The Perseids Top 5

[mrmarket]

I just got back from Del Friscos. Big steak dinner with Spanky, Smells and Bear. Not a lot of time for analysis of these 5, but I'll buy one of these on Wednesday Aug 10..which one do you like, and why?

BBD CIB FORD FRGB MTH

[Hany]

Go FORD

Earnings, Earnings, Earnings! Go Ford.
Very positive Net Capital Asset Value!
Positive Free Cash Flow.

It's in Florida! You gotta love it.

I didn't realize that banks are on a roll now. Rising interest rates, I guess. Gotta go with the flow.

[jiesen]

I just got back from Del Friscos. Big steak dinner with Spanky, Smells and Bear. Not a lot of time for analysis of these 5, but I'll buy one of these on Wednesday Aug 10..which one do you like, and why?

BBD CIB FORD FRGB MTH

Of those I like CIB the best, but I also liked KOMG. Just curious, $$MM, but where did KOMG rank? Did you cut it because of the wild earnings swing from 02-03? Or is there something Yahoo! isn't telling me about KOMG?

[mrmarket]

Of those I like CIB the best, but I also liked KOMG. Just curious, $$MM, but where did KOMG rank? Did you cut it because of the wild earnings swing from 02-03? Or is there something Yahoo! isn't telling me about KOMG?

It lost money in 2002. Is that relevant? Maybe not but when you have other stocks of companies that have been consistently profitable to choose from, I'd rather stay away from the money losers. Other than that, KOMG looks terrific.

[mimo_100]

I'm a FORD man - Tim.

There are 7 million shares outstanding and 2 million of them are short.
This stock is really thin and will take us for a wild rollercoaster ride.

[jiesen]

It lost money in 2002. Is that relevant? Maybe not but when you have other stocks of companies that have been consistently profitable to choose from, I'd rather stay away from the money losers. Other than that, KOMG looks terrific.

fair enough.

[Peter Hansen]

Cib 4me!

CIB has highest Stock Scores.com numbers.........98 & 82 and has a nice chart. MTH got lowest scores 67 & 74........frankly, I think Building Stox have "Shot there Load"........ at least for now! CNBC says housing market is trending down, and now is time to sell and 1 year from now time to buy! Vector Vest also says CIB is undervalued with a fair price at $25 dollars and change

[jiesen]

Why is CIB better than BBD?

Because this wouldn't happen in Colombia:

http://edition.cnn.com/2005/WORLD/americas/08/08/brazil.heist.reut/index.html

Just kidding- the real reasons are that CIB is on a steeper trajectory right now, going up every day, and it's also growing earnings faster, paying a better dividend, and starting smaller- so it has more room to grow.

http://finance.yahoo.com/q/bc?s=BBD&t=3m&l=on&z=m&q=l&c=cib

[Peter Hansen]

About that Tunnel Job

Because this wouldn't happen in Colombia:

http://edition.cnn.com/2005/WORLD/americas/08/08/brazil.heist.reut/index.html

Just kidding- the real reasons are that CIB is on a steeper trajectory right now, going up every day, and it's also growing earnings faster, paying a better dividend, and starting smaller- so it has more room to grow.

http://finance.yahoo.com/q/bc?s=BBD&...&z=m&q=l&c=cib

JI

Don't forget.... This is Columbia........The cocaine above would cave into the tunnel ....killing all those rats........LOL

[mrmarket]

Here's how your picks fared:

AHC 90
CIB 1 Congratulations!
CWTR 67
DMND 105
FORD Top 5!
GI 74
IPS 10
NFLX 81
PFG 102
PLA 101
PRU 95
PTEN ??
TS 11
UNH 91
VPHM 6

[billyjoe]

Am I the first ever to get a double ?? for my awesome pick of PTEN? If so I take it as a compliment and I still like PTEN. My reasons are neither technical nor fundamental.


billyjoe

[mrmarket]

Am I the first ever to get a double ?? for my awesome pick of PTEN? If so I take it as a compliment and I still like PTEN. My reasons are neither technical nor fundamental.


billyjoe

Actually, it didn't make it past my first r^2 screen. Historically, I have been putting the members picks automatically into the 2nd round but somehow PTEN slipped through the cracks. Better luck next time.

[jiesen]

Go CIB!

Because this wouldn't happen in Colombia:

http://edition.cnn.com/2005/WORLD/americas/08/08/brazil.heist.reut/index.html

Just kidding- the real reasons are that CIB is on a steeper trajectory right now, going up every day, and it's also growing earnings faster, paying a better dividend, and starting smaller- so it has more room to grow.

http://finance.yahoo.com/q/bc?s=BBD&...&z=m&q=l&c=cib

It appears that the correct bank was chosen:

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

Let's hear it for sound fundamental analysis!

[Hany]

Yup

Mr. Market is HUGE!

[rrezac]

Jumped in the water with you guys...

Hi all, I'm a newbie to your site. I spent a lot of time going over past picks and couldn't believe the results. ( 73 profitable trades is more than just luck ) Anyway, I love the site and hope to be around for a long time. I had looked into CIB a short time ago and really liked the write-up by Mr Market. Needless to say, I bought and am hoping this turns into profitable trade #74. I also like the Ernie's homepage which goes into detail on how to screen stocks. It is nice to find a stock picking site where the members are more interested in picking stocks than they are in picking on each other.