I like the following stocks, I am just waiting for the right time to buy them to hold for several months: Priceline.com (PCLN), RedHat (RHT).
I also like Ancestry.com (ACOM) but they just jumped 20% based on buy-out rumors so I don't want to buy them right here. If the rumors are false it will come back down.
I will make other stock picks available as I see them. Netflix continues to be a good short. Short the bounces.