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Here are my favorites from the most recent data dump...which one do you like? And Why??
AGX ELA HG IESC SIMO
AGX ELA HG IESC SIMO
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I am HUGE! Bring me your finest meats and cheeses.
- $$$MR. MARKET$$$ -
I'm always in favor of another insurance play, and HG looks great, so that's one I'd definitely be looking to put in the top 3. Need to look closer at the rest, still, to see if it's the best, though. -
No time for a deep dive, but I like HG and IESC the best, with a take-your-pick attitude. AGX has good numbers and bullish chart, but I don’t like valuation. SIMO coming off a big gap up, so I’m not sure that’s a great entry. Not sure I like up and down nature of some of ELA’s number.Comment
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Ok, I took a good look at the top 5, and i still like HG the best. Here's why:
SIMO - it was the best stock to buy, yesterday! Now that it's up 45% after earnings today, I have to assume the ketchup is already out of the bottle on that one.
IESC and AGX both look like amazing growth plays, both tied to datacenter infrastructure booms, and are very likely to hit 15% in a week or two, but both have significant downside risk with their P/E ratios at 34 and 64, respectively. Any miss on a number and these would be taking a >50% haircut.
That leaves just HG, which looks great, and ELA which also has some good numbers, but it's a fairly small company (less than 1B in revenue) in a niche market, so there isn't enough info out there to get a good feel for their potential going forward. I'd have to say the best play would be HG, unless you know more about ELA than what you can find by poking through the Yahoo! finance pages.Comment
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