There's BioMarin, a biotechnology company. Dong says it may be immune to the danger of biotechs burning through prodigious amounts of cash with all their research and development.
"They actually have two drugs that are already approved, so this company will be profitable in 2008," he told CNBC.
LKQ stands for "Like Kind and Quality." It's an auto-parts company that has been dealing in recycled parts.
"Insurance companies are trying to urge repair shops to use recycled parts, and also aftermarket parts, to help keep costs down," Dong said.
"They made a recent acquisition...called Keystone, which provides aftermarket parts. So now, LKQ is a one-stop shop, providing both recycled parts and also aftermarket parts."