The slide in Nat. Gas has effect HAL the most out of the major oil and nat. gas companies. HAL does a lot of business in the Nat Gas pressure pumping space and with earnings on July 23rd and 70% of their Nat. Gas. contracts "locked in" the odds that they miss earnings are slime to none. HAL is also a great play on both the rising and decline price of oil. If oil continues to rally in the short term (many oil traders heavily look at technical analyses to determine the near-term volatility in the oil contracts& the pits; something that retail investors don't know). WEEKLY CATALYST: Natural Gas has been in a slide and if it starts to tick up (due to the fact if the summer heat wave comes, many large central air conditions units use a combination of electricity and natural gas). Earnings come up; that also may provide a catalyst as well. Investors need to watch out management is very bad, but if they finally started to excel at their job (to create shareholder wealth) HAL could take off to the races; the earnings will give a good guide.

Aluminum Corporation of China Limited, together with its subsidiaries, engages in the production, sale, and research of alumina and primary aluminum in the People's Republic of China. It operates in two segments, Alumina and Primary Aluminum. The Alumina segment involves in the mining and purchase of bauxite and other raw materials, the refining of bauxite into alumina, and the sale of alumina. It also produces and sells chemical alumina, which include alumina hydrate and alumina chemicals, and gallium. Talk about getting into two bull markets: China and Alminum! Seems like the most logical way to play China and the Alminum markets, although it is a bit more risker then going long AA or AL. Book value of $50 a share yet its trade at $40? Worst case here is tht you get a play on China and Alminum, which are in Bull mode. Some Chinese markets sold off as much as 5%-6% on 7-05-07; which also hurt ACH Major Holders: Merrill Lynch& Co, owns 2,502,308 Million Shares; Wellington Management owns 2,276,200 Shares

RAIL reported bad numbers two weeks ago which saw the stock down 4%-5% into the low $45-$46 range. RAIL is a heavily shorted name with 22% of the shares shorted, which I believe lead to the gap down after earnings; the shorts where pushing there luck. Ironically, though, buyers quickly came back into RAIL pushing it higher then before it reported those horrible numbers; this is technically seen as a strong or positive sign. FreightCar America, Inc. engages in manufacturing, rebuilding, repairing, selling, and leasing freight cars used for hauling coal, other bulk commodities, steel and other metals, forest products, and automobiles in North America. And with investors such as Atticus Capital and Warren Buffet to name a few going SUPER long some rail-stocks it would make sense to add some RAIL to your portfolio. While a lot of the railroad stocks themselves have rallied, the company which makes most of their cars have not! WEEKLY CATALSYST: If the bulls are able to take RAIL to new monthly highs, look for a shorts squeeze. BTW it has $15 of cash per share on the books!

A recent question on stockpickr as aided in this pick; the question was " What are the chances of Titanium Metals (TIE) being taken out by Allegheny Technologies (ATI) or Mittal(MT)? There has been very heavy insider buying (320,000 shares) to almost no selling (10,000 shares sold) TIE has pulled back to roughly 17% of its recent high. I do not see the titanium demand slowing as the aerospace cycle is mid-boom." And here at stockpickr we would have to totally agree. BA sold off a little on the news that Airbus was winning some contracts, but investors quickly realized that 1) People are more likely to fly in planes that actually work! BA has been moving this whole sector up and we see no signs of this slowing down. Weekly Catalyst: As one of the stockpickr members clearly notes: There has been large insider buying a long with mild call options trading for the current and next month out. A sector rotation is possible, now that people are coming back to BA (they will also come back to companies that doing business with BA or are in the same sector)

From Peridot Capitalist Blog Thursday July 05, 2007: "Whenever a good company falls upon hard times that could very well just be temporary, it pays for value investors to take a look and see if Wall Street has overly punished the stock. After the hedge fund blowups at Bear Stearns (BSC) recently (they made some bad bets in the mortgage market), BSC stock has retreated more than 30 points from its highs, as the chart below shows. Is the stock a bargain? Well, I compared it with the other big investment banking companies and I expected to see more of a discrepancy in the valuations than I found. The Big 5 (Bear along with Goldman, Lehman, Merrill, and Morgan) all trade right around 10 times forecasted earnings for 2007. As P/E multiples go, buyers of BSC aren't getting any discount compared with the likes of Goldman Sachs (GS). That didn't exactly get me excited about bottom fishing with Bear. I also looked at a ratio called price-to-tangible book value. This measure is the same as price-to-book, but ignores intangible assets that can't be easily and quickly valued. Book value is perhaps the most important valuation metric for banks given that the vast majority of their assets are liquid financial instruments and all banks pretty much do the same things business-wise, for the most part. On this measure Bear Stearns trades at a discount of 1.6 times net tangible assets. This compares with 3.1 times for Goldman and between 2.2 and 2.4 times for the other three major players in the industry. As you can see, investors are paying up for Goldman's superior track record and management. While Bear is cheaper, the stock would probably have to get down to 1.5 times book or less for me to really get excited about it as a contrarian play. That is not to say the discount won't narrow as the sub-prime issues subside, but 1.6 times book isn't a price that I feel like I absolutely need to jump at. It's cheap, especially relative to the other brokers, but not ridiculously cheap by any means" Jim Cramer also thinks that BSC is a buy

EBAY has been in a bit of a slump lately for reasons only the investing gods know. EBAY basically has total market share (now that stupid yahoo pulled there losing auction site off the market). EBAY is also a beneficiary of the I-Phone has there has been a ton of I-Phone sales in the auction site. While, EBAY is not going to $45 this week invests should consider adding it to there portfolio as the company is starting to get its marketing structure right. Weekly Catalyst: None, we just feel that it's a good name to be in for this week as well as for earnings.

EGY is a very interesting small cap energy stock that has been beaten up as of late. With oil at $71 a barrel these small cap energy stocks should be rallying as this increase basically goes to there bottom line. EGY operates as an independent energy company. The company, together with its subsidiaries, engages in the acquisition, exploration, development, and production of crude oil and natural gas. It owns interests in Etame Marin block containing five discoveries, including the Etame, Avouma, and South Tchibala fields that are on production, as well as the Ebouri discovery and the North Tchibala discovery in the Republic of Gabon, West Africa. There have been problems with getting the oil out of Africa which has negatively affected the stock. Analysts estimated $0.49/share (from Yahoo!) for 2007. Based on current margins, that means sales of $70 million based on current margins. Oil was about $55 / barrel back when the estimate was likely made, so that means analysts only expected sales of about 3500 barrels/day to be sold in 2007. Weekly Catalyst: EGY is one of the best small cap energy stocks that I have seen in while; it has super clean balance sheet. If oil even stays in the $65-$70 range EGY will beat numbers.

On July 12th BOT will let the ICE know if it accepted its offer or not. Odds are that it wont and ICE will be forced to re-bid for it which will send shares higher. If it does though, BOT will still trade higher as a massive union will be formed. Was bought out