Expect the unexpected (HPQ up, NVTL up after earnings)....and do not expect the expected (APPL destroying everybody). The dynamics have changed. Looked for troubled companies and industries (troubled in the past) that have great prospects and cash. Look for book value and cash to market cap ratios. That is where the money is. ENVI is another stock that I believe is even better than NVTL based on valuation alone. Both are great investments in this new trading environment.