The Falmouth Road Race Data Dump

[mrmarket]

It's once again time for me to run in the Falmouth Road race. Here's my latest dump. See anything you like?

ACRG.OB ACU AH AMHC AMXC ANSS APA APC APSG ARKR ARLP ARO ASH BDK BG BMHC BPT BR CBBI CCJ CFC CHS CLE CLF CMBC CNC CNQ COP CRDN CRS CRV CVH DDN DECK DHB DRS EASI EGY EVG EWBC FDG FLIR FRO FSM GGB GMR HDWR HMX HWG IFIN IMY IPS ISSC IST JWN KCS KNGT MCO MCRI MCRS MDC MSA MVK NAT NAVR NFX NIS NPO NUS NVI OMM ONYX OSG OXY PDA PENN PHI PHM PKZ POG PROG R RAVN RBIN RGF RRC SEB SFCC SIE SJH SJT SLGN SMF STLD SUN SVT SWN THX TK TNP UFCS UIC UPL URBN VCP VLCCF VLO WBNK WBSN WCC WGO WSBA WTFC XTO YZC ZEUS

Top 5 tomorrow!

[jiesen]

oil!

I see UPL, POG, etc, and the usual shipping suspects: NAT, FRO, VLCCF, even OSG all making it to your dump.

One of these days, you're going to have to check out these oil stocks! It looks to me like we're heading straight for $50 oil.

With oil continuing its rise, I like UPL the best- it has a trajectory like no other. Shippers may not fare as well, as the supply isn't increasing, but more boats are coming online.

[jiesen]

oil

http://finance.yahoo.com/q/bc?t=1y&s=SUN&l=on&z=m&q=l&c=fro%2Cpog%2Cupl%2Cxom

see what I mean?

http://finance.yahoo.com/q/bc?s=SUN&t=6m&l=on&z=m&q=l&c=fro,pog,upl,xom

[mrmarket]

It's unlikely I will ever buy an oil stock and publicly declare it on this forum. I work for an oil company in real life and don't want to have any conflict of interest with this forum.

You guys should, by all means, feel free to tout or bash any and all energy companies, including mine!

[jiesen]

ok

good enough reason for me. job security for you, with the prices moving the way they are!

[Websman]

I like KCS...but We will forget that one for now...

The other one I like is...DHB

I've already profited from DHB once, but I'll probably buy it again.

[billyjoe]

MrMarket, Two stocks in your dump are on my watch list with stars next to them , IFIN and DDN . Ifin I had to choose I'd pick DDN double down.
billyjoe

[Bakxs]

Since we can't pick oil...

The only thing that really sticks out to me is WCC.

Their chart resembles those of the oil industry... pushing to new highs.
They are experience pretty strong growth, 13.5% increase in sales and $.44 versus $.16 EPS change from last year.

The institutions have a decent investment into WCC @ 21%.

What really catches my eye is in the insider trading. The new COO has invested about $800k of his own money into the company in the last week of July.

While the growth has been good... the price to earnings isn't all that great at 19.40--it seems that MM's picks usually have a better ratio.

In any case, I think this stock looks pretty strong.

--Bakxs