I'd load up on these bad guys (they're from our 2007 guidance for 2008)

JEC, FRO, SAM, TAP, BBD, UBB, RIO, CIB, BP, CVX, ATVI, MA, VMW, RIMM, TGT, C, T, SPIR, EXM, PBR, XOM, SUN, FMC, MO, MOS, ROG, ASIA, CAAS, CBAK, JASO, CTDC, KONG, STV, AHGP, ANR, HW, GIGM, MICC, VSAT, EDS, IBM, HPQ, SIGM, PANL, NATI, SCSC, TYC, HUR, ETR, ENS, MOT, VZ, SNV, JPM, CBH, AMTD, BBT, AMN, MTW, BMRN, SUN, HES, NTG, OXY, OPTT, ESLR, ATVI, KNM, PLUS, BEAS, ATVI, CAL ,TDW , QMAR, PNCL, NM, S, POT, MON, TSO, DAR, DO, SU, TGT, WMT, SLV, JASO, NTG, GSX, CFC, BTJ, SNP, TIF, TSL, SKS, NILE, EMC, CIT, C, GS, RIG, UBB, BBD, BAP, GFLS, STT, OFG, NBTB, CEDC, CMG, LAZ, MA, MR, MTW, TAP, NLC, PBR, RIO, PTR, CEO, FMCN, GRRF, GSF, HNP, HPQ, IBM, JEC, C, HOV, CBG, FMD, AMAT, HURN, CIT, KSS, VMW.

Todays Highlights (held in our portfolio)

ANR, ARBA, AU, BIDU, CELL, DELL, FDG, FMD, GG, GIGM, HES, INTC, JRJC, MICC, MOS, PCLN, TSO, UBB, YHOO.