The Mansfield Top 5

[mrmarket]

Here are my 5 favorites from the most recent data dump:

DAL GMCR MPEL PRLB QIHU

Which one do you like? and why????

[antioch6]

I like DAL because it's the best value. I'm short calls on QIHU.

[mmaarrkk88]

I like PRLB & QIHU. QIHU just looks like a freight train moving on. Should be good for 15%.

[tiedyed1]

These are all great stocks.
I currently hold 3 of them (MPEL, DAL and GMCR).

MPEL: I have owned shares of MPEL long term and am up 260%. This is my 'sin stock' and gambling in Macau is like no other place on earth. While there has been some chatter of floating casinos off Hong Kong, nothing compares to the way they gamble in Macau (yes, I have been there) and I will still be holding MPEL after it goes up another 15%. (I think it has another 25% left in it at these levels.)

DAL: buying an airline is rarely a good idea, but when I saw DAL touch 19 recently i jumped on it. I like that they own their own refinery and the chart is looking good to run further; but now at 23 I would not pick this one for +15%.

GMCR: I am anxious to see this coffee company get into the carbonated drink biz (a la SodaStream). I am hoping the introduction of the new Keurig stores include this expanded product line and see that alone as an easy catalyst for a 15% bump.

QIHU: This one I do not own but have been looking for an entry. With Google exiting China, QIHU and BIDU have the search market there, with BIDU the big leader. However, QIHU is no joke and holds the ball on all the security business in China; and with that technology and business is someone that BIDU needs to watch out for. QIHU also has been working diligently on the mobile applications and as we have all heard about the number of cell phones in China that is where the growth is at. The most recent eyebrow raising statistic was the Plants vs Zombies II downloads in China, where QIHU's number more than tripled BIDU's for downloads of that newly released game.
I may be following this for a while as I am stillw aiting for a pull back to enter a position in QIHU.

PRLB: The chart and fundamentals speak of great things, but when I hear prototype I think 3D printers and all the business PRLB could lose due to this technology finally entering mainstream businesses and consumers. I see PRLB is expanding operations to accomodate their growth, but I am just wary as when this ride ends it can be very abrupt. So, while I like the past performance I need to pass due to potential future obstacles that are quickly developing within the 3D printing industry.

If I have to pick a favorite out of these 5, it is MPEL. For me it is one of my favorite 'sin stocks'. Macau gambling is a sight like none other, and yes, while I may be a sinner, I might as well also be making money owning MPEL.

-Adam
Old Hippy & Mortgage Pro

[mrmarket]

These are all great stocks.
I currently hold 3 of them (MPEL, DAL and GMCR).

MPEL: I have owned shares of MPEL long term and am up 260%. This is my 'sin stock' and gambling in Macau is like no other place on earth. While there has been some chatter of floating casinos off Hong Kong, nothing compares to the way they gamble in Macau (yes, I have been there) and I will still be holding MPEL after it goes up another 15%. (I think it has another 25% left in it at these levels.)

DAL: buying an airline is rarely a good idea, but when I saw DAL touch 19 recently i jumped on it. I like that they own their own refinery and the chart is looking good to run further; but now at 23 I would not pick this one for +15%.

GMCR: I am anxious to see this coffee company get into the carbonated drink biz (a la SodaStream). I am hoping the introduction of the new Keurig stores include this expanded product line and see that alone as an easy catalyst for a 15% bump.

QIHU: This one I do not own but have been looking for an entry. With Google exiting China, QIHU and BIDU have the search market there, with BIDU the big leader. However, QIHU is no joke and holds the ball on all the security business in China; and with that technology and business is someone that BIDU needs to watch out for. QIHU also has been working diligently on the mobile applications and as we have all heard about the number of cell phones in China that is where the growth is at. The most recent eyebrow raising statistic was the Plants vs Zombies II downloads in China, where QIHU's number more than tripled BIDU's for downloads of that newly released game.
I may be following this for a while as I am stillw aiting for a pull back to enter a position in QIHU.

PRLB: The chart and fundamentals speak of great things, but when I hear prototype I think 3D printers and all the business PRLB could lose due to this technology finally entering mainstream businesses and consumers. I see PRLB is expanding operations to accomodate their growth, but I am just wary as when this ride ends it can be very abrupt. So, while I like the past performance I need to pass due to potential future obstacles that are quickly developing within the 3D printing industry.

If I have to pick a favorite out of these 5, it is MPEL. For me it is one of my favorite 'sin stocks'. Macau gambling is a sight like none other, and yes, while I may be a sinner, I might as well also be making money owning MPEL.

-Adam
Old Hippy & Mortgage Pro

Great write up Adam!

[jiesen]

These are all great stocks.
I currently hold 3 of them (MPEL, DAL and GMCR).

MPEL: I have owned shares of MPEL long term and am up 260%. This is my 'sin stock' and gambling in Macau is like no other place on earth. While there has been some chatter of floating casinos off Hong Kong, nothing compares to the way they gamble in Macau (yes, I have been there) and I will still be holding MPEL after it goes up another 15%. (I think it has another 25% left in it at these levels.)

DAL: buying an airline is rarely a good idea, but when I saw DAL touch 19 recently i jumped on it. I like that they own their own refinery and the chart is looking good to run further; but now at 23 I would not pick this one for +15%.

GMCR: I am anxious to see this coffee company get into the carbonated drink biz (a la SodaStream). I am hoping the introduction of the new Keurig stores include this expanded product line and see that alone as an easy catalyst for a 15% bump.

QIHU: This one I do not own but have been looking for an entry. With Google exiting China, QIHU and BIDU have the search market there, with BIDU the big leader. However, QIHU is no joke and holds the ball on all the security business in China; and with that technology and business is someone that BIDU needs to watch out for. QIHU also has been working diligently on the mobile applications and as we have all heard about the number of cell phones in China that is where the growth is at. The most recent eyebrow raising statistic was the Plants vs Zombies II downloads in China, where QIHU's number more than tripled BIDU's for downloads of that newly released game.
I may be following this for a while as I am stillw aiting for a pull back to enter a position in QIHU.

PRLB: The chart and fundamentals speak of great things, but when I hear prototype I think 3D printers and all the business PRLB could lose due to this technology finally entering mainstream businesses and consumers. I see PRLB is expanding operations to accomodate their growth, but I am just wary as when this ride ends it can be very abrupt. So, while I like the past performance I need to pass due to potential future obstacles that are quickly developing within the 3D printing industry.

If I have to pick a favorite out of these 5, it is MPEL. For me it is one of my favorite 'sin stocks'. Macau gambling is a sight like none other, and yes, while I may be a sinner, I might as well also be making money owning MPEL.

-Adam
Old Hippy & Mortgage Pro

Holy cow, would you look at the R^2 on the PRLB chart?!?

http://finance.yahoo.com/q/bc?s=PRLB+Basic+Chart

[hyarima]

GMCR -Looks like a BEWDHE (Buy-em-wen-dey-Hate-em) setting up to me and it is touching the 50MA. I'd wait for a market-sellofff day and take a nibble.
There was some news recently that caused the selloff and I'd want to check that first to see if there has been enough selling to justify a base being formed reason to get in.
fwiw