You have revived an old thread and things have changed since. I am in no position to give advice if you look at my performance on the competition.
Then again, most of the top performers would not put real money into those stocks and are taking risks that you and I would not with actual investments.
This said, I would just chuck all my money into STXIND and leave it. For long term, industrial s will outperform all other indexes. We are at a wobble now and in the month of "May" that is notorious for bad returns. So keep watching the markets. STXIND is a bit high now.
You can add some alpha to that with MTA. Perhaps not now but once their debt has been paid after the humunges acquisition this share will soar. Look at their website. My favorite stock at this time.
As to PNC. My bad pick. Was a great stock until the fiasco. This was not expected and I'm sure memories are short and it will revive as did MTN.
OMN on the other hand has been hit with the miners strikes that are now coming to an end. This stock has over the years been posting great results and will continue to to do so. Read all the SENS and you will be surprised. When the PE goes too high, the results bring it back down. This happens every HY.
CML. What a great performer. Fully or over valued as she is, she can only go up. Her PE is a bit high but so are many with PE's of 600 and they are still in an up trend.
A Co with this many Plexcrowns awarded every year, she can only go up. Perhaps not as much as they have difficulty in buying stocks worth many millions as there are not enough sellers. They have reverted to acquisitions and off market negotiated prices.
My 2c
CML
