3D Systems (DDD): The $1.35B Software Co. has been on fire since triggering a breakout buy signal at $20 earlier this month. This is a high growth name projecting 25.56% EPS Growth Next Year and Seeing 51.44% Q/Q Sales Growth. It is highly shorted and trades 23.8X earnings, 7.65X sales and 6.8X book value. The Company improves costs for customers via 3D building systems and modelers. Ford, Hasbro, Mattel, Precision Castparts, Tupperware, and Xerox are a few of its customers. Earnings are July 28th before the market opens.
Barnes (B): The $1.35B Industrial components maker trades 14.8X earnings, PEG 0.99, 1.15X sales and 1.78X book, a good value. Shares have formed a bullish cup and handle and look set to break out. The Company sees FY12 EPS growth above 23%. Earnings are July 29th before the market opens. Barnes beats revenue and earnings estimates 63% of the time and raising guidance 16% of the time.
ACI Worldwide (ACIW): The $1.2B Software Co. is a play on electronic payments with its software, and projects 26% EPS growth next year. Shares trade 23.1X earnings, 2.75X sales and 4.5X book value, currently consolidating with a bullish flag near a breakout. Earnings are July 26th before the market opens.
iRobot (IRBT):The $975M maker of robots is becoming more than just a niche consumer play with its robots now being used for other purposes. Shares trade 27.4X earnings, 1.5 PEG, 2.37X sales and 41.3X cash flow with 8.38% of the float short, which has come down quite a bit. Shares are also in a cup and handle pattern and could project a move to $45 on a strong report. iRobot sees next year's EPS growth at 28.85%. Earnings are July 26th after the market closes. The Company beats EPS estimates 73% of the time and raises guidance 27% of the time.
MarketAxess (MKTX): The $972.4M provider of an electronic trading platform for CDS, Bonds, and more is a name I recently featured in a small cap research report. The Company is seeing great growth in transactions on its platforms and trades just 21.4X earnings and 3.45X book. Shares are forming a bullish consolidation flag and would breakout on a move through $26 and target past $30. Earnings are July 27th before the market opens. MKTX beats EPS estimates 52% of the time.
TriMas (TRS): The $863.5M diversified Industrial has been a hot name with 225% EPS growth this year and projecting 20.5% for next year. Shares trade cheap at 13X earnings, PEG of 1.04, and 0.87X sales. Shares are in consolidation mode into earnings and look to be ready for a move to $30. Earnings are July 28th before market opens.
Viad (VVI): The $455.66M provider of exhibition, event and retail marketing services is a lesser know play on an improving economy where businesses increase spending with Corporate Events. Shares trade 22.9X earnings, 0.5X sales, 1.19X book and 14.15X free cash flow with 61.3% EPS growth seen for next year, an impressive growth name. Shares are nearing a breakout at $23 for a run at $27 highs. Earnings are Friday July 29th before the open.
Tennant Co. (TNC): The $915M maker of cleaning machinery for industrial Companies such as scrubbers, floor washers, advanced sweepers, and also cleaning chemical solutions does not receive a lot of recognition, but shares are hanging out under major resistance at $43 and could target new highs, and with shares at 18.5X earnings, 1.13 PEG, 1.18X sales and 3.6X book value with 27% EPS growth seen for next year and a 1.6% dividend yield, shares are cheap. The niche machinery Co. also makes a lot of sense as a buyout target for a larger Industrial seeking a new industry with a strong growth name that has consistent earnings. Earnings are July 28th before the open. It beats EPS estimates 63% of the time and raises guidance 13% of the time.
Altisource Portfolio Solutions (ASPS): The $937.6M provider of real estate and mortgage portfolio management trades 12.7X earnings, PEG of 0.83, 2.85X sales and 23X cash flow with 45.4% sales growth Q/Q. Shares are consolidating near new highs and have a strong uptrend. Earnings are July 28th before the market opens.
Materion (MTRN): The $841M maker of high performance materials for alternative energy applications is a name I picked up on in the low $30's, and shares are now nearing new highs. Shares trade cheap at 13.75X earnings, 0.6X sales, PEG 1.38, and 2.11X book value, projecting 15% EPS growth next year and seeing 27% sales growth Q/Q. Earnings are July 29th before the market opens.
The $972.4M provider of an cyberbanking trading belvedere for CDS, Bonds, and added is a name I afresh featured in a baby cap analysis report.
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Electronic Payments makes all this possible.
ReplyDeleteThe niche machinery Co. is also much sense as an acquisition target for large manufacturers who are looking for a new industry with a name that has the highest earnings growth.
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