Ubika Research has picked 10 stocks across sectors which appear to be attractively valued, fairly priced, and are likely to outperform their peers and broader markets by providing a price return of more than 25% in 2014 from current share price levels, based on average price targets of analysts polled by Bloomberg. We have picked stocks which are trading at a relatively low forward PE compared with their current PE and have Price-to-Book multiples of below 3 and are rated a ‘Buy’ by the majority of the analysts covering these stocks. Moreover, these stocks have reported strong EPS growth in 2013 and are estimated to register strong growth in 2014. The majority of these stocks have recorded gains during the past three months with daily average trading volume in excess of 100,000.
Stocks Performance
|
Company Name |
Exchange |
Ticker |
Market Cap |
Last Price |
Average Volume |
Price Change |
EPS Growth |
EPS Growth |
Current PE Ratio |
1-Yr Forward PE Ratio |
Price to Book Ratio |
Dividend Yield |
Upside |
|
Counsel Corp |
TSX |
CXS |
171.4 |
1.73 |
191,515 |
-12.5% |
45.5% |
31.3% |
17.3 |
8.2 |
1.5 |
NA |
81.9% |
|
Methode Electronics Inc |
NYSE |
MEI |
1,068.3 |
27.21 |
472,304 |
-18.5% |
395.5% |
119.4% |
16.9 |
15.3 |
2.9 |
1.0% |
50.7% |
|
PH Glatfelter Co |
NYSE |
GLT |
1,053.2 |
24.38 |
235,140 |
-14.1% |
12.2% |
34.1% |
17.4 |
13.0 |
1.5 |
1.6% |
38.1% |
|
Gain Capital Holdings Inc |
NYSE |
GCAP |
390.5 |
9.82 |
328,265 |
11.8% |
962.5% |
10.4% |
11.9 |
10.5 |
1.7 |
2.0% |
34.9% |
|
Alaris Royalty Corp |
TSX |
AD |
751.4 |
26.16 |
130,733 |
1.6% |
30.2% |
24.4% |
17.8 |
17.0 |
1.7 |
5.0% |
34.4% |
|
Western Forest Products |
TSX |
WEF |
943.4 |
2.19 |
3,589,208 |
-2.7% |
383.3% |
14.8% |
8.1 |
7.1 |
2.2 |
1.8% |
32.8% |
|
Viad Corp |
NYSE |
VVI |
474.4 |
23.24 |
104,142 |
-7.0% |
288.5% |
38.1% |
19.0 |
13.4 |
1.4 |
12.5% |
31.2% |
|
Bristow Group Inc |
NYSE |
BRS |
2,715.2 |
74.86 |
359,988 |
6.3% |
105.1% |
15.7% |
19.2 |
17.1 |
1.6 |
1.3% |
27.4% |
|
AmTrust Financial Services |
NASDAQ |
AFSI |
2,814.0 |
37.36 |
636,391 |
17.3% |
75.5% |
13.8% |
12.4 |
9.7 |
2.1 |
1.4% |
25.6% |
|
Canam Group Inc |
TSX |
CAM |
602.1 |
14.31 |
182,476 |
6.1% |
85.0% |
34.9% |
20.7 |
14.3 |
1.5 |
NA |
24.0% |
Source: Bloomberg
Company Description:
Counsel Corp (TSX: CXS)
Counsel Corp. is a financial services company. The company operates through its individually branded businesses, primarily in residential mortgage lending, distressed and surplus capital asset transactions, real estate finance and private equity investment.
Methode Electronics Inc (NYSE: MEI)
Methode Electronics, Inc. manufactures component devices worldwide. The company’s products are sold to original equipment manufacturers of information processing and networking equipment, voice and data communications systems, consumer electronics, automobiles, aerospace vehicles, and industrial equipment.
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.
Gain Capital Holdings Inc (NYSE: GCAP)
Gain Capital Holdings, Inc. is an online provider of retail foreign exchange trading and related services. The company provides customers with access to the global over-the-counter foreign exchange markets through a trading platform with information and analytical tools.
Alaris Royalty Corp (TSX: AD)
Alaris Royalty Corporation is a private equity fund that invests in a diversified range of private companies around the world with a focus on North America.
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.
Viad Corp (NYSE: VVI)
Viad Corp is comprised of companies that provide products and services primarily within the convention and event marketing services industries as well as travel and recreation services in the United States and Canada. The company’s services include planning, designing, and executing trade shows and special events, designing exhibits, tourism services, and operating concessionaires.
Bristow Group Inc (NYSE: BRS)
Bristow Group, Inc. provides helicopter transportation services to the offshore oil and gas industry. Through its subsidiaries, affiliates, and joint ventures, The company offers transportation services in oil and gas producing regions around the world.
Canam Group Inc (TSX: CAM)
Canam Group Inc. is an industrial company that designs and fabricates construction products and solutions. The company’s products are marketed by several business units in the commercial, industrial, and residential markets. Canam has operations in Canada, the United States, Mexico, Romania, and India.
