The All Star Break Data Dump

[mrmarket]

Here they are...just in time for the summer classic:

ACU AEOS AFFX AMED AMG AMGN AMMD ANDE ANF ANSI ANT APA ARHN.OB ARIS.OB ASFI ASPN.OB BAP BBY BDK BEBE BFAM BHS BMHC BR BSHI.OB BZF BZH CAI CAMY.OB CBG CCRT CDIS CERN CHAR.OB CHE CHS CI CIB CLFC CME CMS CMTL CNC CNQ CNXS COP CRL CTO CTRN CTX CYCL DHI DIOD DJO DNA DSL DVN ELBO ELOS ENG ENWV FADV FAF FDS FLTK.OB FMT FRGB FRGO FRK FTO GBEL.OB GCO GLYT GOOG GPOR.OB GRP GT HANS HCSG HIBB HOC HOV HYDL IDXX ITRI ITU JCP JPST.PK JQH JWN KBH KEYW KFS KND KNX KSWS LABS LAN LB LEN LFG LRW LSS LTC LUFK MCC MCK MCRI MCRS MDC MIX MTH MWY MX NSC NSS NTRI NVR NX OII OISI.OB OKE OSK OXY PBR PCO PDA PEET PENN PFCB PFG PHLY PHM PNRA PNRG PTC PTR PTRY PVH RATE RBA RIV RMCF RYL SEB SFCC SFY SHFL SHLD SJT SLI SMID.OB SNHY SOLD SPF SPTN SQM SRDX SRX SSNC STO SUN SWB SWN TALX TAYC TGE THQI TIE TMG TNH TNT TOL TPL TRGL TRMB TS TSO TU TUG UCI UCL UFCS UGI UHAL UHCO UNT USAK USPI VLO VPHM VSL WBCO WCG WCI WES WFR WLDA


I'll show you my five favorites in a couple of days. In the meantime, why don't you all go ahead and tell me which ones YOU like.....

[dmk112]

I like BEBE & ELOS

[jiesen]

I'll show you my five favorites in a couple of days. In the meantime, why don't you all go ahead and tell me which ones YOU like.....

So far I'm liking FRGB- banks are always nice to have, and it looks like this one weathered the recent banking storm like a champ. It probably doesn't have the R^2 to make your top 5 though...

http://finance.yahoo.com/q/bc?s=FRGB&t=1y&l=on&z=m&q=l&c=ofg,wsb

On the other hand, FTO is an oil stock on steroids... check it out:

http://finance.yahoo.com/q/bc?t=2y&s=FTO&l=on&z=m&q=l&c=njr%2Cahc+xom

I want to know what makes this one tick! Look, even a downgrade today had no effect:

http://finance.yahoo.com/q/bc?s=FTO&t=5d&l=on&z=m&q=l&c=

I guess this is what happens when your earnings grow from $1M to $3M to $70M from 2002-2004.

SEB still looks good, even at 1750, and I imagine that'll be on your top 5 again.

I also like TIE, SWB, and DIOD (would you look at the earnings growth on that one!)

[ParkTwain]

Hi ernie,

I'm already in CME, SWB (low PE up to recently), and RATE, each shown in your dump. I caught the most recent upsurge in CME, but it has been consolidating for 5 or 6 sessions (market is waiting for word on possible offer by CME to merge with the CBOT before the latter goes IPO).

I prefer to buy right at or just after making a new all-time high. Also currently watching AZR, TTI, MTW, and SGMS (none of which are in your data dump). These are all imminent breakout candidates.

//PT

[ParkTwain]

Stocks listed on your data dump that are also found on BUYINS.NET's "buyin imminent" list:

ENWV
HANS
MWY
PDA

Given $MM$$'s stringent selection criteria, each of these would look to be an extremely poorly chosen naked short position bet by the market. As those naked short positions are covered, it is pushing up the stock price, even beyond what the positive financial fundamentals (found in $$MM$$'s scan) would lead one to expect.

//PT

[Karel]

I recently bought VLO (cost base/share 75.1), PBR (49.1), SPF (88.2), PTC (31.3) and FTO (32.9). Any one of these will do

Regards,

Karel

[mimo_100]

Looking back to 2002, MrMarket BOT RYL on 4/10 at 100.35 then sold it 3 weeks later at 116.17 for a nifty 16% gain. Since then it has split 2 for 1, then advanced to a $79.21 close yesterday. Is it possible MrMarket will go double dippin' in this home builder's issue?

[ParkTwain]

(See my previous post in this thread.) Have to smile today about my SWB (about a 55% gain over a hold of 9 trading days; got filled right at the high of the day today!) and yesterday about my TTI. Turned out I was front-running J.J. Cramer re: SWB without knowing it.

It's great to see that more of the breakout setups are actually turning into breakouts this month. $$MM$$'s results are also showing the latest strength in the markets.

Regards,

//PT

[ParkTwain]

I'm somewhat expecting STV to do next week what SWB has been doing in June/July. Note the recently passed highway bill in Congress. Cramer seems to be onto it also.

[Peter Hansen]

My pick TIE for me!

The chart I like is TIE !