GRADE: A-. Delay? What delay? I don't really mind whether the iPhone is on time or not. This is a great company with great products and great Cool Factor. AAPL trading at $114 going into today's session. How much upside is left in its remarkable run?

GRADE: A-. Dominator near and far. Well, except in China, but I have an idea about that (see below). Still plenty of growth ahead. Pps is $487, waiting for liftoff as passengers get impatient. Could be mercilessly thumped in a correction, but I'll be running onboard at full speed with a happy, slightly crazed look.

GRADE: A-. The future Google of China, just starting to figure out how to monetize its humongous edge in the search engine war. Baidu, now at $133, may never see the 90s again, but youneverknow! Wild volatility, this stock is not for the weak of stomach. Buying on dips.

GRADE: A-. The growth prospects are insane: 216% operating margin, 287% earnings growth. Compare that to a P/E of "only" 38 and a market cap of just $3 billion, and this really could become the next Nike. Or rather, Nike's really funkycool niece. Pps is en fuego at 77, looking for a breather here, maybe get in around 72 with a little help from abroad.

GRADE: A-. I have no clue how a chassis works, but these guys at Spartan Motors are BAD ASS! 60% earnings growth keeps the run rollin' ... from 25 to 34 in just a few months. CEO promises greater days ahead, to boot. P/E has a bit of froth (37), but the float is small (19 mil). I'll be looking to get in on a pullback from the current pps ($34).

GRADE: B+. Potash of Sasketchewan ... whaaaaat? Masters of Fertilizer, which in turn fuels the booming agriculture industry, i.e. ethanol subsidies. Earnings growth: 57%. POT's pps ($203 pre-3 for 1 split) could use a breather, but this is a winner worth watching on a pullback.

GRADE: B+. How do you beat the No. 1 company in digital storage? You don't. You join them. A wee bit pricey at $41, but these guys rule. Major ascending growth from year to year, along with quarterly revenue (53%) and earnings growth (66%).

GRADE: B+. A lot of "experts" really don't get what it is Salesforce does. Neither do I. I just know that quarterly revenue is up 55% and this company has ample room to grow. Pps is $46 with major upside.