Its price momentum is moving high during a shift to defensive stocks, though lately the market feels that interest rates won't rise as fast as expected. If so, then dividend payers have been overpunished You could own this defensively. A very stable stock. The only knock is it's trading at 13x EBITDA with a lot debt.

Dividend is over 15% now; it keeps rising because the stock keeps falling. He's short it. It's getting to the point where it's a dangerous short, because it's fallen so fast. It scores at the botom of valuation and price momentum. Balance sheet is okay. Aside from shorting, he wouldn't buy it. He wants to see the trend turn up to buy it; and he wants to see improving earnings.

(A Top Pick Aug 22/17, Up 18%) One of the few energy stocks this year with positive returns. He exited, because it's price momentum fell off this fall, though not as badly as its peers. It still scores well in valuation. Good assets. A good stock, but in a tough sector.

(A Top Pick Aug 22/17, Up 2%) It was frustrating until September. A very cheap stock. Just had a big beat. 5x cash flow, 3x EBITDA. Problem is that it's been caught up in the US housing slowdown. Now, it's too cheap to sell. Has terrible price momentum.

(A Top Pick Aug 22/17, Down 26%) Pared back his holding. High 42% ROE, but the market doesn't see it as a growth stock; their Century acquisition was over-expensive. It's good that they're buying back shares. It's very cheap now, but has terrible price momentum. He needs to see a bottom with this stock.

A growth stock, but missed on a recent quarter and get hammered. He has a small short on it. Price momentum has rolled over. Scores in the top 25% in valuation. Has a decent ROE and great balance sheet. It's getting there for him.

Likes it. A unique asset. It's economically sensitive to grain and coal shipments. Good valuation. High ROE. 9x EBITDA and 2.6% dividend with a low payout ratio.