Date updated:08-22-2008
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

-
AMCN
Airmedia Group In - $6.93
- +0.43%
- $6.86
AirMedia (AMCN): Which reports earnings this week, should get a huge boost from the Olympics. Right on its 52-week low, AirMedia (AMCN), which operates digital media network in China for air travel advertising seems like a perfect Olympics play; especially ahead of earnings. AirMedia has $210 million in cash in the bank, zero debt and could be a huge winner next week.

-
HBIO
Harvard Bioscienc - $3.65
- -0.54%
- $3.63
Harvard Bioscience (HBIO): Which reports this week is a perfect earnings play. Harvard, which develops and manufactures a range of medical tools for use in research, should have a monster quarter. Axsys (AXYS), and Quidel (QDEL) both in the medical tools sector reported strong earnings, suggesting a strong sector trend. Fourth-quarter revenue was up 13% and adjusted earnings per share rose 19%. The company also issued robust forward guidance. In 2008, Harvard Bioscience expects to launch its newly acquired Panlab products into U.S. markets and sign a new product contract with GE Healthcare. Harvard Bioscience also raised its EPS growth estimates by 10% -- from 15%-20% growth to 20%-25% per year. Back in December, the company rejected an unsolicited $5-per-share takeout bid from Skystone Advisors, a small private-equity firm

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CTRP
Ctrip.com Interna - $68.07
- +1.08%
- $66.94
Ctrip.com (CTRP): 9 out of 10 people who go to the Beijing 2008 Olympics are going to visit at least one other city in China. How else are you going to get there without using Ctrip.com. Hurt last quarter by the massive earth quake that hit China days before they reported, my guess is that Ctrip management used this opportunity to low ball the follow quarter. Revenues have been growing at 40% year-over-year in their tier one cities, and 50% year-over-year in their tier two cities. Up Huge on the week

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AMAT
Applied Materials - $12.28
- -1.60%
- $12.38
No Analysis added

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NVDA
Nvidia Corporatio - $12.90
- -0.62%
- $12.70
No Analysis added

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DE
Deere Co - $50.83
- -0.12%
- $50.69
No Analysis added

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M
Macy's Inc - $17.11
- -1.55%
- $17.20
No Analysis added

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WM
Waste Mgmt Inc - $32.30
- +0.40%
- $32.13
No Analysis added
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A. part of the circle of friends.
FFH
A. The only one I own : SLX,
too hard pick a winner out all of them
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