The Ponco Data Dump

[mrmarket]

New year...new stock pick...here's my latest dump with some real winners in here:

AAC AAN AAOI AAPL AAWW ABAX ABC ABG ABVGO ACCO ACE ACGL ACOR ACT ADXS AEC AFSI AHT AKR ALGT AMAG AMBA AMNF AMOT AMP ARMH ASPS AVB BBW BFR BIDU BKS BLUE BMRN BPY BRCD BSF CAR CAVM CBL CDK CDW CELG CERN CHSP CIEN CLDT CMCO CMCSK CNI CNS CRAI CRMMF CRR CSV CTS CTSH CUBE CUDA CVS CYBR DATA DEG DFT DHIL DIS DL DRE ECL EW EXR FB FIVE FLT FLXT FOX FRSH GDOT GGAL GILD GLP GNCMA GNTX GRUB HCI HCKT HDB HF HIG HNP HPT HSKA HW HZNP IDXX ILMN IMMR INCR INFN IOC IRS JAZZ JBL KB KE KIM KING KORS KRC LII LKQ LNBB LOAN MCK MERC MLNX MMI MNST MSG MTOR MUSA NATH NCBS NKE NLS NOAH NRTSF NTES NTIP NXPI NYMT OCIR ODFL OHI OMER ONNN ORLY PANW PATK PCLN PCYC PEB PETM PII PKG PLUS PMCS POOL PPS PRLS PRXL PTRY PTSI PWR QLIK QTM RDWR RECN REG RGLS RHI RJET ROST RWWI SAM SAVE SBUX SEP SFL SGC SHW SIGI SNCR SONS SPPJY SPR STZ SUI SWI TASR TCO TGP TLLP TNET TSM TTWO TUP ULTA UNP VDSI VGMIF VIMC VNR VRX VYFC WNTDF WRLD XCRA XPO YHOO

Which ones do you like?

[investorone]

In researching the dump, thanks for bringing CLDT to my attention, MM. I like that one as well as STZ, but my top vote goes to PTSI which I think is doing very well earnings wise in an industry that can benefit from low fuel prices.

[tiedyed1]

Happy 2015 all.

I am all over the place with this dump, but here are some I know and like for +15% at this time:

GILD: although I avoided a new position in GILD last month when EXPS chose the competitors drug for Hepatitis, GILD has responded with a vengeance, capturing contracts with a number of major insurers themselves. While all the focus has recently and rightfull so been on Sovaldi; GILD is far from a one trick pony, with a solid pipeline including phase 3 trials: http://www.gilead.com/research/pipeline

ODFL: I have always loved this long term chart and feel this latest dip is an opportunity to add to my existing position.

FB: I do not even have a Facebook account but see FB ready for a nice rise, with additional revenue sources being added regularly. The recent additions of video and voice recognition are strengthening the foundation; plus the acquisitions of WhatsApp and Oculus Rift have tremendous potential growth to the bottom line. Many hate the company and stock (while enjoy talking about Twitter), but the writing is on the wall that FB is a major league player in this to make money and whether you like it or not it has the mojo for the stock to rise much higher.

[investorone]

P.S. What's Ponco?

Tiedyed1-you may want to check out PTSI as after looking at the industry it has been doing gangbusters---I liked ODFL but I can't figure the decline and so bailed out and into the other one. GILD's hep C drug is better than ABBV's at least in the one sense that it is one pill and not mulitple ones. FB is a tough one to figure with a pretty crappy chart, but who knows?

[jiesen]

P.S. What's Ponco?

Ponco is an asian oil rig company, and also mexican-style raingear. I'm guessing $$MM is referring to the former, rather than the latter. (Just a wild-ass guess on my part)