It is one of the few that has decent price momentum not just in the energy space. You can hold and not go broke while you wait. It has good ROEs and 6.7 times cash flow. If we get an oil price rebound this stock will lag it somewhat. (Analysts’ target: $14.75).

US home builders are the driver. It has good price momentum. It has great valuation. It is cyclical, but you aren’t paying a lot for it. (Analysts’ target: $50.00).

There has been a real knock at active management in the industry. These guys are the lowest cost provider of actively managed mutual funds. They have a 28% return on equity. This is quite a stable business. (Analysts’ target: $30.00).

Price momentum is not great. Valuation is not fantastic at 14 times. They issue a bit on the last quarter. They just were not able to grow at the previous pace.

Growth is good as is price momentum. They have done extremely well. He wants to see more quarterly results before buying it.

It did exceedingly well the last couple of years. It all peaked out in the spring this year. Price momentum is waning.

Great price momentum. Valuation is still not there. It is expensive and there is not a ton of earnings.