top stocks for 2008, page-54

I dont own UMC warnie, but it looks to have broken out. It loks pretty good.

My thoughts on 2008:

- Xmas rally into mid Jan.
- Continued volatility, a pullback to pre-rally levels and consolidation from mid Jan - April.
- Potential for 1st qrt 08 weakness.
- Data to have oficially (or near enough) confirmed by April (to June) that US aint going into recession.
- Stocks to rally strongly in 2nd half 2008.
- USD to rally 2nd half 2008
- Gold to rise progressively.

- 2nd leg up of bull cycle to begin 2nd half 2008 - after been tested, and proving itself 1st half 08.


For stocks:

- AAR: potential for a 10 bagger. Look for broker coverage over next 2 months. Will be a big winner regardless of markers

- JMS: massive upside potential if Brockman drilling firms up what its neighbours have. Neigbhours include FMG (recent 1bt Serentiy discovery) and FMG. Only 15km away from Serenity. Could be upwards of a 5 bagger if shortly released drill results from Pilbara confirm FMG/FDL nearology.

- ACS: monty. Will be $0.60+ by April. Easy money. Will cheap options. No one else has cheap options. The days of sub 10 cents YMLO, POLO are gone. ACSO still here at 10cents.

- EQN: will be taken over with 2/3 months for $8-$10 by either a) First Quantum b) Xstrata c) Chinese Steel mill or d) Russian govt controlled company. Developing the largest copper mine in Africa. Im looking to top up very shortly.

- AQA: next FMG. Nothing more needs to be said. Not cheap though.

- TLM: Hermanis on board. Should hit $3 some time in 08. Maybe 2nd half - if 1st half weakness persists. Then on to $5-$8 in 09.

- GOLD: going higher

- Energy/Oil price: will continue to rise. May pull back to $80USD over next month or so, but will hit $120 USD.

- Agricultural Commodities: my surprise tip! The closest thing to a sure thing. Food prices will continue to rise. Im looking at trading some agricultural futures