Iron ore shipments are picking up and I would look at the Tanker in small area and look for them a little at the time if you are looking for a buy and hold. I would look at DSX and NAT. High risk would be FRO in more of a natural gas shipment.
I think CLNE energy could gain 10 dollar this year or more, it is a decent long term hold. If you like regional banks I would look at RF, HBAN and long term Synovus and possible Lyolds.
In the materials, you have to look at iron ore companies, Vale might be a great buy and hold. GGB in Brazil. I think if BAC comes back to 10 that would be a good buy and hold. ALJ is a good buy at 15 or below and fertilizer with POT.
Apple earnings scares me from shorting it right now. Retail companies are doing better than expected right now. I hate to be on the wrong end of Apple since they could be reporting their best revenue quarter in history in 3 weeks.
I agree, the market is probably going to get thumped good in about 2 months from now. Even if YHOO dips, I'll buy more on the dips. You could also wait for the thump and buy after as well. I expect the stock buyback to push yahoo over $22...I know, wishful thinking.
Chesapeake will probably be a good pick for you. I, personally, usually avoid Energy companies. Corning is a good one with earnings in less than 3 weeks. I could see Corning getting above $14-$15 in the next year. I like to see solid earnings and maybe a dividend boost? AGain, wishful thinking....
Earning season starts next week with Alcoa. Hopefully good earnings start coming out and help lessen the thump that is coming.