Welcome back to another Foolish review of the hottest stocks as ranked by Motley Fool CAPS. We're looking at the three best-performing industries over the past 30 days and your favorite long and short candidates in each.
Residential construction firms were feeling the heat last time. No longer. Their 30.4% average return was only good enough for second place.
Dry bulk shippers such as TBS International
According to you, our Foolish readers, the best stocks in these industries to own now -- i.e., those with four or five of the maximum five stars in CAPS -- are:
Company |
CAPS Stars |
No. of CAPS Ratings |
Bull Ratio |
30-Day Price Change |
---|---|---|---|---|
Aegean Marine Petroleum |
***** |
344 |
98.2% |
39.8% |
National Bank of Greece |
***** |
322 |
97.8% |
(7.6%) |
Navios Maritime Holdings |
**** |
613 |
97.7% |
30.8% |
Sources: Motley Fool CAPS, Yahoo! Finance.
And your favorite short candidates -- i.e., those rated with one or two stars in CAPS -- are:
Company |
CAPS Stars |
No. of CAPS Ratings |
Bear Ratio |
30-Day Price Change |
---|---|---|---|---|
DryShips |
** |
1658 |
28.4% |
48.4% |
WCI Communities |
* |
478 |
77.6% |
57.7% |
Beazer Homes |
* |
867 |
75.8% |
31.3% |
Brookfield Homes |
* |
274 |
75.9% |
34.8% |
Centex |
* |
692 |
73.4% |
7.24% |
Sources: Motley Fool CAPS, Yahoo! Finance.
I'll admit to being sorely tempted to re-up on Aegean Marine Petroleum, which sports a very cheap 0.58 PEG ratio for 2008. If only its returns on capital weren't dropping like a two-ton anchor in the Mediterranean.
A better choice, I think, is the National Bank of Greece (NBG), for all the reasons that CAPS All-Star GotGlobal outlined a year ago last month. Quoting:
"The Greeks are strategically taking over southeastern European financial sectors with their long-term mindset on the growth of the Euro. They already have control of multiple neighboring banks even Turkey's Finansbank. They have made impressive business moves over the past 2 years."
And today, with the stock trading at about $11 a share? It's still a buy for most CAPS investors, for me, and for my Foolish colleagues at Motley Fool Income Investor. The shares are just too cheap once you factor in growth. NBG sports a microscopic 0.3 PEG for 2008, versus 0.5 and 1.0, respectively, for foreign banking peers UBS
But that's my take. What's yours? Would you buy National Bank of Greece at today's prices? Let us know what you think by signing up for CAPS today. It's 100% free to participate.
Cap off your day with related CAPS Foolishness:
- Check out Wall Street's buy list.
- Do you know who's buying now?
- Some growth stocks are unloved.