Ubika Research has picked eleven U.S stocks across sectors which appear
to be undervalued offering an attractive investment opportunity for 2014.
These stocks are estimated to register strong growth in sales and earnings
during 2014, based on consensus data compiled by Bloomberg. Moreover, these
stocks are trading at relatively low forward PE, price to book and price
to cash-flow multiples with low PEG ratio. These stocks are also estimated
to provide high return on equity during 2014 as per Bloomberg. We note
that the shortlisted stocks have recorded gains during the past three months
with daily average traded volume in excess of 100,000.
|
Company Name |
Exchange |
Ticker |
Sector |
Market Cap |
Last Price |
Average Volume |
Price Change |
Sales Growth |
EPS Growth |
1 Yr- Forward PE Ratio |
1 Yr- Forward P/B Ratio |
1 Yr- Forward P/CF Ratio |
Return on Equity |
|
Costamare Inc |
NYSE |
CMRE |
Industrial |
1.3 |
17.96 |
160,886 |
1.2% |
21.8% |
23.6% |
10.0 |
1.9 |
4.9 |
19.8% |
|
Greenbrier Cos Inc |
NYSE |
GBX |
Industrial |
1.0 |
35.83 |
417,937 |
36.3% |
19.7% |
34.0% |
13.4 |
2.4 |
8.5 |
19.2% |
|
Teradyne Inc |
NYSE |
TER |
Technology |
3.6 |
18.92 |
3,053,719 |
9.8% |
18.0% |
29.3% |
13.8 |
1.7 |
8.7 |
18.1% |
|
MasTec Inc |
NYSE |
MTZ |
Industrial |
2.7 |
35.09 |
683,876 |
6.9% |
14.2% |
30.4% |
19.0 |
2.6 |
9.7 |
16.0% |
|
Trinity Industries Inc |
NYSE |
TRN |
Industrial |
4.5 |
57.41 |
1,386,119 |
21.1% |
14.0% |
46.9% |
12.3 |
1.9 |
8.0 |
16.0% |
|
NQ Mobile Inc |
NYSE |
NQ |
Technology |
0.8 |
15.23 |
6,357,819 |
73.1% |
109.0% |
59.1% |
14.5 |
2.8 |
13.0 |
15.9% |
|
Cardinal Financial Corp |
NASDAQ |
CFNL |
Financial |
0.5 |
17.21 |
167,317 |
1.9% |
13.9% |
27.4% |
16.1 |
1.5 |
14.3 |
9.5% |
|
Air Lease Corp |
NYSE |
AL |
Financial |
3.2 |
31.51 |
751,627 |
3.4% |
28.4% |
15.7% |
17.9 |
1.3 |
8.8 |
9.1% |
|
Columbia Banking System Inc |
NASDAQ |
COLB |
Financial |
1.4 |
26.99 |
212,763 |
3.9% |
17.3% |
14.5% |
15.2 |
1.2 |
14.4 |
8.4% |
|
PacWest Bancorp |
NASDAQ |
PACW |
Financial |
1.9 |
41.56 |
498,201 |
8.8% |
122.4% |
34.1% |
17.8 |
1.5 |
15.9 |
7.7% |
|
Umpqua Holdings Corp |
NASDAQ |
UMPQ |
Financial |
2.0 |
18.23 |
1,177,128 |
8.6% |
68.7% |
15.7% |
16.9 |
1.1 |
15.7 |
6.4% |
Source: Bloomberg
Company Description:
Costamare Inc (NYSE: CMRE)
Costamare, Inc. owns container ships. The company charters its vessels
to shipping companies.
Greenbrier Cos Inc (NYSE: GBX)
The Greenbrier Companies, Inc. supplies transportation equipment and services
to the railroad and related industries. The company’s manufacturing segment
produces railcars and marine vessels. Greenbrier also provides repair
and refurbishment for intermodal and conventional railcars. In addition,
the company provides complementary leasing and services activities.
Teradyne Inc (NYSE: TER)
Teradyne, Inc. designs, manufactures, sells, and supports semiconductor
test products and services on a worldwide basis. The company’s test equipment
products and services include: semiconductor test systems, military/aerospace
test instrumentation and systems, circuit-board test and inspection systems
and automotive diagnostic and test systems.
MasTec Inc (NYSE: MTZ)
MasTec Inc. is a specialty contractor operating across a range of industries.
The company’s activities are the building, installation, maintenance and
upgrade of utility and communications infrastructure, including electrical
utility transmission and distribution, windfarms, solar farms, other renewable
energy and natural gas infrastructure, wireless, wire line, etc.
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.
NQ Mobile Inc (NYSE: NQ)
NQ Mobile Inc. is a global provider of mobile Internet services. The company’s
portfolio includes mobile security and mobile games & advertising for
the consumer market and consulting, mobile platforms and mobility services
for the enterprise market.
Cardinal Financial Corp (NASDAQ: CFNL)
Cardinal Financial Corporation is a multi-bank holding company. The Banks
offer a variety of banking products to individuals, professionals, and
small to medium-sized businesses in northern Virginia. The company also
operates Cardinal Wealth Services, Inc., an investment advisory company.
Cardinal Bank operates in Fairfax County, Virginia.
Air Lease Corp (NYSE: AL)
Air Lease Corporation is an aircraft leasing company. The company is principally
engaged in purchasing commercial aircraft and leasing to airlines around
the world. Air Lease operates on a global basis, providing aircraft to
airline customers in regions that include Asia, the Pacific Rim, Latin
America, the Middle East and Eastern Europe.
Columbia Banking System Inc (NASDAQ: COLB)
Columbia Banking System, Inc. is the holding company for Columbia Bank,
a full service commercial bank. The Bank serves small and medium-sized
businesses, professionals, and other individuals through office in the
Tacoma metropolitan area and contiguous parts of the Puget Sound region
of Washington, as well as the Longview and Woodland communities in southwestern
Washington.
PacWest Bancorp (NASDAQ: PACW)
PacWest Bancorp is a bank holding company. The company, through its banking
subsidiary, offers a wide range of commercial banking services.
Umpqua Holdings Corp (NASDAQ: UMPQ)
Umpqua Holdings Corporation is the holding company for Umpqua Bank, an
Oregon state-chartered bank. Umpqua Bank is engaged primarily in the business
of commercial and retail banking and the delivery of retail brokerage services.
The Bank provides asset management, mortgage banking and other financial
services to corporate, institutional and individual customers.
