The Bastille Day Top 5

[mrmarket]

Here are my favorite stocks from a very solid data dump:

CCIX CSTE EFII HVT TEN

Hoe do you like these apples? Which one would you buy...and why??

[jiesen]

I'd pick either CCIX or TEN. Both look great to me, but EFII and HVT aren't bad either. CSTE I don't get.... engineered quartz slabs? WTF?

[Duniyo]

I'd pick either CCIX or TEN. Both look great to me, but EFII and HVT aren't bad either. CSTE I don't get.... engineered quartz slabs? WTF?

I don't know about CCIX and TEN, they are both loaded with debt. I like EFII.

[tiedyed1]

I'd pick either CCIX or TEN. Both look great to me, but EFII and HVT aren't bad either. CSTE I don't get.... engineered quartz slabs? WTF?

I am not saying this is my pick of the five, but do not underestimate CSTE. CaesarStone is a significant alternative to granite counter tops and making serious inroads into the housing industry. The product is awesome and more affordable than granite.

I naturally lean towards small growth companies with no debt and the EFII chart looks incredible. Plus the fact they invest in the value of cloud based software to me means that earnings growth will continue to stay strong.

-Adam
tiedyed1

[r3n3]

I'd go with CCIX. Dvidends, Good Growth and numbers are solid... Can't go wrong with wiring and cable....

[billyjoe]

I eliminate CCIX because of debt, eliminate EFII because of not really great Q/Q earnings and insider selling, Eliminate HVT because of low ROA, Eliminate TEN because of debt. That leaves CSTE with great EPS and no outstanding bad numbers.

-------------------billy

[r3n3]

I eliminate CCIX because of debt, eliminate EFII because of not really great Q/Q earnings and insider selling, Eliminate HVT because of low ROA, Eliminate TEN because of debt. That leaves CSTE with great EPS and no outstanding bad numbers.

-------------------billy

Wait...how do you consider it's back year growth using MM's model? 3 year and 5 year? Or those are non-factors then? I'm just asking to learn....

[tiedyed1]

I am not saying this is my pick of the five, but do not underestimate CSTE. CaesarStone is a significant alternative to granite counter tops and making serious inroads into the housing industry. The product is awesome and more affordable than granite.

I naturally lean towards small growth companies with no debt and the EFII chart looks incredible. Plus the fact they invest in the value of cloud based software to me means that earnings growth will continue to stay strong.

-Adam
tiedyed1

The reason I did not pick CSTE is while I think the product is terrific, the technology is not theirs and competition is knocking on the door with big fists.
They license the technology from http://www.breton.it/engineeredstone...%C2%AE_SLABS~8 and Dupont is now jumping in utilizing the same license.
I used CeasarStone in my kitchen and baths renovation last year and very happy with it. It is a great alternative to granite.
I may be wrong, but it is not my top stock pick as it can run out of momentum with the competition knocking.

-Adam
tiedyed1