These companies below are to be held longer term. 1. ESI - ITT tech - Bargain. Check their property valuation from 10k. 60 year old educational company. Teach IT, nursing, drafting business admin. They have seen industry cycle many times in the last 60 years. Return on asset is awesome.  2. YRCW- #4 ranked trucking company. Operationally improving and they're getting deals with unions to pay the workers less. Housing recoery is coming. 3. COH- Coach is a long term gem. Its a 14 bilion market cap today and I expect it to top 50 billion in the next 5 to 10 years. There is too much love for coach bags. Ask your women. 4. AAPL?? I like aaple at this price. They have more than $130 billion in cash only??? However, I don't wanna bet on researchers working in tight deadline to bring the next hot thing. I don't like the vastly available technologies - so, I'm no to apple. Even if I was yes, it would only give me @ most double with the huge risk of staying around 400 dollars a share to 700 dollars a share. Why not pay a close attention at Sony, Nokia and RIMM (Forgot the new name) but u know what I mean. 5. You should buy "certain" banks and "certain" insurance companies. I don't know which ones right now but I think interest rates are going to go up, sooner or later. To defend this idea - Just thinking out loud - as always. Social slaves; i.e. the full-time employees who are the slaves of their mortage and insurance and who were not laid off the last few years but did not have the grudge to buy the house in the dip - can't wait no more! So they go buy house and get themselves tied to the mortgage and what not for the next 30 years. I think this trend has been continuing since last year or at least since this year - that people are buying houses. If you're buying houses, you need loan. Who can give you loan? Banks. How will banks make money. Lend $10 and get $12. Repeat, repeat, repeat, repeat. Do is at fast as you can. While more people start to buy house ..banks will get to become optimal. Go for regional banks where the property is booming. If you're focusing in Californa, let's say- buy the stock of a bank that serves Koreans or Chinese etc.. There are some write ups about these companies in seeking alpha. I know some more discarded cigar butts but don't forget to own coach if it goes below 45 or 46. It comes under Ben Graham's instrinsic valuation and I find Coach as a rich brand which can be compared to Coca cola. A global brand! They're like Nike. They don't make things. They design and control the quality and let the 3rd party factories do the job, perfectly.  Disclaimer- I have no supporting links and if you need one google them and of course buy/short at your own risk.  Last edited: 20-Apr-13 11:55 AM Last edited: 20-Apr-13 12:03 PM