Stockpickr: Two Stocks With Stellar Earnings

In addition to its 10 years of earnings growth, analysts expect O'Reilly to increase its EPS of $1.55 in 2006 to $1.78 in 2007 and $2.07 in 2008. Despite the automotive-parts retailer's consistent growth, the general slump in the automotive industry has affected this stock, which only trades at 11 times last year's cash flows and about 9 times 2007 cash flows.

Karsch Capital, which is run by George Soros protege Michael Karsch, counts O'Reilly among its holdings. Karsch not only likes O'Reilly Automotive but also is an activist on CSK Auto(CAO - Cramer's Take - Stockpickr). On Feb. 20, Karsch sent a letter to the CSK board requesting that the company initiate a "sale process immediately" to sell the company.

Karsch, who left Soros' firm at the very peak of the tech bubble, is also a fan of the cheaper tech stocks, like Applied Materials(AMAT - Cramer's Take - Stockpickr) and E*Trade Financial(ETFC - Cramer's Take - Stockpickr). You can check out all of Karsch's holdings on Stockpickr.

And for the rest of the "top earnings champions," see their portfolio page on Stockpickr.

Stockpickr tip of the day: With the S&P 500 basically flat on the year now, it's worth noting that Barton Biggs, the former chief strategist at Morgan Stanley, who now runs multibillion-dollar hedge fund, Traxis Partners, is very bullish. On Bloomberg TV the other day he stated he believed the market could be up 15% this year.

Biggs' main bet is to play the large-caps. He's invested in the iShares S&P 100 Index Fund(OEF - Cramer's Take - Stockpickr), which is simply the exchange-traded fund for the S&P 100 (way to take risks, Barton!) and the Nasdaq 100 Trust(QQQQ - Cramer's Take - Stockpickr).

He also owns some of the mega-caps like Exxon Mobil(XOM - Cramer's Take - Stockpickr) and AIG(AIG - Cramer's Take - Stockpickr) as well as the big banks like JPMorgan(JPM - Cramer's Take - Stockpickr), Morgan Stanley(MS - Cramer's Take - Stockpickr) and Goldman Sachs(GS - Cramer's Take - Stockpickr).

But I'm intrigued by some of the sectors he's betting on. For instance, Biggs is long Continental(CAL - Cramer's Take - Stockpickr), US Airways(LCC - Cramer's Take - Stockpickr) and AMR(AMR - Cramer's Take - Stockpickr), airlines all trading at 6 times cash flows, which tells me the market thinks their cash flows won't last. If they do, then these stocks have 20% to 50% upside in them.

Biggs is also making a big demographic bet on pharma and biotech with holdings like Johnson & Johnson(JNJ - Cramer's Take - Stockpickr), Wyeth(WYE - Cramer's Take - Stockpickr) and Abbott Labs(ABT - Cramer's Take - Stockpickr). You can check out all of Barton Bigg's holdings on Stockpickr.