O'Neil discussed the action and traits of big winners in the 2009-11 bull market, includingAlexion Pharmaceuticals ( ALXN ),Baidu ( BIDU ), Chipotle Mexican Grill ( CMG ),Lululemon ( LULU ) andUlta Beauty ( ULTA ) . Indeed, that bull market, spurred by President Reagan's tax cuts and Federal Reserve chief Paul Volcker's success in killing inflation, produced huge gains. Today the plunge in natural gas prices spurred by hydraulic fracturing could be a potential catalyst for new big stock winners -- and the overall economy, which continues to struggle three years into a recovery.