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Contents
Introduction
Tillys (TLYS)
What to Do Next
10
Introduction
The predictive ability of the Zacks #1 rank cannot be denied. An average annual gain of
26% since 1988. Beating the S&P 500 by nearly three times during that period. Earning a
43.8% total return from 2000-2002 when the stock markets suffered record declines.
Now, in this report, youll receive highlights on 7 stocks from the more than 200 companies that compose the coveted Zacks #1 Ranked list of Strong Buys. Remember only 5% of
all stocks covered by the proprietary Zacks Rank system have the promise and potential to
beat the market in the next 30 days like these #1 stocks.
Inside this report, youll discover the company financials, earnings data and analysis of
these 7 promising companies.
The return numbers presented assume no transaction costs. Details of how Zacks calculates performance
for the Zacks Rank Portfolios and strategies is available at: www.zacks.com/performance.
American
Woodmark
Corporation
(AMWD)
American Woodmark Corporation
(AMWD) is a leading manufacturer
and distributor of kitchen and bath
cabinets for the remodeling and
new home construction markets.
For its fiscal first quarter, net sales
increased 12% year-over-year to
$258.2 million with growth across
all channels. Adjusted earnings of
$1.26 per share were substantially
better than the Zacks Consensus
Estimate of $0.94.
The company has surpassed the Zacks Consensus Estimate in each of the last four quarters,
with an average quarterly surprise of 33%. Analysts have raised their estimates this fiscal
year and next, helping the stock become a Zacks Rank #1 (Strong Buy). In addition to the
top Zacks Rank, the stock also has the Style Score of A for Growth and Momentum and a
VGM score of B.
Central Garden
and Pet (CENT)
The Chemours
Company (CC)
Gibraltar
Industries
(ROCK)
Gibraltar Industries (ROCK) is a $1.2
billion manufacturer and distributor of metal building products for
the industrial, infrastructure and
residential markets.
The stock is part of a strong building and construction sub-industry,
ranked in the top 25% of the Zacks
Industry Rank.
The company has an excellent
history of beating the Zacks Consensus Estimate, including a pair of 100% surprises over the
past three quarters. If you are looking for an investment to play the booming construction
markets, this well-diversified small cap with strong double-digit EPS growth projected into
next year should be at the top of your list.
Lantheus
Holdings
(LNTH)
Lantheus Holdings (LNTH) is in
the medical products industry and
they sell products in the diagnostic
imaging space.
The company beat the Zacks
Consensus Estimate of $0.06 when
it reported $0.24 in the first week
of August. This $0.18 beat was
good for a 300% positive earnings
surprise.
LNTH has beaten the Zacks Consensus Estimate in each of the five reports. The topline
was also impressive with the company delivering $78M in sales when the Zacks Consensus
Estimate was looking for $73M. That $5M beat was good for a 7.25% positive revenue
surprise. There was a recent big move higher in estimates, underscoring its status as a Zacks
Rank #1 (Strong Buy).
Tillys (TLYS)
Urban
Outfitters
(URBN)
Urban Outfitters (URBN) is a
specialty retail company that sports
Zacks Style Scores of A in Value and
B in both Growth and Momentum.
In addition, the company also sits
in an industry that is ranked 95th
out of 265 (Top 36%) in the Zacks
Industry Rank. Q2 saw earnings of
$0.66 versus the $0.56 expected, as
revenue came above expectations at
$890.6 Million versus $889 Million.
Last weeks beat was the fifth straight and the seventh over the last ten quarters. Price hasnt
always followed earnings beats, but this quarter the stock surged over 20% in just a few days.
Since the company reported, estimates have been revised higher across all timeframes.
Urban outfitters specialty brands have become popular among the younger generation and
this is being proven in the numbers. Improving margins on top of record sales will bring investors into the stock on any dips. If the earnings momentum continues into the end of the year,
the stock might make a push for 2015 highs of $47.25.
What to Do Next
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