JJC:    I know...  I know today was really bad...  I know today was one of the worst days in a long time. It's a cheap alcohol on my very own dirty linoleum floor day, if there ever was one.

A down 395 day can really make you feel desperate and bearish and hopeless...

But there is hope, and that's why I'm here. I know when it gets this awful you wanna give up or panic or just scream and pull your hair out...believe me, I sympathize, days like today are the reasons why all my hair fell out...I still have some here but I guess it has to be down-800 to make that go away...

This may be the fifth end of the world day we've seen just in this very 18 months. But with oil prices so high and the regional banks looking like they're rolling over like dominoes, it's not hard to believe that it really might happen this time around.

At these moments I know many of you turn off the TV...you want to give up. Right now it's easy to say it will never get better...that you just can't make money in the market any more...that it's too painful...

Today's market did this to any sense of bullishness out there (puts out cigarette and steps on bull with foot)...but I still believe that there is always a bull market somewhere...

I think this moment's a terrible time for you to abandon ship, however emotionally difficult that may be to accept. And remember, do some arithmetic.  Average in yesterday's fantastic gain with today's horrid losses, and you have it down-200 day in 48 hours...not even a sharp stick in the eye.

I've got to tell you, the spike of $10.75 in oil...even I was freaked out by it...that is, unless you're a huge believer in usual suspects... And we continue to suggest you round them up... on any weakness...and you didn't get any (weakness) today, even down 400 points...

Natural gas?... Most of them up, because it is the year of natural gas.

Agriculture?...  Because seeds are our best long-term hope for renewable energy...even though we hate ethanol...every time Monsanto (MON) comes up with a new seed, it's like a giant oil find.

Minerals, coal, copper all pretty much up or flat...

And finally, of course, the drillers, which remain our very faves.

Everyone else is showing you the lowlights of today, they're running lowlight films of the patch with guys screaming over there...  lowlight films of the Israeli, Iran thing...

I want to show you the stocks that I think will be the highlights...not today, but for next week, so you can still make money off them...   Because, after a huge sell off, you get a short-term buying opportunity...  in one particular group of stocks...the stocks that would have gone much higher if it were not for this overall market selloff based on weak financials, and oil spiking, and worries about a potential conflict in the Middle East...  And these could go to where they should have been this week, maybe over the next month, if recent history repeats itself.

These wondrous stocks, that can buck today's bearishness, where are they?...

They're the companies that this very week reported the biggest beats of the estimates... the ones that far exceeded expectations, but their stocks were held back or taken down hard by the general tide of oil-related negativity, even as not one of them had anything to do, or had their sales curtailed, by higher oil. 

That's why I'm offering you a game plan for next week...

I want you to pick among the bearish rubble to find the high-quality bullish stocks that would have gone higher if it were not for this dreaded decline...

I've got four stocks that fit the bill for what I suspect will be a hard opening on Monday...   You'll get your prices...don't be aggressive...don't buy after the close...   Don't do any of those stupid things like I saw, by the way, in Windstream Corporation (WIN) last night.

Alright, now just to remind you that we actually have a little rigor on this show...that I'm not just pulling all this out of a bull's mouth...  How about a little proof that our picking-among-the-rubble methodology works...  that you should be looking for buys right now, in the wake of this sickening decline?...

After the enormous sell off in the week of March 2007... that was nasty... I recommended a series of stocks during the week of March 6th...  It felt a lot like today... stocks that I felt would have been up big if not for the whole market taking a beating..  I felt they would have been up big because, like these four I'm about to give you, these companies reported huge estimate beats just the very week they were obscured by the market.   They were General Cable Corp. (BGC), Chemed Corp. (CHE), First Solar (FSLR), and Akamai (AKAM)...

Do you know what these stocks were even with this horrible market last year and this horrible market now...do you know what these stocks were a month later?   They were up an average of 16.4%, which more than tripled the performance of the S&P over that same period. 

It worked then, and I believe it will work again now...

I've got four stocks I think you should be buying next week, maybe right into a bearish opening...  as "picking through the rubble" plays, these are your game plan...

The first, and this the most obvious one, the one... the one that you got a total break on today that I didn't think you deserved to get, because I know you're a naysayer about the store... The first is Wal-Mart (WMT*)...which reported strong may same-store sales just reported the other day... driven by some of the $600 tax rebates, grocery store sales, but mostly because of it's remodeling, it's more aggressive CEO Lee Scott, and yes, the cheapest pricing in the world.

Yes, WMT is a trade-down play in a weak economy when people are trying to save money and spend less. WMT is where they go. They beat by a penny on May 13th, and the international business is expanding with plans to enter Russia. You know that the Russian department stores won't hold a candle to even this WalMart.

Before WMT beat earnings, the stock was at $58 bucks.  Now, with the stock at $58.37, after falling 2.3% today, you're getting what I think is a "buy, buy, buy!" opportunity.  At a price that's barely above where the stock was before they reported that blowout month, come on... that's a steal!  Oh and, by the way, with $4 gasoline going to five bucks, where you know that's headed... I'm switching to WalMart shopping too, and WalMart has gotten more fun to shop at lately, I kid you not...  Lee Scott has got the place feeling down right "Target-ish."

The second stock I'm recommending is a familiar name and the name is Brown-Forman Corporation (BF-B), which beat by 12 cents, a 17% upside surprise when it reported yesterday, but everyone immediately forgot that Jack Daniels, Southern Comfort and Finlandia Vodka just gave you a fantastic earnings report.  These are all indeed all the necessities to have on a dirty linoleum floor if you were down-395 day.

It's international that's growing...  Jack grew in the high single digits overseas. This is the sheik brand.  I can tell you in all the bars that I cruise... people actually say, "give me Jack Daniels"...  When I went in, it was just like give me a bourbon. Now they identify it by name, some of them just call it Jack like he's their buddy-pal, friend. Brown Forman now gets half of its earnings from ROW...the rest of the world, I think it can go higher, as it increases it's international sales, especially now with the weak dollar helping, and it's new marketing and sales strategies stabilizing it's U.S. business. I still don't see a lot of people ordering Chinese bourbon or Indian bourbon, they just don't. They drink American bourbon.

The stock is down 1.5% today but still up 7.1% from where it reported. I believe it would have gone much higher today, not lower, if not for the selloff. You don't drink less liquor in hard times, you drink more hard liquor and Brown Foreman is your HQ.

Oh and by the way, just so we're at it, I like the Herradura...  lately it's become my tequila of choice.

The third stock I've picked out from this rubble is Copart Inc. (CPRT).  This is the company that makes money off of salvaging cars and other vehicles.  It beat by four cents what it reported after the bell Tuesday...8% upside surprise...  It was down 1.7% today... and it is up 5.9% from Tuesday's close...you're not going to get this one below where it reported, that's not going to happen.  It's up 16.3% from when we had CPRT's CEO on April 23rd...and up 30% since I first recommended it.

I think CPRT can keep going higher because it's a scrap play...strong steel prices... you need scrap...that's why Nucor (NUE) made their big acquisition... Everyone needs scrap, scrap...and because the company's expanding...  It's scheduled to add 10-15 locations to North America over the next year...that will let it collect more salvage cars, lower towing costs. This is the single best play on the steel shortages that I know of.

Finally, I like Integra Lifesciences (IART). This is a new name for me, I have not talked about it before...it's symbol is IART.  This is a surgical implant medical device stock. It beat it's earning estimates by nine cents when it reported on Wednesday.  That's a mega 22% upside surprise.  The stock is only down 10 cents today... it's only up 27 cents since it reported... That's ridiculous.

Integra is a demographic play, it makes neurosurgical and orthopedic implants, 37% of its business... which I'm sure are going to be in higher demand as my generation ages.  It also looks like a great obesity play, as it makes spinal implants... and heavier people tend to have more back problems. You don't stop trying to alleviate pain just because the economy's slumping or gasoline is at five bucks.