Zeev's Turnips Patch-No Politics (ZEEV)

[ItsAllCyclical]

Do you know what these companies really do? Or are you simply relying on the stock screener?

I prefer to look at the market first, then sectors, then pick individual stocks within the sectors I like best.

SBAC is losing massive amounts of money and has a huge debt load....no thanks.

PROX looks better, but if they continue to lose money and given their low cash position they may have to dilute (issue more shares).

Given how far both have run of late I'm not enticed. Hope it works out for you if you play them. Given the market cap of PROX it could certainly continue to run, but it's gamble. What do I know about their business, their competitors and how will their business be impacted during the next 12 months? I have no clue.

At this point I'd rather stick to lagging utils/IPPs and lagging natural gas plays. HOFF and EPEX still look good in natural gas plays. Still like RRI and CNP in utils.