The Nottingham Top 5

[mrmarket]

I firing these out like crazy:

BAP CVU FFIV VIT ZAGG

I will buy one of these soon...which one do you like and why??

[Eric]

FFIV got a boost today thanks to Cramer.

[steelman]

I like VIT.

EPS growth rates were almost 58% for the last 5 years. Current yearly EPS growth is 52% and next year is 26%. VIT beats has beaten earnings estimates for the last 5 quarters. Net income after taxes went form $16 mill 2008 to $22 mill for 2009. Pretty darn nice chart too.

[Deaddog]

I initially like ZAGG as it had by far the best ROE, but it fell short on the EPS Rating and only has 2 yrs of growing earnings.

BAP and FFIV had ROEs over 20% and were in the top 10 for Industry Group Ranking.

FFIV wins out with better pre-tax margins and no debt.

[mrmarket]

I initially like ZAGG as it had by far the best ROE, but it fell short on the EPS Rating and only has 2 yrs of growing earnings.

BAP and FFIV had ROEs over 20% and were in the top 10 for Industry Group Ranking.

FFIV wins out with better pre-tax margins and no debt.

All pretty good though, eh?

[Deaddog]

All pretty good though, eh?

All excellent!!!

[billyjoe]

Mr.Market,
As usual it's an impressive dump. They could all easily be big winners. I don't like ZAGG's business, just my opinion, BAP has sales problems, CVU also a bit weak on sales. FFIV has the earnings and sales numbers but lets say it's over-hyped. That leaves the winner, VIT, great chart, showing no weakness, strong earnings, and the best of the 5 in sales . It's VIT,VIT, VIT !

--------------billy

[steelman]

I picked up some $40 VIT Dec calls last week. I really liked VIT last week for the reasons given and imagine how excited I was when it made $$$Mr. Market's$$$ top 5

[JohnHenry]

I like FFIV and VIT, both has no debt, EPS above 98, and RS above 97. BUT, I’m cautious about VIT because analysis expect EPS to rise just 12% for Q3 and I also notice three straight weekly highs in below average volume, the November 30 Puts are heavy, and the short interest also increased. I’ll go with what Mr. M. pick, I don’t know, any thoughts?

[Eric]

I agree with billyjoe, and I'm already in VIT. However, I do believe that FFIV has enough juice in it to squeeze out another 15% for our purposes.

[steelman]

ZAGG just reported earnings.

* Revenue for Q3 2010 was a record $23.1 million versus $9.7 million for Q3
2009, and $15.1 million for Q2 2010.
* Adjusted EBITDA for Q3 2010 was $6.4 million or $0.27 per share versus $1.7
million or $0.07 per fully diluted share for Q3 2009, and $3.5 million or $0.15
per fully diluted share for Q2 2010.
* Net income for Q3 2010 was $3.9 million or $0.16 per fully diluted share
versus $0.9 million or $0.04 per share for Q3 2009, and $1.9 million or $0.08
per fully diluted share for Q2 2010.

I have some Nov $7.50 calls that I want to sell. Hopefully, there will be a green day in the market tomorrow and ZAGG will pop a little more with the news.