Barrons had some interesting articles but the biggest talk is about LBO's and whose next. Check these speculations for takeouts:
In the retail sector - GPS, BBBY, NKE, LIZ and COST.
In tech- MU EMC MXIM ADI ALTR and XLNX.
In energy - APA VLO HES and RIG.
In homebuilders- LEN TOL MDC HOV and KBH.
In consumers- AVP KMB and EL.
Wil Chester, a portfolio manager at Westcore Select - a midcap value fund- finds DOX CSE ERTS STZ DVA GHCI DOV OSK TPX and COH to be his top holdings and stocks he thinks that can appreciate 20% over the next 12 to 18 months.
Finally, Alen Abelson has a chart showing that the term "Goldilocks" has appeared in the financial press as a description of the investment climate an inordinate amount of times in 2006.