Track the companies that matter to you. It's FREE! Click one of these fan favorites to get started: Apple; Google; Ford.



Hot Stocks You're Buying Now

Welcome 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.

There goes the clicker. After two weeks at the top, cable TV systems suppliers no longer rule the Foolish realm. Their 13.0% average return over the past 30 days trails the 13.2% gain industrial real estate trusts such as Public Storage (NYSE: PSA  ) and ProLogis (NYSE: PLD  ) have produced over the same period.

And in the third spot? Jewelry retailers such as Blue Nile (Nasdaq: NILE  ) and Tiffany & Co. (NYSE: TIF  ) are glittering with an 11.8% average return since late February.

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:


CAPS Stars

No. of CAPS Ratings

Percent Bulls

30-Day Price Change






Net Servicos de Comunicacao (NASDAQ:NETC)





NDS Group





Sources: Motley Fool CAPS, Yahoo! Finance. Data as of March 20.

And your favorite short candidates -- i.e., those rated with one or two stars in CAPS -- are:


CAPS Stars

No. of CAPS Ratings

Percent Bears

30-Day Price Change











Sources: Motley Fool CAPS, Yahoo! Finance. Data as of March 20.

My favorite stock among today's contenders is Net Servicos de Comunicacao, which might best be described as Time Warner (NYSE: TWX  ) for Brazil. Translated from the company's website:

The NET Services is the largest cable company [in] Latin America. Present in 79 cities, including Sao Paulo, Rio de Janeiro, Belo Horizonte, Porto Alegre, Curitiba, Florianopolis, Brasilia and Goiania, [the company] offers services of pay TV, internet broadband, and voice through a single cable.

Talk about a massive opportunity. According to the CIA's online "Factbook" for Brazil, more than 190 million people live in that country and nearly 100 million of them are active in the labor pool. Gross domestic product is growing by 4.5% annually as a result.

It's for these reasons and more that Foolish colleague Tim Hanson, a recent visitor to this South American power, says Brazilian stocks have serious upside potential.

CAPS All-Star spiritof78 agrees. Here's what he wrote more than a year ago, when shares of Net Servicos de Comunicacao were trading for more than $12 each:

Obscene undervaluation, some to be expected given the emerging market (Brazil) that it's placed in. Has anyone noticed all the Brazilian based news stories recently, talks of local supermodels, celebrities, etc. ... hitting the American news. Why does this matter? Adoption of a local celebrity culture is growing on in this country. This fuels television watching, which fuels the cable industry.

If it was "obscenely undervalued" then, what must it be now? Really obscenely undervalued? With a 0.27 PEG ratio based on 2008 estimated earnings, it sure seems like it.

But I'm more interested in what you think. Would you buy Net Servicos de Comunicacao 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:

Read/Post Comments (0) | Recommend This Article (5)

Comments from our Foolish Readers

Help us keep this a respectfully Foolish area! This is a place for our readers to discuss, debate, and learn more about the Foolish investing topic you read about above. Help us keep it clean and safe. If you believe a comment is abusive or otherwise violates our Fool's Rules, please report it via the Report this Comment Report this Comment icon found on every comment.

Be the first one to comment on this article.

Compare Brokers

Fool Disclosure

Sponsored Links

Leaked: Apple's Next Smart Device
(Warning, it may shock you)
The secret is out... experts are predicting 458 million of these types of devices will be sold per year. 1 hyper-growth company stands to rake in maximum profit - and it's NOT Apple. Show me Apple's new smart gizmo!

DocumentId: 605285, ~/Articles/ArticleHandler.aspx, 10/22/2016 5:47:11 PM

Report This Comment

Use this area to report a comment that you believe is in violation of the community guidelines. Our team will review the entry and take any appropriate action.

Sending report...

Today's Market

updated 20 hours ago Sponsored by:
DOW 18,145.71 -16.64 -0.09%
S&P 500 2,141.16 -0.18 -0.01%
NASD 5,257.40 15.57 0.30%

Create My Watchlist

Go to My Watchlist

You don't seem to be following any stocks yet!

Better investing starts with a watchlist. Now you can create a personalized watchlist and get immediate access to the personalized information you need to make successful investing decisions.

Data delayed up to 5 minutes

Related Tickers

10/21/2016 4:00 PM
NILE $35.55 Up +0.35 +0.99%
Blue Nile CAPS Rating: **
PLD $52.40 Down -0.31 -0.59%
ProLogis CAPS Rating: **
PSA $211.05 Down -3.07 -1.43%
Public Storage CAPS Rating: ***
TIF $73.37 Up +0.58 +0.80%
Tiffany and Co. CAPS Rating: **
TWX $89.48 Up +6.49 +7.82%
Time Warner CAPS Rating: ***