I am not so sure about MTON and OSTE, both looks as if more problems might lay ahead. Do you see these as turnaround situations?
By the way, in the category of "not sure", one of my core issues, AGM is "downgraded" by me here (I don't own it for now, but will not buy even if it retrenches sharply to $25 or so. An OB around $20/$21 is another "story"). The reasons for the change in mind are numerous. The most important is lack of "progress" in exploiting their monopoly. I would have expected a steady growth in the 15% to 25% per year, but the growth has stalled badly. Technically, the stock still looks OK, and most of those that bought, must be green on it. Both money flow and OBV are "behaving". Even the big sisters companies (FNM and FRE) are kind of "sputtering" here going nowhere. I expect more "buz" in the near future about the big sister's derivatives load (borrowing short term, lending long term), which I think might impact (rightfully or not does not really matters) AGM. Furthermore, there has been a very large amount of inside selling now for quite some time (exercising options and automatically selling all the shares). Something simply does not "smell" right with this, once upon a time I had AGM as a "10 years" stock. The thesis for that "10 years stock" was that they have a government backed monopoly in the agricultural mortgages market and at the time they had barely 3% of the market exploited. Well, they still have barely 3% of the market exploited three years later. The thesis, simply is not being executed by management for what reason, I know not. I'll continue and follow AGM fo a little while, but as I said, it is no longer a high priority "buy" in the $27/$29 area.