CME Group Inc (CME), Assured Guaranty Ltd. (AGO): BlueCrest Capital’s Key Picks for 2013

Mr. Market has been very kind to this investment services giant since the start of 2013, as its shares have already popped more than 18% year-to-date. Unlike the previous four stocks we’ve discussed, CME’s growth prospects are a bit more down-to-earth, but it’s still a planet we’d live on. Analysts expect EPS growth to average 12% a year over the next half-decade, while holding a slightly higher growth forecast (about 15%) for next year. Trading at a mere 0.93 times book, there’s clear value here, and 31 of the hedgies we track are long CME, including Murray Stahl, Israel Englander and Cliff Asness. That’s quite the ‘growth at a reasonable’ price play.

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