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Charts courtesy of stockcharts.com

Sunday, September 8, 2013

Earnings Growth Charts

 I have 3 graphs from this week and 5 more that didn't get posted earlier this quarter. There are only a few stocks from the list that have not reported yet, so there is a chance i will end up posting every graph from the list this quarter, a first since I started this project nearly 5 years ago. On the graphs, in the top panel the red line is quarterly EPS growth rate, black is quarterly revenue growth rate. In the middle the red line is quarterly EPS, the green quarterly revenue, black 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.

CVGW reported this week, and reported accelerating growth. This has had very mild earnings growth, but revenue growth is picking up steam. This has been in a pullback for a while, but is at the bottom line of a ling trend, and may be at an ideal buy point. This does not trade much, gets very little news, and doesn;t move very fast, but could be a longer term hold.

JOSB also reported this week. It has had flat revenue growth and declining earnings for nearly 3 years now, but price has yet to really collapse. If the trend in earnings continues, it will, but if the trend reverses, this could take off. I don't really expect that to happen, and this is going to have a hard time staying on the list.

MED reported earlier this quarter. This has been in a ling base after a big drop in EPS a couple of year ago, which has since recovered. Revenue growth has been pretty strong the whole time, and this may be getting ready for a breakout.


SCL also reported earlier this quarter. It has had unspectacular but steady EPS growth, revenue growth has been a little more volatile, but price has been in a very strong up trend. I just went though it;s first real pullback in a couple of years, and may be in the process of forming a base. This would be a leading stock is it got more volume, but is still a potential big gainer.

SMP is relatively new to the list. This has has a good 5 year growth rate in both EPS and revenue, while price seemed to lag until just recently. This looks just about due for a base,and may be forming one now, but is one to keep an eye on.

 SWM has actually been quite unimpressive in terms of EPS and revenue growth for the past couple of years, but has made a very strong move since May of this year (which is not as impressive as it looks on a liner chart, but still impressive). The market may be anticipating another round of high growth coming.



TITN also reported this week, and has now entered a down trend in both growth and price, and the only thing that is keeping it on the list is a lack of candidates to replace it. Revenue is still growing, so there is still hope for a turn around, but this is looking bad tight now.

UACL is another one of the "linear chart" effects, looking at it in a log chart is much less impressive. However, WPS and revenue growth are very strong right now, and despite a large recent move, this may still be undervalued. It does not get much volume, so this has not been undergoing accumulation by the big money, but that could change pretty soon.

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