In the Stock Blog post, “Five-Star Picks: Fuel and Fertilizer”, which stock supposedly has “at least 50 percent upside”?

He also likes fertilizer producer Potash (POT)

“Potash has been a tremendous performer,”  he said.  “The fertilizer business, on a global basis, is in outstanding shape.  I think the stock sees at least 50 percent upside from here.”

In Matt Nesto’s Stock Blog piece, “Dow-Rohm Deal: Coat-Tail Winners,” which firm is “even…considered a spec chem”?

…even International Flavors & Fragrances (IFF) is considered a spec chem.

In Fast Money’s Web Extra, “Steel In Second Half?” what event seemed to drive up MacArthur Coal?

Steel continues to be hot. Australia’s MacArthur Coal  jumped the most in 2 weeks after ArcelorMittal (MT) increased its stake to 19.9%. Posco (PKX) then purchased a 10% stake in ArcelorMittal after the MacArthur purchase.

In the models I follow, ArcelorMittal (MT) gets high marks for earnings momentum, price momentum, free cash flow and potential return. Posco ranks poorly for free cash flow and return potential.

According to the CNBC Stock Blog “Powering Your Portfolio: Uranium” what is uranium miner Cameco’s other business?

Looking to miners, Canada’s Cameco (CCJ) has a market capitalization of more than $13 billion and is the world’s largest uranium producer. It also mines gold.

Cameco scores average for each of the models I follow with the exception of return potential. It gets a low score there.

Disclosure: Author is long STREETTRACKS GOLD (GLD) at time of publication.

CNBC Stock Blog: Neil Hennessy is a frequent CNBC guest and master stock picker. What was his Web Extra pick for Tuesday?

Web Extra:

He offered a bonus pick for CNBC.com, Airgas (ARG).

The firm makes industrial gases for both the health care and industrial sectors, including “dry ice” for the transportation of food.  Its price-to-sales ratio is less than 1.5.

In the models I follow, Airgas gets high marks for both earnings momentum and price momentum.

Kiplinger’s issued a list of stocks that “Warren Buffett would love.” Name one. (Hint: You’ll find the list on our site.)

They are:

• Tiffany & Co. (TIF)
  The jewelry company’s famous blue box helps make its branding power “virtually unassailable.”
• Paychex (PAYX)
  The payroll-services company has two Buffett faves: a ‘tollbooth’ business model and a ‘float.’  Paychex charges a fee for each payroll check it writes, and it gets investment income from payroll funds for the period between getting the money from its clients and paying it out to the client’s employees.
• Mohawk Industries (MHK)
  While antitrust laws would probably stop Buffett from buying into this strong competitor in the flooring business to his own Shaw Industries, Mohawk beats Shaw in market share and is “better diversified, with a major presence in every type of flooring.”
• Bed Bath & Beyond (BBBY)
  This retailer’s strength lies in its consistent ability to offer a big selection of products in-stock, thanks to excellent inventory management, says Kiplinger’s.
• Fastenal (FAST - Annual Report)
  Buffett likes “boring-yet-reliable” and it doesn’t “get much more boring than nuts and bolts” which is what Fastenal makes. Strong growth and no debt are positives, although the stock is relatively expensive compared to its earnings.

In my models:

• Bed Bath and Beyond shows poor earnings quality.
• Tiffany has high earnings momentum but poor return potential.
• Fastenal has strong price momentum.
• Mohawk has strong free cash flow.
• Paychex shows poor earnings quality.

Cramer prefers gold to silver. So why did he say he likes Pan American Silver, in June 9’s Lightning Round OT?

Pan American Silver (PAAS - Annual Report): Cramer prefers gold to silver, but in the pantheon of silver stocks, Pan American is a “winner,” he said.

Disclosure: Author is long STREETTRACKS GOLD (GLD) at time of publication.

On Friday, Cramer warned that “safety stocks aren’t safe” now. But he did say one stock was “about to rip.” Which?

Recently IPO’d Intrepid Potash (IPI) hit a 52-week high today, and “I want to buy it still,” Cramer said. “I think IPI’s about to rip.”

IPI doesn’t make the cut for the models I use, so I have little to add other than “recently IPO’d” stocks should have a fairly easy time setting 52-week highs.

In “Eaton’s On Fire” which steel stock did Jim Cramer suggest buying on a pullback?

Elsewhere in metals, demand for iron makes Cleveland-Cliffs (CLF) an attractive buy, but Cramer recommended waiting for the stock to pull back first.

Cleveland-Cliffs doesn’t show up in my models, so I have little to add.

In “Emerging Money: Up For ‘08″ how many of Tim Seymour’s trades were part of the Emerging Money Top 20 list?

I still like *Cemex (CX), *Posco (PCX) and *Gazprom (OGZPF) , says Seymour, but with volatility at 6 month lows, I’d also be looking at put protection.

Also watch Mobile Telesystems (MBT) which has earnings coming out Tuesday.

*Indicates company is part of “Fast Money’s” Emerging Money Top 20, an index made up of 20 firms poised to profit from explosive global growth.

By my count, there are three *’s indicating index membership.