Boeing ( BA): 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.

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Caterpillar ( CAT): This stock could be a monster in 2011, especially with the integration of Bucyrus ( BUCY), which I think will turn out to be a fantastic acquisition. Estimates, currently showing EPS at about $6, I think are way, way too low. I see this stock going to $120 in the next year. Too gutsy? Ask yourself what happens if the United States comes back as a growth nation. Right now almost all of the growth is overseas. Still a fantastic mineral play and a terrific call on world growth.

Chevron ( CVX): I see oil going to $100 a barrel in 2011 given the expansion of the world's economy. Chevron is very levered to the price of crude -- much more than Exxon -- and I see it outperforming its peers. Nevertheless those who bought it because of its yield will, of course, be left high and dry as I think it can go to $110 on the strength of the oil price and a very aggressive plan to produce more oil. Just a great solid stock to own in 2011. Maybe the best management in the industry, too.

Coca-Cola ( KO): Growth is back and this fantastic company will shine in 2011. I think that the aggressive nature of management and the worldwide prospects for more sales, plus a turn in Japan, will mean a stock that rallies through the year, although not at the pace that Coke once thrilled us at. Then again that was 20 years ago, and this is a very mature growth stock. I think it can trade to $70, not bad considering the safety of the enterprise. More dividend boosts ahead and an aggressive buyback should also help the cause as the bottler buy will be behind them. I like this stock very much for those who seek a nice return with low risk.

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