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Wysłany: Wto 19:25, 27 Sie 2013 Temat postu: 5 Growth Stocks With Value Stock Prices-spun1 Nike |
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5 Growth Stocks With Value Stock values,[link widoczny dla zalogowanych]
Joel Greenblatt's Secret Investing(MFI) strategy is unequivocally something strategy,[link widoczny dla zalogowanych], ranking the whole universe of equities by earnings yield (a proxy for price-to-earnings multiple) and return on tangible invested capital. This gives us a list of value priced stocks which have delivered good recent growth - normally a sign that they will be able to continue growing soon.
Instead of carrying out a straight statistical list of the quickest growers in MFI,[link widoczny dla zalogowanych], I've filtered them down to 5 stocks where the revenue increases could be suggestive of a growing underlying market,[link widoczny dla zalogowanych], rather than a one time aberration. For example,[link widoczny dla zalogowanych], the fastest growing stock in MFI is Acadia Pharmaceuticals (ACAD), a development stage biopharmaceutical firm,[link widoczny dla zalogowanych], by having an over 300% revenue increase. However,[link widoczny dla zalogowanych], this is entirely as a result of one-time $35 billion dollar milestone payment in December of this past year - not just a sustainable driver of revenue growth.
Within that framework, here are 5 interesting, value priced growth stocks:
1) GT Advanced Technologies (GTAT)
TTM year-over-year Revenue Growth: 64%
GT Advanced Technologies is really a production equipment provider for 3 areas: photovoltaic solar panels,[link widoczny dla zalogowanych], polysilicion (the fabric used in panels),[link widoczny dla zalogowanych], and sapphire crystals employed for LED lighting production. While the solar and LED markets both appear to be within an oversupplied state at current, there is little question that both (especially LED) are going to grow rapidly within the next several years. This may make GTAT a stylish play at a currently dirt cheap valuation,[link widoczny dla zalogowanych], for patient owners.
2) KLA-Tencor (KLAC)
TTM year-over-year Revenue Growth: 52%
KLA-Tencor can also be an equipment provider,[link widoczny dla zalogowanych], for semiconductor production. The firm includes a dominant position in yield management and process monitoring equipment. A few of the growth here is developing a cyclical spike off of 2009's recessionary levels, but KLA's $3.3 billion in revenues over the past 12 months continues to be a business record. Given the proliferation of electronics in almost everything from cellular devices to automobiles to toys, there remains an undercurrent of growth that KLAC is placed to profit from for several years.
3) Motorcar Areas of America (MPAA)
TTM year-over-year Revenue Growth: 31%
Motorcar Parts takes old alternators and starters and remanufactures them for the "do-it-yourself" auto repair market. The key underlying driver of revenue growth is definitely an aging auto fleet, as new car sales have trailed the scappage rate for several years now. Tack-on aquisitions have served the firm well, and MPAA has additionally improved their cost structure by moving operations to Mexico and Malaysia. Among the best operated small auto parts businesses you will discover.
4) TeleNav (TNAV)
TTM year-over-year Revenue Growth: 24%
TeleNav offers its GPS Navigator voice-guided navigation software for mobile phones along with other general-purpose computers. Contracts with Sprint and also at comprise the majority of its business. This is a tough one,[link widoczny dla zalogowanych], as there is really a plethora of competition,[link widoczny dla zalogowanych], much of it free, such as Android's built-in navigation app. However,[link widoczny dla zalogowanych], TeleNav could make a pleasant acquisition candidate for just one of the mobile OS providers searching for a quality navigation offering to increase or improve upon existing offerings.
5) DG (DGIT)
TTM year-over-year Revenue Growth: 23% (not including yesterday's quarter)
DG provides digital delivery of traditional television and radio spots, instead of traditional physical "dub and ship" methods. The transition alone is of interest enough,[link widoczny dla zalogowanych], as both television and radio move to digital distribution technologies. DG has additionally entered the internet video ad creation/distribution business and integrated it with its TV offerings, developing a method to distribute video ads between the two mediums. There are a lot of underlying growth trends at play here.相关的主题文章:
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