First up this week is Sirius Satellite (SIRI) There finally may be light at the end of the tunnel for Sirius radio and XM satellite shareholders. Last week there was a bullish analyst report suggesting that the Justice Department decision is imminent and that they will approve the merger with between both companies. While, there is no official date for the Justice Department’s decision, there has been increased speculation that a decision is near. Recently, Sirius CFO David Frear stated that the Department of Justice has "little left to do" to complete its review of the merger. Here are some quick bullish points on the merger: 1) Both companies have natural synergetic ties in their adverting and business model. This should help decreases costs and increase margins pre-customers which will untimely go to their bottom line. The ability for customers to flip between sports shows, comedy and political conversations will be a huge plus. 2) Both management teams will now be able to focus on transforming and integrating paid adverting into their service. Working as one company should make advertisers interesting in adding additional time-slots. While, these ad spaces will have higher price-points, advertisers will be willing to spend more as long as more people hear their ads 3) Sirius employs 772 employees and XM employs 860 employees. Once the merger is approved I could see as much as half of the total workforce fired. Only the most productive/essential employees will remain, these employees will be given large blocks of shares in the new company as additional motivation. 4) Increased installation will help as the automakers will find it a lot easier to offer satellite radio subscription to new customers. A few weeks ago Ford and Sirius announced that they are targeting 70% installation rate for the Mercury. This is a very high number considering the penetration that the Mercury has. 5) George Soros started a small stake in both Sirius and XM. Soros currently owns 1.21 million shares of Sirius and roughly 105,000 shares of XM. While, this is a very small position for Soros he has been known to specialize in these turn-around stories and may offer some key advice for both companies

Also worth looking at is Timberland which despite all of the problems this company has had (lowered guidance etc) the fact of the matter is that people tend to wear these shoes as the weather gets worse. At these current levels, I am not sure how much down-side there is to shares. Also, Nike which has unsuccessfully tried to enter the boot market may be interested in the company

After the close on Thursday, Evergreen announced that it had struck a 10 year polysilicon supply deal with a French based company. With polysilicon being a very scarce commodity right now this deal shows that Evergreens management is working hard to get the best prices possible. Evergreen also has 20% of its shares sold short which could fuel its rally even more. Despite a massive rally in First Solar, Evergreen now seems cheaper based on forward earnings projections and growth/market size expedition.

Pure-Snapback play. Down 30% in a single day-- SCA has ZERO debt, 250MM in cash and a massive amount of insider buying. Rumors are that they may go under, but if they dont look for a snapback rally!!

$15BB buyback, need I say more?? T has been stuck for a while now, I think the buyback can move it to the $45-$47 level within 6 months. Its a very solid play.

Taking market share from FRPT, SPAR and OSK, I think DCP is now the play on government spending. DynCorp was also just awarded a $50MM Amry engineering project in Afghanistan

ADBE reports earnings this week and I think they are going to beat. ADBE is an I-Phone play as they sell flash which the I-Phone uses to view youtube. I have not seen this name anywhere else.

These guys are always on the right side of a trade. With earnings coming out this week and the bears all over them, GS is should post a record profit. CEO Lloyd Blankfein saw a 30% inc. in his payout this year. Blankfein's pay is directly tied to the firms performance.