Date updated:11-20-2008
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

-
HNZ
Heinz H J Co - $41.95
- +0.07%
- $41.77
First up are shares of HJ Heinz (HNZ); Heinz is a $10 billion dollar global diversified foods company that is #1 or #2 in their product line in more than 50 countries. Heinz sells 650 million bottles of its HJ Heinz ketchup each year, with its top 15 brands accounting for more than 2/3ths of its annual sales, with a 2 year compounded growth rate (CAGR) of 12%Despite the negative growth connotation that normally is associated with diversified consumer companies, Heinz’s sales have gone from $8.643 billion in 2006’ to $10.071 billion in 2008’, with operating income going from $1.350 billion to $1.569 billion during the same time. During the same time-frame, Heinz’s earnings-per-share went from $2.1 to $2.63, which equates to a 12% annual compounded growth rate (CARG). The expectations for 2009 are for earnings to reach $2.91 per share. Heinz had average gross, operating and net margins of 36%, 15% and 8%, respectively, over the past 10 years. Additional, input costs have fallen off a cliff, and should act as a positive tailwind to earnings going forward. Heinz reports earnings on November 21th, you will likely see a nice 5%-6% pop after earnings

-
KONG
Kongzhong Corpora - $15.17
- -0.13%
- $15.17
I also like shares of KonhZhong, which develops markets and distributes consumer wireless services. KongZhong is currently trading at a huge discount and has been for some time. With a market cap of $108 million and total cash on the balance sheet of $130 million and no debt, Kong is trading at insanely low valuations. Trading below its cash on hand makes KONG a great earnings play

-
OPTR
Optimer Pharmaceu - $12.35
- 0.00%
- $N/A
I like shares of Optimer Pharmaceuticals (OPTR); after the company said that its developing gastrointestinal infection treatment was more effective than another competitor’s product. In the study results announced Monday, 92.1 percent of patients treated with Optimer's OPT-80 were cured, compared with 89.8 percent taking ViroPharma Inc.'s Vancocin, which is already on the market. CEO Michael Chang said “This study highlights the important differentiating features of OPT-80, including lower recurrence and higher global cure rate than Vancocin, the only FDA approved antibiotic for the treatment of CDI” I think shares can pop 20% this week

-
BUD
Anh Bsch Inb Sa A - $48.32
- -2.82%
- $48.31
No Analysis added

-
GS
Goldman Sachs Grp - $176.51
- -0.03%
- $176.40
No Analysis added

-
FLR
Fluor Cp (new) - $44.38
- -7.56%
- $46.04
No Analysis added

-
AKS
A K Steel Hldg Co - $17.41
- -1.08%
- $17.41
No Analysis added

-
SPY
S&p Dep Receipts - $109.59
- +0.02%
- $109.31
No Analysis added
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A. The only one I own : SLX,
too hard pick a winner out all of them
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