Updated Bullish List

Apple (AAPL) – Apple’s Sales are picking up with the release of the iPhone 3G S along with the new MacBooks. I foresee sales increasing into the fall as consumer spending pickups and college kids purchase new laptops for school. The shift in large corporations using the iPhone over the Blackberry should help steal some market share. The only concern’s would be the health of Steve Jobs and who will replace him as the innovator of Apple in the future.

AMAG Pharmaceuticals (AMAG) - Obama will help out health care substantially and this is one to buy.

BlackRock Latin America (MDLTX) -BlackRock is one of my favorite funds to reap the gains of the growing Latin American Markets.

CR Bard (BCR) - They provide many necessities to health care that should increase with the Obama support.

China Life Insurance Co. (LFC) – China Life is the leading insurance company in China. The reason I like this stock is due to the fact their is a large percentage of the Chinese population that is uninsured. With more and more of the population making more money and becoming more of a middle class, this will become a popular commodity.

Chipotle Mexican Grill (CMG) - Chiptole is a growing company that offers fresh, fast Mexican food. It has been performing well in recent times as people are choosing cheaper lunch/dinner solutions like Chipotle over the sit down restaurants. In upcoming months, Chiptole plans to expand further over the U.S. into more states.

Coach (COH) – Coaches recent price cut has proved successful with the recent surge in sales. As a result, Coach has continued recent expansion plans as they hope to build 50 new stores worldwide in the next five years. They also have grown substantially in Europe and Japan, two areas they look to exploit in the upcoming years.

Colgate-Palmolive Company (CL) -A health consumer product provider has increased profits in the past few quarters and with the launch of new products and expansion into new countries I expect the good times to continue.

Chevron (CVX) – Like all energy companies, I am all in

Disney (DIS) -Disney continues to show that its brand can hold up despite the lack of consumer spending. Parks have been busy all summer long, Summer Blockbusters like “UP” have reported strong numbers, and DVD sales continue to sell. All these prove to be strong indicators long-term for Disney.

iShares MSCI Brazil Index (EWZ) – Currently Brazil is in a position to be one of the next huge surges in Financial markets. Like the rest of the BRIC companies I am Bullish on them all and think that EWZ is a great way to play all of Brazil.

Evergeen Solar (ESLR) - Solar is part of the future in the Obama Energy Independence plan. With plans to have solar panels on very roof by 2025 and exploit solar energy into the building of new homes, Evergreen Solar should have plenty of business.

Exxon Mobile (XOM) - Energy is always going to continue to prove its strength long-term and due to the fact that Exxon is the largest company in the world

Google (GOOG) – Google is the king of the internet. They innovate products in which we continue to use on a daily basis. Throughout the economic recession, internet marketing has held its own, showing that Google is positioned to succeed in the future.

Goldman Sachs (GS) – The strongest of the financials, Goldman has been able to promote themselves and secure their position at the top by taking on more risk than the rest of the banks. Well, its paid off so look for them to continue to succeed as financial markets strengthen.

Ivanhoe Mines Ltd (IVN) -Ivanhoe will continue to appreciate as we continue to hear heatened talks about buy-out plans.

Coca-Cola (KO) - With a strong group of assets held by this beverage company they will prove very valuable in the coming years.

McDonalds (MCD) -McDonalds has proven to be a strong global restaurant chain throughout the economic recession. Sales have been up and McDonalds franchises continue to expand all over the world.

Noble Corporation (NE) – I foresee Noble being a strong player in the oil and gas industry as there revenue stream is well-protected by the $10.6 billion of contract backlogs which equals out to around 18 months of work for every rig in their fleet. Analyst’s reports see revenue in 2009 rising 5% up from 6% to 11%. Supply and demand fundamentals are stronger than thought for deepwater-cable units such as Noble. Long-term I expect for the contract drilling to rise in the U.S. and expect it to be even higher overseas as oil companies continue to explore less mature regions for oil.

Oracle (ORCL) – Even though no company is immune to a global economic slowdown, Oracle’s large product portfolio and large revenue streams will allow it to continue to grow and be successful. They are the leading supplier of database management and should continue to hold down the position in the coming years.

Petroleo Brasileiro SA (PBR) – Long-term I like Brazil and Oil. PetroBras delivers both of these and has long-term ambitions with large expansion plans, some subsided by the Latin American governments. With large recent oil finds off the coast of South America, it soon could replace the Middle East as the Oil capital of the world.

Research in Motion (RIMM) -More and more people start to use smart phones to keep up with their daily lifestyles, as this amount increases they will only need to continue to support the growing demand by producing more chips, win/win.

AT&T (T) – Wireless revenue’s to climb over 10% based upon wireless service data and added customer additions. I believe that strong recent results show that the growth in consumer wireless and broadband can help offset other pressures AT&T has to exhibit strong fundamentals for 2009 leading into 2010.

Total SA (TOT) -Like PetroBras it is another great oil play in the Latin American Markets.

Under Armor (UA) -Under Armor has lots of potential as they have a strong brand in which they have yet to even market to the worldwide consumer base. Recent new products such as shoes have proven very successful strengthening their ability to take on Nike and Adidas. With the plan to launch Under Armor stores worldwide this company has a bright, bright future in the next few years.

Wal-Mart (WMT) – More and more people are looking for cheaper consumer options. Wal-Mart has continued to offer low prices and we have seen the results in the increase in revenues.

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