The Grand Ole Opry Data Dump

[mrmarket]

For those of you who have never been to Nashville, I highly recommend it. Now that I have returned, I offer you these gems to pick through:

AAPL ABM ACH AEIS AET AGE AKH ALGOF.PK ALTR AMSF ANST APUX.PK AQNT ARD ARG ASML AVT AXE AZZ BDC BGC BKC BRLI BSTC.PK BTJ BW BWLD BWLRF.OB CADA CAM CDURQ.PK CELG CF CFUL.OB CHAP CLF CLMT CMG CMI CNH CNP CNRD.PK CNS COGO COH CPA CPY CXTI.OB CXW DAVE DECK DELI.PK DLAKY.PK DLB DRC DRQ DWSN DXPE EDU EGN ELLG.PK EML EMS ENR ENTG EOC ESI ESRX FLIR FTO GEF GEO GES GIB GLBL GLP GLS GMR GMRK GNK GNRL.PK GNVN.PK GROW GRP GSOL HAYN HDNG HLTH HOC HRT HUBG HURC HURN HWCC HYDL ICE ICLR IMKTA ISRL JLL JST KAHL.PK KLMR.PK KSU KYZN.PK LABL LFL LINE LZ MEH MFW MGM MICC MIDD MIR MM MRFD.OB MS MT MTOX MTW NOV NROM.OB NTGR NTRZ.OB OBTLY.OB OMCL OMM OPY ORH OYOG PAC PCAR PCLN PCP PCU PH POT PRA PRFT PRU PRXI PTI PTNR RIMM RIO RNO ROCM ROLL RS RVR RYAAY SCHN SCI SFL SHFK.PK SII SIMO SLGN SMP SNHY SPAN SPAR SPH SPSS SPTN SPWR SRYS.PK SSYS STLD SYNL TBSI TEX TMX TNH TRMB TRMD TSO UCTT USAP UTRX.PK VCLK VDSI VE VIP VLCM VSEA VSEC VTIV VTKHY VTO WBD WCG WFR WFT WNR WPCS WPZ X XSONF

Let me know which ones you like and I'll have the Top 5 next week.

[Karel]

I like GMRK, my last pick for my Marketocracy fund (and in real money). Am I Huge?

Regards,

Karel

[jiesen]

VDSI makes me cry when I remember selling it at $3 for a 15% gain!

http://finance.yahoo.com/q/bc?s=VDSI&t=5y&l=on&z=m&q=l&c=

[Hany]

My 2 cents

Ernie,

I haven't researched the whole lot but I personally like ASML. Semicon is back with big spending from the chip makers in Asia.

ASML is poised to take off because of the momentum I am seeing in my semicon accounts. It has good earnings, good ROE, debt is not too bad and its P/E is relatively cheap compared to industry.

I also like SNHY a Mr Market pick from before but I guess we can't revisit this one since it has been picked before.

Hany

[New-born baby]

Ernie,

I haven't researched the whole lot but I personally like ASML. Semicon is back with big spending from the chip makers in Asia.

ASML is poised to take off because of the momentum I am seeing in my semicon accounts. It has good earnings, good ROE, debt is not too bad and its P/E is relatively cheap compared to industry.

I also like SNHY a Mr Market pick from before but I guess we can't revisit this one since it has been picked before.

Hany

At least if MM's pick is ASML, he would be buying support right here. On the other hand, SNHY looks like it will pull back before moving higher. SNHY sure has a bullish chart, but looks too hot to enter here, imho.

[Hany]

I agree

SNHY had a crazy ride for sure but hey, look at BTJ. It teases me every time I check on it and it keeps on climbing.

If Mr Market picked it instead of AKH, he would have made 25% by now. In hindsight, I know it's not fair to look back knowing what I know today.

However, an airline is a tough sell for me.

Good luck to everyone. I'm a big fan of the MAN, no matter what. I've "known" Ernie since 2002/2003.