Of this group NGMC looks the most interesting to me on the surface. I like the eps growth and modest forward pe but some sales growth would be nice to go with it. I still like gexc as the best among your picks so far but it is all surface review.
I have generally speculated that the national do not call registry would be a boon for direct mail companies as corporations started looking for other avenues to market their products. Any comment on that view?