[Porsche-O-Phile]

I think AAPL will be good through maybe Q2. After that, I expect recessionary pressures to dish out a beating to retailers and companies like Apple.

I have a pretty sizeable position with WCG right now - bought after the stock tumbled from a high of about $130 to $30 after the feds raided them last year. Rumor is the investigation will turn up little evidence of any wrongdoing, and the stock has been creeping back up, to my elation. If it happens to hit its previous high mark again, that's approximately a 300% return. There's still room to get on board for those who haven't yet, although you won't get it for $30 anymore either.

I'm looking at NLY right now too, following Warren Buffet's opinion of them. I'm a little leery though.

My pick for this game would probably be an alternative energy player (there are several). As a bit more long-term pick I'd look (at the recommendation of Motley Fool) IMAX or McDonalds.