Boeing (BA) which is trading in the mid-90s which is totally insane. Boeing is back-ordered for the next 7 years, which means if you place an order for a plane today you will have to wait 7 years until you see that plane. With Airbus failing Boeing basically has a monopoly in the aerospace sector. I believe a lot in fundamental analyses and key statistics which help quantifive risk/rewards in companies in such turbulent times. Right now Boeing has revenue of $85 per share, I think that could be as high as $90 when the report their next quarter earnings. BA is down 10% from its high even after reporting a great quarter is a buy to me.

Next up is BAC, with the market down some 12% we are going to see people swap out of there T-notes (which yield) 3% and into best of breed stocks which offer high dividends. BAC has a dividend of 5.3% and since it’s a stock its upside is unlimited. For the more conservative investor BAC is a great way to enter back into the market, sit there collect your 5.3% and wait for the market to snap-back.

After reporting monster earnings a few weeks ago SNDK is down $7 from its high. With big-cap technology companies have tons of cash on hand as well as no sub-prime issues SNDK is poised for snapback

After the amazing IPO of VMW, EMC is poised for a snapback. EMC which has appeared on our Rocket Stocks list before. The VMW IPO was huge— and with EMC holding 87% of VMW right now it is the cheapest way to play VMW. Right now investors are paying 66x earnings for VMW but investors can "get" VMW for 44x earnings if they just buy EMC. I also did another video with Jim Cramer (which can be found on thestreet.com) in which we talked about some trading based ideas around VMW and EMC. The growth figures on VMW are outstanding. Also, VMW cuts companies technology related energy bills by 40%, and with the recent Senate passing the pro-renewable energy bill VMW will benefit. EMC also reported great earnings a few weeks back the market sold it off.

NMX sold off last week as merger talked between the NYX and NMX died down. There has been heavy trading for the Sep$145 call options as some investors are making a small bet a deal gets done this month. Longer-term though NMX is always trading more oil contracts each month which in turn brings in more fees.

As copper futures were crushed last week investors sold off FCX. FCX is a great play on copper and the exploding growth in Brazil, Russia, India and China. It also is the core position of many top hedge fund including Atticus Capital, SAC, and George Soros. With the stock down $20 from its highs it would not shock me at all too see theses firms buying more at this level. The stock is insanely cheap on a multiple and earnings base and if it continues to slide is a possible take-over target.

COP traded as low as $75 a share last week which was just nuts; most of these oil based companies trading directly in line with the price of oil per barrel which has fallen from its top. COP is still the cheapest of the group and has an amazing buying program (which is helpful to investors psychology in the darkest moments in the market). With oil remaining elevated for sometime COP could see $100 before its all said and done; then it would have the right multiple compared to the overall group

C is going to benefit greatly once the FED starts to cut rates. With the 4.5% yield the potential upside of the market+ the fact that Eddie Lampert drastically increased his position in C during the last quarter makes C a great stock. Let's not forget the "Prince Factor"—if CEO Chuck Price is fired it is very possible the stock could gap up. This is a great play on an overall market trend