Brady and McCoy no doubt...both are worthy of 1st round picks...I've seen them both go in the top 3. Davis isn't worthy of a keeper selection IMO...very talented player, but underutilized in a run heavy offense...you should have no trouble re-drafting him if you really want him. If you miss out there should be plenty of other TE's equivalent, but you will not be able to re-draft a RB or QB equal to the ones you have availalble.
BTW...
Hoffy's fantasy football sleeper alert: Greg Olsen, TE. Cam Newtwon threw a ton to the TE last year, and Shockey is no longer around. The Panthers added a true fullback this year so they won't require Olsen to lineup back there like they frequently did last year. Look for his numbers to increase this year and you can get him way late.