Back to Biz:

GLW: Street argument for stock appreciation includes : “ Corning’s first quarter demand could benefit from a number of factors, including strong Chinese demand, higher LCD TV unit demand per household, larger average screen sizes and LCD TV price declines driven more by retail margin concessions, as well as PC demand.”

ESRX-an oversold name –poised for recovery.
MNST attractive basing set-up and strong support around $36 level. Despite recent run-up, add on anyweakness. to MNST. It offers a global play on labor growth especially in emerging markets. Regulation noise pending on the stock but investor better pay attention.
Takeout/ buyouts: Remain a key trend clearly as stated by Barron’s and other in the market place.
Last week, when at least $52 billion of mergers were announced, options trading failed to reveal any of them, extending a losing streak that has dealers reacting to news rather than anticipating events.
Key implication on sector/stock analysis, in conjunction with a recent strong run up and year-end fully approaching. Most notably, the takeover game is played in both cash and option markets. Plenty of rumors in the marketplace driving price direction add to an existing laundry list of variables.

Bottom-line: know your stock story and the key players in that space.