Lazard Researcher Picks "Big Four" Stocks

J. Scott Applewhite

The new Series 2006 $20 currency notes, bearing the signatures of Treasury Secretary Henry Paulson and Anna Escobedo, treasurer of the United States, are seen at the Bureau of Engraving and Printing in Washington, Monday, Oct. 23, 2006. (AP Photo/J. Scott Applewhite)

If you want to attend a Final Four hoops matchup, it'd help to have lots of money. And one way to make some loot might be to follow Paul Noglows' stock-investment advice. The director of research at Lazard Capital Markets named a quartet of companies that just might turn out to be wildcard winners.

Joining "Squawk on the Street," Noglows called solar-cell manufacturer Sunpower "more efficient" than its rivals -- and declares, "this isn't a fad -- this is for real." He sees the alternative-energy firm rising some 44%, with a price target of $60.

A more traditional buy would be Pozen. The researcher told CNBC's Erin Burnett that the pharmaceuticals company has a migraine drug due for FDA review in August -- which could create a "billion-dollar opportunity."

Liquidity Services is an Internet-based surplus-goods marketplace; Noglows praised it as "an eBay for business-to-business" transactions.

Meanwhile, back to the "old-economy," with a trendy twist: Noglows pointed to Deckers, which he expects to enjoy an 18% gain. He praises the clothier for expanding its ultra-chic Uggs line from a strictly winter boot to a year-'round fashion must.

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[Full disclosure: The analyst's employer, Lazard Capital Markets, has significant ownership of shares in Liquidity Services; and Lazard makes markets in Sunpower, Pozen, Liquidity Services and Deckers.]