RE: Merrill Lynch I'm not Langer but am into this and HP. HP is firming up nicely - games are hot and even in mainstream news - Playboy alone will drive HP up.
Bought more of this based on Waterhouse's reaffirmation this morning.
Also into BKB - good buying opp here as release date for earnings still a little dicey.
In US - MDF - formerly MDPA.ob - just went on AMEX - good health care company with current PE of 8 and forward PE of ??? Should be alot higher - have heard more than one say six plus - 3 times current price.
These are my non-oil plays.