Here is my list of picks and why I picked them:
I rounded up the usual suspects.
AYSI. This Motherboard favorite has come down quite a bit from its high. Right now the Australian iron ore industry might be in a quiet period, because iron ore is sitting in Chinese ports. My thought on China is that its economy will pick up after the Paralympics. I am hoping that China will start to reimport iron ore during the contest, which would be beneficial to AYSI's customers. Hoping it gets it MOJO back.
$CASH$ Enough said.
EGY. This Canadian oil drilling company which operates in West African waters does not enter into hedge contracts. I am expecting a good quarter, even though oil has come down and I expect it to continue to come down to $75. (I was told by a reliable source about the absence of hedge contracts. I did not read the filings.)
SKF. Reverse index EFT. "Shorts" the Dow Jones U.S. Financials Index. Enough said.
UVE: This perennial favorite on the main board is a Florida property insurer. It trades at a reasonable price, imo, and so far has dodged the major hurricanes-- there has been no direct hit on Florida this year. With each passing day, it is less likely that there will be a direct hit this year. (We don't know yet what the outer bands of Ike have done to the West Coast of Florida, but I doubt there is enough damage to hurt UVE.) This could be the one stock among my picks that doubles during the contest.
VSEC: Defense contractor with a super-low float. Has been acting well lately.
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