3. AT&T ( T): This one has had a huge move already and will be losing exclusive selling rights for the iPhone to Verizon ( VZ). That's going to freeze the market and cause the company's growth rate to slip a tad, maybe to below 6%. If that happens the $2.50 estimates might come down, but just a few pennies. I worry more though that it will finally break its linkage with Verizon and get a tad less of a multiple. It will be bailed out by its bountiful yield but I don't see the company trading above $32 given the rate of rate of change upward and a small dividend boost. Still worth owning for the combined return however. 4. Bank of America ( BAC) will settle the mortgage putback claims, put a lot of its bad mortgage loans behind it and have an assertive Merrill Lynch to boost its earnings. I think that this company, which trades basically at its cash value, will have a terrific year, especially because CEO Brian Moynihan should be growing into his role and become more of a spokesperson that can help this riddled brand. The integration of the three companies, original Bank of America -- itself a pastiche of many banks including Nations and Fleet, where Moynihan's from -- Countrywide and Merrill Lynch will finally be consummated in 2011. Glorious. Don't forget that despite all of the turmoil, Bank of America now has an unheard-of 20%-plus market share in the nation's mortgage market, and I think that market will come alive as the housing shortage of 2012, another of my predictions, comes about. I see this stock trading at $18, where it stood not that long ago, a terrific gain. 5. Boeing ( BA) --Mercy, mercy, the Dreamliner schedule should solidify at last and even if Boeing produces just a few of these mammoth and insanely profitable planes, the stock will soar along with them. Production is key to this company because once it gets the cost down per plane -- something that happens as it makes more and more of them -- then the gross margins explode. I think that this stock could trade to $85 by year end because it is then inconceivable that the Dreamliner isn't being sold. Don't forget that aerospace makers have had seven-year cycles in the past, so I don't expect the stock to stop rallying in 2011. Lots of growth here for certain, and perhaps the most long-term visibility in all of the Dow.