Date updated:12-02-2007
Let's pick some winners and pray to our trading gods. Although, it doesn't really matter if the market goes up or down -- even if the market has a disastrous week, it will still be the case that out of the 8,000 public companies, at least 1,000 to 2,000 stocks will go up. It's our job to find and bring you those stocks.
The goal of this portfolio is not necessarily to find the best stocks for the next century but the ones that can either snapback this week because of an irrational selloff last week, or they have some other potential catalyst that can create explosive potential during the coming week

-
CX
Cemex Sab De Cv A - $6.77
- -11.27%
- $7.05
First up is Cemex (CX) is a very interesting company levered to international growth and expansion mostly in third world countries. CX has very clean balance sheet with approximately $18.06 Billion in annual revenue with $5.98Billion in gross profit; though it does have around $6 Billion in debt it seems as though it is “working debt” which has been re-invested back into the company (thru company expansion, development of new warehouses etc.). CX is one of the most oversold and undervalued international companies out there; partly because it is being mislabeled as a company that is tied to housing and housing construction. While this is partly true, it is tied to international housing and construction which is booming. It is a great indirect investment into the rapid expansion of such developing countries.

-
RIMM
Research In Motio - $48.65
- -3.71%
- $49.00
Another stock to look at is Research in Motion (RIMM) which was down as much as 10% on Friday after its full-year guidance was lowered by .04 cents by a Piper Jaffery analyst. From the looks of it though RIMM is have a monster quarter/Christmas selling all different versions of its blackberry pearl and curve series. This “downgrade” which sent shares lower has created a great trading opportunity to buy shares on the cheap. Let’s also not forget that RIMM is also in the process of moving its produces into China!

-
ONT
On2 Technologies - $0.2611
- -12.97%
- $0.30
Another stock I like this week is On2 Technologies (ONT). This small technology company is down almost 80% for the year hurt by increased expenses and poor management. Recently however, they just signed a collaboration agreement with Texas Instruments. This is a major agreement for ONT as it shows that management is finally making some progress forward. My guess is that the street has yet to see this agreement which could send shares much higher.

-
EMC
E M C Cp - $9.98
- +2.99%
- $10.17
With VMware now trading over $90 its worth looking at EMC again. The fact that EMC is still under $20 is insane as it owns 86% of VMware. Once you back out all VMware’s valuation out of EMC you get a high-growth technology stock that has traditional grown revenues 12% since 2001 for roughly $5 a share. Last quarter they had monster earnings has profit rose 70% year-over-year and they announced a massive $2BB buyback.

-
TSO
Tesoro Corp - $9.69
- -12.94%
- $10.84
As crack spreads start to get wider TSO could move higher. Cold weather has helped and add in the fact the "Kerkorian" factor anything can happen with this name next-week.

-
CBT
Cabot Cp - $23.45
- -5.44%
- $24.21
New VP James Kelly is going to help this company out alot. This unheard of company is the second largest holding of SAC Capital. Sporting a huge buyback (10MM Shares) and the fact the stock has been hit hard, I am looking for a snapback rally.

-
KBR
Kbr Inc - $14.75
- -10.50%
- $15.76
Great construction company which saw T.Boone Pickens up his stake. They just won a $250MM Contract + another contract with PetroSA.

-
IT
Gartner Inc - $16.91
- -5.00%
- $17.22
Large Insider buying last month. This company operates as a mid-level business software solutions firm. Near its 52-week low I like this as a snapback play.
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