On Monday's edition, Jim mentions National Oilwell Varco (NOV), an oil rig manufacturer and owner of 50% of the land-based rigs market. He believes the stock should be at $77 and says the high price of oil is not priced into the stock because people don't understand that oil prices will continue to track higher. He also says the co has "late-stage leverage" meaning that it makes money at the end of the oil cycle. Next, his stock of the week selection is NuVasive (NUVA), a medical device maker that focuses on spinal problems and makes gear for minimally invasive back surgery. He calls it a play on aging baby boomers with bad backs. He notes the great pipeline yet advised its one of the most speculative stocks he has ever recommended. Furthermore, he belives the stock is broken, not the company. Next, he recommends Avaya (AV) as one of the best plays on enterprise voice over Internet protocol technology. He thinks shares are cheap and the co is gaining share in the private share in private branch exchange market. This should translate into more of the VoIP market, which is where the money is. The co has 47% gross margins, as well as cash on the books, he said. And the co just bought back nearly 20 mln shares and has enough money to buy back more than 5% of its float. There's been "a lot of chatter about the March-quarter shortfall," he said, adding that this is one reason why the stock hasn't rallied.