Is there a single company that the team recommends for new money right now?I have small positions in Gigamedia, Sterlite, and Cresud at the moment.I should have bought into Cemex when it was in the low 20s...still considering it now along with Fundtech. I'm looking for a company that's a cash cow and tied to a megatrend, which happens to be beaten down for irrational reason and can recover in 2008-2009.Any recommendations would be appreciated
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