Green Dot (GDOT), a Pasadena, CA-based company, is a leading provider of prepaid MasterCard (MA) and Visa (V) debit cards. Green Dot products are sold in more than 60,000 retail locations including drug stores, grocery stores, convenience stores, and discount department stores. The company also has a discounted offering available exclusively through Wal-Mart (WMT).

Intel (INTC) and Microsoft (MSFT) reported earnings results in April that raise concerns about their ability as PC (personal computing) companies to reinvent themselves as leaders in the mobile technology space.

Mead Johnson Nutrition (MJN) is a global leader in pediatric nutrition and develops, manufacturers, markets, and distributes more than 70 products in over 50 markets worldwide. The company's "Enfa" family of brands, including Enfamil infant formula, is the world's leading brand franchise in pediatric nutrition.

First Solar (FSLR) shares soared more than 45% last Tuesday, hitting a new 52 week high and triggering circuit breakers on the way up. The company issued bullish earnings guidance for the year at its Analyst Day of $4.00 to $4.50 per share, with annual revenues between $3.8 and $4 billion, which was significantly higher than the street consensus.

Isis Pharmaceuticals (ISIS), based in Carlsbad, California, is a leader in something called "antisense technology." With approximately 1,600 patents issued globally, Isis Pharmaceuticals is the owner of one of the largest antisense and RNA patent estates in the pharmaceutical industry.