The Titans are Coming to AC Top 5

[mrmarket]

I got a chance to do some work over the weekend, since all of my Little League games were rained out. Here is the top 5.

IGT OFG RCRC UNH VIP


Which one do you like? I might buy one of these as early as tomorrow.

[the_truthmonger]

OFG is in a crappy industry, although it has rised to nearly the top...it's a financial institution, so with a recovering economy (and PR counts), it should do well...it has had quite a run-up from 25.00 on 2/9/04...IBD likes the 3 yrs. EPS and growth...

It's growth rate is good but the PEG ratio (I like to use this more than P/E sometimes cause it gives better going forward numbers) is 1.05...this isn't so great!

There are other factors to discuss, but I wish to check the others out...I'm not so sure you're gonna pick this one!

[the_truthmonger]

Nice ascending base formation...more potential movement to the upside...the PE is reasonable, if not low, and the PEG here is .91, meaning, more growth potential over 5 years as opposed to the last one I discussed...

It's been able to raise its EPS without a lot of growth over the last 3 years...interesting how institutions love this company...insiders well-vested here too...

Again, another company with low industry group, but, you can't knock a company with a 2.2 up/down ratio!

This is a better pick...hmmmmmm

[the_truthmonger]

Ahhhh, the healthcare industry, my cup of tea...United is actually pretty good to work with...so, I know the product is good!

They sport an ascending base formation since 11/10/03...we should've been in at 48.00 a share! ROE is great and PEG under 1.00...not too shabby...we may be near the top with this one...then again, upward swing going virtually unchecked...future growth looks good compared to other picks (so far) and PE is quite low...and going lower...

IBD likes the stock...the industry is performed better as a whole...

Buying at a rich price here, but it's fundamentals could support higher price.

[the_truthmonger]

Looking for a split here?

IBD numbers off the chart...graph looks good...

ROE 30%, PEG 0.5 (wow!)...forward PE 1/2 of last years!...

Crunch the numbers on this one and the 5 years growth rate is >20%...26% EPS growth this year to next...wow!!!

This is a great company with great earnings that can support further upside!

Great Pick...Mr. Market...I'm curious to see which one you go with! Let us know...

I think VIP, is just that, a 'Very Important Pick'!!!!

[thumpersmasher]

:) My games were rained out, too, but as I sit here typing away while watching Nextel Cup race being run under sunny Texas skies and contemplating which NASCAR collectible car I'm going to buy (for my son, of course-also a huge fan!), I know which one I'd pick-Nascar fans are fiercely loyal and can be big spenders on souveniers and memorabilia! Go Roush Racing!!!!

[mrmarket]

You guys are making a very compelling argument. I haven't made up my mind yet. Must go do more analysis.

[carlton02]

I guess that I am not as smart as you all, I am a poor old country boy...

I have got to like this one out of the five:

Here is why; they have very good, earnings. Their slot machines are everywhere.
MSN rating 10: IBD A+. EPS rating 98. and IBD ranking of #30.- out of one hundred, that means a lot to me! I use IBD as a source tool.

If that is not enough, Second Opinion gives its recommendation of BUY.
Earning have been revised up from .31 to .32 by CNBC.

Last but not least, I printed its chart-It is a cup with handle, this could be a blast.
Well my .02cents worth.
Regards
:oops:

[dianomite]

I like IGT and VIP

[carribean_mike]

VIP is the way to go. I remember looking at this stock last year in the $30-40 range can't believe it is over $100. I have been tracking the Rydex Sectors funds over the last 3 months. Someone on another board mentioned a strategy of investing the strongest sector funds. Basically, you purchase the strongest 3-4 funds over the past Q and hold it for 3 months - rotating every 3 months. This strategy has signficant outperformed the market. If you want to buy stocks using this strategy - you purchase the 5 smallest stocks (% of fund) in the fund. Over the past Q if you purchased the smallest 5 stocks in the 3 best performing sectors funds - you would have outperformed the market 13% to 2%.

I said all of that to say telecom is the 3rd best performing Rydex Sector fund last Q. VIP is the 3rd smallest (% of fund) in the Telecom sector fund. The thinking is that Rydex sector funds reason for existing is to invest in the hottest group and it is easier for it to add to its smaller holdings.

I'm in.

[Bakxs]

As you said, gambling is on the upswing with your ASCA pick. Casinos are moving toward video poker and slot machines over table games, as the costs involved (they work 24-7, never complain and are not in a union) results in much better profitibility.

Take a look at IGT's chart... it's a 45 degree line splitting the chart moving, UP UP UP. MSN Money rates it a 10 and IBD has it on the top-100 as well.

I've made a bit in this stock and think it has a bright future with much more gains ahead.

--Bakxs

[The Photon]

I Like IGT

[scifos]

Its a close one between VIP and IGT. I like VIP's TA more, but I'm wary of its high price (probably silly novice investory psychology) as it is pretty much straight up, I don't know if it can go much higher. Then again, a split usually gives a stock a little boost.

[Don]

I agree its a close one between IGT and VIP. Think I will edge a little closer to IGT just because of VIP's involvement with Russian wireless. Don't trust Putin a great amount.

[scifos]

I should also like to point out that rm1982 and I were the only two to pick any of the top five (VIP) from the dump.

[the_truthmonger]

Well,

Looks like it'll be between IGT and VIP...hmmmm

I've covered VIP pretty well above...don't forget that sales growth should be 26.5% next year...EPS to jump up over 2.50 from this year to next...the PEG is 0.58...a great number!...all these point to a tremendous jump...I think that many people are afraid because the stock is 100.00 a share...rest assured, that means nothing! The sky's the limit with this stock...

Now onto IGT...hmmmm...all things being the same, the sales growth is only supposed to be about 8%....this isn't so good!....15% over 5 years is a liitle better so not all is lost!...PEG is a dismal 2.33 :shock: as trailing PE is 39 and forward PE is 30...the ROE is good as are other fundamental indicators, but I don't think growth potential touches VIP...the weekly chart shows the stock price climbing just above its 50 DMA...not too shabby, and it's tight, whereas the ascending base of VIP is a little more loose...I'd say the charts are a virtual wash-out...

MrMarket...depending on how you pick these apart will decide where you put your (and perhaps our) money...do you like Russian wireless's future or do you like the gaming industry? Although stock price should never matter in, I would tend to think that IGT may have a little more short-term upside potential...however, the RS line for VIP is a little more convincing than IGT...

Good choice either way...which do you like, MrMarket?

[par3bo]

I pick IGT.
As a fairly new investor who is finally following a system, this is the one thing that did not get rained out here in Texas.
Thanks for PDX Mr Market, and HZO looks good tho I did not go in.

You are HUGE, and I will send some fine meats! (no cheese, I'm not in that business)

Bo

[WCu]

I pick VIP.

VIP is strong fundamentally, no insider transactions and it dominates the Russian telecomm market. It also has the larget market potential.

According to Yahoo! Finance, "VimpelCom's license portfolio covers approximately 92% of Russia's population (134 million people), including Moscow and St. Petersburg."

It added "As of the end of 2002, the Company's total subscriber base was approximately 5.15 million, with approximately 3.71 million subscribers in Moscow and 1.44 million outside Moscow."

There is just so much room for growth for VIP, with its current number of subscribers (5.15 million) accounting for a mere 4% of Russia's total population.

And that's finest meats and cheeses for Mr. Market... :P

/WCu

[Pip]

I like VIP. So much so that I bought it last week. This company makes cash. However most of it's business is in Moscow where the need for infrastructure is least. As they expand into other parts of the Russia they wiil need those rubles for infrastructure.

Another company that is the 500 pound gorilla of Russian wireless is MBT. It is also showing nice momentum.

Steve

[MEA_1956]

Its a close one between VIP and IGT. I like VIP's TA more, but I'm wary of its high price (probably silly novice investory psychology) as it is pretty much straight up, I don't know if it can go much higher. Then again, a split usually gives a stock a little boost.

Silly Novestor Investory Phychology..... ??? I Like It. ?????

S. N. I. P.
A Bit of S.N.I.P. on your lip in the morning.

Will help you make "GOOD PICKS ALL DAYY" ====> MEA