Replies to post #504610 on Zeev's Turnips Patch-No Politics (ZEEV)

[AKvetch]

IBD and a dart would work well for you.

[DlphcOracl]

Reply to 'headman', re: stock ideas.

These are not quick-hitters that will make you rich within the next few weeks. However, I think all of these picks will be at least 20% higher over the next 12 months.

1.Genlyte Group (GLYT): Industrial lighting company that sells
its products to non-residential builders and buildings. Dominates a lucrative niche.

2. Fluor: Best world-wide infrastructure play and still reasonably priced. Will supply engineering expertise to emerging market countries in the realm of power production, water supply and management, environmental concerns, etc., for decades.

3.Cimarex Energy (XEC): small-cap oil and NG exploration and production co. that is now at book value, with excellent management and North American holdings. Prime takeover candidate.

4.KBH Homes (KBH): Cheapest and best of the small cap homebuilders. Contrarian play, but homebuilders are oversold and may have already bottomed.

5. Walter Industries (WLT): Owns most of Mueller Water Products (MWA), a recent IPO in the water infrastructure sector. You get WLT's other substantial businesses ---homebuilding and financing, production of metallurgical coal and NG, industrial products, for next to nothing.

6. Genesee & Wyoming: Out-of-favor small-cap railroad co. specializing in the more profitable short-line regional RR lines, transport of energy and commodity products, and increasing business to Mexico. Way oversold and cheap --- has formed a broad-based bottom over the past two months.

All of these picks require patience but should be profitable.
Comments and criticisms invited.