Street Justice: Can't hardly wait!

Howdy! We're really gettin down to the nitty-gritty here this week. Oil is slowly stabilizing and the market hasn't dropped off a cliff down to 9000 like some were expecting(hoping). I am still cautious looking for solid companies that have continued to grow in this sluggish economy. That being said, I think the 4 I'm gonna go over today fall into that category.
It wasn't a typo. I said 4 companies today. I just couldn't get it down to 3 (they were that good). O.k. first up is DDMX/Dynamex Inc. They provide delivery and logistic services across the US and Canada. DDMX offers same-day, on-demand and door-to-door delivery services using ground couriers. They also offer fleet and facility management services. They're primary customer base includes financial institutions, electronic, pharmaceutical, retail and office product distributors, hospitals and medical laboratories. DDMX has decent relative value, safety and timing. Dynamex has managed to maintain a 5 year historic EPS growth of 12% as well as a 12% jump in EPS over last quarter. Net Income for DDMX was also up, 10% over last quarter and 20% over the past 52 weeks. DDMX has an annual sales growth of 11%. Next is KR/Kroger Inc. Kroger operates as a food retailer in the US. They operate 4 formats of supermarkets which are combo food and drug stores, multi-department stores, market place stores and price impact warehouse stores. KR has about 2,486 supermarkets(696 of them have gas stations), 782 convenience stores and 394 fine jewelry stores throughout the US. Sales for Kroger have jumped 34% since last quarter and are up 7% 5 years historically. KR has a 20% EPS growth over last quarter and a net income gain of 20% over last quarter. The relative value and timing of KR are great, but the relative safety is not so hot(0.78 of 2.00). I think KR will do just fine with an annual sales growth of 22% too. Number 3, right. Next up is AZZ/Azz Inc. They manufacture electrical equipment and components for power generation, transmission and distribution. AZZ operates in 2 sectors Electrical+Industrial Products and Galvanizing Services. E+I Products offers electrical products that are used to distribute electrical power to and from generators, transformers and switching devices. They also provide industrial lighting and tubular products for the petroleum and food processing industries. Galvanizing Services provides "hot dip" galvanizing services to the steel fabrication industry. It serves fabricators that supply the electrical, telecommunication, bridge, highway and petrochemical industries. AZZ has killer relative value, timing and safety. Try to tell them the economy is sluggish with a 30% sales jump over last quarter and a 38% net income increase over last quarter also. They are up 10% this week with so many other stocks down. A 55% 5 year historic EPS growth ain't bad either. Well, here we are, number 4. FLO/Flowers Foods produces and markets bakery goods in the US. They operate in 2 segments Flowers Foods Bakeries and Flowers Foods Specialties. FF bakeries operates through it's subsidiaries Nature's Own, Cobblestone Mills, BlueBird, ButterKrust, Mary Jane, Dandee, Evangileen Maid, Ideal, Capt John Derst, and Mi Casa. They also franchise products through Sunbeam, Roman Meal, Bunny and Holsum. FF Specialties offers snack cakes to retail, vending and co-pack customers under it's subsidiaries Mr.Freshly's, SnackAway, and European Bakers Brands. FLO scores very high in relative value, safety and timing. They have an annual sales growth of 9% and 43% sales increase over last quarter. EPS for FLO are up 70% over last quarter and 20% over 5 years. FLO is up 2% this week.
I'm really excited! I know we're not out of the woods yet, but things are looking up. We are definitely seeing some sector rotation by the traders and some big, dependable names have taken some hits, but I think we are just moving to the next plateau. The US and the World are adjusting to big changes in our thinking and our situations. This is a great time to be an investor.
I could sit here all day babbling about how things are sooooo great, but forget me. What do you think? Are we seeing the end of the tunnel or the train? Let me know.
I'm no genius, but it doesn't take one to see the dollar is gaining back some ground. I am glad to see we found some support. It would seem the rest of the world is slowing a bit too. I am holding my current long USD/JPY and short EUR/USD positions for the week(watching carefully).
Well, I'm happy. we have a long way to go with a lot of obstacles ahead, but I think it's going to be a historic time for investors. The 4 companies I gave you today should help you carve out your piece in history. I hope so and I'll be back with 3 more tomorrow, cause we're all in this together. Thanks for reading.