stock guide spring 2015 - marketsmith · inventory turnover c. research and development % of total...
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Stock GuideSpring 2015
2015 is off to a positive start so far. As of March 23, 2015, the NASDAQ is up 6%. Although, there have been several distribution days recently, the NASDAQ just reached a new high and leading stocks are acting well. When leading stocks fall, they are finding support at their 50-day moving averages, a key long-term support level.
With the market at new highs in a confirmed uptrend, we will focus on the subtleties of relative strength. Marked improvements in relative strength, especially during periods of market weakness, can help identify market leadership. In contrast, if relative strength significantly deteriorates during a healthy uptrend, then it can trigger a sell rule before the stock price falls too far, allowing you to maintain profits.
The screens in this spring Stock Guide will identify stocks that are showing significant increases in relative strength, a key component of stock selection and stock price appreciation.
Best returns,
Your MarketSmith Team
Don’t miss our webinar series Stay in Step With the Market for insight into current market activity at marketsmith.com/webinar
Stock Guide Chart Legend
1. 5-Year Earnings Growth Rate Over 20% Per Year
2. Company Name
3. Industry Group Classification
4. Datablock Containing the Following Information:
a. Short Interest Value and Percent Change
b. Options Availability and Exchange
c. 50-Day Ratio of Daily Up Volume to Daily Down Volume
d. Ex-Dividend Date
e. Current Yield
5. Ticker or Trading Symbol
6. Top 5 Stocks in Group
7. Primary Exchange
8. Industry Group Relative Strength Rating
9. Common Shares Outstanding (in Millions)
10. Web Address
11. Active stock (NASDAQ only)
12. Floating Supply (in Millions)
13. Datablock Containing the Following Information:
a. 5-Year Earnings Growth Rate
b. Best RS Line & Rating Factor
c. Earnings Per Share Rank (EPS Rank)
d. Current Price/Earnings (P/E) Ratio
e. High and Low Price/Earnings (P/E) Ratios
14. Datablock Containing the Following Information:
a. Debt Percentage
b. New CEO in Last 2 Years
c. Timeliness Rating
d. Accumulation/Distribution Rating
e. SMR Rating
15. Average Daily Volume Over Last 50 Trading Days
16. Datablock Containing the Following Information:
a. Stock Price Relative to Book Value
b. Inventory Turnover
c. Research and Development % of Total Sales
d. Return on Equity Percentage
e. Cash Flow Per Share From Operations
17. Convertible Issues
18. Warrants Outstanding
19. Closing Price
20. % Off High
21. Datablock Containing the Following Information
a. Mutual Fund Sponsorship
b. Bank Sponsorship
c. Management Ownership
d. Alpha
e. Beta
22. Composite Rating
23. Arithmetic Price Scale
24. Key High and Low Price Points
25. 50-Day Moving Average Price Line
26. 200-Day Moving Average Price Line
27. Relative Strength Rating
28. Relative Strength Compared to S&P 500
29. Article in Major Publication
30. *Indicates 2nd Highest Weekly Volume in Last 12 Months
31. *Indicates Highest Weekly Volume in Last Year or Volume 100% or More Above ADV
32. Volume Scale
33. Earnings % Change
34. Qtrly EPS Compared to EPS Same Qtr Last Year (<> denotes pretax, non-recurring items included)
35. Insider Buying/Selling
36. Qtrly Sales Compared to Sales Same Qtr Last Year
37. 50-Day Average Daily Volume
38. High and Low P/E Ratio for the Quarter
39. Dividend Change
40. Security Announcement
41. Cash Dividend for the Quarter
42. *Indicates Earnings Expected to Report Within 4 Weeks
43. *Indicates Earnings Were Reported in Last 2 Weeks
44. Volume Peaks (in Hundreds)
45. Stock Dividend or Split
46. Daily High, Low, and Closing Prices
47. Line Indicates Beginning of Calendar Quarter
48. Indicator for Canadian Dollars
49. Datablock Containing the Following Information:
a. Fiscal Year End
b. Annual Operating Earnings (<> denotes pretax, non-recurring items included)
c. Calendar Year High/Low Prices
d. Earnings Per Share Estimates
e. EPS Estimates % Change
f. Estimate Revision
50. Business Summary
EARNINGS $SALES MIL. $DIVIDEND-PE
17 31AUG
14 28SEP
11 25OCT 9 23
NOV 6 20
DEC 4 18
QTR 1
JAN 10 1 15 29
FEB12 26
MAR12 26
QTR 2
APR 9 23
MAY 7 21
JUN 4 18
QTR 3
JUL 2
XYZ CORP (XYZ) NASDAQ*BLDG-A/C & HEATING PRDS aaon.com
17.1 SHRS / 12.2 FLT / AVG VOL 85,500 $24.13(OH ) -4%
MANUFACTURES HEATING, VENTILATION AND AIR CONDITION EQUIP- MENT FOR THE INDUSTRIAL/CONSTRUCTION/COMMERCIAL MARKETS.
5/10 TO REPURCHASE 5% OF COMMON STOCK OUTSTANDING.
SHORT INT 24.3 DAYS -3%OPTIONS ONUP/DOWN 1.0
CBOE
EX-DIV 6/ 8YIELD 1.5%
GROWTH RATE +31%EARNINGS STAB 13EPS RANK 63PE 16 ( 1.0XS&P)5 YR PE 9- 31
DEBT 0%NEW CEOTIMELINESS B
7/10
ACC/DIST DSMR RATING B
3.50 X BK VALUEINVENTORY TO. 7.5XR&D 13.6%RET ON EQUITY 26%CASH FLOW $2
FUNDS 40%BANKS 8%MGMT 29%ALPHA 0.03BETA 0.98
COMPOSITE RATINGIPO 7/7/07 $ 5.00 (C) (W) 82
EPS DUE 8/10
PRICESCALE
GROUP REL STR 82 RS EPSSmithAO AOS 81 95Watsco WSO 76 82Lennox LII 75 85
EARNINGS HI LO(DEC)$ $04 0.39 14 9
05 0.60 13 906 0.90 19 1107 1.22 23 1608 1.60 23 1209 1.62 22 1410 1.38 EST -15%11 1.62 EST +17%
«
QUARTER ENDED JUN 30, 09 0.43 VS 0.43 0% 68.6 VS 74.8 -8%$ 0.18 13X -- 9X
QUARTER ENDED SEP 30, 09 0.45 VS 0.47 -4% 58.5 VS 79.3 -26% N/A 13X -- 11X
QUARTER ENDED DEC 31, 09 0.36 VS 0.35 +3% 54.2 VS 60.2 -10%$ 0.18 12X -- 11X
QUARTER ENDED MAR 31, 10 0.30 VS 0.39 -23% 49.3 VS 64.0 -23% N/A 14X -- 12X
16
18
20
22
24
400 600 1000
VOLUME(00)
22.32
18.00
20.63
18.49 18.64
22.00
20.72
25.11
21.50
22.41
17704 5376
84
R S LINEVS SP500
CANADIANQTR 4
FORBES06/04/10DIV
INCPSO
2/1
* *
* *
ACTIVE
1 2 3 5 6 8 119 10 13 1514 16 17 18 19 20
21
4 7 12
23
24
25
26
27
28293031
32
33
35 3439 363840 3741
44
42
43
46
47
48
49
50
22
45
Table of ContentsStock Guide Legend . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Market Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
How to Use RS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Spring 2015 Screens*
RS Line New High 9
Electronic Arts Inc . . . . . . . . . . . . . . . . . . . . . . . . . . . . .EA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Palo Alto Networks . . . . . . . . . . . . . . . . . . . . . . . . . . . . PANW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Pinnacle Entertainment. . . . . . . . . . . . . . . . . . . . . . . . . . PNK . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Amerisourcebergen Corp . . . . . . . . . . . . . . . . . . . . . . . .ABC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Columbia Sportswear Co . . . . . . . . . . . . . . . . . . . . . . . .COLM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Kraft Foods Group Inc . . . . . . . . . . . . . . . . . . . . . . . . . .KRFT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Strongest Relative Strength 13
Abiomed Inc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .ABMD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Skyworks Solutions Inc . . . . . . . . . . . . . . . . . . . . . . . . . SWKS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Pharmacyclics Inc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . PCYC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Ambarella Inc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AMBA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Qorvo Inc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .QRVO . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Centene Corp . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .CNC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
RS Line Leading Price 17
Nike Inc Cl B . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .NKE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Jarden Corp . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . JAH . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Lennar Corp Cl A . . . . . . . . . . . . . . . . . . . . . . . . . . . . .LEN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Interpublic Group Of Cos . . . . . . . . . . . . . . . . . . . . . . . IPG . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Anthem Inc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .ANTM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Quest Diagnostics Inc . . . . . . . . . . . . . . . . . . . . . . . . . . .DGX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
*All screen results are computer-generated and were run on March 27, 2015.
Spring 2015marketsmith.com
4 Market Charts
S & P 500 INDEXCLOSE 2061.02
1897.28
1991.39
2019.26
2093.55
2119.59
1814.36
1904.78
1820.66
1972.561980.90
2039.69
50 DAY MOVING AVERAGE
200 DAY MOVING AVERAGE
1830
1880
1930
1980
2030
2080
2130
DAILY VOLUME AND 50-DAY AVERAGE DAILY VOLUME LINE
300 M
600 M
950 M
1.5 B
27132713301621952172410261229151184206239251128
MARFEBJAN 2015DECNOVOCTSEPAUGJULJUNMAYAPR
NASDAQ COMPOSITECLOSE 4891.22
4485.93
4610.57
4810.86 4814.95
3946.03
4321.89
4116.60
4547.31 4563.10
50 DAY MOVING AVERAGE
200 DAY MOVING AVERAGE
3950
4050
4150
4250
4350
4450
4550
4650
4750
4850
4950
5050
DAILY VOLUME AND 50-DAY AVERAGE DAILY VOLUME LINE
750 M
1.1 B
1.7 B
2.5 B
27132713301621952172410261229151184206239251128
MARFEBJAN 2015DECNOVOCTSEPAUGJULJUNMAYAPR
5
Relative price strength is a crucial part of stock selection. It helps identify the leading stocks in the market; those that are outperforming the general market and the rest of the stocks in the database. MarketSmith offers two perspectives of relative strength to assist you in your stock research: our proprietary RS Rating and the RS Line.
RS RatingThe RS Rating is a rating that measures a stock’s price performance over the last 12 months (with the most recent three months weighted more heavily), relative to the performance of all stocks in the database. Example: A RS Rating of 99 (the highest possible rating) is outperforming 99% of the other stocks in the database over the last 12 months.
Leaders vs. LaggardsOur studies of the greatest winning stocks since 1952 showed an average RS rating of 87 when they broke out of their first price consolidation areas. The greatest stocks were already outperforming nearly 90% of all other stocks in the market before they made their biggest price gains. With so many stocks in the market universe, relative strength plays an important role within stock selection.
David Ryan, a three-time US Investing Champion and former O’Neil associate, states in Market Wizards by Jack Schwager, “The relative strength is very important… [It should be] at least above 80, and preferably above 90…I would rather go with a relative strength of 99 than 95…many times the relative strength takes off before that big earnings report comes out.”
How to Use RS
MarketSmith Education Tips
Spring 2015 marketsmith.com
Spring 2015marketsmith.com
RS LineThe RS Line compares a stock’s price performance versus the S&P 500. If the RS Line is upward sloping, then the stock is outperforming the general market. If the RS Line is downward sloping, then the stock is underperforming the general market. Generally, a RS Line that is trending upward over several months is a positive sign, while a downward trending line would be a negative indication. The RS Line can be used in a diverse number of ways: leadership selection, breakout confirmation, angle of ascent, and key divergences.
Leadership VerificationThe RS Line is especially useful in finding new leaders during a market correction. During a market correction, the growth stocks that decline the least are the most desirable and are usually the best selections. Once the general market decline is over, the first stocks that bounce back to new highs are almost always your real leaders. The RS Line can help provide verification of a stock’s strength. When a stock’s RS Line is reaching new highs well before the stock price does, then that is a very bullish sign.
MarketSmith Education Tips6
Spring 2015 marketsmith.com
7MarketSmith Education Tips
Breakout ConfirmationWhen the stock breaks out of its base, the RS Line should be reaching a new high as well. This type of action confirms the strength of the breakout and should give you confidence that the stock is performing as expected.
Angle of AscentImagine a clock face. The clock hand at 3 o’clock is a flat, horizontal RS Line. The flat line indicates that the stock is performing equally to the market. Any number between 12 and 3 indicates outperformance. Your ideal leading stocks will have RS Lines that trend upward between 1 and 2. The steeper the RS line, the more the stock is outperforming the general market.
Spring 2015marketsmith.com
MarketSmith Education Tips8
Key DivergencesKey divergences are the main part of relative strength, especially with abnormal strength on a weak market day. If the general market is down 2% on the day, but your stock is up 1%, then it is clearly diverging from expectations. Another sign of divergence is when an upside reversal day occurs. The stock is down significantly early in the day, but closes substantially off of the lows. Remember: most stocks will follow the general trend of the market, which is why market direction analysis is emphasized (the M in CAN SLIM). On this day, you should see the RS line spike upward, indicating outperformance. When the market begins to recover, the downward pressure is no longer evident and these stocks should lead the way higher.
9
Visit marketsmith.com/learn/stockguide to load the criteria for this and other Stock Guide screens directly into your MarketSmith screener.
All screen results are computer-generated and were run on March 27, 2015. This screen can also be found in the community section of marketsmith.com.
RS Line New High
Key divergences are a crucial part of relative strength, especially with abnormal strength on a weak market day.
This screen identifies stocks whose RS Lines are reaching
new highs over the last 52 weeks and is designed to be run
on a big down day in the general market. Stocks that are
bucking the downward pressure may be primed to move
significantly higher once the market pressure alleviates.
Company Name (Symbol) Industry Group RS Rating Page
Electronic Arts Inc (EA) Computer Sftwr-Gaming 97 10
Palo Alto Networks (PANW) Computer Sftwr-Security 97 10
Pinnacle Entertainment (PNK) Leisure-Gaming/Equip 97 11
Amerisourcebergen Corp (ABC) Medical-Whlsle Drg/Suppl 96 11
Columbia Sportswear Co (COLM) Apparel-Clothing Mfg 96 12
Kraft Foods Group Inc (KRFT) Food-Packaged 96 12
Spring 2015marketsmith.com
10
*ELECTRONIC ARTS INC(EA ) NASDAQ 310.0 SHRS / 303.8 FLT / AVG VOL3.84MIL $58.24(OH -1%)COMPUTER SFTWR-GAMING ea.comDEVELOPS VIDEO GAME SOFTWARE AND CONTENT FOR PLAY ON VIDEO GAME CONSOLES, PCS, HANDHELD PLATFORMS AND MOBILE PHONES.
1/15 RAISED FY15 ADJUSTED EARNINGS GUIDANCE TO $2.05 TO $2.35/DILUTED SHARE ON REVENUES OF ABOUT $4.485 BIL.
SHORT INT 4.5 DAYS +5%OPTIONS ON AM/MSUP/DOWN 1.7EX-DIVYIELD
GROWTH RATE +53%EARNINGS STAB 34EPS RANK 87PE 22 (1.3XS&P)5 YR PE 13 - 82
DEBT 24%NEW CEO 9/13TIMELINESS BACC/DIST ASMR RATING A
7.67 X BK VALUEINVENTORY TO. 73.0XR&D 31.5%RET ON EQUITY 23%CASH FLOW $2.38
FUNDS 52%BANKS 1%MGMT 1%ALPHA 0.24BETA 1.21
35.6537.26
38.64 38.39
48.53
58.87
26.64
33.0131.77
45.21
54.02
97
QTR 1QTR 4
QTR 3
QTR 2
-O-O-O-O-O-O-O-O-O-O-O-O-O20
30
40
50
60
PRICE SCALE
97COMPOSITE RATING(C)09$ -0.30 $ 23 1410 0.44 20 1411 0.70 26 1412 0.85 21 1013 0.84 28 1314 1.69 48 2115 2.38EST +41% ↑16 2.64EST +11% ↑
EARNINGS (MAR) HI LONintendo C NTDOY 94 76NetEase NTES 89 76ActivsnBlz ATVI 74 90GluMobile GLUU 74 74PerfctWrld PWRD 63 48
GROUP REL STR 81 RS EPS
271327133016219521724102612291511842062392511MARFEBJAN 15DECNOVOCTSEPAUGJULJUNMAY
EARNINGS $SALES MIL. $DIVIDEND-PE
0.48 VS 0.55 -13%1123 VS 1209 -7%N/A 23X-- 14X
0.19 VS -0.40#+148%1214 VS 949.0 +28%N/A 22X-- 15X
0.73 VS 0.33 +121%990.0 VS 695.0 +42%N/A 23X-- 15X
1.22 VS 1.26 -3%1126 VS 808.0 +39%N/A 18X-- 14X
EPS DUE 5/6 QUARTER ENDED MAR 31,14 QUARTER ENDED JUN 30,14 QUARTER ENDED SEP 30,14 QUARTER ENDED DEC 31,14
R S LINE VS SP500
VOLUME
1.2M
3M
8M
*PALO ALTO NETWORKS(PANW) NYSE 82.3 SHRS / 68.3 FLT / AVG VOL1.36MIL $146.44(OH -1%)COMPUTER SFTWR-SECURITY paloaltonetworks.comPROVIDES NETWORK SECURITY INFRASTRUCTURE PRODUCTS FOR ENTERPRISES, SERVICE PROVIDERS AND GOVERNMENT ENTITIES.
3/15 EXPECTS Q3 FY15 NON-GAAP EARNINGS OF $0.19 TO $0.20 PER DILUTED SHARE ON REVENUES OF $219 MIL TO $223 MIL.
SHORT INT 3.2 DAYS -13%OPTIONS ONUP/DOWN 1.2EX-DIVYIELD
GROWTH RATE +49%EARNINGS STAB 18EPS RANK 99PE 312 (18.6XS&P)5 YR PE 168 - 726
DEBT 100%NEW CEOTIMELINESS AACC/DIST BSMR RATING B
26.09 X BK VALUEINVENTORY TO.R&D 17.5%RET ON EQUITY 7%CASH FLOW $0.59
FUNDS 38%BANKS 1%MGMT 8%ALPHA 0.25BETA 1.45
72.50
85.78
102.45
149.35149.35
59.20 57.47
73.12
87.83
134.07
97
QTR 1QTR 4
QTR 3
QTR 2
-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O40
50
60
70
80
90
100
110
120
130
140
150
PRICE SCALE
99COMPOSITE RATING$42.00IPO 7/20/1209$ -0.28 $10 -0.3111 -0.1912 0.22 72 4713 0.24 62 3914 0.33 128 5415 0.78EST+136% ↑16 1.56EST+100% ↑
EARNINGS (JUL) HI LOQualys QLYS 97 99CybarkSftw CYBR 97 98VscoData VDSI 97 96Proofpoint PFPT 95 5Cyren CYRN 94 28
GROUP REL STR 95 RS EPS
271327133016219521724102612291511842062392511MARFEBJAN 15DECNOVOCTSEPAUGJULJUNMAY
EARNINGS $SALES MIL. $DIVIDEND-PE
0.02 VS 0.07 -71%150.7 VS 101.3 +49%N/A 275X-- 185X
0.11 VS 0.07 +57%178.2 VS 112.4 +59%N/A 318X-- 180X
0.15 VS 0.08 +87%192.4 VS 128.2 +50%N/A 350X-- 283X
0.19 VS 0.10 +90%217.7 VS 141.1 +54%N/A 362X-- 291X
EPS DUE 5/28 QUARTER ENDED APR 30,14 QUARTER ENDED JUL 31,14 QUARTER ENDED OCT 31,14 QUARTER ENDED JAN 31,15
R S LINE VS SP500 VOLUME
500K
1.3M
3.5M
RS Line New High
Spring 2015 marketsmith.com
11
*PINNACLE ENTERTAINMENT(PNK) NYSE 60.2 SHRS / 56.6 FLT / AVG VOL1.26MIL $35.90(OH -1%)LEISURE-GAMING/EQUIP pnkinc.comOWNS AND OPERATES 14 GAMING PROPERTIES IN CO, IN, IA, LA, MO, MS AND NV AND A RACETRACK FACILITY IN OH
3/15 TO SELL ITS REAL ESTATE ASSETS TO GAMING AND LEISURE PROPERTIES, FOR ABOUT $36 PER SHARE.
SHORT INT 5.4 DAYS -54%OPTIONS ON AM/MSUP/DOWN 2.9EX-DIVYIELD
GROWTH RATE +62%EARNINGS STAB 80EPS RANK 93PE 25 (1.5XS&P)5 YR PE 9 - 310
DEBT 1430%NEW CEOTIMELINESS AACC/DIST ASMR RATING A
7.74 X BK VALUEINVENTORY TO.244.7XR&D N/ARET ON EQUITY 35%CASH FLOW $5.11
FUNDS 38%BANKS 0%MGMT 6%ALPHA 0.14BETA 1.17
24.22
25.7226.26
27.45
26.0025.12
23.16
21.57 21.46 21.60 21.92
19.6620.74
97
QTR 1QTR 4
QTR 3
QTR 2
-O-O15
20
25
30
35
40
PRICE SCALE
92COMPOSITE RATING09$ -0.79 $ 13 410 -0.21 14 711 0.69 15 812 1.00 16 813 0.80 26 1314 1.39 27 1915 1.51EST +9% ↑16 1.88EST +25% ↑
EARNINGS (DEC) HI LOIsle Capri ISLE 98 76PenNatlGam PENN 90 36GamPtrs GPIC 89 34ChurchlDwn CHDN 88 29MonrchCs MCRI 85 80
GROUP REL STR 67 RS EPS
271327133016219521724102612291511842062392511MARFEBJAN 15DECNOVOCTSEPAUGJULJUNMAY
EARNINGS $SALES MIL. $DIVIDEND-PE
0.44 VS 0.18 +144%532.8 VS 266.6 +100%N/A 49X-- 28X
0.37 VS 0.13 +185%555.2 VS 267.3 +108%N/A 31X-- 21X
0.20 VS 0.16 +25%568.3 VS 418.9 +36%N/A 25X-- 17X
0.40 VS 0.31 +29%554.3 VS 535.0 +4%N/A 20X-- 15X
EPS DUE 4/30 QUARTER ENDED MAR 31,14 QUARTER ENDED JUN 30,14 QUARTER ENDED SEP 30,14 QUARTER ENDED DEC 31,14
R S LINE VS SP500
VOLUME
300K
1.1M
AMERISOURCEBERGEN CORP(ABC) NYSE 219.6 SHRS / 204.2 FLT / AVG VOL1.96MIL $113.19(OH -1%)MEDICAL-WHLSLE DRG/SUPPL amerisourcebergen.comDISTRIBUTES BRAND NAME AND GENERIC DRUGS, OVER-THE-COUNTER HEALTHCARE PRODUCTS AND HOME HEALTHCARE SUPPLIES
2/15 ACQUIRED MWI VETERINARY SUPPLY INC, FOR $190 PER SHARE IN CASH.
SHORT INT 5.3 DAYS +31%OPTIONS ON AM/MSUP/DOWN 3.5EX-DIV 2/12YIELD 1.0%
GROWTH RATE +16%EARNINGS STAB 3EPS RANK 94PE 26 (1.6XS&P)5 YR PE 13 - 23
DEBT 102%NEW CEOTIMELINESS AACC/DIST ASMR RATING A
12.77 X BK VALUEINVENTORY TO. 15.4XR&D N/ARET ON EQUITY 43%CASH FLOW $4.92
FUNDS 37%BANKS 2%MGMT 7%ALPHA 0.19BETA 0.7
73.81
79.13 78.60 78.58
92.84
62.55
71.00
75.71 74.32
89.25
96
QTR 1QTR 4
QTR 3
QTR 2
-O-O-O
DIVINC
-O-O-O-O50
60
70
80
90
100
110
120
PRICE SCALE
99COMPOSITE RATING(C)09$ 1.69∆ $ 26 1310 2.17∆ 34 2511 2.51∆ 43 3312 2.96∆ 44 3513 3.21 71 4214 3.97 92 6215 4.62EST +16% ↑16 5.25EST +14% ↑
EARNINGS (SEP) HI LOCardinalHl CAH 87 78McKesson MCK 84 94OwensMinor OMI 45 37
GROUP REL STR 82 RS EPS
271327133016219521724102612291511842062392511MARFEBJAN 15DECNOVOCTSEPAUGJULJUNMAY
EARNINGS $SALES MIL. $DIVIDEND-PE
1.06 VS 0.89 +19%28455 VS 20523 +39%$0.24 22X-- 19X
1.01 VS 0.78 +29%30348 VS 21906 +39%$0.24 21X-- 18X
1.10 VS 0.81 +36%31588 VS 24469 +29%$0.24 22X-- 20X
1.14 VS 0.80 +42%33588 VS 29176 +15%$0.29 23X-- 20X
EPS DUE*4/24 QUARTER ENDED MAR 31,14 QUARTER ENDED JUN 30,14 QUARTER ENDED SEP 30,14 QUARTER ENDED DEC 31,14
R S LINE VS SP500
VOLUME
500K
1.2M
2.5M
RS Line New High
Spring 2015marketsmith.com
12
COLUMBIA SPORTSWEAR CO(COLM) NASDAQ 69.9 SHRS / 28.0 FLT / AVG VOL433842 $60.92(OH 0%)APPAREL-CLOTHING MFG columbia.comMARKETS MEN'S, WOMEN'S AND CHILDREN'S OUTDOOR SPORTSWEAR, OUTERWEAR, FOOTWEAR, EQUIPMENT AND ACCESSORIES.
2/15 EXPECTS 2015 EARNINGS OF $2.10 TO $2.20/SHARE/REAFFIRMED REVENUE GROWTH GUIDANCE AT HIGH SINGLE DIGIT OVER 2014.
SHORT INT 3.9 DAYS -6%OPTIONS ON AM/NYUP/DOWN 2.3EX-DIV 3/3YIELD 1.0%
GROWTH RATE +13%EARNINGS STAB 8EPS RANK 87PE 32 (1.9XS&P)5 YR PE 15 - 31
DEBT 1%NEW CEOTIMELINESS BACC/DIST ASMR RATING B
3.23 X BK VALUEINVENTORY TO. 5.9XR&D N/ARET ON EQUITY 10%CASH FLOW $2.7
FUNDS 21%BANKS 0%MGMT 60%ALPHA 0.13BETA 0.99
42.45
44.9843.49 42.69
39.69
45.51 45.87
38.7236.75
34.25
43.0841.11
96
QTR 1QTR 4
QTR 3
QTR 2
-O-O-O-O
2/1
-O-O-O-O-O-O30
40
50
60
PRICE SCALE
94COMPOSITE RATING(C)09$ 0.99 $ 23 1210 1.08 31 1911 1.52 35 2012 1.51 29 2113 1.47 39 2314 1.90 45 3415 2.19EST +15% ↑16 2.48EST +13% ↑
EARNINGS (DEC) HI LOHanesbrnd HBI 94 95Unifi UFI 94 74GIIIAppare GIII 93 85UnderArmou UA 90 96Carters CRI 86 83
GROUP REL STR 61 RS EPS
271327133016219521724102612291511842062392511MARFEBJAN 15DECNOVOCTSEPAUGJULJUNMAY
EARNINGS $SALES MIL. $DIVIDEND-PE
0.32 VS 0.18 +78%424.1 VS 348.3 +22%$0.14 30X-- 25X
-0.13 VS -0.11 N/A324.3 VS 280.5 +16%$0.14 29X-- 25X
0.93 VS 0.79 +18%675.3 VS 523.1 +29%$0.14 27X-- 22X
0.79 VS 0.61 +30%677.0 VS 533.1 +27%$0.15 27X-- 21X
EPS DUE 4/29 QUARTER ENDED MAR 31,14 QUARTER ENDED JUN 30,14 QUARTER ENDED SEP 30,14 QUARTER ENDED DEC 31,14
R S LINE VS SP500
VOLUME
74K
250K
800K
KRAFT FOODS GROUP INC(KRFT) NASDAQ 588.1 SHRS / 582.2 FLT / AVG VOL6.01MIL $89.10(OH 0%)FOOD-PACKAGED kraftfoodsgroup.comMANUFACTURES FOOD PRODUCTS SUCH AS BEVERAGES, CHEESE, CONVENIENT MEALS AND OTHER GROCERY PRODUCTS SOLD WORLDWIDE.
3/15 TO BE ACQUIRED BY H.J. HEINZ COMPANY.
SHORT INT 2.8 DAYS +4%OPTIONS ONUP/DOWN 3.0EX-DIV 4/8YIELD 2.5%
GROWTH RATE -3%EARNINGS STAB 5EPS RANK 81PE 27 (1.6XS&P)5 YR PE 14 - 23
DEBT 198%NEW CEO 12/14TIMELINESS AACC/DIST BSMR RATING B
11.86 X BK VALUEINVENTORY TO. 10.7XR&D N/ARET ON EQUITY 41%CASH FLOW $3.89
FUNDS 34%BANKS 2%MGMT 0%ALPHA 0.19BETA 0.41
57.97
61.1059.00
67.74
53.33 53.63
60.28 96
QTR 1QTR 4
QTR 3
QTR 2
PMDIVINC
-O40
50
60
70
80
90
PRICE SCALE
88COMPOSITE RATING09$ 3.30 $10 3.1911 3.0012 3.20∆ 48 4313 2.81∆ 58 4414 3.27 64 5015 3.23EST -1% ↓16 3.47EST +7% ↑
EARNINGS (DEC) HI LOWhitwFds WWAV 94 89HainCelest HAIN 91 97Pinnacle F PF 90 49Smucker SJM 81 52FlowersFds FLO 80 73
GROUP REL STR 58 RS EPS
271327133016219521724102612291511842062392511MARFEBJAN 15DECNOVOCTSEPAUGJULJUNMAY
EARNINGS $SALES MIL. $DIVIDEND-PE
0.83 VS 0.88∆ -6%4362 VS 4513 -3%N/A 20X-- 17X
0.82 VS 0.85∆ -4%4747 VS 4716 +1%$0.53 22X-- 20X
0.77 VS 0.65∆ +18%4400 VS 4394 0%$0.53 22X-- 20X
0.85 VS 0.43∆ +98%4696 VS 4595 +2%$1.10 23X-- 19X
EPS DUE 5/1 QUARTER ENDED MAR 31,14 QUARTER ENDED JUN 30,14 QUARTER ENDED SEP 30,14 QUARTER ENDED DEC 31,14
R S LINE VS SP500 VOLUME
1.5M
5.5M
19.5M
RS Line New High
13
Visit marketsmith.com/learn/stockguide to load the criteria for this and other Stock Guide screens directly into your MarketSmith screener.
All screen results are computer-generated and were run on March 27, 2015. This screen can also be found in the community section of marketsmith.com.
Strongest Relative Strength
Discover the best stocks currently outperforming the rest of the market.
During periods of market weakness, stocks maintaining
high RS ratings may be correcting less and positioning for a
substantial price run once the market environment improves.
Look for recognizable chart patterns. When the market is in
an uptrend, stocks with strong RS ratings should move up
faster than lower-ranked stocks.
Company Name (Symbol) Industry Group RS Rating Page
Abiomed Inc (ABMD) Medical-Products 99 14
Skyworks Solutions Inc (SWKS) Elec-Semiconductor Mfg 99 14
Pharmacyclics Inc (PCYC) Medical-Biomed/Biotech 99 15
Ambarella Inc (AMBA) Elec-Semicondctor Fablss 99 15
Qorvo Inc (QRVO) Elec-Semiconductor Mfg 98 16
Centene Corp (CNC) Medical-Managed Care 98 16
Spring 2015marketsmith.com
14
*ABIOMED INC(ABMD) NASDAQ 41.1 SHRS / 34.9 FLT / AVG VOL590874 $70.31(OH -5%)MEDICAL-PRODUCTS abiomed.comDEVELOPS MEDICAL DEVICES DESIGNED TO ASSIST OR REPLACE THE PUMPING FUNCTION OF THE HEART
3/15 RCVD FDA APPROVAL FOR IMPELLA 2.5, FOR ELECTIVE/URGENT HIGH RISK PERCUTANEOUS CORONARY INTERVENTION PROCEDURES.
SHORT INT 7.1 DAYS -6%OPTIONS ON AM/NYUP/DOWN 2.0EX-DIVYIELD
GROWTH RATE +61%EARNINGS STAB 99EPS RANK 99PE 160 (9.6XS&P)5 YR PE 37 - 2617
DEBT 0%NEW CEOTIMELINESS AACC/DIST BSMR RATING C
17.56 X BK VALUEINVENTORY TO. 12.7XR&D 16.7%RET ON EQUITY 5%CASH FLOW $0.25
FUNDS 43%BANKS 0%MGMT 14%ALPHA 0.39BETA 0.96
26.94 26.33
62.82
20.29
24.6121.84
58.31
99
QTR 1QTR 4
QTR 3
QTR 2
-O-O-O-O-O-O-O-O10
20
30
40
50
60
70
80
PRICE SCALE
99COMPOSITE RATING09$ -0.60∆ $ 16 410 -0.46 12 711 -0.12 21 912 0.01 26 1113 0.37∆ 29 1114 0.18∆ 39 2015 0.49EST+172% ↓16 0.60EST +22% ↓
EARNINGS (MAR) HI LOBG Medicin BGMD 99 44Heska HSKA 99 29Cambrex CBM 98 96IntersectE XENT 98 15Cytosorben CTSO 97 5
GROUP REL STR 92 RS EPS
271327133016219521724102612291511842062392511MARFEBJAN 15DECNOVOCTSEPAUGJULJUNMAY
EARNINGS $SALES MIL. $DIVIDEND-PE
0.09 VS 0.09 0%50.4 VS 43.7 +15%N/A 205X-- 133X
-0.04 VS -0.04 N/A48.8 VS 42.7 +14%N/A 140X-- 107X
0.09 VS 0.03 +200%51.9 VS 44.4 +17%N/A 142X-- 127X
0.30 VS 0.11∆ +173%62.0 VS 46.2 +34%N/A 156X-- 106X
EPS DUE 5/1 QUARTER ENDED MAR 31,14 QUARTER ENDED JUN 30,14 QUARTER ENDED SEP 30,14 QUARTER ENDED DEC 31,14
R S LINE VS SP500
VOLUME
112K
350K
1M
*SKYWORKS SOLUTIONS INC(SWKS) NASDAQ 190.8 SHRS / 187.0 FLT / AVG VOL4.73MIL $98.83(OH -3%)ELEC-SEMICONDUCTOR MFG skyworksinc.comMANUFACTURES ANALOG/MIXED-SIGNAL ICS, AMPLIFIERS, ATTENUATORS, DETECTORS, DIODES, COUPLERS, MIXERS AND DEMODULATORS
11/14 TO REPURCHASE UP TO $300 MIL WORTH OF COMMON STOCK OUTSTANDING.
SHORT INT 1.6 DAYS +14%OPTIONS ON AM/MSUP/DOWN 1.9EX-DIV 2/3YIELD 0.5%
GROWTH RATE +26%EARNINGS STAB 14EPS RANK 98PE 26 (1.5XS&P)5 YR PE 7 - 26
DEBT 0%NEW CEOTIMELINESS AACC/DIST BSMR RATING A
7.51 X BK VALUEINVENTORY TO. 9.2XR&D 11.0%RET ON EQUITY 27%CASH FLOW $3.81
FUNDS 37%BANKS 2%MGMT 1%ALPHA 0.33BETA 1.75
49.10
54.50
59.25
74.97
84.95
34.30
45.26 44.06
99
QTR 1QTR 4
QTR 3
QTR 2
-O-O-O-O-O-O-O-O-O-O
DIVINC
-O-O-O-O-O-O-O-O-O-O-O20
30
40
50
60
70
80
90
100
PRICE SCALE
99COMPOSITE RATING(C)09$ 0.69 $ 14 310 1.26 29 1211 1.89 37 1312 1.90 31 1613 2.20 28 1914 3.24 74 2715 4.90EST +51% ↑16 5.54EST +13% ↑
EARNINGS (SEP) HI LOQorvo QRVO 98 98Freescale FSL 98 76TowerSemi TSEM 98 73SunedisnSm SEMI 96 33MACOM MTSI 95 93
GROUP REL STR 99 RS EPS
271327133016219521724102612291511842062392511MARFEBJAN 15DECNOVOCTSEPAUGJULJUNMAY
EARNINGS $SALES MIL. $DIVIDEND-PE
0.62 VS 0.48 +29%481.0 VS 425.2 +13%N/A 17X-- 12X
0.83 VS 0.54 +54%587.0 VS 436.1 +35%$0.11 20X-- 15X
1.12 VS 0.64 +75%718.2 VS 477.0 +51%$0.11 21X-- 17X
1.26 VS 0.67 +88%805.5 VS 505.2 +59%$0.13 23X-- 16X
EPS DUE*4/22 QUARTER ENDED MAR 31,14 QUARTER ENDED JUN 30,14 QUARTER ENDED SEP 30,14 QUARTER ENDED DEC 31,14
R S LINE VS SP500
VOLUME
1.3M
4.5M
12.5M
Strongest Relative Strength
Spring 2015 marketsmith.com
15
*PHARMACYCLICS INC(PCYC) NASDAQ 76.0 SHRS / 57.8 FLT / AVG VOL1.76MIL $256.55(OH 0%)MEDICAL-BIOMED/BIOTECH pharmacyclics.com.DEVELOPS SMALL-MOLECULE DRUGS TO TREAT CANCER BY DISRUPTING BIOCHEMICAL PATHWAYS IN CANCER CELLS.
3/15 TO BE ACQUIRED BY ABBVIE, FOR $261.25 PER SHARE OR ABOUT $21 BIL IN CASH AND STOCK.
SHORT INT 1.5 DAYS -66%OPTIONS ON AM/MSUP/DOWN 2.6EX-DIVYIELD
GROWTH RATE +33%EARNINGS STAB 87EPS RANK 97PE 142 (8.3XS&P)5 YR PE 30 - 645
DEBT 0%NEW CEOTIMELINESS AACC/DIST ASMR RATING A
23.53 X BK VALUEINVENTORY TO. 31.0XR&D 23.6%RET ON EQUITY 19%CASH FLOW $1.91
FUNDS 46%BANKS 1%MGMT 18%ALPHA 0.36BETA 1.09
104.38 102.50
128.31 129.16
145.41
83.85 82.5186.97
101.25
117.01
99
QTR 1QTR 4
QTR 3
QTR 2
-OTO-O-O-O-O
60
80
100
120
140
160
180
200
220
240
260
PRICE SCALE
99COMPOSITE RATING09$ -0.49 $ 3 010 -0.34 8 211 0.37 15 412 1.36 70 1413 0.28 143 5714 1.80 154 8215 0.50EST -72% ↓16 4.35EST+770% ↑
EARNINGS (DEC) HI LOChinaBio n CBPO 99 92Intrexon XON 99 48CoronadBio CNDO 99 44Amarin AMRN 99 41Advaxis ADXS 99 37
GROUP REL STR 99 RS EPS
271327133016219521724102612291511842062392511MARFEBJAN 15DECNOVOCTSEPAUGJULJUNMAY
EARNINGS $SALES MIL. $DIVIDEND-PE
0.42 VS -0.40#+205%119.4 VS 2.9 +4095N/A 645X-- 184X
-0.26 VS 0.25 N/A113.0 VS 54.7 +107%N/A 460X-- 78X
0.69 VS 0.09 +667%207.1 VS 79.1 +162%N/A 235X-- 83X
0.96 VS 0.30 +220%290.2 VS 123.6 +135%N/A 253X-- 103X
EPS DUE 5/2 QUARTER ENDED MAR 31,14 QUARTER ENDED JUN 30,14 QUARTER ENDED SEP 30,14 QUARTER ENDED DEC 31,14
R S LINE VS SP500
VOLUME
500K
1.6M
5.5M
*AMBARELLA INC(AMBA) NASDAQ 30.3 SHRS / 27.6 FLT / AVG VOL1.91MIL $70.35(OH -4%)ELEC-SEMICONDCTOR FABLSS ambarella.comDESIGNS SYSTEM-ON-A-CHIP SEMICONDUCTOR PROCESSING SOLUTIONS USED IN CAMERAS FOR SECURITY/SURVEILLANCE MARKETS.SHORT INT 4 DAYS -23%OPTIONS ONUP/DOWN 1.2EX-DIVYIELD
GROWTH RATE +31%EARNINGS STAB 16EPS RANK 99PE 36 (2.2XS&P)5 YR PE 10 - 46
DEBT 0%NEW CEOTIMELINESS AACC/DIST BSMR RATING A
14.12 X BK VALUEINVENTORY TO. 16.3XR&D 30.9%RET ON EQUITY 33%CASH FLOW $2.13
FUNDS 22%BANKS 0%MGMT 9%ALPHA 0.35BETA 1.85
33.81
46.78
58.00
63.20
21.60
27.40
33.71
44.45
48.50
99
QTR 1QTR 4
QTR 3
QTR 2
-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O10
20
30
40
50
60
70
PRICE SCALE
99COMPOSITE RATING$6.00IPO 10/10/1209$ -0.11 $10 0.5011 0.5212 0.50 11 513 0.84 34 914 1.10 58 2115 2.0016 2.24EST +12% ↑
EARNINGS (JAN) HI LOAvgoTc AVGO 97 98Cirrus CRUS 97 68NXPSemi NXPI 96 96Pericom PSEM 96 79Tessera TSRA 96 76
GROUP REL STR 96 RS EPS
271327133016219521724102612291511842062392511MARFEBJAN 15DECNOVOCTSEPAUGJULJUNMAY
EARNINGS $SALES MIL. $DIVIDEND-PE
0.25 VS 0.21 +19%40.9 VS 33.9 +21%N/A 35X-- 22X
0.37 VS 0.26 +42%47.0 VS 37.7 +25%N/A 30X-- 20X
0.68 VS 0.37 +84%65.7 VS 46.0 +43%N/A 37X-- 24X
0.68 VS 0.26 +162%64.7 VS 40.0 +62%N/A 46X-- 28X
EPS DUE 6/3 QUARTER ENDED APR 30,14 QUARTER ENDED JUL 31,14 QUARTER ENDED OCT 31,14 QUARTER ENDED JAN 31,15
R S LINE VS SP500 VOLUME
500K
1.3M
3.5M
Strongest Relative Strength
Spring 2015marketsmith.com
16
*QORVO INC(QRVO) NASDAQ 148.5 SHRS / 145.5 FLT / AVG VOL1.69MIL $79.28(OH -7%)ELEC-SEMICONDUCTOR MFG rfmd.comMANUFACTURES RF INTEGRATED CIRCUITS USED IN MOBILE DEVICES, BASE STATIONS, WIRELESS NETWORKS AND METERING DEVICES.
2/15 TO REPURCHASE UP TO $200 MIL WORTH OF COMMON STOCK OUTSTANDING.
SHORT INT 1.6 DAYS +13%OPTIONS ONUP/DOWN 1.4EX-DIVYIELD
GROWTH RATE +39%EARNINGS STAB 99EPS RANK 98PE 19 (1.2XS&P)5 YR PE 13 - 498
DEBT 0%NEW CEOTIMELINESS AACC/DIST ASMR RATING A
17.76 X BK VALUEINVENTORY TO. 8.0XR&D 17.2%RET ON EQUITY 20%CASH FLOW $2.51
FUNDS 6%BANKS 0%MGMT 2%ALPHA 0.32BETA 1.91
40.96
51.92
78.05
29.64
36.64 36.60
63.17
98
QTR 1QTR 4
QTR 3
QTR 2
-O-O-O-O-O-O-O
1/4
-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O20
30
40
50
60
70
80
90
PRICE SCALE
99COMPOSITE RATING(C)09$ -0.03 $ 23 210 0.48 31 1411 0.61 33 1912 0.18 22 1313 0.18 24 1714 1.80 68 1815 3.73EST+107% ↑16 4.81EST +29% ↑
EARNINGS (MAR) HI LOSkywks SWKS 99 98Freescale FSL 98 76TowerSemi TSEM 98 73SunedisnSm SEMI 96 33MACOM MTSI 95 93
GROUP REL STR 99 RS EPS
271327133016219521724102612291511842062392511MARFEBJAN 15DECNOVOCTSEPAUGJULJUNMAY
EARNINGS $SALES MIL. $DIVIDEND-PE
0.48 VS 0.06 +700%256.0 VS 280.6 -9%N/A 23X-- 13X
0.96 VS 0.36 +167%316.3 VS 293.0 +8%N/A 24X-- 17X
1.21 VS 0.48 +152%362.7 VS 310.7 +17%N/A 24X-- 17X
1.46 VS 0.51 +186%397.1 VS 288.5 +38%N/A 22X-- 14X
EPS DUE 4/29 QUARTER ENDED MAR 31,14 QUARTER ENDED JUN 30,14 QUARTER ENDED SEP 30,14 QUARTER ENDED DEC 31,14
R S LINE VS SP500
VOLUME
900K
2.5M
6.5M
CENTENE CORP(CNC) NYSE 118.8 SHRS / 112.9 FLT / AVG VOL1.11MIL $69.22(OH -2%)MEDICAL-MANAGED CARE centene.comPROVIDES MANAGED HEALTHCARE SERVICES THROUGH GOVERNMENT SUBSIDIZED PROGRAMS
3/15 UNIT RECEIVED A CONTRACT FROM MO HEALTHNET TO PROVIDE MANAGED CARE SERVICES.
SHORT INT 5.8 DAYS -1%OPTIONS ON AM/MSUP/DOWN 1.6EX-DIVYIELD
GROWTH RATE +17%EARNINGS STAB 11EPS RANK 95PE 29 (1.8XS&P)5 YR PE 9 - 28
DEBT 51%NEW CEOTIMELINESS AACC/DIST ASMR RATING A
4.82 X BK VALUEINVENTORY TO.R&D N/ARET ON EQUITY 19%CASH FLOW $3.15
FUNDS 49%BANKS 0%MGMT 5%ALPHA 0.28BETA 1.05
40.99 41.99
54.24
27.56
35.4937.53
98
QTR 1QTR 4
QTR 3
QTR 2
-O-O
2/1
-O-O-O-O-O-O-O-O20
30
40
50
60
70
PRICE SCALE
99COMPOSITE RATING09$ 0.97 $ 11 710 0.90 13 811 1.11 20 1212 1.46 25 1213 1.47 33 1914 2.36∆ 54 2715 2.63EST +11% ↑16 3.03EST +15% ↑
EARNINGS (DEC) HI LOMolinaHlth MOH 96 92CIGNA CI 95 78Anthem ANTM 94 79Humana HUM 94 63HealthNet HNT 94 11
GROUP REL STR 97 RS EPS
271327133016219521724102612291511842062392511MARFEBJAN 15DECNOVOCTSEPAUGJULJUNMAY
EARNINGS $SALES MIL. $DIVIDEND-PE
0.40 VS 0.21 +90%3459 VS 2525 +37%N/A 26X-- 19X
0.48 VS 0.39 +23%4023 VS 2610 +54%N/A 23X-- 19X
0.61 VS 0.45 +36%4351 VS 2795 +56%N/A 24X-- 20X
0.87∆ VS 0.42 +107%4725 VS 2931 +61%N/A 28X-- 21X
EPS DUE*4/22 QUARTER ENDED MAR 31,14 QUARTER ENDED JUN 30,14 QUARTER ENDED SEP 30,14 QUARTER ENDED DEC 31,14
R S LINE VS SP500 VOLUME
500K
1.6M
5.5M
Strongest Relative Strength
17
Visit marketsmith.com/learn/stockguide to load the criteria for this and other Stock Guide screens directly into your MarketSmith screener.
All screen results are computer-generated and were run on March 27, 2015. This screen can also be found in the community section of marketsmith.com.
RS Line Leading Price
The RS Line compares a stock’s price performance versus the S&P 500 index.
A RS Line that is trending upwards over several months is
a positive sign. This screen locates stocks whose RS Lines
are reaching new highs before the stock price. This is a very
bullish sign, especially if it occurs while the stock is building
a base.
Company Name (Symbol) Industry Group % Off High Page
Nike Inc Cl B (NKE) Apparel-Shoes & Rel Mfg -3.77% 18
Jarden Corp (JAH) Consumer Prod-Specialty -3.08% 18
Lennar Corp Cl A (LEN) Bldg-Resident/Comml -2.85% 19
Interpublic Group Of Cos (IPG) Comml Svcs-Advertising -2.78% 19
Anthem Inc (ANTM) Medical-Managed Care -2.72% 20
Quest Diagnostics Inc (DGX) Medical-Services -2.69% 20
Spring 2015marketsmith.com
18
NIKE INC CL B(NKE) NYSE 686.4 SHRS / 562.8 FLT / AVG VOL3.92MIL $99.88(OH -3%)APPAREL-SHOES & REL MFG nikeinc.comMARKETS HIGH QUALITY ATHLETIC FOOTWEAR, APPAREL, EQUIPMENT AND ACCESSORIES ON A WORLDWIDE BASIS.
2/15 NAMED ANDREW CAMPION CFO, EFFECTIVE AUGUST 1, 2015, REPLACING DONALD W. BLAIR WHO WILL RETIRE.
SHORT INT 2.1 DAYS +34%OPTIONS ON AM/MSUP/DOWN 1.7EX-DIV 2/26YIELD 1.1%
GROWTH RATE +12%EARNINGS STAB 3EPS RANK 87PE 29 (1.7XS&P)5 YR PE 16 - 31
DEBT 11%NEW CEOTIMELINESS BACC/DIST BSMR RATING A
8.07 X BK VALUEINVENTORY TO. 7.5XR&D N/ARET ON EQUITY 25%CASH FLOW $3.82
FUNDS 43%BANKS 2%MGMT 17%ALPHA 0.08BETA 1.07
76.9979.15 79.94
99.76
70.60
73.14
75.90
79.27
83.85
90.69
84
QTR 1QTR 4
QTR 3
QTR 2
-O-O-O-O-O-O
DIVINC
-O-O-O-O-O-O60
70
80
90
100
PRICE SCALE
91COMPOSITE RATING(C)09$ 1.91 $ 33 1910 1.93 46 3011 2.20 49 3412 2.42∆ 57 4213 2.68 80 5014 2.97 99 6915 3.55EST +20% ↓16 3.96EST +12% ↓
EARNINGS (MAY) HI LOSkechersA SKX 97 75Rocky RCKY 96 81Wolverine WWW 85 82SteveMaden SHOO 81 49Weyco WEYS 71 79
GROUP REL STR 66 RS EPS
271327133016219521724102612291511842062392511MARFEBJAN 15DECNOVOCTSEPAUGJULJUNMAY
EARNINGS $SALES MIL. $DIVIDEND-PE
0.78 VS 0.76 +3%7425 VS 6697 +11%$0.24 27X-- 24X
1.09 VS 0.86 +27%7982 VS 6971 +15%$0.24 27X-- 25X
0.74 VS 0.59 +25%7380 VS 6431 +15%N/A 31X-- 25X
0.89 VS 0.75 +19%7460 VS 6972 +7%$0.56 31X-- 27X
*EPS DUE 6/26 QUARTER ENDED MAY 31,14 QUARTER ENDED AUG 31,14 QUARTER ENDED NOV 30,14 QUARTER ENDED FEB 28,15
R S LINE VS SP500
VOLUME
1.5M
4M
JARDEN CORP(JAH) NYSE 192.9 SHRS / 179.4 FLT / AVG VOL1.36MIL $52.59(OH -3%)CONSUMER PROD-SPECIALTY jarden.comMANUFACTURES PLASTIC CUTLERY, PLAYING CARDS, MATCHES, ROPES AND OTHER CONSUMER AND OUTDOOR PRODUCTS
1/15 EXPECTS Q4 2014 REVENUES OF AT LEAST $2.4 BIL.
SHORT INT 5.6 DAYS +19%OPTIONS ON AM/MSUP/DOWN 1.8EX-DIV 12/29YIELD
GROWTH RATE +19%EARNINGS STAB 3EPS RANK 90PE 20 (1.2XS&P)5 YR PE 8 - 21
DEBT 171%NEW CEOTIMELINESS BACC/DIST ASMR RATING B
3.94 X BK VALUEINVENTORY TO. 5.7XR&D N/ARET ON EQUITY 20%CASH FLOW $3.48
FUNDS 44%BANKS 1%MGMT 7%ALPHA 0.07BETA 1.22
39.03
40.58 40.5841.38
54.26
36.17 36.44 36.74 36.27
42.55
44.77
50.71
90
QTR 1QTR 4
QTR 3
QTR 2
-O
3/2
-O-O-O-O-O-O30
35
40
45
50
55
PRICE SCALE
94COMPOSITE RATING(W)(C)09$ 1.15 $ 14 310 1.29∆ 15 1111 1.53 16 1112 1.85 24 1313 2.39 40 2214 2.66 48 3615 2.81EST +6% ↓16 3.17EST +13% ↓
EARNINGS (DEC) HI LOEnergizer ENR 80 69CSSIndst CSS 79 41OilDriAmer ODC 69 20Spectrum SPB 53 30
GROUP REL STR 46 RS EPS
271327133016219521724102612291511842062392511MARFEBJAN 15DECNOVOCTSEPAUGJULJUNMAY
EARNINGS $SALES MIL. $DIVIDEND-PE
0.13 VS 0.20 -35%1731 VS 1580 +10%N/A 21X-- 16X
0.61 VS 0.59 +3%1975 VS 1758 +12%N/A 18X-- 15X
0.78 VS 0.69 +13%2142 VS 1800 +19%N/A 18X-- 16X
1.15 VS 0.87 +32%2438 VS 2215 +10%N/A 20X-- 16X
EPS DUE 5/1 QUARTER ENDED MAR 31,14 QUARTER ENDED JUN 30,14 QUARTER ENDED SEP 30,14 QUARTER ENDED DEC 31,14
R S LINE VS SP500 VOLUME
700K
1.7M
5M
RS Line Leading Price
Spring 2015 marketsmith.com
19
*LENNAR CORP CL A(LEN) NYSE 173.9 SHRS / 168.7 FLT / AVG VOL3.77MIL $50.43(OH -2%)BLDG-RESIDENT/COMML lennar.comBUILDS SINGLE-FAMILY ATTACHED AND DETACHED HOMES IN 18 STATES AND DEVELOPS/SELLS RESIDENTIAL LAND.
4/14 UNIT ACQUIRED CERTAIN ASSETS OF PINNACLE MORTGAGE GROUP, INC.
SHORT INT 6.9 DAYS -6%OPTIONS ON AM/MSUP/DOWN 1.0EX-DIV 1/27YIELD 0.3%
GROWTH RATE +93%EARNINGS STAB 44EPS RANK 98PE 17 (1.0XS&P)5 YR PE 15 - 283
DEBT 97%NEW CEOTIMELINESS BACC/DIST BSMR RATING A
2.19 X BK VALUEINVENTORY TO. 1.1XR&D N/ARET ON EQUITY 14%CASH FLOW $3.41
FUNDS 53%BANKS 1%MGMT 3%ALPHA 0.06BETA 1.17
42.6741.97
48.0048.51
51.51
37.32 37.46
35.74
37.50
41.30 41.25
48.07
88
QTR 1QTR 4
QTR 3
QTR 2
-O-O-O-O-O-O30
35
40
45
50
PRICE SCALE
96COMPOSITE RATING(W)(C)09$ -0.85 $ 17 510 0.51∆ 21 1111 0.28∆ 21 1212 1.06 39 1913 1.83 44 3014 2.80 48 3515 3.15EST +13% ↓16 3.56EST +13% ↓
EARNINGS (NOV) HI LORylandGrp RYL 92 42MeritgeHme MTH 91 17WCI Commun WCIC 90 32LennarB LENB 86 98DRHorton DHI 86 85
GROUP REL STR 64 RS EPS
271327133016219521724102612291511842062392511MARFEBJAN 15DECNOVOCTSEPAUGJULJUNMAY
EARNINGS $SALES MIL. $DIVIDEND-PE
0.61 VS 0.43 +42%1818 VS 1426 +27%$0.04 24X-- 18X
0.78 VS 0.54 +44%2014 VS 1602 +26%$0.04 21X-- 16X
1.07 VS 0.73 +47%2583 VS 1915 +35%$0.04 19X-- 15X
0.50 VS 0.35 +43%1644 VS 1363 +21%$0.04 20X-- 15X
*EPS DUE 6/26 QUARTER ENDED MAY 31,14 QUARTER ENDED AUG 31,14 QUARTER ENDED NOV 30,14 QUARTER ENDED FEB 28,15
R S LINE VS SP500
VOLUME
1.5M
4M
*INTERPUBLIC GROUP OF COS(IPG) NYSE 412.3 SHRS / 404.1 FLT / AVG VOL3.30MIL $22.06(OH -2%)COMML SVCS-ADVERTISING interpublic.comPROVIDES ADVERTISING AND CUSTOMIZED MARKETING PROGRAMS THROUGH COMMUNICATIONS AGENCIES IN OVER 100 COUNTRIES.
2/15 TO REPURCHASE UP TO $300 MIL WORTH OF ITS COMMON STOCK OUTSTANDING.
SHORT INT 1.7 DAYS -4%OPTIONS ON AM/MSUP/DOWN 1.3EX-DIV 2/26YIELD 2.2%
GROWTH RATE +42%EARNINGS STAB 43EPS RANK 82PE 23 (1.3XS&P)5 YR PE 12 - 99
DEBT 77%NEW CEOTIMELINESS BACC/DIST BSMR RATING B
4.31 X BK VALUEINVENTORY TO.R&D N/ARET ON EQUITY 19%CASH FLOW $1.54
FUNDS 44%BANKS 2%MGMT 2%ALPHA 0.06BETA 1.19
19.77
20.64
21.16
22.69
16.14
18.84 18.93
16.37
19.0019.48
21.26
82
QTR 1QTR 4
QTR 3
QTR 2
DIVINC
-O14
16
18
20
22
PRICE SCALE
87COMPOSITE RATING(C)09$ 0.14∆ $ 7 310 0.47∆ 11 611 0.76∆ 13 612 0.82 12 913 0.78 17 1014 0.98 21 1515 1.15EST +17% ↓16 1.30EST +13% ↓
EARNINGS (DEC) HI LOTechTargt TTGT 93 80MDCPrtners MDCA 92 63Constant CTCT 90 91ClearChann CCO 86 48Viad VVI 81 73
GROUP REL STR 86 RS EPS
271327133016219521724102612291511842062392511MARFEBJAN 15DECNOVOCTSEPAUGJULJUNMAY
EARNINGS $SALES MIL. $DIVIDEND-PE
-0.05 VS -0.14 N/A1637 VS 1543 +6%$0.10 23X-- 21X
0.25 VS 0.18 +39%1851 VS 1756 +5%$0.10 23X-- 19X
0.21 VS 0.17 +24%1841 VS 1700 +8%$0.10 23X-- 19X
0.57 VS 0.56 +2%2207 VS 2122 +4%$0.10 22X-- 18X
EPS DUE*4/22 QUARTER ENDED MAR 31,14 QUARTER ENDED JUN 30,14 QUARTER ENDED SEP 30,14 QUARTER ENDED DEC 31,14
R S LINE VS SP500 VOLUME
1.2M
3M
7M
RS Line Leading Price
Spring 2015marketsmith.com
20
ANTHEM INC(ANTM) NYSE 266.8 SHRS / 264.1 FLT / AVG VOL1.87MIL $156.27(OH -2%)MEDICAL-MANAGED CARE wellpoint.comPROVIDES MANAGED HEALTHCARE SERVICES THROUGH PPO, HMO AND POS, INDEMNITY AND OTHER HYBRID PLANS TO 35.7 MIL MEMBERS.
2/15 ACQUIRED SIMPLY HEALTHCARE HOLDINGS, A PROVIDER OF MEDICARE/MEDICAID PLANS TO MEMBERS IN FL, TERMS UNDISCLOSED.
SHORT INT 4.3 DAYS -23%OPTIONS ON AM/MSUP/DOWN 1.5EX-DIV 3/6YIELD 1.6%
GROWTH RATE +7%EARNINGS STAB 4EPS RANK 79PE 18 (1.0XS&P)5 YR PE 7 - 15
DEBT 61%NEW CEOTIMELINESS AACC/DIST ASMR RATING C
1.73 X BK VALUEINVENTORY TO.R&D N/ARET ON EQUITY 10%CASH FLOW $12.61
FUNDS 46%BANKS 1%MGMT 1%ALPHA 0.14BETA 1.09
110.03
116.50
124.58
129.96
143.65
90.75
104.79 106.52108.92
121.22
94
QTR 1QTR 4
QTR 3
QTR 2
-O
DIVINC
-O-O-O-O-O-O-O-O-O80
90
100
110
120
130
140
150
160
PRICE SCALE
92COMPOSITE RATING09$ 6.09 $ 60 2910 6.74 70 4611 7.00 81 5612 7.55 74 5213 8.99 94 5814 8.85 129 8115 9.80EST +11% ↑16 10.91EST +11% ↑
EARNINGS (DEC) HI LOCentene CNC 98 95MolinaHlth MOH 96 92CIGNA CI 95 78Humana HUM 94 63HealthNet HNT 94 11
GROUP REL STR 97 RS EPS
271327133016219521724102612291511842062392511MARFEBJAN 15DECNOVOCTSEPAUGJULJUNMAY
EARNINGS $SALES MIL. $DIVIDEND-PE
2.30 VS 2.90 -21%17859 VS 17576 +2%$0.44 11X-- 9X
2.44 VS 2.59 -6%18473 VS 17690 +4%$0.44 13X-- 10X
2.36 VS 2.10 +12%18557 VS 17855 +4%$0.44 15X-- 13X
1.73 VS 1.40 +24%18984 VS 17901 +6%$0.44 15X-- 13X
EPS DUE 4/30 QUARTER ENDED MAR 31,14 QUARTER ENDED JUN 30,14 QUARTER ENDED SEP 30,14 QUARTER ENDED DEC 31,14
R S LINE VS SP500
VOLUME
600K
1.4M
QUEST DIAGNOSTICS INC(DGX) NYSE 144.3 SHRS / 142.9 FLT / AVG VOL1.56MIL $76.22(OH -2%)MEDICAL-SERVICES questdiagnostics.comPROVIDES DIAGNOSTIC TESTING, INFORMATION AND RELATED SERVICES TO THE HEALTHCARE INDUSTRY.
11/14 REAFFIRMED 2014 ADJUSTED EARNINGS GUIDANCE OF $4.03 TO $4.07 PER DILUTED SHARE ON REVENUE GROWTH OF ABOUT 3.5%.
SHORT INT 12 DAYS +5%OPTIONS ON AM/MSUP/DOWN 1.1EX-DIV 4/6YIELD 2.0%
GROWTH RATE +0%EARNINGS STAB 5EPS RANK 54PE 19 (1.1XS&P)5 YR PE 11 - 17
DEBT 75%NEW CEOTIMELINESS BACC/DIST BSMR RATING B
2.60 X BK VALUEINVENTORY TO. 74.0XR&D N/ARET ON EQUITY 15%CASH FLOW $6.33
FUNDS 57%BANKS 1%MGMT 1%ALPHA 0.07BETA 0.96
61.4862.42 62.54
64.38
72.86
54.90
57.8856.27
62.76
89
QTR 1QTR 4
QTR 3
QTR 2
-O-O
DIVINC
-O-O-O-O-O-O50
60
70
80
PRICE SCALE
81COMPOSITE RATING09$ 3.87 $ 62 4210 4.11 61 4311 4.38 61 4512 4.36 64 5313 4.00 64 5214 4.10 68 5015 4.76EST +16% ↓16 5.13EST +8% ↓
EARNINGS (DEC) HI LODiplomatPh DPLO 98 61AAC Hldgs AAC 94 99VCA Inc WOOF 94 77LabCorpAme LH 89 54BioRefLabs BRLI 86 96
GROUP REL STR 86 RS EPS
271327133016219521724102612291511842062392511MARFEBJAN 15DECNOVOCTSEPAUGJULJUNMAY
EARNINGS $SALES MIL. $DIVIDEND-PE
0.84 VS 0.89 -6%1746 VS 1787 -2%$0.30 15X-- 13X
1.08 VS 1.06 +2%1902 VS 1815 +5%$0.33 16X-- 14X
1.10 VS 1.02 +8%1904 VS 1788 +6%$0.33 16X-- 15X
1.08 VS 1.03 +5%1883 VS 1756 +7%$0.33 17X-- 14X
EPS DUE*4/24 QUARTER ENDED MAR 31,14 QUARTER ENDED JUN 30,14 QUARTER ENDED SEP 30,14 QUARTER ENDED DEC 31,14
R S LINE VS SP500 VOLUME
700K
1.7M
4M
RS Line Leading Price
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