Patriot Coal (PCX): Can the strength from Peabody (BTU) last week be extrapolated towards the broader coal sector as a whole, or is it just Peabody specific? Demand from China?

NVIDIA (NVDA): Despite the NASDAQ’s massively outperformance last week, how are the chip stocks holding up? We know that Intel (INTC) forecasted weak sales across all of their brands, but can the more volatility NVIDIA hold up? Furthermore, how is the high end computer game market fairing?

Terra Nitrogen (TNH): With serious buy-side momentum across the whole agricultural space last week will trades take profits off ahead of the quarter? Potash’s (POT) quarter was positively received by the market despite citing a weak economy.

CB Richard Ellis Group (CBG): This one is particularly interesting as CB Richard Ellis is one of the largest commercial properties managers in the US. We all know their outlook is going to be gloomy…but how gloomy? What about the $3.4 billion dollars in debt that needs to be rolled over? How is that going to be funded?

XL Capital (XL): I want to see what the stated book value is here---last time this stock went up 80% on news that the book value was double where the common stock was trading. That said, Hartford Financial (HIG) did report a huge loss last week.

On the long side this week, I am also recommending the United States Oil Trust (USO) at $28.20 or so.