Ubika Research has shortlisted nine companies across sectors which have provided strong earnings guidance for 2014. The shortlisted companies estimate a significant growth in their revenues, EBITDA and EPS during 2014 compared to the reported results of 2013. We note that during the past three months, majority of these stocks have accumulated gains with average daily traded volume in excess of 100,000 shares.
|
Company Name |
Exchange |
Ticker |
Market Cap |
Last Price |
Average Volume |
Price Change |
Sales Guidance (MM)(2014) |
Guidance Growth* |
EBITDA Guidance (MM)(2014) |
Guidance Growth* |
EPS Guidance (2014) |
Guidance Growth* |
|
Cardtronics Inc |
NASDAQ |
CATM |
1,779.0 |
39.53 |
400,765 |
-2.4% |
990.0 |
13.0% |
239.5 |
21.8% |
2.24 |
329.8% |
|
Constant Contact Inc |
NASDAQ |
CTCT |
780.3 |
25.45 |
397,565 |
-8.3% |
322.5 |
13.0% |
58.0 |
90.3% |
0.96 |
317.4% |
|
Verint Systems Inc |
NASDAQ |
VRNT |
2,370.7 |
44.35 |
370,922 |
23.0% |
907.4 |
8.1% |
220.0 |
40.4% |
2.78 |
186.1% |
|
West Corp |
NASDAQ |
WSTC |
1,952.3 |
23.35 |
170,677 |
4.1% |
2,727.5 |
1.6% |
704.5 |
2.8% |
2.81 |
54.1% |
|
CSG Systems International Inc |
NASDAQ |
CSGS |
896.3 |
26.56 |
202,876 |
-3.8% |
757.5 |
1.3% |
155.0 |
6.5% |
2.11 |
31.9% |
|
Multimedia Games Holding Co Inc |
NASDAQ |
MGAM |
918.4 |
31.03 |
482,241 |
-3.3% |
220.0 |
16.2% |
112.3 |
28.7% |
1.25 |
3.3% |
|
Fred’s Inc |
NASDAQ |
FRED |
626.2 |
17.02 |
159,422 |
5.7% |
1,994.4 |
2.0% |
89.0 |
13.2% |
0.81 |
0.0% |
|
Outerwall Inc |
NASDAQ |
OUTR |
1,803.8 |
71.01 |
636,299 |
4.2% |
2,428.0 |
5.3% |
494.5 |
5.6% |
5.46 |
-15.0% |
|
Manitoba Telecom Services Inc |
TSX |
MBT |
2,266.2 |
29.50 |
474,871 |
3.0% |
1,650.0 |
1.0% |
600.0 |
2.3% |
1.80 |
NM |
Source: Bloomberg
*Guidance Growth: Company’s Guidance over reported figures of 2013
Company Description:
Cardtronics Inc (NASDAQ: CATM)
Cardtronics, Inc. operates a network of automated teller machines, with service representatives in every major United States market.
Constant Contact Inc (NASDAQ: CTCT)
Constant Contact, Inc. provides web-based e-mail marketing tools and services to businesses, associations, and organizations to help them connect with their customers and members.
Verint Systems Inc (NASDAQ: VRNT)
Verint Systems Inc. provides analytic solutions for communications, interception, digital video security and surveillance, and enterprise business intelligence. The company’s software generates actionable intelligence through the collection, retention, and analysis of voice, fax, video, email, Internet, and data transmission from various types of communications networks.
West Corp (NASDAQ: WSTC)
West Corporation offers communications services and infrastructure systems. The company offers conferencing services, including on-demand automated conferencing, operator assisted services, Internet conferencing services, and video conferencing services. West conducts business operations worldwide.
CSG Systems International Inc (NASDAQ: CSGS)
CSG Systems International, Inc. provides customer care and billing solutions for cable television providers, direct broadcast satellite providers, on-line services markets, and telephony providers. The company offers a suite of processing and related services, as well as software and professional services which automate customer care and billing functions.
Multimedia Games Holding Co Inc (NASDAQ: MGAM)
Multimedia Games Holding Company Inc. designs, manufactures and supplies standalone and networked gaming systems. The company’s stand alone player terminals, server-based systems, video lottery terminals, electronic scratch ticket systems, electronic instant lottery systems, back-office systems and bingo systems are used by Native American and commercial casino operators.
Fred’s Inc (NASDAQ: FRED)
Fred’s, Inc. operates discount general merchandise stores in the southeastern United States. The company also markets goods and services through Fred’s Super Dollar Stores and Pharmacies and Fred’s Xpress Pharmacies.
Outerwall Inc (NASDAQ: OUTR)
Outerwall Inc. provides automated retail solutions including two core self-service kiosk businesses: DVD and video game rentals and coin-counting. The company also identifies and develops new, innovative self-service concepts. Outerwall’s kiosks are located in supermarkets, drug stores, mass merchants, financial institutions, convenience stores, and restaurants.
Manitoba Telecom Services Inc (TSX: MBT)
Manitoba Telecom Services Inc. provides full-service telecommunications in Manitoba, Canada. The company offers local, long distance, wireless, directory, and on-line multimedia services.
