The Kenmore Square Data Dump

[mrmarket]

We're coming back to Fenway, and I am going to pick a big winner like Papi and Lester. Here's the newest data dump:

AAME AATSF ACT ADS ADVS AEG AEL AER AGX AIDEF AIZ ALGN ALK ALXN AMBA AMG AMIC APSA ASX ATBIF ATK ATROB ATSG AZPN BBSI BCOV BCPC BIDU BIIB BLK BLOX BNCC BPI BRLI BVLEEY CAFI CATM CCIX CELG CFI CKEC CLR CLRO CMCO CMCSA CMG CMT CNRD COLB CPHD CRDA CRDB CRWN CTCT CTRP CTTAY CVBX CWBC DAL DAVE DCO DDAIF DDD DG DLX DNKN DST ECL EDMC EDU EEFT EIG ELLO EMCI EPAM ESLT EVR EXR F FB FBMI FDML FIBK FLT FN FOE FRC FRGI FSS GBR GENT GGG GNC GNRC GNTX GNW GSL GT GTE GWR GWRE H HCI HCOM HELE HERB HES HLF HLTOY HOMB HP HPIL INVN ISBC ISDR ISH ISIG ITC ITIC IVFH JAZZ JKS JOUT KAI KEQU KKD KKR KR LBMH LCC LCI LEA LGND LION LL LMOS LNC LOAN LOPE LPLA LTD LUV LVS LXFR MA MAG MCK MCRAA MCRAB MDAS MDCA MDSO MELI MEOH MGA MIDD MLI MOV MOVE MRLN MSCI MTDR MTG NEWT NLSN NNBR NNI NOAH NOC NSM NTES NTSC NUS NUTR OCN OCRH OMTK OMX ORI OSK PBSV PCCC PCLN PFSCF PII PKBK PKG PKOH PL POWR PPG PRAA PRLB PRSC PXD PZN QIHU RCKY REGN RFIL RGR RRGB SAIA SAPE SAVE SCND SFBC SFG SGC SGU SILC SINA SIVB SKM SMMF SOCB SPSC SPWR SRI SSBI SSNC SSYS STLJF STMP STX STZB SWFT SWX SYA TARO TATT TCX TEN TJX TNGO TPC TRA TRN TSBK TSCO TSLA TWX UA UCBI UEIC UFPI UHAL UIHC ULTA ULTI UNM URS USAK UTHR UVIC V VOXX VRSN VRX VSEC WDR WEWWF WFM WGO WHG WILC WIRE WLL WNC WRLD WSBF WSFS WWWW WX XLS XRS YNDX YONG YPF YY


Which ones do you like?

[investorone]

NUS---great growth including excellent earnings report.

[tiedyed1]

There are many names I am not familiar with on this dump and look forward to hearing others input.

Interesting to see the 3D stocks listed but always nervous about knowing which company is going where in that industry.

I am bearish on Nationstar Mortgage (NSM) as they appear to be bailing on wholesale origination for the time being, had funding issues in late August and since then have priced themselves out of the market essentially closing the flow of any new originations for the time being. It will take them a few quarters to lick wounds and despite the stock price holding high I am not confident as I do not see organic growth and simply them buying servicing with the IPO money received last year.

As I feel the market valuations overall have become a bit toppy, I will revert to my tried and true faithful Big Pharma / Biotechs.
From the limited amount of companies I am truly familiar with here, I like Celgene (CELG) and Biogen Idec (BIIB). I have owned these in the past, was hoping for a pullback to renter a position but there is no indication of that happening. These guys are making lots of money, have a nice pipeline of new drugs that will make more money, and the forward PE's for these companies are very reasonable for 2014.

Market pullback or no market pullback, and probably not within 4-6 weeks, in my humble opinion, CELG and BIIB will easily move up 15% in 2014.

-Adam
Old Hippy & Mortgage Pro

[billyjoe]

Mr.Market, I hope at least 1 of these makes the top 5. BLOX, KKR, LBMH, QIHU, ULTA

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