• Novellus Systems (NVLS's balance sheet has some strength to it)
• Baker Hughes (Great fundamentals)
• Tesoro Corporation (Great indications on the balance sheet in June quarter 2008)
• Tesoro Corporation
• American Capital Strategies (Question marks over the private equity portfolio)
• American Capital Strategies (Strong financials despite the crisis)
• American Capital Strategies
• Valero Energy (Potential to increase profit margins)
• Valero Energy (Large capacity in the U.S.)
• HSBC Holdings
• General Motors (General Motors (GM)/Bulls/Restructuring will work)
• Chicago Mercantile Exchange Holdings (Nymex Holdings)
• Alvarion
• United Parcel Service (Labor and fuel costs continue to hamper the company's bottom line)
• E*TRADE Financial (Growth expected later this year)
• PDL BioPharma (Pick of the biotech field)
• Chicago Mercantile Exchange Holdings (Consolidation in the exchanges is rampant)
• Boston Scientific ("Company is paying down its debt from the Guidant acquisition, improving balance sheet and margins")
• PDL BioPharma
• FedEx (Balance sheet has some strength to it)
• FedEx (Compressed margins diminish outlook)
• Delta Air Lines Inc. (Low Valuation)
• Morgan Stanley (Making money out of level 3 assets)
• Goldman Sachs Group (Making money out of level 3 assets)
• Transocean (Look for continued strong results the remainder of 2008)
• Global Industries
• Global Industries (Nice acquisition play)
• Apple (Apple's been exceeding expectations of others)
• DENTSPLY International (Solid earnings history with few surprises)
• Boston Scientific (Company is paying down its debt from the Guidant acquisition, improving balance sheet and margins)
• Bear Stearns Companies (Bid going up - it will go up further)
• Boston Scientific (Bulls)
• Bear Stearns Companies (Bulls)
• DENTSPLY International
• DENTSPLY International (Bulls)
• HSBC Holdings (Bears)

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