Date updated:02-18-2008
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.

-
CROX
Crocs - $5.19
- -1.14%
- $5.27
Short % of Float (as of 26-Dec-07)3: 22.60%--Need I saw more?? Well, sure. CROX is going to report earnings thus making it an earnings play. Here is a recent Barrons post about them: Strong Buy - Price 32 on Feb. 12 by Wedbush Morgan Maintaining 2007 EPS estimate of $2 and 2008 EPS estimate of $2.79 [on this footwear company]; reducing target to 45 from 70; 45 target is 16 times our '08 EPS estimate (with its 25% projected longer-term earnings growth rate discounted 35% given the difficult consumer and market environment). Market-cap: $2.6 billion.

-
HPQ
Hewlett Packard C - $50.05
- -0.28%
- $50.34
Everyone hates tech right now. But with over 50%+ of HPQ's rev. coming from overseas and strong demand from PC's HPQ could move higher after earnings.

-
KALU
Kaiser Aluminum C - $40.17
- -0.77%
- $40.63
First up this week is Kaiser Aluminum (KALU) which is set to report earnings on Wednesday. As its name suggests Kaiser manufactures and sells fabricated aluminum products used principally for aerospace and machinery end products. Down substantially from its $80 high back in mid-December Kaiser is poised to handily beat earnings. Over The past two weeks there has been a massive amount of capital returning back into the aluminum stocks. Stocks like Alcoa (AA) and Century Aluminum (CENX) have massively outperformed the boarder market since mine January. Both Alcoa and Century handily beat analysts’ 4th quarter estimates aided by strong international demand. Kaiser also has a great balance sheet with its Return on Assets at 14% and it’s Return on Equity over 20%. Kaiser has a low debt to revenue growth ratio with $60 million in debt to 11% revenue growth. With a tight float and strong out performance by its lesser peers, Kaiser could crush earnings this quarter.

-
MDT
Medtronic Inc - $43.18
- -0.16%
- $42.95
Also worth keeping an eye on this week is Medtronic (MDT) ahead of its quarter. Medtronic manufactures and sells various medical devices, especially its Cardiac Rhythm segment. Near its 52-week low ahead of the quarter, Medtronic is a solid play ahead of its earnings report. Management has been constantly taking market share from competitors Abbot (ABT) and Boston Scientific (BSX). Medtronic has a great balance sheet with operating margins just under 30%.

-
MHS
Medcohealth Solut - $63.31
- +0.62%
- $62.93
Another healthcare play. With over 80MM baby boomers in the US these types of general plays should work. Zimmer Holdings (ZMH) saw record profits based on this same-theme and I bet that Medco could have a really nice Q

-
ABX
Barrick Gold Cp - $43.99
- +2.25%
- $43.76
Another unhedged gold miner that could test its 52-week high has gold keeps on rallying.

-
ZEUS
Olympic Steel - $28.31
- +1.07%
- $28.02
Olympic Steel could report a God Like earnings report. Right now steel companies are rallying; look at X and others. ZEUS also has a 10% short position and a tight float of just under 250,000 shares aday

-
PDE
Pride Intl Inc - $31.99
- +0.63%
- $31.76
Should be rallying right with oil at record levels.
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