The Stratosphere Top 5

[mrmarket]

Going to watch the market for a few days, then jump into one of these:

CBZ CNTY JAZZ MGIC ODFL

Which one do you like...and why?

[Louetta]

JAZZ. The chart shows an almost consistent recent bias upward, ideal for those looking for a fast 15%. Draw a one-month chart of JAZZ with SPY overlayed (underlayed, actually). Illuminating. (Let's quantify that: JAZZ up 20% in January, SPY down 3% back of the envelope.) Plus JAZZ has real earnings which will defend against a drop. JAZZ has been almost totally immune to the January doldrums. Separately, perhaps the biggest mistake I've made in the past 3 years was selling JAZZ too early.

[jiesen]

Going to watch the market for a few days, then jump into one of these:

CBZ CNTY JAZZ MGIC ODFL

Which one do you like...and why?

mine has to be ODFL, it's nearly a straight line chart for 5 years:

http://finance.yahoo.com/q/bc?s=ODFL&t=5y&l=on&z=l&q=l&c=

it'll be at 65 in 2 months, would be my bet. none of the others come close!

[jiesen]

JAZZ. The chart shows an almost consistent recent bias upward, ideal for those looking for a fast 15%. Draw a one-month chart of JAZZ with SPY overlayed (underlayed, actually). Illuminating. (Let's quantify that: JAZZ up 20% in January, SPY down 3% back of the envelope.) Plus JAZZ has real earnings which will defend against a drop. JAZZ has been almost totally immune to the January doldrums. Separately, perhaps the biggest mistake I've made in the past 3 years was selling JAZZ too early.

something doesn't add up with JAZZ. They've grown way to much way to fast, and it's gotta break down at some point. Yeah, they could hit 200 in a month, but it could just as easily go the other way, and be back at 100 in a month. odds are probably 50/50 either way...

[billyjoe]

Here's a 3 month comparison of the 5. JAZZ has been awesome. If they beat earnings end of Feb. it will be off to the races, if not, watch out below!

http://finance.yahoo.com/q/bc?t=3m&s=JAZZ&l=on&z=l&q=l&c=cbz%2Ccnty%2Cmgic%2Codfl&ql=1

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

[billyjoe]

My graphs favor ODFL. Earnings growth, RV, and RT favor JAZZ. Sales growth and G/PE favor CNTY, in fact JAZZ and CNTY are either 1st or 2nd in most categories. I don't like gambling stocks, I always lose so my pick is JAZZ.

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

[investorone]

Maybe a breather in this turbulent market

[sixfeetfour]

CNTY - 2 weeks ago and we would be done!
Aren't we all gamblers? Risk Takers? Cue the Kenny Rogers song...
CNTY seem to have a winning portfolio, growth my be a little slow but with the right buy in price a 15% gain could come rather quickly. Opening up a new facility by the end of the year. What casinos don't make money? They have operations in Canada, Bermuda, Poland, Cruise ships. Casinos are likely a great place to be with the recent struggles in the market.
CNTY has my vote plus it would make an awesome write-up!

[tiedyed1]

I like JAZZ the best out of these. The pipeline is strong and sales projections are solid for continued growth, to surpass 1B in 2014.

MGIC : this is actually my second favorite pick as the conventional Mortgage Insurance companies are coming back in 2014. FHA insurance premiums are so high now they are pushing people away as those with good credit and low down payments realize that conventional mortgage lending provides up to 95% Loan To Value (and as little as 5% down payments). If new home sales start gaining, watch companies like MGIC and a new one, ESNT.

ODFL : Nothing bad to say about this proven performer, but I feel it may be priced to perfection at this time and not sure about organic growth in a very competitive market.

CNTY : I will pass on a Casino Operator in Canada when I see much bigger potential earnings from WYNN and MPEL who have Macau.

[joshcord]

JAZZ. The chart shows an almost consistent recent bias upward, ideal for those looking for a fast 15%. Draw a one-month chart of JAZZ with SPY overlayed (underlayed, actually). Illuminating. (Let's quantify that: JAZZ up 20% in January, SPY down 3% back of the envelope.) Plus JAZZ has real earnings which will defend against a drop. JAZZ has been almost totally immune to the January doldrums. Separately, perhaps the biggest mistake I've made in the past 3 years was selling JAZZ too early.

Louetta, weren't you just "bragging" that you have yet to pick from the 5 and pick what MM does??? I was liking JAZZ too for,the obvious reasons... But ..... jc