40 Stocks That Have Defied the Downturn

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

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 (AAPL) and Amazon (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

Comments

[Timothy Per...:]

Great! Thanks for this article!

Apr 09 05:22 AM

[captainccs:]

If they didn't go down why would they now go up more than the average?

Apr 09 08:05 AM

[Mutual Fund...:]

Don't like investing in stocks.....Prefer mutual funds that are invested in sectors of the market place that are doing well at any given time. If one stock doesn't do well or fails, who cares because as long as the sector is doing well, the mutual fund position will still do well.

Check out my webpage for further information and specifically Creststreet Alternative Energy mutual fund as a comparison to the the stocks listed in this article.

Doug T.....The mutual fund guy
www.mutualfundwealth.com/

Apr 09 11:48 AM

[E Nuff Sed:]

You missed some big daddy's WMT and MCD come to mind. I agree with the previous post that these are unlikely to go up much and if you think things are going to improve its better to rotate into cyclical sectors.

Apr 10 10:25 AM