Three of my recent picks have been Sprint (S), Valueclick (VCLK) and Alcoa (AA).

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One potential candidate is ValueClick (nasdaq: VCLK - news - people ), a publicly traded online marketing company that provides demographically targeted ad space to about 6, 000 advertisers and advertising agencies.

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That's the word from Piper Jaffray analyst Aaron Kessler, who recommends loading up on ValueClick (nasdaq: VCLK - news - people ) shares ahead of the company's Feb. 27 fourth-quarter earnings announcement.

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