Jase

36 Opportunities for the Beginning of the Bull

I share your view regarding most of these. I disagree, however, with your call regarding QCOM. Rather than bank on the mobile chipsets, I'd rather play the terrestrial and mobile backhaul/edge network angle via AKAM. Akamai moves 1/5th of the planet's daily internet traffic--despite continued competition in this space, it's exceedingly undervalued.

European Banks To Consider - Barron's

RBS is still on shaky ground, IMHO. UBS, however, has been among the most proactive in removing gangrene assets. UBS may continue to have minor write downs (minuscule, in comparison to what they purged earlier in the year)... I strongly believe that this is already priced in; it's a bargain under $35 per share and they'll benefit from any European bailout. If their future was bleak, then news released at the recent shareholder meeting last Thursday would have caused it to plummet. The opposite happened--it gained strength on heavy volume on one of the darkest trading days of the year.