40 Stocks That Have Defied the Downturn

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 |  Includes: AAPL, ADVS, ALGT, AMZN, APEI, ARDNA, ARO, ARST, BEC, BJ, BKE, BMC, CMPR, CREE, CSGS, CTCM, CWCO, ESLT, FORR, FTI, FUQI, HGG, HOS, IQNT, LUFK, MFLX, NPK, NRGP, QSFT, QSII, RAX, RDSMY, ROST, RYN, SF, UEIC, UNF, VNUS, WMK, WMS-OLD
by: Trade Radar Operator

As earnings season begins to unfold, it is a good time to look at some stocks that have managed to show growth despite the economic downturn.

The following list was generated by screening for the following characteristics:

  • The stock must have shown sequential quarterly growth as well as year-over-year growth in both EPS and Revenue
  • The stock must have appeared on the TradeRadar Trend Leaders list this past weekend. This means that, besides being above their 50-DMA, they have also been determined to be in strong up-trends according to Aroon analysis, DMI and MACD.
Symbol Name Last Price Market Cap PE PEG Price To Sales
ARO AEROPOSTALE, INC $25.51 1709000000 12.24 0.84 0.96
BEC BECKMAN COULTER, INC. $51.57 3258000000 17.27 1.11 1.06
BJ BJ WHOLESALE CLUB, INC. $32.57 1782000000 14.5 1.56 0.18
BKE THE BUCKLE, INC. $31.14 1437000000 14.72 1.38 1.92
BMC BMC SOFTWARE, INC. $32.20 5946000000 25.32 1.23 3.29
FTI FMC TECHNOLOGIES, INC. $32.40 4073000000 11.97 0.93 0.92
HGG HHGREGG, INC. $15.13 490600000 14.35 0.87 0.34
HOS HORNBECK OFFSHORE SERVICES, INC. $16.16 422000000 3.77 0.2 0.99
NPK NATIONAL PRESTO INDUST. $65.17 446300000 10.16 -1 1
RAX RACKSPACE HOSTING, INC. $8.38 985200000 39.47 2.06 1.64
RYN RAYONIER INC. $31.48 2486000000 17.63 4.23 2.16
SF STIFEL FINANCIAL CORP. $43.05 1164000000 23.1 1.45 1.43
UNF UNIFIRST CORP $36.06 696800000 10.43 0.88 0.67
WMK WEIS MARKETS, INC. $30.05 809800000 17.94 -1 0.35
WMS WMS INDS, INC. $23.63 1166000000 19.97 0.82 1.96
ADVS Advent Software, Inc. $32.50 817500000 49.19 2.33 3.16
ALGT Allegiant Travel Company $48.48 981100000 27.3 0.57 1.89
AMZN Amazon.com, Inc. $75.51 32362000000 52.24 2.36 1.74
APEI American Public Education, Inc. $43.75 789300000 53.95 0.99 7.81
AAPL Apple Inc. $115.00 102400000000 22 1.33 3.19
ARST Arc Sight, Inc. $12.07 383000000 112.57 1.13 2.97
ARDNA Arden Group, Inc. $104.27 329600000 13.46 -1 0.7
CWCO Consolidated Water Co. Ltd. $11.80 171500000 24.46 2.05 2.68
CREE Cree, Inc. $25.58 2264000000 77.13 2.35 4.29
CSGS CSG Systems International, Inc. $14.47 508400000 8.1 1.16 1.11
CTCM CTC Media, Inc. $5.64 858200000 38.73 0.28 1.31
ESLT Elbit Systems Ltd. $48.64 2048000000 10.07 1.27 0.77
FORR Forrester Research, Inc. $19.72 454400000 16.37 0.97 1.94
FUQI Fuqi International, Inc. $4.81 105800000 3.93 0.18 0.31
NRGP Inergy Holdings, L.P. $32.00 647800000 16.66 4.39 0.34
KNSY Kensey Nash Corporation $20.25 233100000 19.27 -1 2.8
LUFK Lufkin Industries, Inc. $37.39 555600000 6.46 0.83 0.77
MFLX Multi-Fineline Electronix, Inc. $17.66 442100000 11.75 0.5 0.62
TNDM Neutral Tandem, Inc. $24.61 802800000 34.02 0.9 6.64
QSII Quality Systems, Inc. $44.71 1268000000 28.31 1.47 5.68
QSFT Quest Software, Inc. $12.59 1192000000 20.44 1.01 1.68
ROST Ross Stores, Inc. $36.51 4628000000 16.18 1.17 0.74
UEIC Universal Electronics Inc. $18.71 254600000 17.37 1.47 0.9
VPRT VistaPrint Limited $28.24 1190000000 27.59 0.81 2.64
VNUS VNUS Medical Technologies, Inc. $20.94 338400000 26.88 0.63 3.5
Click to enlarge

As can be seen, there are a good number of tech stocks on the list and only one lonely financial stock, Stifel Financial. It is also interesting to note that, with the exception of Apple (NASDAQ:AAPL) and Amazon (NASDAQ:AMZN), these are mostly small to mid-sized firms according to market cap, ranging in size from roughly one hundred million dollars to a few billion dollars at the top end. No micro-caps and only a few mega-caps.

Many analysts expect this first quarter of 2009 to result in totally awful earnings so it will be interesting to see if these stocks have been able to maintain their extraordinary performance.

Disclosure: none