Few Good Stocks - Part 2

Few Good Stocks II

Back to noodling about 11/15/14 stock candidates.

KING - this is a company that everybody loves to hate.  Granted, Zynga has been a disaster. GLUU had a single hit and is crashing - the world of smartphone games is pretty fickle.  That being said, there are things to like about King at $11.32 a share. First they do have $2.60 in cash per share with no debt. Their trailing P/E is under 6 and the forward is just a notch above 6.  So they are very cheap.  If one could be convinced that they have staying power, a franchise, new games etc - then this might be worthy of consideration.  I think it may take a little digging to answer those concerns, but I am willing to keep KING on the list to do that research.

So the list is now ANIK, AGX, FLR, ITRN and KING.

Index	Company	Ticker	Mkt Cap
1	Anika Therapeutics Inc	ANIK	574
2	Argan Inc	AGX	503
3	Block (H&R) Inc	HRB	8,888
4	Brocade Communications Systems Inc	BRCD	4,642
5	Coach Inc	COH	9,455
6	DepoMed Inc.	DEPO	900
7	Exelis Inc	XLS	3,362
8	Fluor Corp	FLR	10,384
9	Interval Leisure Group Inc	IILG	1,202
10	Ituran Location and Control Ltd	ITRN	430
11	King Digital Entertainment plc	KING	3,645
12	Myriad Genetics Inc	MYGN	3,225
13	Natural Health Trends Corp	NHTC	121
14	Northrop Grumman Corp	NOC	28,030
15	Omnicom Group Inc.	OMC	17,834
16	Oracle Corp	ORCL	190,213
17	Pitney Bowes Inc.	PBI	4,963
18	Raytheon Co.	RTN	31,995
19	Viacom Inc	VIAB	30,838

plus AWRE, PERI and TPUB.

MYGN - this was definitely the stock to buy at the start of 2014 - a mere $20.98 a share (now pushing $40).  I think that unless something comes out of their earnings this week, I will take a pass.

NHTC - probably like a HLF lite.  Very cheap, growing and profitable.  They announce earnings this week, if they are good it may be too late to board the train.  I am definitely going to consider and watch ther earnings closely.

NOC/RTN - I am going to group these two as I will likely pick just one of them.  They have very similar metrics, so hard to decide between the two.  Interestingly, I am reading a book about the history of computers and the internet - I was surprised to see that RTN was one of two finalist with the Govt to build some of the first computers for networking, but they lost out (Innovators: How a Group of Hackers, Geniuses, and Geeks). I wonder how different their history would have been.  I am going to keep both on the list as I will likely buy one.

So the list is now

So the list is now ANIK, AGX, FLR, ITRN, NHTC, RTN/NOC and KING.