Stocks We Like

7/12

Salesforce.com (CRM), Fabrinet (FN) and Broadcom (AVGO) are other top-rated growth names working on sound bases.

Broadcom is much strong than SWKS right now (and has been). Could be wash sale trade if that is your thing, but may well be better in the long run too. (I am still long SWKS)
http://stockcharts.com/freecharts/gallery.html?avgo

AVGO, very strong:
hecklistRating
Composite Rating 99 Pass
EPS Rating …93 Pass
RS Rating …83 Pass
Group RS Rating A Pass
SMR Rating …A Pass
Acc/Dis Rating B Pass

Sales Force CRM…very strong…
ChecklistRating
Composite Rating 99 Pass
EPS Rating …95 Pass
RS Rating …71 Pass
Group RS Rating A+ Pass
SMR Rating …A Pass
Acc/Dis Rating B- Pass

CBM, very strong but well past the ideal buy point. Keep riding it.

ChecklistRating
Composite Rating 99 Pass
EPS Rating …99 Pass
RS Rating …93 Pass
Group RS Rating A- Pass
SMR Rating …A Pass
Acc/Dis Rating A- Pass

LGIH still looks good

ChecklistRating
Composite Rating 97 Pass
EPS Rating 99 Pass
RS Rating 94 Pass
Group RS Rating C Neutral
SMR Rating A Pass
Acc/Dis Rating B Pass

SKX a bit weak by these measures…
ChecklistRating
Composite Rating 81 Neutral
EPS Rating 98 Pass
RS Rating 48 Fail
Group RS Rating B Pass
SMR Rating A Pass
Acc/Dis Rating B- Pass

Amazon a bit weak and about 24% past its ideal buy point
ChecklistRating
Composite Rating 97 Pass
EPS Rating 79 Fail
RS Rating 93 Pass
Group RS Rating A- Pass
SMR Rating D Fail
Acc/Dis Rating C+ Pass

Paypal pretty weak and ranked 5th in its group

ChecklistRating
Composite Rating 83 Neutral
EPS Rating 95 Pass
RS Rating 63 Fail
Group RS Rating C- Neutral
SMR Rating A Pass
Acc/Dis Rating C- Neutral

Matt should check out the stronger competition as a sanity check:
VNTV, CATM, TSS, GPN

Vantiv:
ChecklistRating
Composite Rating 97 Pass
EPS Rating 92 Pass
RS Rating 89 Pass
Group RS Rating C- Neutral
SMR Rating A Pass
Acc/Dis Rating B Pass

ANET looking to build strength
ChecklistRating
Composite Rating 88 Neutral
EPS Rating 98 Pass
RS Rating 55 Fail
Group RS Rating C Neutral
SMR Rating A Pass
Acc/Dis Rating B Pass

CYBR

ChecklistRating
Composite Rating 94 Neutral
EPS Rating 98 Pass
RS Rating 87 Pass
Group RS Rating D Neutral
SMR Rating A Pass
Acc/Dis Rating B Pass

Despite weak earnings ratings, ABMD is in monster mode right now
http://stockcharts.com/freecharts/gallery.html?abmd
except the volume is just average, no no huge buyers jumping in at the moment.

ChecklistRating
Composite Rating 96 Pass
EPS Rating 56 Fail
RS Rating 94 Pass
Group RS Rating A- Pass
SMR Rating B Pass
Acc/Dis Rating A Pass

Dycom very strong.

ChecklistRating
Composite Rating 99 Pass
EPS Rating 98 Pass
RS Rating 94 Pass
Group RS Rating A- Pass
SMR Rating B Pass
Acc/Dis Rating A- Pass

Facebook has an ideal buy point around $121, so if it rockets thru that on strong volume hold it to see how high it can go. Not super strong growth ratings…

Composite Rating 96 Pass
EPS Rating 99 Pass
RS Rating 84 Pass
Group RS Rating C+ Neutral
SMR Rating A Pass
Acc/Dis Rating D- Fail

Paycom very strong. Not too far past its ideal buy point. Definitely holding on to it.

ChecklistRating
Composite Rating 99 Pass
EPS Rating 99 Pass
RS Rating 93 Pass
Group RS Rating A+ Pass
SMR Rating A Pass
Acc/Dis Rating B- Pass

This one pains me and I am still very long…
INFN - made a lot of bananas and then lost them.

ChecklistRating
Composite Rating 47 Fail
EPS Rating 68 Fail
RS Rating 6 Fail
Group RS Rating A Pass
SMR Rating A Pass
Acc/Dis Rating C- Neutral
yuck.

ACIA and LITE are in same group and ranked much higher…
ChecklistRating
Composite Rating 99 Pass
EPS Rating 79 Fail
RS Rating 99 Pass
Group RS Rating A Pass
SMR Rating A Pass
Acc/Dis Rating N/A N/A

Acacia is a recent IPO that I posted a bit about recently but I was not able to give you guys enough info to really think about it. It has gone up too much in last 2 days to buy a new position.

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