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"The key issue to focus on in the next four months is top-line revenue growth," says David Kostin, Goldman Sachs' chief U.S. strategist. Since peaking at $91 a share in mid-2007, S&P 500 profits have suffered the worst contraction since the Great Depression, falling 53%. During this stretch, companies have cut jobs, slashed fixed costs and amassed considerable operating leverage that can come in handy when revenue grows again. Kostin thinks companies exposed to the faster-growing economies of Brazil, Russia, India and China are better positioned to deliver such growth. To that end, Goldman has flagged a basket of 50 U.S. stocks with the highest percentage of sales to these BRIC countries. The selection includes Sohu.com (ticker: SOHU), Marvell Technology (MRVL), Mylan Laboratories (MYL), Pfizer (PFE), Morgan Stanley (MS) and Yum! Brands (YUM).

Pete Najarian has spotted unusual options activity in Mylan Labs (MYL). The large number of September 15 calls trading suggests that options investors are betting the stock could make a significant move higher, Najarian explains.

Swing trade from a huge gain in Watson Pharmaceuticals, Mylan has an excelent portfolio of generics after their aquisition of Merck KGA. Balance sheet is a little scary but I am confident the company can work down its debt

12.1

Generic Drugs take over

8:30

new administration friendly to generics

Again...made $$

Look at your formulary....they play in huge arena

poor price performance

poor management

On the downswing in the past six months, with low grades that suggest the stocks will be culled. Mylan Laboratories is down to 49.8

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