MM - Millenial Media - this is a secret Facebook story, they do how to advertise on cell phones, that's what Facebook has to do in order to be able to justify these new prices
ROST - Ross Stores - domestic again, anything good out of Europe, short squeeze, Ross Stores is a good place to reach
GPS - Gap - Next week David's got a special on Mickey Drexler, Gap is making a turn, it's been going on a while, this is post-Drexler of course
CP - Canadian Pacific Railway - Ok so Bill Ackman wins, what do we do, I don't like the rails but obviously the overhang is gone and people want to own this stock
United Rentals - oh man, this stock has been just on fire, the negative chatter, that's bad for Caterpillar because they are a huge Caterpillar renter
CRM - Salesforce.com - battleground, battleground, this is maybe the most richly valued tech but it's also the best executed, Marc Benioff on Mad Money tonight
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.