look at what happened to Citigroup's shares from 1995-1999, when robert rubin was the treasury secretary. The results were astounding.

I think NDAQ is headed easily towards $100. Here is the reason why. Look at the market cap of all publicly traded exchages in US. Exchange MarketCap NYX 17.02B ICE 5.81B ISE 2.12B CME 19.28B BOT 8.67B NDAQ 4.57B Considering that it has the lowest market cap of the all the major stock exhanges, coupled with the fact the online gambling sites are shut to US customers, I think all the exchanges have tremendous potential. NDAQ is at least worth $12 B dollars. Which means that the stock can easily triple

ICE trades energy futures contracts. The emerging markets appetite for energy will result in more volumes of contracts traded. Plus it is a very good takeover target.

King of all exchanges. Going back to the fact that online gambling has been banned in United States, CME is the single biggest beneficiary. Betting on futures contracts is going to explode and is more addictive than any other form of gambling. CME makes a killing on each contract traded.

ICICI Bank of India. Existing Indian banks are owned by government and have little or no customer service. ICICI bank is completely changing that. The branches are springing up like weeds in spring and are packed. The variety of products available on loans and deposits is uncomparable. Absolute monopoly on a 300 million strong middle class.

Satyam computers. This is the next Infosys. Satyam is gobbling up BIG clients all over the world. They are the first ones into nascent but highly potential Chinese software market. It is also a good takeover target.

Rediff.com. If you like GOOG and BIDU.com, REDF deserves a place in your porfolio. Internet usage is exploding in India, and there is just one website everybody calls home. http://www.rediff.com.