Thoughts and Trades: The Big Four

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Monday, May 23, 2005

The Big Four

A collegue of mine inspired me to create an index of four stocks that we like. He refers to them as "The Big Four", named after the daily moves they make. These stocks are ANTP, BOOM, NGPS & FORD. Although they are in different industries, they all have things in common.

They show significant earnings growth.
There are no expectations of these companies, so they always surprise. A study shows companies which beat expectation continue to outperform for the next two years.
The have small market capitalization (less then 500MM) and floats (less then 10MM).

BLACK = BIG FOUR INDEX
RED   = S&P

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