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Sunday, October 6, 2013

Earnings Growth Charts

 I had no reports from the earnings list this week, and had only a few charts left to post. Some them them were stocks coming off the list, so I threw them out, but I had one that was coming on that just recently reported so I added that one. This week the new reports will start trickilung in, and it will urn into a flood in a couple of weeks. 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.

DGI was actually never supposed to be on the list: I had another stock that I was going to add, only to have this one buy it out just before the end of the quarter, so in a panic I added this one instead. Big acquisitions  usually screw up the EPS and revenue numbers, and it will be a few quarters before we know what is really going on here. I may stick with this one for a while, especially since I have had a lack of good replacements recently.

LNDC was just added to the list last week, and also reported earlier that week. This could be the very early stages of a long growth trend, or it could be a flash in the pan; it is way too early to get a read on that, but for now it looks pretty damn good.

MTSC is in a fairly strong up trend in EPS, but a much stronger up trend in revenue, and an even stronger up trend in price. With EPS slowing down recently, this could be about to for a base, but if EPS starts accelerating again, watch out.

UHAL has had fairly modest EPS growth, except for one quarter about 6 months ago where is had a very high growth spurt. The resulted in a big run in price, which has since gone into a base. Since this reported it has broken out of that base, and looks like it is getting ready for another up leg,

VSI has been slowing in EPS growth, although revenue growth is still high, but price has lapsed into a pretty deep base. This may be good for a trade as it builds the right side of the base (assuming it does), but is several quarters away from being a potential leader.

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