The AFPM Top 5

[mrmarket]

Here are my five favorite stocks from the most recent dump:

ABG GGAL ICLR QLYS STMP

Which one do you like....and why? I will buy one of these soon.

[mimo_100]

ICLR and STMP are HUGE type of stocks. Looking at the fundamentals, the pick will be one of these. Of course all of these are great picks, but I like STMP the best.

[tiedyed1]

I am between ICLR and QLYS.

ICLR provides development services to the pharmaceutical, biotechnology, and medical device industries, which sticks with my long term bullish pharma stance, and ICLR has all the fundamentals to keep the stock price rising.

QLYS is a smaller company that provides IT security and compliance solutions which will continue to be in high demand as long as their are humans on the planet.

Both have zero debt and a notable insider ownership (and it is always nice seeing the workers having skin in the game).

STMP was on my radar but looks like it will open up 3-5% this morning on a new acquisition which needs more analysis.

Adam
Old Hippy & Mortgage Pro

[billyjoe]

ABG---RT drop, questionable P/E, not the best stock in a not too hot group, high debt

QLYS--RT drop, bad PE, bad cash flow, weak in a weak group

STMP--Rt and EPS weakening, #2 in an industry with 7 good companies

GGAL--EPS slowing, #2 of 5 good foreign banks

ICLR---#1 out of 17 good stocks in industry, great earnings, undervalued, nice chart, my pick

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

[jiesen]

well, if you bought stmp yesterday, you've got your 15% already now...

[billyjoe]

well, if you bought stmp yesterday, you've got your 15% already now...

Ironic the first time STMP= snail mail was fast

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

[jiesen]

aside from the obvious (in hindsight) STMP pick, I'd have to say ABG would be my favorite. It's got to be the safest bet of the 4 others. I see some red flags in all the rest... by the numbers GGAL is tempting, but it's also a bank in Argentina- and that's gonna be risky.

ICLR is interesting- and the execs are very well paid ($2M-7M each!) This one and QLYS both seem quite pricey for what you get in revenues.

If you didn't get STMP already, then I'd say get ABG. You might need to wait a bit longer than a day, but you're sure to get the 15% from this one.

[jiesen]

ABG---RT drop, questionable P/E, not the best stock in a not too hot group, high debt

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

of course they've got high debt... they also have very steady and reliable revenues, too.

[Gary611]

ABG I liked it the last time it was a top five and for one stupid reason: All I see on TV are new car advertisements, makes one want to run out and get one; these guys sell them all, so they get this stooges vote.

[riverbabe]

ABG Zacks #1 = strong buy fantastic price/consensus and price/EPS surprise charts. And I still own it from 77.37.

[Duniyo]

ABG---RT drop, questionable P/E, not the best stock in a not too hot group, high debt

ICLR---#1 out of 17 good stocks in industry, great earnings, undervalued, nice chart, my pick

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

I second with Billy ICLR looks fantastic but I wouldn't consider it undervalued since the forward P/E is 18.

[billyjoe]

I second with Billy ICLR looks fantastic but I wouldn't consider it undervalued since the forward P/E is 18.

Duniyo, I've got ICLR in the Medical/Dental Supply group with 52 others. Average P/E for the group is 25.51.

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

[JohnHenry]

If I had some money I would purchase STMP. I like the weekly chart and it is four percent of the high and the big boys are buying.

[jiesen]

aside from the obvious (in hindsight) STMP pick, I'd have to say ABG would be my favorite. It's got to be the safest bet of the 4 others. I see some red flags in all the rest... by the numbers GGAL is tempting, but it's also a bank in Argentina- and that's gonna be risky.

ICLR is interesting- and the execs are very well paid ($2M-7M each!) This one and QLYS both seem quite pricey for what you get in revenues.

If you didn't get STMP already, then I'd say get ABG. You might need to wait a bit longer than a day, but you're sure to get the 15% from this one.

I still like ABG as much as I like ICLR, so I'm buying a little bit of it also at 83, and am going to hold it to at least 100. This one is a sure winner, and maybe a long-term hold for me.