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Here are my 5 favorite stocks from the most recent dump....which one do you like, and why?
| B | BLX | EZPW | GCT | NMR |
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- $$$MR. MARKET$$$ -
B: Still not a fan. The recent chart is very nice, but if you pull back and look at the longer term, you can see it’s been kind of erratic. Cash flow has also been all over the place. Besudes, I’d rather invest directly in a precious metal or their futures (for more leverage) than in a mining company, which is a form of derivative.
BLX: Since 2021, this has been a steady grower with excellent cash flow. The multiples are nice, but I think the multiples in banks tend to be lower anyway. I’m not crazy about the chart, technically it’s been in a downtrend on the daily, although in recent days it’s been basing. Overall, I’m just not super enthused about it.
EZPW: Another good grower since 2021. Some of the multiples have been growing, and I had a hard time finding comparables, but it did compare favorably to the one direct competitor I found. The chart looks good. Been in a solid uptrend for a while.
GCT: Still like GCT from last round of candidates.
NMR: Definitely a grower too. One concern I have is that the quarterly revenue stream has been a little erratic over the TTM. Still the financials look good and the multiples are trending the right way. The chart is a little jumpy because it’s a Japanese stock trading on a foreign exchange. Therefore, most of its trading occurs during off hours as far as the US markets are concerned. This makes the chart a little hard to read. For this reason, I’d stay away.
Overall I liked EZPW and GCT the best, with GCT nosing out EZPW for my recommendation.
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