Rocky Diggs' Greatest Hits, Vol. II
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Created by moiliiliquarry
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Date updated:07-05-2007

This may not be the right time to jump into the BULL pool, but it's never the wrong time to have plenty of powder dry in case of a pullback. Not that I see one coming soon. As always, I want GROWTH on steroids. Companies that show continued upward growth over a 3-year span. Great leadership. Great margins, great ROE, and strong institutional backing never hurts.

If you're a bold, hellacious risk-taker, here's to diving in!

If you're much more cautious, here's to entering these sound growth companies ... one ... toe ... at ... a ... time. Dripping in is never a bad idea!

symbol name last price % change open
  • +
  • FWLT
    Foster Wheeler Ag
  • $33.11
  • 0.00%
  • $N/A

Grade: A- I started following Foster Wheeler's pps months ago and never got it. Boohoo. But this company continues to show promise of tremendous growth: 78% quarterly revenue increase, 684% earnings growth, and '07 eps of $5.95. Also, owned 81% by institutions, trailing P/E of just 20, forward P/E of only 17. Overextended pps? Maybe. But watch it closely, even at $102!

People owning FWLT also tend to own: AIGBACCPWRDISGSHAL

TheStreet.com Rating: C+ What is this?

  • +
  • FMCN
    Focus Media Holdi
  • $13.12
  • 0.00%
  • $N/A

Grade: B+ Another company I started following months ago (early '07). Focus Media has a great opportunity to be the advertising Goliath of the Middle Kingdom. With a market cap of $4.9 billion and a P/E of 53, it seems bloated, but again, I must emphasize the potential Goliath status. Profit margin (37%) and operating margin (34%) are excellent. Quarterly revs (75%) and earnings growth (72%) are off the hook! Only 16% owned by institutions, which is a plus in this instance. I want in.

People owning FMCN also tend to own: AMATAMTAMXBIDUKRYRACKSTP

TheStreet.com Rating: C- What is this?

  • +
  • FLS
    Flowserve Cp
  • $104.05
  • +0.25%
  • $104.94

Grade: B+ Specialists in flow pumps. I had idea what that meant. Uhh... flow of digital storage data? No. Oil. Oil, oil, oil. The recent contract with Marathon Oil is just another plus for Flowserve. Other pluses? 80% earnings growth, 92% owned by institutions. Plus, forward P/E is just 16. Let it flow . . .

People owning FLS also tend to own: AGZ.BECBIIEXITTLAYNMILNLC

TheStreet.com Rating: B What is this?

  • +
  • PCP
    Precision Castpar
  • $101.41
  • +1.15%
  • $101.00

Grade: B+ Precision Castparts might as well be a dusty old store in a desert town in Star Wars, next door to the popular, but violent honky-tonk bar. But it's not. PCP is a construction parts company that has 64% quarterly growth and 103% earnings growth, as well as rising earnings per share (like all my picks) for the past 3 years. Also, 86% owned by the big boys. This has been a helluva winner for some time, and the best may still be ahead. Forward P/E: 16.

People owning PCP also tend to own: AAAMEATICAGCEGCMICOL

TheStreet.com Rating: B- What is this?

  • +
  • OPSW
    Opsw
  • $0.00
  • N/A
  • $N/A

Grade: B+ It was just a matter of time before former Netscape guru Marc Andreessen's latest company approached global reach again. I rated Opsware a B- recently while the price was at 8.22. But as of this week, CheckFree is the latest, newest customer, and OPSW finished the week up more than 1 buck. At 10.07 today, the pps may be overextended. It's a definite keeper on a pullback. Quarterly revenue was up 59% and I believe Andreessen when he says the future is very bright.

People owning OPSW also tend to own: BGFCCIELPFRGLNOPPGHSSRI

TheStreet.com Rating: No Rating What is this?

  • +
  • INFY
    Infosys Technolog
  • $49.68
  • +3.01%
  • $49.62

Grade: B+ One of my two new picks that are based in India. Infosys has a forward P/E of 23 to go with 27% profit margin growth, 27% operating margin growth, 37% ROE, 45% gain in quarterly revenue and 70% earnings growth.

People owning INFY also tend to own: AAPLACNADSKANSSCDNSCTSHEBAY

TheStreet.com Rating: B What is this?

  • +
  • HDB
    Hdfc Bank Ltd
  • $134.44
  • 0.00%
  • $N/A

Grade: B+ The Indian economy is thriving and this bank is mirroring the growth. HDB Bank has 82% earnings growth and 56% operating margins. What's not to like?

People owning HDB also tend to own: AAPLBACBBYBGTCSCOCTSHDEO

TheStreet.com Rating: No Rating What is this?

  • +
  • ICE
    Intercntntlexchan
  • $108.13
  • +0.63%
  • $108.07

Grade: B+ The market is bullish and ICE benefits directly. Ridiculously positive numbers (151% quarterly revenue, 182% earnings growth) are impossible to dismiss, even with a 54 P/E (31 forward P/E). Everything changes if the market cools off.

People owning ICE also tend to own: ADPADSKAGNAIGBABHICELG

TheStreet.com Rating: B- What is this?

previous next
 

Start Price

Return Value

Start Date

FWLT 103.06 -67.87% Jun 11th
FMCN 43.93 -70.13% Jun 11th
FLS 67.36 +54.47% Jun 11th
PCP 117.24 -13.50% Jun 11th
OPSW 10.07 ------ Jun 16th
INFY 53.31 -6.81% Jun 18th
HDB 83.38 +61.24% Jun 18th
ICE 156.98 -31.12% Jun 18th
RIMM 173.75 -62.75% Jun 18th
CEO 112.70 +45.27% Jun 18th
NTDOY.PK 43.75 -26.77% Jun 18th
AMZN 69.10 +88.00% Jun 20th

Average return:

-2.05%

Success rate:

36.36%

Deleted Stocks:

NFLX 21.93 -8.44% Jun 11th
HWAY 47.20 +5.17% Jun 13th

Tracking Started: 06-11-2007

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