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Sunday, May 12, 2013

Earnings Growth Charts

 I had 9 stocks from the earnings list reporting accelerating growth last week, so I graphed these 9 first.  still have a bunch that I have not posted for this quarter, but it does look lkike i will get sme slack time in the next few weeks. On the graphs, in the top panel the red line is quarterly EPS growth rate, the black line is quarterly revenue growth rate. In the middle, the red line is quarterly EPS, the green quarterly revenue, black is price, and blue price relative to SPX. None of these reported the end of a fiscal year, so I did not include annual EPS. At the bottom the black bars are volume.

 APEI is on the the few for profit education stocks that has not had a collapse in earnings, but price is in a long term down trend. These have been in political hot water for a couple of years now: eventually that will go away and the ones left standing will be in pretty good shape: his may end up being on of thise, but for now I am going to stay well away from any of them.

 ATRO was in the late stages of building a base coming into last week, and on it's report broke out. I don' have much revenue history on it, but it is following EPS pretty closely, and barring any earnings mishaps, should be in the early stages of a decent move up.

EBIX has been in about a 2 year down trend in price, despite pretty decent growth rates. This may have gotten ahead of itself back in 2010, or it may be that the market is anticipating much slower growth, and looking att he upper panel, that is probably the case.

EVOL has been a hard one to track since it had the big drop in revenue and big spike in EPD due to the sale of part of the company. That, however, was the trigger for a pretty bug move up, which appears go have ended and this is now in the early stages of a base. By the time it is reafy to break out, I should have much better growth history on it.

ININ was, up until very recently, one of the mediocre stocks on the earnings list: not bad enough to get bumped off, but not good enough to really be a potential leader. EPS is nothing to get excited about, but price has gone ballistic in recent months . Revenue growth is still pretty, so it appears the market is paying more attention to that than EPS. Calling this a leading stock may be a stretch, but then again, if you were on fo the people holding it, you don;t care what it's called. 

KS was another potential leading stock coming into this year, but right about the first of the year, this one one of a group of stocks that made dramatic, and inexplicable, moves up.  EPS and revenue growth are nothing spectacular, and it may be that this has gotten way ahead of itself, but it also may be that the market is expecting very high growth from this in the near future.

MTSC bottomed out in price in 2009, EPS in late 2009, and revenue in 2010, and has been in a steady up trend since then, with no real sign that it is going to slow down anytime soon. It did have a negative reaction to this week's report, but the up trend is still intact, I may be watching this or for a potential entry point. 

SWM has inconsistent growth, but does get flashes of very high growth. It recently broke out of a very long base, but seems to have trouble getting going. This one has potential, but so far I wojud say there is a 50/50 chance it won;t live up to that potential.

VSI has not been trading long, but does have a pretty good history of growth. This did have a bad quarter last quarter, which put it into a short term down trend, but this quarter looked better. However, the short term down trend is still intact: it may take another quarter of good number to get this one going again.

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