I have 22 consecutive profitable trades of 15% or better. How is this possible? Every day there are hundreds of stocks setting new highs, no matter what happens in the overall market. Many of these stocks are still at very reasonable valuations. Afraid of buying stocks at their highs? Think of it this way: a new high is really a future floor for companies with solid financial underpinnings. Quantitative momentum modeling makes it easy to identify stocks that can continue this upward momentum trend. Why does this happen? It's really very simple..ask me about what investors and cows have in common. I am $$$ MR. MARKET $$$. I AM HUGE!!! Bring me your finest meats and cheeses. You can join in on the fun. Register for free and you'll be able to post messages on this forum and also receive emails when $$$ MR. MARKET $$$ makes his own trades. ($$$MR. MARKET$$$ is a proprietary investor and does not provide individual financial advice. The stocks mentioned on this forum do not represent individual buy or sell recommendations and should not be viewed as such. Individual investors should consider speaking with a professional investment adviser before making any investment decisions.)
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While I tend to like the biotechs and my first thought was JAZZ, my pick from this list is MA.
Mastercard has under-performed compared to Visa in 2013, but MA is poised for continued growth and share value in 2014.
In addition to raising the dividend and buying back stock (which they have TONS of cash and no debt to accommodate both actions), there are still growth in this industry (to be shared by the big 3, MA, V, AXP) with technology and companies like Google making it easier and easier to electronically manage your money.
All three of these companies got hit with the Federal anti-trust fine (re: card swipe fees being fixed, and currently being appealed by AXP) this type of action customarily results in the "now that they got that behind them", similar to the banks mortgage settlements, and the stock price resistance will lessen as those worries will be done with. While not done yet due to Appeals, the case is well defined and, in my opinion, the penalty figure is already reflected in the stock price.
In my line of work I read credit reports and credit card use is absolutely strong and continues on the rise; and I am not talking about deadbeat borrowers. Those with good credit scores are increasing the debt and the creditors are being more select with whom they are offering cards to, helping to lower their deadbeats and improve their balance sheets.
I actually like many of these picks (including JAZZ and NTES), but MA is my top choice here.
JAZZ is outstanding but so is MA. CMG seems to be running out of gas, EDU isn't exciting enough for the Big man, NTES sure looks tempting. If I had extra cash right now I'd put it in both MA and JAZZ, Mastercard is a hold for life type of investment. Mr.Market almost never picks the same stock I do. I'd take JAZZ for the quick 15% but Mr.Market will buy NTES.
Can't lose with MA- what's in your wallet? If you want a sure 15%, this is it. All the others seem frothy in comparison, even CMG, which would be my #2.
JAZZ has seemingly done nothing wrong for three years. Relatively modest PE for a biotech. Resisted the downturn today. Based on today's action I'd rule out CMG, MA and NTES. EDU shows a nice steady advance, held up well today but I'd still go with JAZZ.
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