Ubika Research has picked eleven basic resources stocks which have reported strong fourth quarter earnings for fiscal 2013. These stocks have registered significant growth in sales and EPS with strong EBITDA margins during the quarter. Moreover, these stocks have recorded strong growth in cash flow from operations during the same period and provide attractive return on equity. During the past three months, majority of these stocks have accumulated gains with daily average traded volume in excess of 100,000.
|
Company Name |
Exchange |
Ticker |
Market Cap |
Last Price |
Price Change |
Average Volume |
Sales Growth* |
EPS Growth* |
EBITDA Margin* |
Operating Cash Flow Growth* |
Return On Equity |
|
Western Forest Products Inc |
TSX |
WEF |
970.0 |
2.48 |
27.2% |
3,924,849 |
5.4% |
300.0% |
12.9% |
90.7% |
33.9% |
|
Lucara Diamond Corp |
TSX |
LUC |
637.0 |
1.69 |
7.0% |
637,517 |
101.2% |
150.0% |
55.9% |
30.9% |
31.2% |
|
Compass Minerals International Inc |
NYSE |
CMP |
2,729.6 |
81.50 |
3.4% |
267,651 |
45.0% |
92.2% |
22.9% |
393.3% |
24.7% |
|
Neenah Paper Inc |
NYSE |
NP |
832.7 |
50.85 |
16.2% |
88,540 |
6.4% |
42.9% |
13.6% |
4.4% |
22.4% |
|
KapStone Paper and Packaging Corp |
NYSE |
KS |
2,903.2 |
30.33 |
7.3% |
803,590 |
87.2% |
309.1% |
18.0% |
221.5% |
21.5% |
|
West Fraser Timber Co Ltd |
TSX |
WFT |
4,716.3 |
53.02 |
1.7% |
317,460 |
7.8% |
437.3% |
15.2%% |
53.5% |
20.3% |
|
Clearwater Paper Corp |
NYSE |
CLW |
1,275.0 |
60.97 |
19.1% |
152,176 |
1.6% |
354.7% |
10.0% |
17.6% |
18.7% |
|
Canfor Corp |
TSX |
CFP |
3,839.0 |
27.44 |
3.5% |
512,623 |
15.6% |
33.3% |
16.9% |
258.0% |
18.4% |
|
Canfor Pulp Products Inc |
TSX |
CFX |
857.8 |
12.08 |
11.0% |
97,802 |
21.6% |
185.7% |
16.3%% |
167.8% |
10.1% |
|
PH Glatfelter Co |
NYSE |
GLT |
1,237.0 |
28.67 |
3.6% |
199,253 |
10.7% |
137.5% |
8.9% |
21.1% |
10.1% |
|
Russel Metals Inc |
TSX |
RUS |
1,848.0 |
30.32 |
1.5% |
199,050 |
5.9% |
8.8% |
5.8% |
360.5% |
10.0% |
Source: Bloomberg; *Latest Reported Quarter
Market cap & Last Price are in their respective currencies
Company Description:
Western Forest Products Inc (TSX: WEF)
Western Forest Products Inc. is an integrated forest products company and a coastal woodland operator located in British Columbia, Canada. The company’s activities include timber harvesting, reforestation, sawmilling logs into lumber and wood chips, value-added remanufacturing, and producing NBSK pulp. Western Forest’s products are sold in various countries worldwide.
Lucara Diamond Corp (TSX: LUC)
Lucara Diamond Corporation is a diamond mining company. The company owns interests in diamond projects in Lesotho, Africa.
Compass Minerals International Inc (NYSE: CMP)
Compass Minerals International, Inc. produces highway deicing salt in North America and the United Kingdom. The company also produces general trade salt and sulfate of potash. Compass Minerals sells its highway deicing salt primarily to state, provincial, county and municipal highway departments for deicing applications.
Neenah Paper Inc (NYSE: NP)
Neenah Paper, Inc. is a global manufacturer of premium, performance-based papers and specialty products used in a variety of applications. The company has manufacturing operations in the United States and Germany.
KapStone Paper and Packaging Corp (NYSE: KS)
KapStone Paper and Packaging Corporation manufacture unbleached kraft paper and dunnage bags.
West Fraser Timber Co Ltd (TSX: WFT)
West Fraser Timber Co. Ltd. produces dimension lumber and related wood products, fiberboard, pulp, linerboard, kraft paper, and newsprint. The company has operations in British Columbia, Alberta and in the southern United States.
Clearwater Paper Corp (NYSE: CLW)
Clearwater Paper Corp. manufactures consumer tissue, bleached paperboard, and wood products. The company supplies private label tissue to major retail grocery chains and produces bleached paperboard that is used by printers and packaging converters.
Canfor Corp (TSX: CFP)
Canfor Corporation is an integrated forest products company that produces and supplies SPF lumber, oriented strand board, plywood, kraft pulp and kraft paper. The company also produces remanufactured lumber products, hardboard paneling and special baled fibre products. In addition, Canfor produces kraft pulp and newsprint through a joint venture partnership with Howe Sound Pulp and Paper.
Canfor Pulp Products Inc (TSX: CFX)
Canfor Pulp Products, Inc. produces market pulp and fully bleached kraft paper. The company operates pulp and paper mills in Prince George, British Columbia.
PH Glatfelter Co (NYSE: GLT)
P.H. Glatfelter Co, commonly known as Glatfelter, manufactures specialty paper and engineered products. The company’s products include custom applications such as playing cards and digital imaging papers, as well as printing and converting papers and long-fiberand overlay papers.
Russel Metals Inc (TSX: RUS)
Russel Metals Inc. distributes steel in North America. The company operates through service center distribution, energy sector distribution, and steel import/export. Russel also processes steel.
