The Heat Wave Top 5

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  • mrmarket
    Administrator
    • Sep 2003
    • 6105

    The Heat Wave Top 5

    No more soccer...oh well, at least we have stock picks...here are my 5 favorites and I will buy one of these this week...which one do you like? And Why?

    CARE ENBP FSRL HG INDV

    =============================

    I am HUGE! Bring me your finest meats and cheeses.

    - $$$MR. MARKET$$$
  • jiesen
    Senior Member
    • Sep 2003
    • 5603

    #2
    Originally posted by mrmarket View Post
    No more soccer...oh well, at least we have stock picks...here are my 5 favorites and I will buy one of these this week...which one do you like? And Why?

    CARE ENBP FSRL HG INDV
    I must say, all of these look pretty good right now, and it may be just that the market has been driving everything up up and up lately, but these are all growing EPS, too, so looking at the 5 to sort them out, we have 3 banks, an insurance company and INDV, which makes naloxone. INDV has a great chart, growing business, sadly, and most importantly is different from every other stock in the $$MM portfolio, so I put it #1 in my list just for the diversification factor.

    Now, among the others, I still like HG as an insurance play (much like MCY) but of course now we have one, and HG is even more highly priced than the last time we looked at it a few weeks ago... maybe should have got it then, but anyway.

    Among the 3 banks, one's too small (FSRL), one's chart just broke (CARE) and one is just right (ENBP).

    So, as a tie for second place, I put ENBP up with HG as a coin toss. But just look at the ENBP chart, it's going straight up!

    Just like its EPS:
    2.19 (2023)
    2.71 (2024)
    3.80 (2025)

    So maybe that one is a nose ahead of HG, but still Insurance these days is just a money printer, so....

    1) INDV
    2) HG
    3) ENBP
    4-5) CARE/FSRL
    That's my 2 cents!

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