The TFL Top 5

[mrmarket]

Here are my 5 favorites from the most recent data dump...I will buy one of these in the next few days...which one do you like? and Why??


EGHT ITIC KKD LION MDSO

[jiesen]

Here are my 5 favorites from the most recent data dump...I will buy one of these in the next few days...which one do you like? and Why??


EGHT ITIC KKD LION MDSO

I really like ITIC... sustainable and growing earnings, and a price not far above book value. Simple and profitable business, too. (Title insurance broker)

KKD and LION seem a bit more unpredictable, EGHT a bit too complex.

MDSO has a nice chart and a great earnings growth trajectory, but it seems very pricey to me.

[mimo_100]

Here are my 5 favorites from the most recent data dump...I will buy one of these in the next few days...which one do you like? and Why??


EGHT ITIC KKD LION MDSO

All of these are great picks.

Unfortunately, in my opinion, the market is way ahead of itself. Taking a new position in anything on the long side now is a crapshoot. No matter how excellent the company, if the market corrects 10%, the stock will go with it.

It is difficult to time the market, but it is not difficult to look at extremes. The VIX continues lower, the averages are approaching all time highs, the economy is "kinda" improving, the current administration continues to spend wildly, the world economy is fragile.

[Lucavia123]

Here are my 5 favorites from the most recent data dump...I will buy one of these in the next few days...which one do you like? and Why??


EGHT ITIC KKD LION MDSO

I like to chart and fundamentals of EGHT. Second place is LION.

[NCcoach]

If I had to take one of these, I think I'd go with LION.

[billyjoe]

Mr.Mkt, DAM*, EGHT tanked 10% today. Maybe the chance to make a historic buy ..............maybe not.

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

[jiesen]

All of these are great picks.

Unfortunately, in my opinion, the market is way ahead of itself. Taking a new position in anything on the long side now is a crapshoot. No matter how excellent the company, if the market corrects 10%, the stock will go with it.

It is difficult to time the market, but it is not difficult to look at extremes. The VIX continues lower, the averages are approaching all time highs, the economy is "kinda" improving, the current administration continues to spend wildly, the world economy is fragile.

I tend to agree that the market is getting a bit pricey now, and I decided that DDD would be a good one to short this week, so I did. OTOH, you never know when a good rally will end, so I'm going to keep buying these picks even as we reach the top...

[billyjoe]

Mr.Market, Upon further investigation , unless after the drop you give up on EGHT I'd say it's the best with the highest projected earnings increase for 2013 and now a real bargain at 10% discount. If you've soured on EGHT, it has to be KKD. Even with 4 gaps up in the last 2 months it appears to be undervalued.

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

[billyjoe]

I tend to agree that the market is getting a bit pricey now, and I decided that DDD would be a good one to short this week, so I did. OTOH, you never know when a good rally will end, so I'm going to keep buying these picks even as we reach the top...

Jiesen, Vectorvest has a new indicator that they say shows a weakening market even as it continues to rally. Simply when the 15 dma crosses the 10dma.

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

[joshcord]

Lion

I bet he picks LION!