(A Top Pick Feb 9/09. Up 20.9%.) Beat earnings estimates handily by $.30. Revenue side was a little light but not unexpected. Earnings guidance was raised. Still a Buy.

(A Top Pick Feb 9/09. Up 38.3%.) Discount retailer of random names. Stable in a recession. Also has growth potential in opening stores and new markets.

Strong management team. Essentially skated through the banking problems of 2007/2008. Have paid TARP off and are looking to get the warrants back from the government.

(A Top Pick Feb 9/09. Up 6.04%.) Waste management focused on healthcare. Compared to its group it is a little on the high side but not out of its realm.

Semiconductor player in network and wireless space. Supplies Cisco (CSCO-Q) and Motorola (MOT-N). Latter has struggled over the last year or so but supposed to change in the 2nd half because of new management. Although this has done well he would use caution going forward and perhaps take a little bit, not all, off the table.

Some disappointment earnings and guidance was very conservative. Continue to struggle against Google (GOOG-Q). Being acquired by Microsoft (MSFT-Q) but there is no upfront fee being paid.

Large-cap fully integrated global pharmaceutical. Earnings beat expectations. Competition from generics but their pipeline going forward looks extremely robust.