The Big East Top 5

[mrmarket]

Here are my fab 5 from the most recent dump:

AGP HS SLW SWKS TSCO

Which one do you like...and why? Pick coming soon!

[billyjoe]

Mr.Market,
Unless the Feds make big cuts in Medicare and Medicaid, AGP is the one. Easily undervalued by $10 a share with nice earning projections and sales, I'd pick AGP today.

----------billy

[Deaddog]

AGP and HS are in the same industry group. AGP has a better earnings ranking and ROE but a lower profit margin. AGP has the best short term growth rate.
SLW has the best profit margin but the lowest growth rate.
TSCO has about the same earning growth as SLW
This leaves SWKS; My choice based on all criteria. It comes second in ROE, Profit margin, short and long term growth. The kicker is it is trading 17% below its 52 week high so it doesn’t have to make the old high to hit the 15% target.

[edward]

My first inclination when I was looking at these yesterday was to go with AGP. From a short-term trading point-of-view though, AGP and SWKS have both been throwing off bearish signs. TSCO is exhibiting a more bullish momentum and, therefore, it is my pick. Get ready to rrrrrrrumble because it's tractor time!

[mmaarrkk88]

AGP based on the earnings.
But with the recent dip, SLW might be the quickest to get to +15% target.

[steelman]

I haven't had time to look at all of them but, SLW is solid. I bought some June $19 Calls last April when SLW was in the low $17's.

SLW was at $45 last week and $38 today. I have my eye on this one for an entry.

[wooish]

$36.50 would be a good entry for SLW if it gets there this week.

[edward]

Personally, my preference is to stick with precious metals, especially silver. In the last few days I purchased some extra shares of First Majestic and Great Panther and am already looking at an incremental 10%. SLW has been a great story over the last year but I prefer actual producers and, especially, the small to medium cap ones.

[jiesen]

Here are my fab 5 from the most recent dump:

AGP HS SLW SWKS TSCO

Which one do you like...and why? Pick coming soon!

I think TSCO is the clear choice here, mainly because of the chart's nearly 1.0 correlation coefficient. This thing has been moving straight up for over two years! Another 4-6 weeks and it's in the bag.

Also, it's a good one for some diversification in the portfolio (just in case).