Could Lehman Brothers (LEH) be the target of a hostile takeover? During the 1989-1991 recession, 25% of the financial universe disappeared. Today, in an entirely more daunting crisis, only 10% has vanished. Toddo expects to see both further consolidation and bankruptcies.



Known quantity: Commodities are surging again. Unknown quantity: Why? Toddo thinks 1 of 2 things is in play: Investors suddenly awoke to the notion that a Fannie Mae (FNM) and Freddie Mac (FRE) bailout will wax the dollar, or something is afoot on the Iran front and we just can't see it.



Now watch this! Toddo's checking out the semicaps -- Applied Materials (AMAT), Novellus Systems (NVLS) and KLA-Tencor (KLAC) -- consolidate after they're recent run. Also, Goldman Sachs (GS) at $150, a level being talked about by many a trader.



So, Microsoft (MSFT) is bringing Jerry Seinfeld aboard its new $300 million campaign. Toddo offers up some other ways in which the software giant could drop 300 beans.