Date updated:01-16-2008
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

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RBN
Robbins & Myers I - $25.40
- +5.00%
- $24.47
First up this week is Robbins & Myers (RBN) which is a diversified machinery and oil pumping company. Robbins & Myers is set to report earnings on the 9th and might handily beat expectations. Robbins & Myers is divided into three main business platforms: 1) Fluid Management, which is an indirect plan on oil—drillings need their rigs cleaned and RBN’s fluid management products work great 2) Process Solutions, which is involved with the chemical and pharmaceutical sectors and 3) Romaco, this part of Robbins & Myers offers the greatest risk/reward ahead of earnings. Romaco is primarily involved in packaging equipment for cosmetic and pharmaceutical companies. Earnings from Romaco are volatility, but even in the slights gain for Romaco should help shares of Robbins & Myers. Weaker industrial goods orders may slow some of its US based business down, but with 60% of total revenues coming from outside the US this won’t be an issue. Weekly Catalyst: With 60% of their revenues coming from overseas Robbins & Myers is greatly aided by the currency conversion. RBN is an indirect play on rising oil and the company should seen increased orders as oil rises. And even the slightest gain in Romaco could help EPS greatly.

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TSO
Tesoro Corp - $13.94
- -0.21%
- $14.23
Despite a massive divergence between crude oil and the crack spread—these refiners are due for a snapback rally. The crack spread is the differential between the price of crude oil and products extracted from it. This is the profit margin that these refiners can expect to make by extracting other products from oil. Near its low of the year (meaning the refiners are hardly making money) its posied for snapback rally

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CVS
Cvs Caremark Cp - $30.90
- +3.73%
- $29.99
Last week December same-store sales missed investors views. Management cited weather and a slow start to the flu season and the slowing economy for 1.8% growth. However, the company confirmed its earnings guidance and only trades at 16x next-years earnings-- It was up Friday during the market selloff

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ACH
Aluminum Cp Chin - $28.89
- +2.05%
- $28.61
A indirect way to play AA and its earnings. This stock hit $90 back in the summer had has fallin all the way back down.

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MVIS
Microvision - $3.89
- 0.00%
- $N/A
MVIS is also a play into CES week—Last week Microvision signed a huge contract with a consumer electronics distributor to create its Pico projectors for mobile cell phones and smart phones. Microvisions mgmt has been steady, growing its business and completing its objectives which it set out a few years ago. However, I would like to see the names of these partners and not just some vague title which can be given. This would help MVIS shareholders really judge how mgmt is doing. Also, a play on China as they look to expand overseas in the Asian markets (as per the last conference call)

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VFC
V F Cp - $76.60
- 0.00%
- $N/A
Near its 52-week low with a 3.5% yield, VF Corp is very attractive at these levels. VF Corp had very good earnings a few weeks ago, despite a slowing economy and rising oil prices. Most retailers are trading at recessions levels; if investors who have been bashing down the retailers are wrong, we could see a massive snapback.

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SCRX
Sciele Pharma - $0.00
- 0.00%
- $N/A
Next up this week is Sciele Pharma (SCRX) which on Thursday received regulatory approval to sell a new version of its high blood pressure drug Sular. Sciele expects to launch the drug relatively quickly during the first quarter and predicts sales to occur late February. Neponset Equity Research Inc. analyst Noelle Tune said in a note to clients Sciele is "starting the new year on the right foot." Possibly more interestingly is the massive short position that Sciele has. Almost 30% of its total shares are short, which seems ironic considering this piece of solid news. Near its 52-week low, despite having FDA approval Sciele Pharma offers an interesting entree point to play a short-squeeze rally.

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HMY
Harmony Gold Mng - $10.90
- +1.96%
- $10.98
Triggered by our 3x2 takeover system—Takeover rumors have sent this gold stock higher.
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