The Contango Data Dump

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  • mrmarket
    Administrator
    • Sep 2003
    • 5971

    The Contango Data Dump

    Momentum has returned to the market, and that means it's time to pick another winner. Here's my data dump of stocks:

    ACFC AHS AIRT AMT AOS AVGO AWK AYI BLMT BRID BSFT BUFF BWFG BYD BYFC CALVF CARO CCRC CDE CINR CLGRF COR CTXS CUBE CUBN DLA DLR DLTH DOC DPZ DRD EDU ELLI ELS ERII ESLT EW EXR FB FCFP FIVE FPRX GDEN GOOGL GPN HBP HNNA HW III INCR INGR IPHI ISIG ITW KORS LGIH LGND LII LITE LMDCF MAA MBTF MCBC MCD MNR MO MPWR MPX MSEX MTSI MXL NAII NVDA NXGEF O OFLX OFS OLED OMAB OPCO ORLY PBH PDEX PGTK PMULF POOL POWR PRAH PSA QTS REXR RSYS RVREF SA SBUX SCAI SFM SFST SHW SIX SKT SMMF SNC SNI SONC STMP STOR STRS STS STZ SUI THO TREE TREX TSE TTC UBOH ULTA USCR UTMD VA VLRS VMC VNTV WB WILN WINA XIN XRS


    Which ones do you like?
    Last edited by mrmarket; 05-09-2016, 08:49 PM.
    =============================

    I am HUGE! Bring me your finest meats and cheeses.

    - $$$MR. MARKET$$$
  • Louetta
    Senior Member
    • Oct 2003
    • 2331

    #2
    Suppose it won't do any good to say the return to momentum looks like a short term thing so I'll say FB instead. Big increases in revenue, lots of momentum when it's hot, something people buy as a stock as well as a business.

    Comment

    • billyjoe
      Senior Member
      • Nov 2003
      • 9014

      #3
      EW, ULTA, and MO are standouts.

      ------------billy

      Comment

      • tiedyed1
        Senior Member
        • Jun 2009
        • 599

        #4
        Greetings all. While I have not been focusing on my portfolio as much as I would like due to family matters (and work remaining very brisk), I wanted to say hello and chime in for a quick hello and comment on NVDA.

        While there are plenty of picks that have better fundamentals on paper, NVDA is about to embark on riding the Virtual Reality tidal wave that has just started to roll out and years away from cresting. Nividia's top video cards (the Titan X and the 980ti) are being discontinued and Gamers and VR enthusiasts are anxiously awaiting the next generation to be released in Q3. NVDA has so much free cash flow that critics are complaining they are buying their stock back too high as the multiple has indeed grown significantly over the past 2 years. However, forward PE is in line for the anticipated growth.

        I know we do not buy on hype, but in addition to VR the newest video games are all pushing incredible graphics and the hardware requirements to play those games require better Video Cards. AMD has the R9 which is very good card, but NVDA rules this sector of the tech industry and the newest technology will continue to fuel its growth.

        (Note: I have never had and do not have a position in NVDA. Just a teenage gamer who teaches me this stuff.)

        -Adam
        Old Hippy & Mortgage Pro

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