Valentine's Day Data Dump

[mrmarket]

Lots of new stuff in here due to sector rotations...this means momentum is "new" and should produce some strong winners...see anything you like?


ACE ACH ACRG.OB ADM ADVNB ADVP AFC AGH ALGN AMEV AMHC AMPB ARKR ARO ASCA ASI ASLC.OB AVE AWIN AZR BCIS BCSI BDOG BFCF BG BGFV BPAB.PK BPGSF.PK CACH CAKE CAPX CCBI CECO CFC CFFC CHS CITY CKSB.OB CME CNY CPTLQ.PK CRR CVBK DCAI DEAR DGII DOX DVSH.PK EDAC.OB EENC EFC ELAB EPAT.OB ERES EROX.OB ESCA ESPR EXBD FBP FHRX FINL FLXI.OB FNF FSRV GALN GECR.OB GIVN GMIL.OB GMR HIBB HICC.PK HMNF HMX HNFSA.OB HOFD.OB HWG IBM IEQC.PK IES IMGG.OB ISRL ITIC ITNT.PK IVGN JAX JCWW.OB JHF JPM JUNO JWN KDST.PK KOSP KWD KWIC KYPH LAVA LICB LITE.PK LLL LPX LRKT.OB MBT MDCA MFC MFW MPP MSL MTG MXRE NARA NAVH.OB NCI NCT NDE NFLX NHLC.OB NICK NPO NQCI.PK NRIM NSIT NVD OMCL OXM PAS PBG PDGE.OB PENN PGEOY.PK PLT PNRG PPBI PRTR PRVD PSUN PSYS PXG QBIO.PK QEPC RE RENN RESP RFGI.OB RGF RKY RMD RNHDA RWT SAFM SBUX SCRA SF SHRP SIE SIMU.OB SPOP.OB STC STGS STJ STZ SUN SVIN TCCC.OB TDYN.OB TEN TEVA TGN THER TIDE.OB TKG TNM TNP TNTX TOY TXUI UBMT UCIA.OB UOPX URBN URS USPI UTMC.OB VNBC VTKHY.PK WCI WEBX WFSI WGII WINA WIRE WSBK WTFC WYNN XXIS.PK ZILA

[Michaelk005]

I see URBN and WSBK, those are some personal favorites.

[scifos]

I like OXM, rev. growth 36.9%, Earnings growth 46.4% both blow away it's industry competition. Management is good (ROE, ROA) I like it's positive cash flow. On the downside, it has a lot of Long term debt for it's industry, and the big money is rotating away from small caps and cyclicals, which make me hesitate on OXM.

I also like FNF.

[MEA_1956]

TEVA

TEVA There's nuten wrong with cheap drugs, as a matter of fact , I myself order then all the time. A penny saved is a penny earned but what do I know, I like cheap thrills also. ====> MEA

[Karel]

I like OXM too; as a matter of fact, I am holding it (up 4%). I could use some support!

Regards,

Karel

[jiesen]

PENN

I am happy to see PENN there, I've been checking this one out, and I think it looks pretty good. Wouldn't mind if you picked that one.

And I think you've found AMEV a bit late- since they're merging with LLY now, you might want to cross that one off your list... It would have been a great find a few months ago, though, my uncle made some nice cash on AMEV.

[JerzeyGuy]

Picks

STZ is a great company, and the risk is small here. CAPX was an old Mr. Market. I beleive he bought it around $20, and it is now over $60. CAKE looks great to me. Try to get a table without waiting an hour or two.

[Scout101]

Made some money on Retail (ARO, URBN, SHRP) over the past year, and Retail seems to once again be stronger, so these are good candidates, IMO.

Also, IBM took a jump up with their big earnings surprise a couple of weeks ago, and I think there's still some gas left in Big Blue's tank.

Looking forward to your finalists, Mr. Market - You Are HUGE!!!

[hawaiikai106]

Hi Ernie,
What sector rotations do you see occuring?
This would help me cull through the list.
Thanks

[Rob]

Starting with all the stocks in the latest dump:

Okay, I would eliminate the following stocks by virtue of the fact that their average daily volume over the past three months is less than 10,000:

AMPB ARKR ASLC.OB BCIS BDOG BFCF
BPAB.PK BPGSF.PK CFFC CITY CKSB.OB
CNY CPTLQ.PK CVBK DCAI DEAR DVSH.PK
EDAC.OB EFC EPAT.OB ESCA GECR.OB
GMIL.OB HICC.PK HMNF HNFSA.OB
HOFD.OB HWG IEQC.PK ISRL ITIC
ITNT.PK JUNO KDST.PK KWIC LICB
LITE.PK MSL NAVH.OB NICK NQCI.PK
PGEOY.PK PNRG PRVD PXG QBIO.PK QEPC
RNHDA SF SVIN TCCC.OB TDYN.OB TKG
TXUI UBMT UCIA.OB UTMC.OB VNBC VTKHY
PK WINA XXIS.PK

I would eliminate NVD because it's not a valid symbol (at least according to the Yahoo finance boards), and I would cut ACH just because the data on it is so scant (even though this may well be a pretty decent stock at this point).

From the remainder I would eliminate these stocks because of a negative EPS:

ALGN AMEV BCSI EROX.OB ESPR FHRX
GIVN JCWW.OB RFGI.OB THER TIDE.OB
WYNN

And lets cut these just because they're OTC issues:

ACRG.OB FLXI.OB IMGG.OB LRKT.OB
NHLC.OB PDGE.OB SIMU.OB SPOP.OB

The following stocks have no 1-yr. estimated target price on Yahoo, so let's give them the axe:

ADVNB AGH ASI AWIN EENC JAX MDCA
MFW NPO RENN RWT SCRA

And these stocks all have prices already higher than their 1-yr. estimated target prices, so out with them:

ADM ADVP AVE CAPX CME CRR ELAB
GALN IVGN JHF KOSP KWD KYPH LAVA
LPX MBT MFC MPP MTG NFLX OMCL PAS
PBG PENN PLT RKY RMD SAFM SBUX
SIE STC STJ SUN TEN TGN TNM TNP
TOY URBN URS USPI WIRE WSBK WTFC
ZILA

If we were next to take the stocks off the list whose 1-yr. target minus current price represents a gain of less than 20%, then we would knock these out:

ACE AFC ARO ASCA AZR BG BGFV CACH
CAKE CECO CFC CHS DGII DOX ERES
EXBD FBP FINL FNF FSRV HIBB HMX
IBM JPM JWN LLL NARA NCI NCT NDE
NRIM NSIT OXM PPBI PRTR PSUN PSYS
RE RESP SHRP STGS STZ TEVA UOPX
WCI WEBX WFSI WGII

After all that hacking and chopping is done, we're left with these seven stocks:

AMHC CCBI GMR IES MXRE RGF TNTX

That's a pretty arbitrary way to go about paring down the list, I realize, but hey, it's just one way.

I still think OVTI has more upside potential at this point than at least 99% of all other stocks, and it's not even on the uncut version of this list. OVTI to $70 (up 43%) within a couple months is what I'm predicting--and depending on their earnings report on the 18th, possibly well beyond that.

Okay, that's my 2¢ worth.