After a strong third quarter, U.S. earnings season for the fourth quarter
of 2013 will kick off today with aluminum giant Alcoa reporting results
after the market close. Analysts at S&P Capital IQ expect earnings
to grow 5.7% during the fourth quarter of 2013 compared to corresponding
quarter last year, while revenues are expected to advance 2.6% during the
quarter. Eight sectors are expected to report year-over-year increases
led by financials, industrials and telecom services, while energy and utilities
are the only declines.
Ubika Research has shortlisted the following U.S. stocks across sectors
which are scheduled to report strong fourth quarter 2013 results. Based
on the consensus estimates of analysts polled by Bloomberg, these companies
are estimated to report strong growth in sales and EPS with strong operating
margins during the quarter. Moreover, these stocks reported strong financial
results during the third quarter of 2013. We note that during the past
three months, these stocks have accumulated gains with average daily traded
volume in excess of 100,000 shares.
|
Company Name |
Exchange |
Ticker |
Market Cap |
Last Price |
3-Months Average Volume |
3-Months Price Return |
Sales Growth 3Q 2013 |
Sales Growth |
EPS Growth 3Q 2013 |
EPS Growth |
Operating Margins |
Return on Equity |
Reporting Date |
|
WisdomTree Investments Inc |
NASDAQ |
WETF |
2.2 |
17.35 |
1,790,025 |
55.9% |
83.0% |
80.6% |
200.0% |
185.0% |
37.8% |
59.4% |
01/31/2014 |
|
Old Dominion Freight Line Inc |
NASDAQ |
ODFL |
4.6 |
52.86 |
589,180 |
15.2% |
12.0% |
11.5% |
18.6% |
29.1% |
14.4% |
18.3% |
02/07/2014 |
|
Cognex Corp |
NASDAQ |
CGNX |
3.3 |
37.55 |
484,087 |
27.3% |
13.4% |
15.1% |
14.3% |
20.0% |
25.1% |
11.2% |
02/11/2014 |
|
Sapient Corp |
NASDAQ |
SAPE |
2.4 |
17.41 |
758,174 |
15.6% |
11.9% |
12.7% |
26.7% |
17.5% |
11.6% |
14.4% |
02/12/2014 |
|
Altisource Portfolio Solutions SA |
NASDAQ |
ASPS |
3.7 |
160.46 |
107,447 |
19.9% |
46.4% |
67.3% |
34.5% |
40.0% |
17.5% |
61.9% |
02/13/2014 |
|
KapStone Paper and Packaging Corp |
NYSE |
KS |
2.6 |
27.19 |
579,633 |
23.0% |
74.0% |
87.2% |
138.5% |
265.2% |
15.3% |
15.5% |
02/13/2014 |
|
US Ecology Inc |
NASDAQ |
ECOL |
0.8 |
37.01 |
147,346 |
28.2% |
16.1% |
13.1% |
16.7% |
37.5% |
26.8% |
24.1% |
02/14/2014 |
|
WageWorks Inc |
NYSE |
WAGE |
2.2 |
63.27 |
327,151 |
32.2% |
25.9% |
15.6% |
155.6% |
15.4% |
17.6% |
11.2% |
02/20/2014 |
|
Trinity Industries Inc |
NYSE |
TRN |
4.3 |
54.58 |
1,284,051 |
25.1% |
22.4% |
21.3% |
62.0% |
56.0% |
17.5% |
15.3% |
02/20/2014 |
|
Dorman Products Inc |
NASDAQ |
DORM |
2.0 |
53.97 |
179,498 |
14.1% |
13.8% |
20.2% |
16.7% |
27.1% |
19.1% |
20.0% |
02/21/2014 |
|
Sturm Ruger & Co Inc |
NYSE |
RGR |
1.5 |
78.98 |
326,169 |
20.7% |
44.7% |
26.3% |
62.6% |
37.7% |
22.5% |
64.0% |
02/27/2014 |
|
ACI Worldwide Inc |
NASDAQ |
ACIW |
2.4 |
63.15 |
292,560 |
21.2% |
38.0% |
34.3% |
150.0% |
35.0% |
36.0% |
13.2% |
02/28/2014 |
Source: Bloomberg
Company Description:
WisdomTree Investments Inc (NASDAQ: WETF)
WisdomTree Investments, Inc. is an asset management firm sponsoring exchange-traded
funds and other financial products to retail and institutional investors.
Old Dominion Freight Line Inc (NASDAQ: ODFL)
Old Dominion Freight Line, Inc. is an inter-regional and multi-regional
motor carrier. The company primarily transports less-than-truckload shipments
of general commodities, such as consumer goods, textiles, and capital goods.
Old Dominion serves regional markets throughout the United States.
Cognex Corp (NASDAQ: CGNX)
Cognex Corporation designs, develops, manufactures, and markets machine
vision systems. The company’s systems are used to automate the manufacture
of a variety of discrete items and to assure their quality. Cognex has
regional offices located throughout North America, Japan, Europe, and Southeast
Asia.
Sapient Corp (NASDAQ: SAPE)
Sapient Corporation provides integrated management consulting services,
Internet commerce solutions, and systems implementation services. The company’s
services include design and development of Internet commerce solutions,
implementation and integration of packaged software solutions, design and
development of custom software solutions, and production support.
Altisource Portfolio Solutions SA (NASDAQ: ASPS)
Altisource Portfolio Solutions SA provides real estate and mortgage portfolio
management and related technology products and asset recovery and customer
relationship management services.
KapStone Paper and Packaging Corp (NYSE: KS)
KapStone Paper and Packaging Corporation manufacture unbleached Kraft
paper and dunnage bags.
US Ecology Inc (NASDAQ: ECOL)
US Ecology, Inc. provides disposal, treatment, transportation, packaging,
and remediation services for generators of hazardous, non-hazardous, and
low-level radioactive waste. The company’s customers include the chemical,
petroleum, steel and pharmaceutical industries as well as universities
and hospitals.
WageWorks Inc (NYSE: WAGE)
WageWorks, Inc. provides tax-advantaged programs for consumer-directed
health, commuter, and other employee spending account benefits, or CDBs,
in the United States. The company operates spending account management
programs such as health and dependent care Flexible Spending Accounts (FSAs),
Health Savings Accounts (HSAs), Health Reimbursement Arrangements (HRAs,
and transit programs.
Trinity Industries Inc (NYSE: TRN)
Trinity Industries, Inc. manufactures transportation, construction, and
industrial products. The company’s products include tank and freight railcars,
inland hopper and tank barges, highway guardrail and safety products, ready-mix
concrete, and other products. Trinity also leases railcars and other
products. The company markets its products in the United States and internationally.
Dorman Products Inc (NASDAQ: DORM)
Dorman Products, Inc. supplies automotive products and home hardware.
The company supplies its products to the automotive aftermarket and mass
merchandise markets.
Sturm Ruger & Co Inc (NYSE: RGR)
Sturm Ruger & Company Inc. designs, manufactures, sells, and exports
firearms. The company produces rifles, shotguns, pistols, and revolvers.
The company also manufactures titanium and ferrous investment castings
utilized in a wide variety of markets including sporting goods and other
military uses.
ACI Worldwide Inc (NASDAQ: ACIW)
ACI Worldwide, Inc. develops, markets, and supports software products
for the global electronic funds transfer market. The company’s products
are used to process transactions involving credit cards, debit cards, smartcards,
home banking services, checks, and automated clearing and settlement.
