The Replacements Top Five

[mrmarket]

Here are my five favorite stocks from my recent dump:

CETX ESNT IBTX MASI WD

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

[blindsquirrel]

MASI has a pretty cool business, but I like banks this year and I've always like the Dallas area for business, so... my favorite of those would be IBTX.

[billyjoe]

ESNT extremely oversold RSI2 of 4.56, bullish hammer candlestick, great Q/Q sales and earnings increase, very low PEG of .76. Up 90% last 52 weeks.

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

[riverbabe]

ESNT Zacks strong BUY; CETX (no rate); IBTX strong SELL; MASI strong BUY; WD strong BUY.

[tiedyed1]

I am concurring with MASI and ESNT.

MASI intrigues me and the company looks like a great acquisition target; but that is not the focus for this pick.

If I was to pick one it would be ESNT due to:

a) The 1 year chart puts me at ease.
b) Housing market continues to grow in most States with large demand from first time home buyers with less than 20% down. The conventional Mortgage Insurers sector was spooked when HUD announced lowering of MI premiums for FHA loans, which was quickly reversed with Trump's first Executive Order and with recently disclosed high HUD late/default rates being released I do not see Ben Carson pushing to lower FHA MI rates quickly.

While most strive to put 20% down on a home purchase, or have 20% equity on a refinance, MI is available up to 97% Loan To Value and for those with outstanding credit scores the MI premiums are really not bad (especially w/ 10% or 15% down). I see many first time hoe buyer's coming in with 10% down and ESNT has room to grow as they slowly gain more market share from a very competitive basket of MI providers. I feel ESNT is looking good moving forward for another 15% from these levels.

[thescott]

Scratch CETX. It is down 40% today on rumors of fraud. CEO is the 25 year old son of the largest shareholder/Founder, company used for auditor is shady, and they are paying a stock promoter. I would stay far away.

http://seekingalpha.com/article/4048274-cemtrex-documents-photos-signs-point-deception-failure

[thescott]

They have a conference call tomorrow which may or may not clear up anything.

[studentofthemarket]

that explains why CETX was trending on the social media heat map.

[blindsquirrel]

Scratch CETX. It is down 40% today on rumors of fraud. CEO is the 25 year old son of the largest shareholder/Founder, company used for auditor is shady, and they are paying a stock promoter. I would stay far away.

http://seekingalpha.com/article/4048...eption-failure

Stock promoters and hit pieces written for Seeking Alpha all do the same thing - make money by taking a position in a stock, then changing the public perception of the stock. Thanks for posting this.

[Louetta]

Just bought CETX at 3.45. If it passes Ernie's scans methinks it must have something to offer. If the rumors are in fact lies ==> good buy. We shall see.

[blindsquirrel]

This just came out after the market closed re CETX: http://finance.yahoo.com/news/shareh...211200187.html

[tortuga]

With the 4 remaining, I'd bet the farm on MASI. This one's in $MM's wheelhouse

Tortuga

[Louetta]

CETX. Numbers look good, revenue progression, PE and the price is a bargain, possibly temporarily.

[blindsquirrel]

Just bought CETX at 3.45. If it passes Ernie's scans methinks it must have something to offer. If the rumors are in fact lies ==> good buy. We shall see.

That's a nice 7% for you this morning from your entry yesterday. Good short-term call at least. You could set a stop just above your entry and see what happens.

[blindsquirrel]

Just bought CETX at 3.45. If it passes Ernie's scans methinks it must have something to offer. If the rumors are in fact lies ==> good buy. We shall see.

Up 21% today! You've got to let us know how your trade ends up working out for you. Congratulations on that buy!