Ubika Research has shortlisted eleven profitable stocks across sectors offering an attractive investment opportunity. The shortlisted stocks have registered strong earnings growth during the trailing twelve months period and are estimated to register strong earnings growth during 2014. Additionally, return on equity of these stocks is seen improving during 2014 from their current ROE. Moreover, we note that these stocks are currently trading at relatively low forward PE multiple compared to their respective indices. These stocks have also recorded gains during the past three months with average traded volume in excess of 100,000.
|
Company Name |
Exchange |
Ticker |
Sector |
Market Cap |
Last Price |
Average Volume |
Price Change (3-Month) |
TTM EPS Growth |
EPS Growth |
1Yr- Forward PE |
Return On Equity |
Return On Equity |
|
MacDonald Dettwiler & Associates Ltd |
TSX |
MDA |
Technology |
2.9 |
79.30 |
102,841 |
0.4% |
6.9% |
27.7% |
15.6 |
21.1% |
38.2% |
|
KapStone Paper and Packaging Corp |
NYSE |
KS |
Basic Materials |
2.8 |
29.07 |
711,147 |
12.4% |
93.8% |
66.9% |
12.9 |
21.5% |
29.5% |
|
ON Semiconductor Corp |
NASDAQ |
ONNN |
Technology |
4.0 |
8.94 |
6,173,265 |
23.3% |
23.9% |
35.9% |
11.7 |
11.6% |
19.1% |
|
Visteon Corp |
NYSE |
VC |
Automotive |
4.0 |
81.93 |
611,064 |
9.1% |
150.9% |
105.9% |
13.8 |
15.4% |
18.9% |
|
Linamar Corp |
TSX |
LNR |
Industrial |
2.9 |
45.05 |
193,775 |
26.3% |
35.8% |
42.1% |
14.2 |
17.1% |
17.7% |
|
Encore Capital Group Inc |
NASDAQ |
ECPG |
Financial |
1.3 |
49.59 |
230,790 |
5.7% |
19.7% |
16.3% |
13.5 |
14.9% |
16.9% |
|
Ryder System Inc |
NYSE |
R |
Industrial |
3.8 |
71.56 |
504,856 |
8.4% |
20.5% |
11.1% |
13.2 |
14.1% |
14.9% |
|
Bankers Petroleum Ltd |
TSX |
BNK |
Energy |
1.1 |
4.34 |
2,354,811 |
9.9% |
75.0% |
98.6% |
14.2 |
9.8% |
12.9% |
|
Protective Life Corp |
NYSE |
PL |
Financial |
4.0 |
50.61 |
438,026 |
7.2% |
13.0% |
12.0% |
10.6 |
9.4% |
11.5% |
|
Sanmina Corp |
NASDAQ |
SANM |
Industrial |
1.4 |
16.89 |
912,362 |
9.2% |
33.0% |
17.4% |
10.0 |
9.8% |
11.0% |
|
Capital Power Corp |
TSX |
CPX |
Utilities |
1.9 |
23.44 |
357,690 |
9.6% |
20.3% |
26.6% |
14.4 |
4.9% |
7.5% |
Source: Bloomberg
Market price and Last Price are in their respective currencies
Company Description:
MacDonald Dettwiler & Associates Ltd (TSX: MDA)
MacDonald, Dettwiler and Associates Ltd. provides essential information from anywhere in the world for decision making in the workplace. The company is active in data collection and information extraction and distribution. MacDonald generates products and delivers them via private networks, Internet, wireless networks, and digital media, or by traditional hardcopy methods.
KapStone Paper and Packaging Corp (NYSE: KS)
KapStone Paper and Packaging Corporation manufacture unbleached kraft paper and dunnage bags.
ON Semiconductor Corp (NASDAQ: ONNN)
ON Semiconductor Corporation supplies analog, standard logic, and discrete semiconductors for data and power management. The company’s products include integrated circuits, and analog ICs. ON also offers discrete semiconductors in a variety of surface mount and standard packages.
Visteon Corp (NYSE: VC)
Visteon Corporation supplies automotive systems, modules, and components to vehicle manufacturers and the aftermarket on a worldwide basis. The company manufactures products such as climate control systems, electronics, interiors, and lighting.
Linamar Corp (TSX: LNR)
Linamar Corporation manufactures precision machine components, assemblies, and castings primarily for the automotive industry. The company also sells to the defense and aerospace industries. Linamar manufactures engines, transmissions, drivelines, steering, suspension components, and brake components.
Encore Capital Group Inc (NASDAQ: ECPG)
Encore Capital Group, Inc. is involved in consumer debt buying and recovery. The company purchases portfolios of defaulted consumer receivables from banks, credit unions, and utility providers and partners with individuals as they repay their obligations and work toward financial recovery.
Ryder System Inc (NYSE: R)
Ryder System, Inc. provides a continuum of logistics, supply chain, and transportation management solutions worldwide. The company’s offerings range from full-service leasing, commercial rental and maintenance of vehicles to integrated services. The company also offers comprehensive supply chain solutions, logistics management services, and e-Commerce solutions.
Bankers Petroleum Ltd (TSX: BNK)
Bankers Petroleum Ltd. is an oil and gas exploration and production company. The company has a working interest in the Patos-Marinza oil field in Albania.
Protective Life Corp (NYSE: PL)
Protective Life Corporation provides financial services through the production, distribution, and administration of insurance and investment products. The company markets individual life insurance, credit life and disability insurance, guaranteed investment contracts, guaranteed funding agreements, and annuities.
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.
Capital Power Corp (TSX: CPX)
Capital Power Corporation operates a diversified portfolio of power generating facilities. The company develops, acquiring and optimizing power generation from a diverse range of energy sources.
