Today, we have shortlisted 8 U.S stocks of Industrials sector that are expected to report strong growth in EPS (>10%) and high ROE (>10%) for fiscal year 2014. Moreover, we note that during past one month these stocks have registered price gains (>10%) with daily average trading volumes in excess of 100,000.
| Company Name |
Ticker |
Exchange |
Market Cap |
Last Price |
Average Volume |
Price Change (1-Month) |
EPS Growth 2014(E) |
ROE 2014(E) |
|
Mueller Water Products Inc |
MWA |
NYSE |
1,613.1 |
10.10 |
1,203,654 |
22.0% |
54.0% |
18.5% |
|
Barnes Group Inc |
B |
NYSE |
1,943.8 |
35.70 |
480,719 |
17.6% |
27.6% |
11.0% |
|
Sanmina Corp |
SANM |
NASDAQ |
2,023.8 |
24.49 |
821,004 |
17.4% |
14.3% |
12.2% |
|
Watsco Inc |
WSO |
NYSE |
3,467.7 |
99.40 |
310,120 |
15.3% |
15.9% |
15.8% |
|
Boise Cascade Co |
BCC |
NYSE |
1,365.5 |
34.65 |
478,153 |
15.0% |
77.3% |
14.9% |
|
Lennox International Inc |
LII |
NYSE |
4,220.3 |
87.85 |
661,607 |
14.3% |
19.2% |
68.3% |
|
CTS Corp |
CTS |
NYSE |
606.5 |
18.12 |
110,081 |
14.0% |
16.5% |
10.2% |
|
AAON Inc |
AAON |
NASDAQ |
1,052.9 |
19.14 |
168,991 |
12.5% |
20.3% |
24.8% |
Source: Bloomberg
Company Description
Mueller Water Products Inc (NYSE: MWA)
Mueller Water Products, Inc. manufactures a broad range of water infrastructure and flow control products for use in water distribution networks, water and wastewater treatment facilities, gas distribution systems and fire protection piping systems. The company’s product portfolio includes engineered valves, hydrants, pipe fittings and ductile iron pipe.
Barnes Group Inc (NYSE: B)
Barnes Group Inc. is an international industrial and aerospace manufacturer and service provider, serving a wide range of end markets and customers. The engineered products and services provided are used in applications that provide transportation, communication, manufacturing and technology to the world.
Sanmina Corp (NASDAQ: SANM)
Sanmina Corporation provides electronics contract manufacturing services to customers located around the world. The company offers its customers expertise in new product introduction, manufacturing, and design and fabrication of complex interconnect products. Sanmina Corporation specializes in circuit fabrication, system assembly, integration, and high-end enclosures and cabling.
Watsco Inc (NYSE: WSO)
Watsco, Inc. distributes air conditioning, heating, and refrigeration equipment, as well as related parts and supplies. The company operates various locations in the United States, with primary markets in the Sunbelt.
Boise Cascade Co (NYSE: BCC)
Boise Cascade Company manufactures and markets wood products. The company offers lumber, plywood, engineered wood, and particleboard, as well as adhesive sealants, concrete, fasteners, flashing, vents, framing accessories, gypsum, insulating, locks, and roofing products.
Lennox International Inc (NYSE: LII)
Lennox International Inc. provides climate control solutions in countries located around the world. The company designs, manufactures, and markets heating, ventilation, air conditioning, and refrigeration equipment. Lennox markets its products under brand names such as Lennox, Armstrong Air, Ducane, Bohn, Larkin, Advanced Distributor Products, Service Experts and others.
CTS Corp (NYSE: CTS)
CTS Corporation designs and manufactures electronic components and sensors to original equipment manufacturers in the automotive, communications, medical, defense and aerospace, industrial and computer markets.
AAON Inc (NASDAQ: AAON)
AAON, Inc. designs, manufactures, and markets commercial rooftop air-conditioning, heating and heat recovery equipment, and air-conditioning coils. The company’s products serve the commercial and industrial new construction and replacement markets.
