They were an advisor in over $1 trillion in deals in 2006. Revenues last qtr exceeded over $200 million per business day (thats $20 million per hour assuming a short 10 hour day for these guys). Profits were $51 million per business day in the just reported Q.With a PE of just 9 and a market cap of $83 billion this is very undervalued compared to their revenues and profits (I expect them to make over $22 per share in 2007). They hire the best and brightest from around the world. They are buying back stock hand over fist which should help support the stock in any downturn. If MasterCard (MA) can trade at 22x earnings, and the New York Stock Exchange (NYX) can trade at 30x earnings, then certainly GS can trade for 12 x earnings (assumed $22 per share). They are buying back stock like crazy...last quarter they averaged 210,000 shares per day. There are some good ways to use defined risk out month calls in this stock.

The open end potential for RIMM is huge these next couple of years. The world is expected to have 3 BILLION mobile phone users next year. RIMM has just 9.3 million out of a potential 3 billion. I can see them getting to 14 million users quickly this year...then doubling again to 28 million. If (when) they get to 30 million+ users, it would still only be 1% of the world market. The consumer models are just now getting off the ground but are gaining significant momentum (Pearl & Curve). There are 2-3 more models coming before year end. Don't think of 50-60 year olds...think young. Young people want their email, web, pics, music and camera on their mobile phone. RIMM is the leader and has a cool factor (unlike Palm). They also have the best service and better price points (compared to iPhone although they are going to do well too). I think they could triple their biz in the next 3 years...if that happens, they would still have less than 1% of all mobile phone users. The trend toward "smart phones" is like the switch from TV with rabbit ears and 3 choices to Cable with 100 choices.

DRYS is the largest dry bulk shipping company. The company's fleet carries various commodities including coal, iron ore, grains, bauxite, phosphate, fertilizers and steel products. The stock is extremely cheap after the 50% decline and due for a meaty rebound. I am using longer dated calls for my subscribers.

Energy Conversion Devices (ENER - $55.20) long, move the protective stop up to $50. Energy Conversion Devices commercializes materials, products, and production processes for the alternative energy generation, energy storage, and information technology markets. This company is really 3 stories rolled into one. They make batteries for hybrid cars, the make thin film solar, and they are working on phase change memory which some expect to be the next big thing in memory for all devices. I get the feeling that ENER is going to start being appreciated as a much cheaper and super fast growing solar company like FSLR (a mini FSLR). Looking at valuation comparisons…FSLR trades at 11.5x 2009 revenues and 48x ’09 earnings per share. ENER trades at 37x earnings and just 4.3x revenues (62% discount to FSLR). If we assume ENER can get to 7.5x revenues (still much less than FSLR), this would get the stock to $80.

Google is fast becoming a very inexpensive growth stock. Their dominance in search is gaining momentum worldwide. What is also interesting is...what are they working on behind the closed doors of theor corporate campus that we don't even know about yet? You can be sure it is some very exciting things. After a year of choppy action, I anticipate a move well above the old high of $510 in coming months. The next $100 is up.

Google is fast becoming a very inexpensive growth stock. Their dominance in search is gaining momentum worldwide. What is also interesting is...what are they working on behind the closed doors of theor corporate campus that we don't even know about yet? You can be sure it is some very exciting things. After a year of choppy action, I anticipate a move well above the old high of $510 in coming months. The next $100 is up.

This is THE video gaming stock to own. The Wii is still sold out all over the world 4 months after the holidays. It doesnt get any easier than that.

One can’t help wonder when (or if) S&P will put First Solar (FSLR) into the S&P 500 Index. This is the leading alternative energy company by sales, market cap and trading volume after all. It only makes sense they would want get alternative energy representation in the biggest stock market index. If or when this happens, I think the stock moves $30-50.