NMX or NYX...which will give you MORE $$$

Exchange stocks have been HOT for a while ............because of consolidation.....which will CONTINUE until there are only THREE players globally.

NMX & NYX are also part of this consolidation.

Let us look @ the fundamental first and then take it from there :

...................NYX.................NMX

Sales Q2...$778.29m...............$177.32m
YOY..............NA.........................NA

EPS Q2........63 cents..............66 cents
YOY..............50%.....................NA ipo

Sales 08.....$3.39B...................960.90m
YOY............+25.2%....................+30.7%

EPS 08......$3.36........................$3.75
YOY............+34.9%....................36.8%

PE...............24........................33.40

Based on higher Sales & EPS growth rate NMX is given PREMIUM PE of +39%.

Premium PE is based on HIGHER margin for NMX business.

Higher premium is also WARRANTED because NMX is the NEXT takeover TARGET by both NYX & CME.

NYX has clearly ARTICULATED that they NEED to get in derivative business on a GLOBAL basis.

NYX is on the RIGHT strategy for its GROWTH & FUTURE.

NYX needs better margins than equity...where Nasdaq & brokers will EAT their lunch.

On a SHORT TERM basis NMX is the RIGHT strategy.....because of its IMMINENT takeover factor.

On a long term basis NYX will be the WINNER ...once it buys coommodity exchange like NMX.

I will be a buyer of NYX on NEW merger pullback.

In the meantime I own NMX as part of my portfolio.

NMX business is growing because of its Crude contracts.

NMX is a 1/3 owner of BUBAI Sour Crude exchange.

NMX is also building an exchange for Russia.

Why do I do head to head analysis followed by my opinion.......because OPINION has no meaning unless you give REASONS for your opinion ...based on FUNDAMENTAL FACTS.

That is the REASON why I RESENT opinions based on no FACTS but on THOUGHTLESS UTTERANCES given by Fast Money & Cramer.

Tim Strazzini was the only person who gave his FA on many stocks which were not in FOCUS by anyone......I do miss him on Fast Money....now rest of the bunch are all TRADERS...throwing DARTS in 40 directions......waiting for some to STICK.............not a good FORMAT for mass audience.

I view Mad Money & Fast Money...for what NOT to do......remember they all were telling everybody NOT to buy & wait for Cramer permission as to the upcoming ALL CLEAR & BUY expensive PUTS as insurance.

They all are ENTERTAINMENT......but I preferred "happy days".

Please do your own due diligence as I own NMX.

BLOG does not give buy or sell.

Good luck on monday's trading.

Saleem