In this post is a fresh list of 25 bullish stocks to watch for the week of September 14, 2009. I will be keeping my eye on all of these stocks this week, but chose only one to write a detailed option trade about this week. All of these stocks demonstrated tremendous strength during Friday's trade breaking out to the upside on huge volume. The table below shows the company, ticker, Friday's per share % increase, and Friday's volume increase (% increased compared to 50 day average). For your convenience I have ranked the stocks in order from greatest to least volume % change.

The stocks which are most attractive to me from the list above are: Informatica Corp, Innodata Isogen Inc, Fibertower Corp, and Select Comfort Corp. However from the four listed, the only stock which has options available to trade is Informatica, so below is a detailed option trade involving Informatica. To learn more about the option strategies outlined in this post, risks, pricing, calculations, other strategies, and options in general, click here.

Whitney Tilson and Glenn Tongue, Managing Partners of T2 Partners and the Tilson Mutual Funds, recently finished their speech at the Value Investing Congress, entitled An Update on the Mortgage Crisis and a Discussion of Wells Fargo. The following are our notes from the presentation.

Investment Idea: Long Wells Fargo (WFC)

First up in the 3rd quarter edition of our 2008 hedge fund tracking series is T2 Partners. T2, as of the current filing, is a $132 million value fund run by Whitney Tilson. In addition to running his fund, Tilson is very active in the value investing community, releasing his Value Investor Insight newsletter and organizing the Value Investing Congress, which we covered a few weeks earlier. We also recently covered Tilson's latest thoughts on this volatile market here.

Tilson launched his investment career in 1999. Taken from his Tilson Funds website,

Q2 2008 Earnings Call

July 30, 2008 11:30 am ET

Q1 2008 Earnings Call

May 6, 2008 11:30 am ET

Q4 2007 Earnings Call

March 12, 2008 11:30 am ET

The 13Fs are trickling in, and I will be updating the portfolios shortly. A manager I was interested in checking out is MLF Investments run by Matt Feshbach - one of the most famous short sellers in history. I penned an article about his fund earlier this year titled "A long only short seller that probably wished he was short".

He holds only four stocks in his fund, and all four have been getting pummeled. I was curious if he had sold out of any, or if he would have ridden them all the way down. With the exception of selling out half of La Z Boy (LZB), he still holds Ambassadors (AMIE) with HALF his fund's assets. I am almost convinced that he is really short these companies - any readers invest with MLF?

We have examined other such managers before - Saddle Rock being one of them. Its top holdings currently are American Eagle (AEO), Abercrombie (ANF), and Tween Brands (TWB) (and calls in American Express (AXP) and Ameriprise (AMP) - favorites of brother Joel Greenblatt.

Founded in 1967, the company was originally a subsidiary of Ambassadors International, Inc. (AMIE). EPAX spun-off on February 28, 2002 and already enjoys a market capitalization of around $650 million. The stock is a constituent in the Clear Spin-Off Index licensed for the ETF (CSD).

The firm's operations include offering school students of all ages to travel for the purpose of learning more about the history, culture, economy and government of a country in exchange for a tuition fee. In its sports program, EPAX provides student athletes with an opportunity to travel in order to participate in foreign tournaments. The company has also been expanding its services to include a student program that offers interaction with experts in specific fields, and renowned speakers. Finally, the company's Professional Ambassador Programs provides an opportunity for adults to meet others with similar interests or careers abroad.

Matt Feshbach described Ambassadors International (AMIE) to us last year. The stock is up 150% since. Why do you think it’s still a bargain?