Despite acknowledging that there is a "high degree of anxiety" surrounding the upcoming earnings report from Tractor Supply — witness the 19 percent slide in the company's stock price in the past three months — Nomura Securities analyst Aram Rubinson says investors should jump in and buy a great company at a good price. He is keeping his price target at $110, an upside of more than 40 percent from Monday's open.

Yet despite that, TSCO trades at a modest (~5%) premium to HD on 2013E EBITDA even though HD has 0% unit growth and comps that are largely dependent upon housing. TSCO trades at an even slighter premium to PetSmart (Nasdaq: PETM) (~3%) despite better growth and competitive dynamics.

The summer slump in Noranda Aluminum shares, which have lost about a fifth of their value since the beginning of this month, has landed the company on the radar of the technical analysts at EnergyStockChannel.com. With a relative strength of less than 30, Franklin-based Noranda (Ticker: NOR) is trading well below other energy and commodity names and could be set for a sentiment turnaround.