Before the sand runs out on this anno domini we turn our
eyes outward to the great wide world to see what lies ahead when we flip the
hourglass over for 2013. Our only
guarantee is that all will work out, regardless of our picks, just as it always
has.
·
BCS Champion: Alabama will easily cover the
10-point spread vs. Notre Dame, which should have at least three losses
(Pittsburgh, Stanford, USC). The Irish
run out of luck.
·
Super Bowl Champion: Seattle Seahawks. Russell Wilson is preternaturally confident
and should be rookie of the year over RG III and Andrew Luck.
·
NCAA Men’s Basketball Champion: Butler.
Bulldogs shed bridesmaid role on the strength of Rotnei Clarke’s jump shot.
·
World Series Champion: Toronto Blue Jays. Ricky Romero wins Cy Young award. We’re not kidding.
·
NBA Champion:
Who cares, but we’re going with the L.A. Clippers for entertainment
purposes only.
·
Stocks of the Year: Tesla Motors (TSLA), Barnes
& Noble (BKS) and Cobalt International Energy (CIE). Tesla, the electric car maker is poised to
grow big-time; Barnes & Noble’s Nook device and partnership with Microsoft
should pay off; and Cobalt keeps finding oil in what we think will be a rising
oil price environment. You can check out
our calls on istockanalyst.com by clicking here
and here
for TSLA; here
for BKS, and here
for CIE.
Surprises for the year:
·
No meaningful gun control legislation, despite
being a no-brainer.
·
Oil will average over $100 a barrel despite
booming production, because . . .
·
. . . economic growth will hit 3% and stay
there, because the Fed will not ease off the gas pedal until it does and business
and consumer confidence revive.
·
The
Republican Party, fearful of joining the Whigs, will turn a corporate cold
shoulder on its Tea Party hijackers.
Meanwhile, we bid adieu to 2012 thankful for all the usual
suspects – healthy children, loyal friends, a repeatable golf swing. Happy New Year.
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