So a few of these caught my eye:Southwest Airlines (SA pick)Cloud Peak EnergyAlliance Data SystemsGlobal PaymentsBridgepoint Education (TMF holding)CF IndustriesNRG EnergyAmerigroup (SA pick)Global Geophysical ServicesI did some cursory delving into Global Geophysical, an oil exploration company using seismic mapping. This one's a pass. Net losses 2 of the last 3 years and a bare profit that third year. And CFFO is high because of increasing amortization of goodwill and intangible assets. While that's an expense added back in for cash flow purposes, it's not the best of things to see. Why amortize it now? What did they purchase that requires that? And why are they losing money if they're bringing in significant CFFO?NRG Energy I've been looking at more closely. This company generates electricity and sells it to utilities in the south, southwest, and northeast. Given what happened at Fukishima, they've just written off their investment in a JV that was expanding a nuclear plant in Texas, despite the design of the plant being modern instead of 40 years old. Expecting certification and loan guarantees to become much more difficult to get, which is probably true. Unfortunately, it didn't pass my newest final test of, when I buy, am I convinced that it has a good chance of beating the market? I had to say "no" but without really placing a reason behind that. Just a sense from the time I spent looking at it.Southwest Airlines is a pretty well-run airline, but I'm somewhat influenced by Buffett's comments. However, it is a pick by David G in Stock Advisor, which is a point in its favor. Will look more closely at this one.Amerigroup is another SA pick and handles Medicaid for states. A bit of uncertainty for that business model, but it's been a pretty good performer. Look more.CF Industries is a fertilizer company and just bought all (or a majority, can't remember which) of another fertilizer company. Look into it more.The others I'm not familiar with, but the industries and numbers make them attractive at this time.Lots of investigating ahead. :-)Cheers,Jim
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