4. GOOG's DroidBy Timothy Collins
10:59 a.m. EST
I've seen a lot out there about how Baidu (BIDU - Get Report) will benefit if Google (GOOG - Get Report) exits China, but has anyone noticed the strength in Research in Motion (RIMM)? I was fortunate to pull my put protection off at a profit here, although that was a bit of luck beyond just targets being hit. Could RIMM, Apple (AAPL - Get Report), and even -- cough, cough -- Motorola (MOT) benefit if we don't see Android in China as well?
Position: Long RIMM stock, GOOG Volatility, Short AAPL Jan 210 straddles, net short GOOG
5. Retail SalesBy Ken Shreve
8:50 a.m. EST
The retail sector continues to show good leadership, but it's a broad sector. I think the leadership can continue in 2010. The department stores have been the shining stars, but don't forget about the restaurant stocks.My favorites, in no particular order, are Buffalo Wild Wings (BWLD), Panera Bread (PNRA - Get Report) and Chipotle Mexican Grill (CMG - Get Report). All three have outstanding fundamentals and intriguing technical pictures as well. If earnings season sparks another leg up for the broad market, I think these three names can outperform. Position: none