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- F-5 (FFIV), the fastest-growing play on traffic and the Web because it is a traffic cop.
- Ralph Lauren (RL), valuable to $120 because it is transforming from being a niche clothing company to a worldwide fashion empire that includes home goods.
- MasterCard (MA) simply won't quit because it is the fastest-growing secular play on cash to credit.
- General Cable (BGC), a play on putting power lines into the ground post-FirstEnergy's (FE) blackout proximate cause: a downed tree!
- Whirpool (WHR) -- a play on a deal that should never have been allowed, Whirlpool and Maytag.
- Johnson Controls (JCI), which remains the only auto-related play that fills the niche of growth. That will be the case whether it trades at $114 or $140.