Written by Stockpickr guest columnist Glen Bradford

I've bought a lot of stocks with the idea that a wave of capital would come and rip them out of the shallow pools and take them soaring. These three have already caught the wave, and I'm surfing them to the beach. Hint: The list does not include Lehman (LEH), Citigroup (C) or Wells Fargo (WFC). No, this is two-bagger territory. At least.

Xinyuan Real Estate (XIN) is hugely undervalued and got the big push. This is what a speculator waits for -- a stock with huge growth potential, valued at pennies on the dollar. I'm not one of those guys. I focus mostly on the company's longer-term aspects. But I double up my holdings on companies that I expect to bust loose in the short term, too.

Xinyuan is trading at $6, and I see no reason why it isn't worth at least double that. It's investing in China's booming tier-two communities and avoiding the already hyped tier ones. Not to mention that the truly amazing Chinese Olympic coverage is the frothy water on the top of this tsunami.

Sigma Designs' (SIGM) stock took the dive recently, but now it's bubbling back. It's all good now -- concrete fundamentals and low debt. I can't resist buying more of this company. Sigma has good management and is always up for leveraging when it has the opportunity to have an outstanding quarter.

Wall Street overreacted to its lower earnings a few quarters ago. That's been good news for me. I pretty much bought it for nothing. Sigma had announced ahead of time that its earnings would blip lower. So why did the price go down? Wall Street acted like it was blind-sided and went into a selling frenzy. The selling's over. Buy.

VSE (VSEC) is growing at a brisk pace but took a dive earlier this year because of free-cash-flow issues. This is a mostly government funded company. The U.S. government makes good on what it owes, so the free-cash-flow issues aren't a big deal.

Trading volumes were up, and the stock has risen about 50%. That's a sign that a mutual fund or a few large players are out there buying it up, hand over fist. Odds are, these wealthy people who are doubling the trading volume did their research too and found out that this company was a steal. Insiders own just as much of the company as do institutions. In fact, insider buying is on fire. Today, the stock is down 6%. Time to buy.

My strategy is based on Lynch/Graham/Buffet (owning Coca-Cola (KO), American Express (AXP) and Procter & Gamble (PG) for the long haul hasn't hurt Buffett), and I personally research each and every company I own to the point that I would be willing to hold just that company in my portfolio. I've been giving picks to friends, and their performance is doubling mine. All of them are beating the market. Standing on the shoulders of giants helps you see past the competition and make contrarian plays.

To see more of my ideas, go to GlenBradford.com.

Disclaimer: I own the the trifecta. For those outside horse racing: I own XIN, SIGM and VSEC. You should too.