Atmos Energy (ATO)—which is a pure play on the beaten up natural gas sector. Near its 52-week low (possible due to natural gas prices) and a $22 book value ATO is poised to snap-back as heat across the country (and northeast) increase the demand for air-conditions and thus natural gas

First up is Coldwater Creek (CWTR)—Which were among the Nasdaq's biggest losers Thursday, plunging 25.9% after the retailer posted weaker-than-expected second-quarter results. The women's apparel seller posted second-quarter earnings of $8.7 million, or 9 cents a share, on sales of $253.5 million. Analysts, on average, projected earnings of 12 cents a share and sales of $266.4 million. The company's same-store sales, or sales at stores open at least a year, dropped 6% in the quarter. The stock hit a 52-week low. But this stock may be severely oversold and poised for a snapback rally. First off CWTR has a short position of 23%-- A common theme now-a-days is that the shorts tend to overstep their bounds in certain names, creating increditable buying opportunities

Next up is Vulcan Materials (VMC)—Down almost 40 points from its high of $128 VMC engages in the production, distribution, and sale of construction aggregates and other construction materials and related services in the United States and Mexico. VMC has been taken down as the overall growth concerning both it’s domestically and international business are perceived to have slown. Concern with the hurricane seasons last week might have hurt VMC as Hurricane Dean was looking to shut down some of VMC’s plants. Mexico's Yucatan Peninsula is in full operation following Hurricane Dean. Operations at the plant and adjacent harbor were suspended as part of the company's hurricane preparedness plan. Vulcan Materials is a snap-back play into next week.

On Thursday Jo-Ann Stores reported a second-quarter loss of 76 cents a share compared too 90 cents a year ago--- but this was a dime short of what the street was looking for. Revenue came in ahead, and same-store sales were up 7%, but shares were still tumbling $2.99, or 12.1%, to $21.74—Substacanally off its June highs of $35 a share Jo-Ann Stores is a snap-back play for a number of factors—It is one of a few retailers that has actually shown increased same-store sales numbers that offers a nich based market share. One of the reasons that I like Jo-Ann Stores is that it has little debt compared to its revenue Jo-Ann Stores has also been rumored by many to be a logical target for Eddie Lampbert for sometime now.

Garmin is any amazing high growth tech stock which still has room to run—Eventually all of their technology will become standard in even the lowest based cars. With zero debt; management continues to beat even the most bullish earnings estimates. I would look for a stock split in the near future. I would look for investors to get back into Garmin has the seasonal rotation into tech continues.

Amazing—TMA says that a return to normalcy is certainly within reach. Shares rallied 6% on heavy volume on Thursday as TMA raised $500MM by selling a complex system of high yielding shares to the public—If rumors continue that the FED will cut rates in September look for TMA to rally on any news. Also, it would not shock me to see the announcement that a large national bank took a position in TMA.—With a short position of 10% TMA could easily run much higher in the coming week.

I am amazed at how low this stock still is. LMC shows up on our take-over systems for the following reasons 1) Its book value is now massively undervalued; before the merger it had a book value of total assets of $7.5 a shares, now with the this merger official it could propel LMCs book by as much as $2-$3 (on the conservative side). There has been consolidation in the "Mineral" sector as there is only are a limited number of raw materials on the earth. LMC has 317.39MM in cash and Total Debt of $45MM with Annual Revenue of 641.85M (Gross profit of 320.64MM). For a while on stockpickr people have been calling LMC a "dead money" to which Jim Cramer responded today by calling them " People of little faith" Weekly Catalyst: Investors will soon see that LMC is possible trading at book value after the merger which makes it a perfect takeover target. Company has great growth and a clean balance sheet.--- I also did a video with Jim a few months back in which he said that "Ever time FCX goes up so should LMC" – He also said that "If you get one analyst upgrade it could see $16"

Short position of 19%-- Cepheid is near its 52-week high-- While CPHD is a high growth tech stock; it is also in the business of "testing in the clinical molecular diagnostics, industrial, and biothreat markets." -- With a billion dollar market cap CPHD could double under the right enviornment--