$80 stock that has $28 in cash and zero debt. Apple trades with a forward P/E of 12.18 and EV/EBITDA of 7.73. Consensus estimates for 2009 are $5.35 on over $37.5 billion in revenue. Mac book sales are growing 3x faster than the industry average, and Iphone unite sales grew over 400% in Q408. Sure holiday sales are going to be weak, but that is why the stock is down from an all-time high of $200+ earlier this year. I like Apple for both the long and short term

: A $9.86 stock that has $6.871 in cash and zero debt. KBR is going to earn at least $1.7 this year, which means that given its current valuations place KBR at just 2x earnings estimates. KBR is a $1.59 billion dollar infrastructure, with a backlog of $13.4 billion. 89% of KBR's revenue is internationally based, and 11% is domestically based. KBR's backlog is broken up into six pieces: downstream, government and infrastructure, services, technology, upstream and ventures

$1.75 stock, with $1.9 in cash and total debt/equity ratio of 0.698. XIN is an earnings play off Chinese real-estate. In the Chinese government's press-release regarding the $586 billion stimulus, the government specifically mentions improving living and housing conditions for middle to lower class families by 2010; that has Xinyuan written all over it. Xinyuan is the leader in residential development in 'second tier' cites (In China, a second tier city is a cities who's population is less than 5-10 million). The company just announced a 8% buyback: "The Board's authorization of this share repurchase program reflects our continued confidence in the long-term growth prospects of our company and China's real estate industry. We are committed to increasing shareholder value and we believe that our ADSs are presently undervalued in the marketplace," said CEO Yong Zhang

$24 best of breed financial stock, which has a stated book value of $36.495 per share. The integration of Bear’s prime brokerage unit is going better than expected, and assets that JPMorgan and the Federal Reserve assumed are now performing very well. Last week BlackRock president Robert Kapito told a bunch of reporters “the cash flows are coming in very close to what we had anticipated from the very beginning

: In rough times like these, staple companies like Campbell Soup are solid ideas. Campbell Soup, which yields 2.7%, received a huge analyst upgrade by Deutsche-Bank ahead of the quarter last week. Deutsche said that they now expect the company to post earnings per share growth of 7% as “more consumers are eating at home”. Deutsche also said “Food makers have been hit by high prices for key ingredients like corn and oil, which has put pressure on their margins and forced them to raise prices. But those prices are moderating after highs this summer”. So despite being a great recession name, Campbell’s Soup is an indirect trade on the mammoth drop in corn/wheat and other commodities prices

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