The Columbus Day Top 5

[mrmarket]

I have analyzed my dump and have included that these 5 stocks are my favorites:

FMD MTEX PCLN PSPT ZONS


Which one do you like the best..and why?

I will buy one of these stocks in the next few days.

[billyjoe]

Mr. Market,

I've got it as a toss up between FMD and MTEX . Do I have to pick one? Maybe 2 MM picks are better than 1.

-----------billyjoe

[alice4321us]

Zons

I said last night that ZONS will be in top 5 and now I opine again that ZONS might be the next fastest winner.

[billyjoe]

Mr. Market,

I've got it as a toss up between FMD and MTEX . Do I have to pick one? Maybe 2 MM picks are better than 1.

-----------billyjoe

OK I'll have to go with FMD. With profit margin 41.87%, debt/equity .02 , sales growth 34.80% , income growth 47.80%. Earnings estimates to explode next 9 months , none of the others compare although MTEX has a beautiful cup shaped chart.

-------------billyjoe

[mimo_100]

My Opinion

I was hoping you were going to use the Word for Today (opined) in your
Top Five post. I took a quick look at your final five and opined that ZONS
has great potential.

Tim

[blessed]

After going through the data dump I narrowed it down to 14...only 2 of mine were in your top 5....FMD and PSPT After looking at those further my pick is PSPT

[peanuts]

I have analyzed my dump and have included that these 5 stocks are my favorites:

FMD MTEX PCLN PSPT ZONS


Which one do you like the best..and why?

I will buy one of these stocks in the next few days.

eenee, meanie, miney, moe says that FMD is the best one from your list, and if you don't mind me saying, NICE DUMP Mr. Market! FMD is rockin HUGE and is sure to give you 15% before any of the others. There is no way to put a price on a share of this company. Buy as much as you can tomorrow and just watch as your portfolio approaches infinity.

FMD was ID'd by my IBD screen many months ago. It no longer passes my screen because of it's industry rankings, but it still is on the initial list.

[eliaskane]

Zons

Fascinating. ZONS is in more or less the same business as PCCC, but what a difference!

[New-born baby]

Nice

Very nice work, Ernie. Probably the best looking dump you've made in 2006, imo. I just look at charts, so I know nothing these companies except PCLN (and all I know about them is their commercials featuring WEBS).

5th Place: PSPT. Not sure there is enough milk left to fill the 15% cup here.
4th place: ZONS. Chart isn't as pretty as the other three.
3rd Place: PCLN. Has overhead resistance to overcome.
2nd Place: FMD. May double top here.
The winnah: MTEX. I think she hits $25 before any real serious resistance, and that's enough to milk 15% out of her.

That's just my view.

[spikefader]

FMD my favorite at first glance. MTEX a close 2nd.

[jiesen]

I have analyzed my dump and have included that these 5 stocks are my favorites:

FMD MTEX PCLN PSPT ZONS


Which one do you like the best..and why?

I will buy one of these stocks in the next few days.

I would put these in this order (favorite first):

PSPT
MTEX
FMD
ZONS
PCLN

I think Peoplesupport's earnings are the most solid, and the $2.6 cash and $5 book value provide a good floor for the stock around $10 or so. I like that the analysts keep raising earnings estimates on this one, and that revenues are growing at 30%/year now, they have consistently beaten estimates. I would hate to get in just as that changes, and the stock takes a dive... but like I said, with a floor around $10, that should give plenty of room for a recovery, if needed. Probably this one can give a 15% pop before any new numbers are out, though, so I wouldn't worry too much about it. Also, this company has practically no LT debt!

I like MTEX and FMD quite a bit, also, but would keep XING over ZONS, and probably wouldn't choose PCLN over any of these other stocks- if (when) earnings drop, I could see PCLN falling back to $20 again... and staying there. Of course all of this is just at a glance, so please take it with a grain of salt.

[mimo_100]

ZONS Momentum

I went to Business Week and got the open-high-low-close for ZONS for the last 390+ trading days. I ran it thru my momentum calculator then graphed the results. Here is the chart. Thru observation, if the momentum stays above 78% for 3 consecutive days, then the probability is very high that it will stay above 78% in the near future.

http://img150.imageshack.us/my.php?image=zonsmomentum20061011ou4.png

[Tatnic]

I have analyzed my dump and have included that these 5 stocks are my favorites:

FMD MTEX PCLN PSPT ZONS


Which one do you like the best..and why?

I will buy one of these stocks in the next few days.

I've narrowed my 2 choices down to fmd and mtex. If I had to choose just one I'd go with fmd, but I'd be hedging my bets and selling calls (i.e. dec 75) against the position. All five are overextended in my eyes and fmd has had a ton of insider and institutional selling over the past few months. One could argue that its good to get that behind you.

Fundamentally I like fmd over the remaining bunch, but to be honest the entire bunch is way too over-extended for my taste, especially ZONS. I guess you could say that if you're only looking for 15% upside then these will get there faster.

Most of these stocks were up strongly over the past few months....why wouldn't they have been better buys back then? By that I mean why does your model limit itself to stocks that have already appreciated considerably, or is this just a coincidence this time? If they are good buys now wouldn't they be great buys back then...ie would your model have picked them out at the low points on their charts??

[mrmarket]

I've narrowed my 2 choices down to fmd and mtex. If I had to choose just one I'd go with fmd, but I'd be hedging my bets and selling calls (i.e. dec 75) against the position. All five are overextended in my eyes and fmd has had a ton of insider and institutional selling over the past few months. One could argue that its good to get that behind you.

Fundamentally I like fmd over the remaining bunch, but to be honest the entire bunch is way too over-extended for my taste, especially ZONS. I guess you could say that if you're only looking for 15% upside then these will get there faster.

Most of these stocks were up strongly over the past few months....why wouldn't they have been better buys back then? By that I mean why does your model limit itself to stocks that have already appreciated considerably, or is this just a coincidence this time? If they are good buys now wouldn't they be great buys back then...ie would your model have picked them out at the low points on their charts??

I'm only looking for a 15% gain..therefore the rate price appreciation, along with the consistency of this appreciation is what is important. If I bought any of these companies 6 months ago, I still would only take a 15% gain. So it really doesn't matter when I buy it, as long as it has another 15% left...comprende?

If you are still confused, go back and read about how my algorithm works, which is well defined on my homepage.

[Rob]

FMD my favorite at first glance. MTEX a close 2nd.

Spike, those are really pretty charts. Which Web site or software produces them? I assume they have a volume option, though it appears you may have recently attended the Runner School of We-Don't-Need-No-Steenking-Volume.