Lux Would Love These Stocks

on the hunt through my old favorites to find a few that aren't hurting except in their stock price. looking for something not china in this case, also not in the financial markets. lets work down a list that i screened out in order of stock price appreciation potential according to ben graham's formula P/E = 8 + 2G

NOV - cyclical downturn mildly "entertaining" this company. worth a lot more and my feeling is that you wont lose money on NOV, trading at book value, trading above backlog BUCY - as red hot as coal, selling for cheaper than its backlog, also hurting a bit with the recession dxpe - damn, hurting a bit, but still cheap. more easy money for those rich folk out there that read my blog and can't buy my pennies aob - another great play, not hurting, everyone hates aob cause it is in china, not going to cut it in this search psys - lowered guidance, still a growth machine as far as i can tell - i'd be cautious and wait and see on this one, not as confident as i am with those listed above. still deserves a P/E of 17. azz - cut estimates for 2010 (in actuality, 2009, but that's cause their fiscal ends in february). i think they'll clear this hurdle. sohu - chinese internet, better than bidu, struggling last 2 quarters, next! ebix - WOW, KICKING BUTT AND TAKING NAMES! LETS GO EBIX! CHEER! air - good for the long haul, but this looks good to me. this last quarter underperformed from a seasonal analysis/historical perspective. just fyi sigm - really sucked lately, not a surprise. but, there's something to be said ... just not sure. this thing is sitting on potential, but too risky for my money right now --- anyone know anything about IPTV? ctsh - expensive, but lots of opportunity on this growth stock. ---- running out of time tonight lxu - underperformed last quarter, sitting tight midd - looks like a bread winner for the mid caps. go MIDD! oii - hurt this last quarter cmtl - cautious guidance "we're not magicians" --- gotta love that :-) joyg - double bottom, things looking up from here, kind of a turn around play. pets - volatile trading, might want to swing trade this one for giggles. undervalued though, just not enough in the charts for my interest zumz - another good one, another bottom of the cycle play. just not my thing though kci, ande, beav --- scored below AT&T on a brief screen. not going to even look at. but kci could be good. constant currency basis turn around! called it

EZPW --- ARE YOU FREAKING KIDDING ME THIS IS SO CHEAP??!?!?!? WAKE UP PEOPLE!

buys: kci, bucy, ebix, midd, cedc, pcr, EZPW

agm - looks volatile, will look more tomorrow --- don't think there's a reason to stay awake for this one.