The Pollen Data Dump

[mrmarket]

Spring and pollen are here...time to wade into the market again:

ABEV ABM ABMD ACBI ACCO ACH ADBE AEG AFL AIR AL ALGN ALLE ALSN AMP ANDV ANET APPF APPN ASH ASTE ATAX ATGN ATHM ATSG ATUS ATV AXAS AXGN BABA BAP BFIN BKU BLD BMA BMCH BOFI BR BSM BTE BXC BZUN CACC CADE CAI CAMT CAPL CAR CASA CBAN CDW CERC CFG CHFN CHGG CLUB CMA CMCSA CMD COLM CPA CPRT CSFL CTAS CTS CTXS CVRR DK DNR DRRX EC EFSC ENFC EPAM ESEA ETFC ETSY EVK EVR EXPD FAMI FDBC FICO FIVE FIX FLT FMSA FNGN GCBC GLOB GOOS GTS HCC HFC HQY HTHT IART IBKR IHC ILMN INGN INTC INTL INTU ISNS KL KS LGIH LULU MA MAMS MANT MCBC MCFT MCO MDR MEDP MGPI MGRC MIXT MLVF MSCI MTCH MU NBHC NEOG NFLX NOAH NR NSP NSSC NULM NVDA NWY OLLI OPBK PAGS PANW PAYC PFIE PLBC PLNT PMBC POOL PRSC RFIL RHT RM ROYT RTEC SBCF SCHW SEDG SFNC SGH SGMA SIVB SKYW SLP SNV SPGI SPSC STB STBA STMP SUPN SVA SYNL SYNT T TAL TCF TEAM TLRD TNDM TNET TPL TROW TRU TTD TTGT TYL UBFO ULTI UNTY UTMD UVE V VALE VCEL VHI VLO VNOM WEBK WING WTI XCRA YY ZION ZTS


Which ones do you like?

[tiedyed1]

While I cannot say enough how good MA has been to me over the years (just look at the chart), the prior Mr. Market pick of LGIH has had a recent pullback and I feel it is time to take another run at LGIH. The company believes that the full year basic earnings per share will be between $6 and $7 per share and based on their data I agree with this projection. Even on the low end of $6.00 (which is conservative), with a PE of 12 (also conservative), the $72 price per share is 18% above its current share price. If the earnings are $6.50 (mid point of projections) and the 12 PE a $78 pps would be about 27% above the current pps. (I have a position in MA and currently no position in LGIH at this time.)
.)
Another one worth considering is HTHT. Earnings out any minute today (after the close) and the street expects earnings per share to double to 60 cents as revenue jumps 36% to $315 million. The company has had profit gains of 10%, 40%, 74%, 19%, 58% and 92% in the prior six quarters. I have posted in the past how I like the business model (and for full disclosure I do hold a position in HTHT at this time).

NVDA's conference call was top notch and while the crypto business is projected to be 1/3 of prior performance there remains significant growth in gaming, auto, medical devices, etc, etc. and I feel NVDA has an easy 15% by years end. (I have no position in NVDA at this time.)

[Paco]

MU has been a consistent winner. Time for it to wither ??