148 Stocks Returning >13% This Week

This week's list will be fairly obvious - I am calling this market the Forgiveness of Sinners market. The losers of 2nd half 2007 are now forgiven as all their issues have faded into the woodwork - consumer will roar, homes will be snapped up, and malls will be bursting with rebate checks. As a forward looking mechanism this is what the market will be telling us is happening by Labor Day 2008. If this happens I will come to the blog and say "I was utterly wrong". I don't buy it. I think much of America economy is now based on asset inflation - for some that means equities, for the common man that means home prices. Without home prices increasing, and the ability for people to hide their debts in their home equity I don't see a "boom" anywhere. But I will be the first to say I am wrong when/if this changes this fall.

As always

1. >$2 Billion Market Capitalization
2. >100K shares traded daily
3. >$10 Stock Price

We own green (a big fat zero this week); we have owned or discussed blue

Symbol	Company Name	% Price
TUP	Tupperware Brands Corp	36.30
WM	Washington Mut Ord Shs	35.40
LXK	Lexmark International Inc	34.50
YHOO	Yahoo! Inc	29.40
LAZ	Lazard Ord Shs	29.20
CIT	CIT Group Ord Shs	27.60
CXG	CNX Gas Ord Shs	26.60
OI	Owens Illinois Ord Shs	26.20
LEN	Lennar Ord Shs Class A	26.00
RMBS	Rambus Inc	25.90
CROX	Crocs Inc	25.70
AXE	Anixter International Inc	24.60
DRYS	DryShips Inc	24.50
SGMS	Scientific Games Corp	24.30
HAR	Harman International Industries Inc	24.00
LEA	Lear Corp	23.90
BCO	Brinks Co	23.60
SOV	Sovereign Banc Ord Shs	23.40
UA	Under Armour Inc	22.70
SNA	Snap-on Inc	22.60
COF	Capital One Financial Ord Shs	22.50
FLEX	Flextronics International Ltd	22.30
OC	Owens Corning	22.20
JLL	Jones Lang LaSalle Inc	22.10
CENX	Century Aluminum Co	21.60
KBH	KB Home	21.60
SCS	Steelcase Inc	21.50
IFX	Infineon Technol Depository Receipt	21.30
BPOP	Popular Ord Shs	21.20
PHM	Pulte Homes Ord Shs	20.90
MDC	MDC Holdings Inc	20.80
NETC	Net Servicos de Comunicacao ADR	20.60
HBAN	Huntington Bancshares Inc	20.20
CA	CA Inc	19.90
ACI	Arch Coal Ord Shs	19.70
ORI	Old Republic International Corp	19.60
ZMH	Zimmer Holdings Inc	19.30
RTP	Rio Tinto ADR Each Reptg Four Ord Shs	19.30
BARE	Bare Escentuals Inc	19.10
TCB	TCF Financial Corp	19.00
DSX	Diana Shipping Inc	18.90
WSM	Williams-Sonoma Inc	18.90
FDO	Family Dollar Stores Inc	18.80
FAF	First American Corp	18.50
TSU	Tele Celular Sul ADR Reptg 10 Pref Shs	18.50
MC	Matsushita Electric Industrial ADR	18.50
CNO	Conseco Ord Shs	18.40
MOT	Motorola Inc	18.30
SID	Sid Nacional ADR Repstg One Ord Shs	18.20
AGO	Assured Guaranty Ltd	18.10
NYT	New York Times Ord Shs	18.10
UAUA	UAL Ord Shs	18.00
RHI	Robert Half International Inc	17.90
SBAC	SBA Communications Corp	17.60
TNE	Tele Norte Leste ADR Reptg 1 Pref Shs	17.60
TRN	Trinity Industries Inc	17.50
BKD	Brookdale Senior Living Inc	17.50
ASBC	Associated Banc-Corp	17.50
BHP	BHP Billiton ADR	17.50
AF	Astoria Finance Ord Shs	17.40
CYT	Cytec Industries Inc	17.40
ODP	Office Depot Inc	17.40
FLS	Flowserve Corp	17.00
SMG	Scotts Miracle Gro Co	16.90
XMSR	XM Satellite Radio Holdings Inc	16.90
JEF	Jefferies Group Inc	16.80
ZION	Zions Bancorp Ord Shs	16.80
CLWR	Clearwire Corp	16.70
SFI	iStar Financial Ord Shs	16.70
HTZ	Hertz Global Holdings Inc	16.70
USG	USG Corp	16.60
CNB	Colonial BancGroup Inc	16.50
PETM	Petsmart Inc	16.50
BRP	Brasil Telecom Participacoes ADR	16.50
AN	Autonation Inc	16.40
PXP	Plains Exploration & Production Co	16.40
CECO	Career Education Corp	16.30
FNF	Fidelity National Financial Inc	16.30
TRW	TRW Automotive Holdings Corp	16.20
ACV	Alberto Culver Co	16.20
BHP	BHP Billiton ADR	16.20
BUCY	Bucyrus International Inc	16.10
SFD	Smithfield Foods Inc	16.10
KTC	KT Corp Depository Receipt	16.10
CELG	Celgene Corp	16.00
CVC	Cablevision Systems Corp	15.90
MI	Marshal & Ilsley Ord Shs	15.90
CZZ	Cosan Ltd	15.80
LFL	Lan Airlines ADR Rep 1 Ord Shs	15.80
SLM	SLM Ord Shs	15.70
THO	Thor Industries Inc	15.50
DFS	Discover Financial Services	15.40
SFG	Stancorp Financial Group Inc	15.30
MBI	MBIA Ord Shs	15.20
CBD	Companhia Brasileira de Distribuicao ADR	15.20
AMP	Ameriprise Financial Inc	15.10
KEX	Kirby Corp	15.00
SSL	Sasol Level II ADR	15.00
THG	Hanover Insurance Group Inc	14.90
CNA	CNA Financial Corp	14.90
VCP	Votorantim Celul Depository Receipt	14.80
BKS	Barnes & Noble Inc	14.70
FITB	Fifth Third Bancorp	14.60
FTO	Frontier Oil Corp	14.50
WYN	Wyndham Worldwide Corp	14.50
SNV	Synovus Ord Shs	14.40
LEG	Leggett & Platt Inc	14.30
DAL	Delta Air Lines Inc	14.30
AVY	Avery Dennison Ord Shs	14.30
EL	Estee Lauder Ord Shs Class A	14.30
ELN	Elan Depository Receipt	14.30
TIN	Temple-Inland Inc	14.20
JCP	JC Penney Co Inc	14.20
RIO	Companhia Vale Do Rio ADR	14.20
LEH	Lehman Brothers Holdings Ord Shs	14.10
BAC	Bank of America Ord Shs	14.10
MHK	Mohawk Industries Inc	14.00
CX	Cemex ADR	14.00
CMC	Commercial Metals Co	13.90
SYMC	Symantec Corp	13.90
LULU	lululemon athletica inc	13.80
MCRS	Micros Systems Inc	13.80
RCL	Royal Caribbean Cruises Ltd	13.80
BKC	Burger King Holdings Ord Shs	13.70
CSE	CapitalSource Inc	13.70
AAUK	Anglo American ADR	13.70
CAL	Continental Airlines Inc	13.60
SEE	Sealed Air Corp	13.60
UNM	Unum Group Ord Shs	13.60
ISRG	Intuitive Surgical Inc	13.60
FCL	Foundation Coal Holdings Inc	13.50
JWN	Nordstrom Inc	13.50
MT	ArcelorMittal ADR	13.50
FLO	Flowers Foods Inc	13.40
R	Ryder System Inc	13.40
CHRW	CH Robinson Worldwide Inc	13.40
NCX	NOVA CHEMICALS CORP	13.30
DDR	Developers Diversified Realty Ord Shs	13.30
CMA	Comerica Inc	13.30
LTD	Limited Brands Inc	13.20
JOYG	Joy Global Inc	13.20
ABV	Companhia De Bebidas ADR	13.20
ARG	Airgas Inc	13.10
ROST	Ross Stores Inc	13.10
HRS	Harris Corp	13.10
LIZ	Liz Claiborne Inc	13.00
FHN	First Horizon National Corp	13.00
DOV	Dover Corp	13.00