Street Justice: Ready or not, here we go!

Wassaaap! How's your weekend going? I hope all is well. The market sure dosen't make it easy sometimes. I guess if it were easy, it wouldn't be any fun and everyone would be doing it. I don't think I need to go over last week anymore. It just stunk! Now lets get down to the nity-grity.
I've got three mid-cap monsters for you to check out and as I promised, I also found 3 mutual/etf funds that can be great portfolio protectors in times of US slowdown. My first Monster of the mid-caps is BRY/Berry Petroleum. Berry is in the oil exploration and refinery business. In addition, they provide many services to other oil and exploration companies. This enables them to rely on multiple recurring revenue sources. BRY's primary exploration properties are in California and Utah. The current price of BRY is $57.26 with a value of $93.20, making them highly undervalued. The relative value, safety and timing are all excellent. Also, did I mention they've crushed earnings estimates every time. BRY has 4 major firms reporting on it, with 1 strong buy and 3 holds. I like BRY as a pure oil play and think they have lots of upside. Next up is CYBS/Cybersource Computers. Cybersource provides secure electronic payment and risk management solutions to organizations that process orders for goods and services(i.e. online credit card and electronic check payments). CYBS is heavily immersed in the ecommerce industry. Ecommerece is quickly becoming more popular. Alright, why to buy CYBS? I suppose a 40% historic sales growth is a good start. Also, they have a 98% sales increase over last year. The relative value, timing and safety are all decent. The only thing I could find wrong with this one, was that it is slightly overvalued at the current price. That's not as bad as it may sound. Cybersource is an awesome midcap growth play and will be moving forward into the future. My last stock is a great growth play as well. KMT/Kennamteal Incorporated, which I guess would be my global infrastructure play. KMT supplies tooling and engineered components and advanced materials used in production processes. This dosen't begin to sum up what KMT does. They are involved in supplying everyone from oil drillers(with all sorts of consumable products) to glass cutter and blowers( and everything in between). KMT owns 4 companies that operate in over 12 countries worldwide. You know, their numbers aren't bad either. They weren't quite as impressive as CYBS or BRY, but they are still a great growth pick, just watch. These "monsters of the mid-cap" are all worthy of a place in my portfolio. They probably won't hurt you either, but if you still gun-shy of the stock market, I've got something for you.
Although it made me late to work(was up late researching), I think these 3 Janus Funds were worth it. First up, we have JAOSX/Janus overseas fund. This fund had a return of 27.76% last year. It outperformed it's sector(Intnl' market cap growth funds) by 200%!The best part of all(if you don't already own it) is it's down 1.34% this month. Why is this good? A lot of other funds, especilally US funds are down even more than that. JAOSX's top 5 holdings are Li+Fung Ltd, Sharp corp, Potash corp, Taiwan semiconductors and Samsung. They have a 3% dividend yield and a 5 of 5 Lipper rating(highly technical rating). This fund also has 10.5 billion in assets and an expense ratio increase of .92%. The next two funds are very similar. JIGCX and JIGRX are both Janus Adviser International Growth Funds. They both have the same top 5 equities which are, Janus Adviser, Li+Fung Ltd, Sharp Corp, Samsung and Reliance Industries. They do differ slightly in percentages of equities. These two portfolio protectors both beat their sectors returns by at least 150%. All three of these funds are very similar. I don't expect you to run out and invest in all three. Rather, research them a little more yourself and pick one that's right for you.
With the US economy in the shape it's in, I am striving to find stocks and funds that are able to absorb economic uncertainty. The six I gave you today are meant to do just that. I do a lot of research but I can't get every stock out there. If anyone has something working for you, please let me know. I will research any suggestion and be happy to mention them.
My strategy in Forex going into next week is very similar to last week. I sure hope the results are different though. I lost some money holding onto the dollar last week. This has not disheartened me though. I believe, if we can maintain certain levels(in the VIX, oil, etc...) at least for the week, we should see a slight rally in the dollar. I'm long USD/JPY and short EUR/USD. I have a tight stop loss order on the Euro though. Australia announces some important economic news this week. I am Shorting the AUD in anticipation of some slowdown down-under.
I really feel the US has seen the worst. The next couple weeks will tell us a lot. Either way, I'll do my best to keep my head above water and try to help you do the same, after all...we're all in this together. Have a great weekend! Thanx for reading.