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One of the first lessons I learned as a young investor was to never let a good buying opportunity pass. Soon after that, I also learned to never awaken a sleeping beast. Starting today, I will create and manage an analysis portfolio of no more than five stocks, which I will regularly reevaluate and write about. There are no rules or eligibility criteria. This is simply recognition of an incredible buying opportunity and the analytic documentation of what happens when we attempt to seize it.

I want big double-digit dividend stocks to pour money into so I can wait to collect that sweet payment every quarter. No worries about losing it all for good; just safe and secure income. Growth stocks are most appealing when they've had some of the juice squeezed out of them for no good reason. One big yielder for income, one oversold/delayed speedster for growth. What do we have?

Annaly Capital Management (NYSE:NLY) works because of the impressive 14.85% dividend yield and management's ability to keep it. True, there was an alarming flash crash for NLY in the early morning hours of July 29, but investors rushed in to buy and by the next week it was on the rise -- right back to where it was a week ago. There have also been questions about interest rates and their effects on mREITs. NLY has proven itself by weathering every storm to come NLY's way. NLY will not see a severe situation with rates for at least two years.

Amazon (NASDAQ:AMZN) is my pick for growth. This company is absolutely amazing. AMZN has created and mastered its own market, and AMZN is now working on expanding and bettering that market. Amazon represents not only success and accomplishment, but also the full usage of the information age. The only companies in the same ballpark as AMZN are Apple (NASDAQ:AAPL) and Google (NASDAQ:GOOG). I may be missing out on those two, but to be honest, they're just two names that annoy me to no end, and have development issues ahead of them. I'll stick with AMZN.

I want to combine my speculative with my foreign, so I want Afren PLC (OTCPK:AFRNF), an oil company in the fastest growing region for new oil reserves on Earth, sub-Saharan Africa. Based in London, Afren has major sites in Nigeria (18,000 barrels/day) and the Ivory Coast (7,000 barrels/day). Afren looks to have 50,000 barrels per day coming out of Afren's development site project, Ebok. Only 38% of Afren's sites are in production, meaning plenty of growth potential.

I'm also picking New York Community Bank (NYB). I already picked one dividend yield stock, and while this stock currently boasts a 8.35% yield, I don't want to pick it just for that reason. What makes this stock appealing is the fact that it went through the same thing that was recently experienced by all financials: It got rocked. From $19.33 on Dec. 27, 2010, it fell all the way to $11.48 on Aug. 8 and currently sits at $11.98. This bank is oversold and shows $40.6 billion in assets and 276 branches, mostly in New York but also in New Jersey, Ohio, Florida, and Arizona. NYB holds very high quality mortgages, almost all of which are in the Metro New York area. There's lots of upside and it's definitely not going anywhere anytime soon.

Finally, do everything in your power to acquire as much gold as possible, preferably bullion. If not that, go with GLD, because no matter how much you think it may or may not be worth now or in the future, there's nearly 7 billion people out there who have a better idea of its worth and are going insane about it. This fact will cease to be some day and gold will become just another silly ancestral idea. But for now, stick close to that 20% rule.

Source: Market Challenges Point To These 5 Names As Buys