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- Use remaining portfolio cash to buy equal dollar amounts of Echelon (ELON, news, msgs), Oilsands Quest (BQI, news, msgs), Lululemon Athletica (LULU, news, msgs), Terra Nitrogen (TNH, news, msgs), Zoltek (ZOLT, news, msgs), Synchronoss Technologies (SNCR, news, msgs) and Deerfield Triarc Capital (DFR, news, msgs) at the open.
I called a market bottom Friday. Capitulation selling hit our goal: The five days with 9-1 down stocks -- 896 stocks with 52-week lows and 15 with 52-week highs -- were the key.
I'm buying leading stocks that are riding waves of growth and a few high-yield stocks that have plunged as much as 70% for no reason in the market's pullback.
Here's why I'm jumping into these seven companies:
- I love the "negawatt" business -- reducing watts consumed at home and the office by managing when your appliances are used and by managing your energy meters. Echelon (ELON, news, msgs) is No. 2 in the industry but growing 50% faster than the leader, Itron (ITRI, news, msgs).
- Oilsands Quest (BQI, news, msgs) controls 780,000 acres of Canadian oil sands that have been appraised at $18 a share -- but are selling for less than $5.
- Lululemon Athletica (LULU, news, msgs) sells the hot workout gear for women -- period. It has only 40 stores in North America but plans 250 over the next three years.
- Terra Nitrogen (TNH, news, msgs) is an ammonia maker for the corn industry in the U.S. It got killed in the sell-off but has an attractive 15% dividend.
- Zoltek (ZOLT, news, msgs) is the game-over dominator of carbon-fiber blades for the wind-power industry. It's sold out for the next two to three years because of so much demand, but it now has its manufacturing chops together.
- Synchronoss Technologies (SNCR, news, msgs) is a proxy for Apple's (AAPL, news, msgs) iPhone. Its software connects smart phones to networks for registration, updates, etc.
- Deerfield Triarc Capital (DFR, news, msgs) was hammered by the subprime-mortgage mess even though it had very little exposure. It's been selling at a 40% discount to book value. That's insane!
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