The Summer Solstice Data Dump

[mrmarket]

Here's my newest data dump for you to feast on:


ABCO ACAP ACU AEOS AET AEZ AFP AMHC ANDE ANF APA BAP BBBY BBY BENGF.PK BFAM BG BHI BMHC BR BSHI.OB BYD BZF CAMY.OB CAT CBG CCOW CCRT CFK CI CMS CMX CNQ CNXS COP CPSI CQB CRI CTHR CTO CYH DHI DPZ DRI ELBO ELP ENWV EOG ESRX EURO FAF FO FRGB FRK FTO GBEL.OB GIL GLW GPOR.OB HANS HCA HCSG HET HOC HOV HUM ITT ITU JCP JOSB JQH JWN KBH KEP KND KSWS KYW LAN LB LCAV LFG LFL LSS LUFK MCBC MCC MCK MDC MON MTH MX NBL NBR NNI NOV NSI NVAL NVR OIS OXY PARL PBR PCO PDA PFOOE PHLY PHM PIHC.OB PLCE PRU PSTI PTC PTR PVH RIN RMCF RRGB RYL SEB SFY SHLD SJT SLB SLI SPF SQM SRX STJ SUN SWN TAYC TIE TIRTZ.OB TMG TNH TOL TPL TS TSO TU TUG UCL UGI UHAL UNH URBN VLGEA VLO VMSI VSL WFR WLDA WLP WLT XTO YHOO

There seems to be a lot of really good choices in here. I know I see a few I would definitely want to be buying right away.

I'm enjoying myself on vacation and may not get to the Top 5 until this weekend. I'd love to hear about which of these stocks you find particularly attractive and why.

This summer solstice has really cut down on my nighttime drinking. I can't wait for the days to get shorter!

[bknight]

JOSB and PARL are my guesses, both have had good run ups but may have more room on the top.

[New-born baby]

Well . . . .

Too many for me to guess. I did notice that you have the builder stocks well represented in there: MDC, TOL, HOV, to name three. And VLO (Valero Oil Refineries) is always a nice pick. And I like the CAT a lot. I'll have to wait until you narrow it down to five.

I'll pull a Spike (unless he comes back for this--and I hope he does) and throw up a chart on all five stocks, and see what we can find for entries.

Thank you for the list.

[mimo_100]

Here's my newest data dump for you to feast on:

Clipped here

!

I crossed your dump with my screener and there were 4 in commom: CRI, LCAN, LUFK, RIN. I like both LUFK and RIN. I own PARL, but if I didn't, I would seriously consider buying it.

Congrats again on your latest winner.

TIM

[bigred970]

My picks

I like:

SHLD
AET
BMHC
KBH
TS
CMTL
HUM
SWN
NNI
UGI
KEP

They have high r^2 values with the steepest slopes.

[drutzen]

Let's see, I currently own these out of the list, CFK COP KBH NBR TIE TOL VLO XTO, so if you want to make me happy you can limit it to those. lol, but I guess that is not what this is about.
CFK could easily give you the quickest return because it is such a low volume stock.
TOL, if you get it before the split, you should get the bounce. My pick

[jiesen]

I like:

SHLD
AET
BMHC
KBH
TS
CMTL
HUM
SWN
NNI
UGI
KEP

They have high r^2 values with the steepest slopes.

great way to whittle down "the list" red. you can take CMTL out, too, for obvious reasons.

of those, I like HUM and SWN the best, but am afraid that $$MM will ignore SWN due to his bias against energy stocks.

BMHC has the most beautiful chart of the lot, looks like it's headed in a straight line up to the 15%- but if it doesn't hit, the drop could be painful.

I also like TS for both the chart and very strong fundamentals.

[buckhunter]

Unh

I'm a little biased since UNH is a local company and a past winner for me, but that's my pick. It doesn't have a steep slope, but always seems to trend up. The only negative thing about them is that I interviewed with them several years ago and they didn't hire me. Maybe that does says something about their good judgment!

[mimo_100]

I like:

SHLD
AET
BMHC
KBH
TS
CMTL
HUM
SWN
NNI
UGI
KEP

They have high r^2 values with the steepest slopes.

From the Excel help files, the RSQ function “returns the square of the Pearson product moment correlation coefficient through data points in known_y's and known_x's.”



In any case. I always thought it was an attempt to draw a straight line through the closing prices.The closer to 1, the better the correlation. Is this the “SLOPE” you are talking about?

[bigred970]

Rsq

From the Excel help files, the RSQ function “returns the square of the Pearson product moment correlation coefficient through data points in known_y's and known_x's.”



In any case. I always thought it was an attempt to draw a straight line through the closing prices.The closer to 1, the better the correlation. Is this the “SLOPE” you are talking about?

Yes, I have excel calculate all the r^2 values and all the corresponding slopes. All of these on my list have an r^2 value around .9 and slopes ranging from .02 to .3.

[bigred970]

Rsq

Actually, these are my top 10 picks that I calculated about a week ago. It just happens that they are all on MrMarket's list. So I guess I must be doing something right.

[New-born baby]

SWN--No

Here's a good reason to forget SWN:


And congrats for selling CME yesterday . . . .

[mooddude]

ACU broke out today on the biggest volume ever during the last year. Pivot $19.69. Very solid fundamentals. Industry group could use some improvement though. Max entry price $20.67. Low float stock.

[mimo_100]

Yes, I have excel calculate all the r^2 values and all the corresponding slopes. All of these on my list have an r^2 value around .9 and slopes ranging from .02 to .3.

You wrote: “Yes, I have excel calculate all the r^2 values and all the corresponding slopes. All of these on my list have an r^2 value around .9 and slopes ranging from .02 to .3.”



If the slope is less than .3, this means that the tangent of the angle (slope) is less than .3, which in turn means the angle is less than 18 degrees. Aren’t we looking for very steep (vertical) lines? My trig tables tell me that the slope is very very very large as the angle approaches 90 degrees. It appears you are looking for angles approaching 0 degrees.

[bigred970]

Slope

The slope of SHLD for example is .3. In 1 year it went from 48 to 136 with an r^2 value of .86 for the year, a damn good return. I think you'll have a difficult time finding a stock with a much higher slope and r^2 combo with good fundamentals etc. If you do let us know.