First up is Google, Google is one of the most economic independent stocks around. Actually, marketing studies have shown that adverting actually increases during times of economic depression and with more adverting dollars following away from “old media” into “new media” this will certainly help GOOG. Recently, Google has announced this so-called pay-per action ad service which could boost its earnings by billions of dollars. Currently, Google is using Pay-per-click which charges advertisers each time someone clicks on their link. Pay-per-action offers advertisers higher rates once consumers take some sort of action, which include buying a product or service or filling out a registration form on an advertiser’s Web site. Last week Google also got an upgrade with a price target of $900 a share

First up is Google, Google is one of the most economic independent stocks around. Actually, marketing studies have shown that adverting actually increases during times of economic depression and with more adverting dollars following away from “old media” into “new media” this will certainly help GOOG. Recently, Google has announced this so-called pay-per action ad service which could boost its earnings by billions of dollars. Currently, Google is using Pay-per-click which charges advertisers each time someone clicks on their link. Pay-per-action offers advertisers higher rates once consumers take some sort of action, which include buying a product or service or filling out a registration form on an advertiser’s Web site. Last week Google also got an upgrade with a price target of $900 a share

Also worth looking at is Nordstrom, which like Dicks handle beat earnings last week. Even though, Nordstrom did better-than-expected regarding its third-quarter results the massive short-position of 10% in this stock kept it from really rallying. Profits came in up 22.1% for the year and EPS was 68 cents per share; much higher then the 52 cents per share analysts where predicted. Nordstrom also reported that its inventory growth and sales growth are now better aligned than in the previous quarter, as well as unexpectedly announcing $1 billion worth of buybacks. Right now we currently have massive buybacks from KSS, JWN, TGT; the management of these companies know much more about the consumer and how they are going to fair out in the next 18 months then we do.

Also worth looking at is Deere which proved to be the ultimate weak dollar play. Last week the company reported really good earnings as it was helped by the boom in global demand for Deer’s equipment and a weak dollar that created a favorable currency conversion. Sales in the U.S grew 15% during the third quarter, but Deere also said that some of their business was hurt by the housing market. Up a sold 5% on Wednesday’s 220 decline, Deere will move higher as investors head back into this global growth play. The Deere conference is also worth listening too, it will re-inforce the global growth story. No matter what the bears say.

KO is another great weak dollar play. As we saw with Deere, firms that have major overseas growth and business are being rewarding on the "e" side of the PE. With demand for all of KO's products this is a good stock to own. Lets not forget that they also bought Vitamen Water a few months ago; that was also another great move.

"Celgene, Cramer said, is a stock investors should consider buying before the American Society of Hematology's annual meeting in December." Celgene is also a great stock to own in case of a sell-off/slow down.

While the DISH deal maynot get done this week (although anything is possible) it is now back to trading at levels where it is worth buying. Rumors of a $65 buyout sent shares shoring last week but things seem to have settled down. Who knows, the rumor mill may once again get started.

Both ETFC and DISH deals are very close to getting done. ETFC has been in talks with both Charles Shawb and Ameritrade. Recently ETFC COO Jarett Lilen said that the broker was “still interested in consolidation” Rivals have stepped up efforts to attract ETFC to join their team. Lets just hope they can keep their clients