Bull-ish

Financials
1. Citi: currently trading a 9x earning for next year.
2. Bear Sterns: as we have said many times before, this is a buy and hold. If you can not afford to stay in this for no less than 24 months, then don't waste your money.
3. Merrill: It will hit 100 over the next 13 months.

Sleeper Picks
1. Shaw GroupShaw Group: The focus is on renewable energy, but lets not forget about the "nuclear" option.
2. Mobile Mini Inc. (MINI): Better logistics then PODS and cheaper prices too. In time this will be a keeper. Plus they offer storage options for a number of different business sectors.
3. Mercury General (MCY): While it is never good to capitalize on others' losses, perennial disasters are big business. Say 'Thank You' to the Santa Ana winds, because the mercury is rising. They did a wonderful job of helping CA brushfire victims.