The Dodgeball Top 5

[mrmarket]

Here are my 5 favorite stocks from the most recent dump...if you can dodge a wrench, you can dodge a ball. Which one do you like? And why?

BLX DY FIX IESC THC

I will buy one of these in a couple of days.

[BlueWolf]

BLX: This stock has been on a tear since 2023 with a very bullish chart. It seems to be a bit of a profit and dividend machine too. There is some reason for concern, however. Revenue declined over the past two quarters, with a big hit in 2025 Q4. Not sure what to make of this, to be honest, because every other metric says this is a winner. Overall I like it, with some small reservations.

DY: Decent, sustained growth and a bullish chart that’s been on a run since last year. Despite the run, valuation remains solid, although they bettter not stumble after the run up. I like it a lot.

FIX: Phenomenal, sustained growth, and from what I’ve read they have an awesome backlog. Chart has been on a rip since last year. As long as they keep the growth, all will be well. I like it a lot.

IESC: Solid, sustained revenue growth and awesome EPS growth. Very bullish chart with a strong rebound after earnings miss last quarter. Obviously investors want in on this stock. I have some valuation concerns, but I still like it.

THC: A slow grower, but grower nonetheless. Big earnings beat sent it skyrocketing last week. Chart seems to be consolidating at the new high, which is bullish. I like it.

I liked all of these so it was hard to pick just one. DY and FIX are my favorites, and I kind of lean into FIX.

[jiesen]

The only one there I don't like is THC - despite the outstanding ticker, it doesn't show outstanding growth in EPS or revenues (recently or according to analyst predictions).

The other 4 all look great, however BLX and IESC look a bit ahead of themselves now. I'd much rather have picked either of these up a couple months ago for ~20% less, and be selling them now. (Still, they show great EPS growth)

That leaves FIX and DY. Both are growing revenues and EPS like nobody's business. Both have a chart pointing straight up, and at 42, Dycom has the lower P/E (FIX is at 56.8!).
So, like BLX and IESC these are quite lofty in their valuation, but I like the charts better, and Dycom's straightforward business of building out networks and cabling makes this one easier to see paying a 42x EPS for, knowing that they can continue to grow at a 16% yearly rate well into the next 4-5 years by executing on a solid business plan.

So, my choice by a small margin is DY for #1

#2 is FIX
#3 is BLX (another awesome bank!)
#4 IESC
#5 THC