The Reunions Top 5

[mrmarket]

Here are the Top 5 Picks for this week....I will buy one of them soon:

AHS AMBA HIFS MHK NTES


Which one do you like....and why?

[billyjoe]

Here's my notes:

MHK-----stagnant, ranks 4th in its industry

HIFS----thinly traded, 4th in its group, recent EPS drop

AHS-----nice chart, high P/E, 8th in its industry

AMBA---makes me think of Riverbabe, highest projected growth, highest RT, ranks 6th in a very strong industry

NTES----Chinese, highest value, nice graph, had a bad week, 1st in group of 5 good stocks

My pick is between AMBA and NTES. I'll take AMBA. Owned it before .Sold too soon.

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

[mimo_100]

I am out of town visiting and just have not had time to look the fab 5 over. A quick perusal and reading billy's comments has me perplexed a bit. Both billy and river have a history with AMBA.
So much to consider. Methinks I need some more DD.

[billyjoe]

Mimo, I bought 200 shares of AMBA @13.39 and 200 @14.05 in 2013. Sold them for a $850 profit. A huge mistake! I think River did better.

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

[riverbabe]

Mimo, I bought 200 shares of AMBA @13.39 and 200 @14.05 in 2013. Sold them for a $850 profit. A huge mistake! I think River did better.

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

Yup. 2/14/14 bot av. 29.70, sld 3/5 @ 34.20;10/22 bot @ 41.10, sld 11/26 @ 54.59;12/1 bot @ 50.20, sld 12/5 @55.17;12/18 bot @ 48.50, sld 12/26 @54.15. (Once in a while I get lucky.)

Will look at the fab five in the AM.

[riverbabe]

Ahs #1 (z), gvm = aca;
amba #3, gvm = afc;
hifs n/a
mhk #2, gvm = dcd
ntes #3, gvm = bda

[Louetta]

Ahs #1 (z), gvm = aca;
amba #3, gvm = afc;
hifs n/a
mhk #2, gvm = dcd
ntes #3, gvm = bda

Good call by you in the yearly contest with AMBA.

[Vixtt]

my modest chart reading skills say that MHK would have the best shot at a quickish 15%

Here are the Top 5 Picks for this week....I will buy one of them soon:

AHS AMBA HIFS MHK NTES


Which one do you like....and why?

[jiesen]

dunno about HIFS (because yahoo's info on it is too sparse) but of the other 4 I like MHK and AHS best. NTES and AMBA are a bit too high-flying for my taste. I also like that for both MHK and AHS the recent earnings revisions are all upwards, which bodes well for a quick 15% jump in the share price.

MHK seems a little more solid, and is growing its earnings faster than AHS, so I'd go with MHK.
(unless HIFS is really great... which, again, I have no clue on it)

[tiedyed1]

This is a cool basket here. I cannot choose a favorite, but,

AHS: these kind of Healthcare Services stocks have always been good to me and while not 4-6 weeks AHS will be well >15% this year.

NTES: while most of us have old scars from China these established numbers cannot be ignored. Quarterly Revenue Growth of 54.70% and Earnings of 12.50%? 3.8 billion in cash and minimal debt (.92 PEG) ? A forward PE of what? 2.67? Is that right? That recent gap up may pull back so this one I would watch for a bit.

AMBA: lots of hype and not for me. wait and see after earnings tomorrow.

MHK is a great company, but before I buy it I would want to confirm and make sure there are no products that can cause a Lumber Liquidators Syndrome with unhealthy flooring. If I see they are cleared from that concern i would be loving this one.

HIFS trades too thinly to get a solid grasp of their big picture.

Is a pullback/correction coming? Sure. But who knows when?
AHS for me is a safe choice but maybe not the best.

Happy June;
-Adam

Old Hippy & Mortgage Pro

[jiesen]

This is a cool basket here. I cannot choose a favorite, but,

AHS: these kind of Healthcare Services stocks have always been good to me and while not 4-6 weeks AHS will be well >15% this year.

NTES: while most of us have old scars from China these established numbers cannot be ignored. Quarterly Revenue Growth of 54.70% and Earnings of 12.50%? 3.8 billion in cash and minimal debt (.92 PEG) ? A forward PE of what? 2.67? Is that right?

no, 2.67 can't be right. to go from under a $1B profit to over $6B next year (because market cap's over $18B) implies 500%+ earnings growth, which is not happening for NTES (unless there's some weird accounting event). Yahoo gives them a more likely ~22% eps growth estimate for next year, same as this year's.

[tiedyed1]

no, 2.67 can't be right. to go from under a $1B profit to over $6B next year (because market cap's over $18B) implies 500%+ earnings growth, which is not happening for NTES (unless there's some weird accounting event). Yahoo gives them a more likely ~22% eps growth estimate for next year, same as this year's.

Yes, I was definitely questioning the Yahoo figure. More like 16-17 PE which is still low for that kind of growth.
Would not go chasing the stock though but one to watch for swing trades on pull backs.