I don't know if any of you listen to
The Motley Fool Radio show, but on their last show (follow the linky to listen online) they talked about 4 stocks that they think will do well in 2k4.
If you don't want to listen, these were:
Time Warner (TWX) - Strong media company with great brand (Harry potter coming out, LOTR past years).
LabCorp (LH) - Medical lab test company. Leader in Gene based testing.
Marvel (MVL) - Spiderman movie coming out.
MidAtlantic Medical Services (MME) - "Dominant provider of HMO servies in the greater DC area" Getting acquied by United Health Care.
Overall, this radio show is fun to listen to, and quite informative - I highly recommend it.