Sunday, September 1, 2013

Option idea:

1. GMRC : Single cup Keurig coffee brewing system for supermarket and food store
                  86
          RIS   Annual           Last Qtr        Next Qtr      Last Qtr        ROE   Pretax    Mgr      Vol  Debt
                   EPS % chg     EPS % chg   EPS % chg  Sales % chg             margin   %own
           98    35                   58                 17                11                  18       15          8                  21

2.FLT: Provider of specialized payment products and services to commercial fleets, oil companies and petroleum mkt - 24 countries in North Am, Europe, Asia, Africa

                 103+
            RIS  Annual           Last Qtr        Next Qtr      Last Qtr        ROE   Pretax    Mgr      Vol  Debt
                    EPS % chg     EPS % chg   EPS % chg  Sales % chg             margin   %own
             96     30                   37                 19                29                  30       51          6                  53

3. JAZZ: develops specialty drugs in the therapeutic area of narcolepsy, oncology, pain, psychiatry and others

                 87+
            RIS  Annual           Last Qtr        Next Qtr      Last Qtr        ROE   Pretax    Mgr      Vol  Debt
                    EPS % chg     EPS % chg   EPS % chg  Sales % chg             margin   %own
             94     30                   31                 29                68                  44       52          8                  38

4. LAD

5. PRLB

6. NUS

7. TRIP

8. CELG: makes treatments for cancer and immune-inflammatory related deseases by regulating cells, genes and protens..

                 139+
            RIS  Annual           Last Qtr        Next Qtr      Last Qtr        ROE   Pretax    Mgr      Vol  Debt
                    EPS % chg     EPS % chg   EPS % chg  Sales % chg             margin   %own
             93     21                   25                 19                17                  39       46          1                 49
9 TNGO

10. AVG

11 LL

12. WWWW

13. FB


                 41+
            RIS  Annual           Last Qtr        Next Qtr      Last Qtr        ROE   Pretax    Mgr      Vol  Debt
                    EPS % chg     EPS % chg   EPS % chg  Sales % chg             margin   %own
             97     33                   58                 50                53                  16       43          3                13


14 YNDX: russian search 60%


                 32+
            RIS  Annual           Last Qtr        Next Qtr      Last Qtr        ROE   Pretax    Mgr      Vol  Debt
                    EPS % chg     EPS % chg   EPS % chg  Sales % chg             margin   %own
             89     32                   47                 38                34                  27       38          13                0


15 ACT:generic and branded drugs for hypertension, elevated cholesterol


                 135+
            RIS  Annual           Last Qtr        Next Qtr      Last Qtr        ROE   Pretax    Mgr      Vol  Debt
                    EPS % chg     EPS % chg   EPS % chg  Sales % chg             margin   %own
             91     38                   42                 54                47                  21       19          1               163
 

16 QIHU

17. NQ




SPDRs sector


1.  XLF: Financial (WFC 8.5%, BRK.B 8.4%, JPM 8.4%, C 6.32%, BAC 6.3%, GS 2.8%, AXP 2.8%)

2. XLV: Health care (JNJ 13.45%, pfe 10%, mrk 7.45%,gild 4.8%, amg 4.1%, unh 3.8%, celg 3.1%)

3. XLI: industrial (ge 11.6%,utx 5.7%, unp 5%, 3m 4.7%, ba 4.6%, hon 4.3, ups 4%)

4. XLY: consumer discretionary (cmcsa 6.5, dis 6.4, hd 6.2, amzn 6, mcd 5.3, sbux 2.9)

5. XLP:consumer staples ()pg 14, ko 9.8,pm 9.3, wmt 8, cvs 5,pep 4.7, mo 4, cl 3.5, cost 3.4)

6. XLB: materials (dd 10.7, mon 10.7, dow 8.5, px 7, fcx 6, ip 4.3)

7  XLK: technology (aapl 14, msft 8, goog 8, ibm 7, vz 5, csco 4.5, orcl 4, qcom 3.7,intc 3)

8 XLU: utilities (duk 10, so 8, nee 7.5, d 7, exc 5.3, aep 4.5, pcg 4, ed 4)

9 XLE: energy (xom 17,cvx 15, slb 7, oxy 4, cop 4, apc 3, hal 3, eog 3, nov 2)




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