• Gamestop (Still at a premium)
• Varian Semiconductor Equipment Associates (Great company poised to caputre the market)
• Varian Semiconductor Equipment Associates
• Lorillard (You could get smoked investing in tobacco.)
• Lorillard (Spin offs, historically, have done well)
• Lorillard (Economically independent industry)
• Lorillard (Takeover target)
• Lorillard
• Corrections Corporation of America ("1 out of 100 americans in jail, and prison spending has grown 147% in the last 20 years")
• U.S. Housing Market/Bulls/More positive outlook going into the spring selling season
• Deckers Outdoor (DECK consistently outperforms analysts expectations)
• Chipotle Mexican Grill (Chipotle blows away estimates)
• Buckle Inc (Buckle (BKE)/Bulls/BKE expanding aggressively)
• Buckle Inc (Buckle (BKE)/Bulls/The Buckle Outshining Competitors)
• U.S. Housing Market/Bulls
• Crocs (Lost targets and credibility)
• Coca-Cola Company (Stock fell due to superficial pressure on the stock)
• Corrections Corporation of America (1 out of 100 americans in jail, and prison spending has grown 147% in the last 20 years)
• Corrections Corporation of America (Lots of room to grow as more prisons are privatized)
• Chipotle Mexican Grill (High quality means lower margins compared to its competitors)
• Chipotle Mexican Grill (Same store sales growth slowing)
• Corrections Corporation of America
• Corrections Corporation of America (Bulls)
• Corrections Corporation of America (Bears)
• Chipotle Mexican Grill (Bulls)
• Chipotle Mexican Grill
• Chipotle Mexican Grill (Bears)

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