Saw this article on
www.thestreet.com today (I don't know their model, it may only be available for a certain amount of time)
http://www.thestreet.com/funds/jubak/10132387.html
Basically 10 stocks that didn't do well in 2003, but he thinks should pick up in 2004. I don't agree with Merck, however. With something like 12 states considering group-purchasing drugs from Canada, I don't think the pharmaceutical companies have a great outlook.