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The following list may be interesting for investors seeking high quality momentum ideas.

All companies mentioned below have recently raised earnings guidance above analyst estimates. Moreover, these names have outperforming management teams, when comparing the Return on Assets (ROA), Return on Invested Capital (ROI) and Return on Equity (ROE) ratios to their competitors for the last twelve months.

Will these management teams continue to outperform? What do you think? Full details below.

Earnings guidance data sourced from Briefing.com, Management data and industry comps sourced from Fidelity, short float and performance data sourced from Finviz.



List sorted by TTM ROE.

1. Changyou.com Limited (CYOU): Multimedia & Graphics Software Industry. Market cap of $1.89B. Guided Q1 at $0.93-0.96 vs. estimate of $0.85. TTM ROE at 51.92% vs. industry average at 35.64%. TTM ROA at 41.96% vs. industry average at 11.75%. TTM ROI at 51.92% vs. industry average at 18.12%. Short float at 5.1%, which implies a short ratio of 2.53 days. The stock has gained 10.43% over the last year.

2. Aeropostale, Inc. (ARO): Apparel Stores Industry. Market cap of $2.32B. Guided Q4 at $0.96-0.97 vs. estimate of $0.95. TTM ROE at 51.89% vs. industry average at 12.72%. TTM ROA at 29.91% vs. industry average at 8.96%. TTM ROI at 51.89% vs. industry average at 14.72%. Short float at 7.74%, which implies a short ratio of 2.25 days. The stock has gained 13.35% over the last year.

3. The TJX Companies, Inc. (TJX): Department Stores Industry. Market cap of $19.56B. Guided Q4 at sees Q4 EPS above $0.97-1.01 previous guidance vs. estimate of $1.00. TTM ROE at 46.75% vs. industry average at 12.72%. TTM ROA at 18.06% vs. industry average at 8.96%. TTM ROI at 34.81% vs. industry average at 14.72%. Short float at 2.48%, which implies a short ratio of 2.86 days. The stock has gained 28.06% over the last year.

4. Teradyne Inc. (TER):
Semiconductor Equipment & Materials Industry. Market cap of $3.43B. Guided Q1 at $0.33-0.39 vs. estimate of $0.19. TTM ROE at 39.72% vs. industry average at 29.99%. TTM ROA at 24.06% vs. industry average at 16.49%. TTM ROI at 34.08% vs. industry average at 19.68%. Short float at 10.69%, which implies a short ratio of 3.21 days. The stock has gained 89.77% over the last year.

5. Apple Inc. (AAPL):
Personal Computers Industry. Market cap of $334.54B. Guided Q2 at $4.90 vs. estimate of $4.46. TTM ROE at 35.99% vs. industry average at 27.29%. TTM ROA at 23.46% vs. industry average at 15.50%. TTM ROI at 33.00% vs. industry average at 22.99%. Short float at 1.1%, which implies a short ratio of 0.66 days. The stock has gained 78.94% over the last year.

6. Rockwell Automation Inc. (ROK):
Industrial Electrical Equipment Industry. Market cap of $12.95B. Guided FY11 at $4.30-4.60 vs. estimate of $4.08. TTM ROE at 35.11% vs. industry average at 15.02%. TTM ROA at 10.98% vs. industry average at 5.65%. TTM ROI at 21.68% vs. industry average at 12.37%. Short float at 2.53%, which implies a short ratio of 2.87 days. The stock has gained 72.74% over the last year.

7. Lululemon Athletica Inc. (LULU): Apparel Clothing Industry. Market cap of $5.86B. Guided Q4 at $0.55-0.57 vs. estimate of $0.50. TTM ROE at 34.35% vs. industry average at 22.78%. TTM ROA at 26.85% vs. industry average at 15.17%. TTM ROI at 33.85% vs. industry average at 20.99%. Short float at 15.09%, which implies a short ratio of 3.43 days. The stock has gained 182.97% over the last year.

8. Advance Auto Parts Inc. (AAP): Auto Parts Stores Industry. Market cap of $5.41B. Guided FY11 at $4.60-4.80 vs. estimate of $4.61. TTM ROE at 31.77% vs. industry average at 12.72%. TTM ROA at 10.42% vs. industry average at 8.96%. TTM ROI at 24.35% vs. industry average at 14.72%. Short float at 3.24%, which implies a short ratio of 2.92 days. The stock has gained 61.15% over the last year.

9. Varian Semiconductor Equipment Associates Inc. (VSEA): Semiconductor Equipment & Materials Industry. Market cap of $3.60B. Guided Q2 at $1.02-1.07 vs. estimate of $0.81. TTM ROE at 31.67% vs. industry average at 29.99%. TTM ROA at 23.91% vs. industry average at 16.49%. TTM ROI at 31.59% vs. industry average at 19.68%. Short float at 1.62%, which implies a short ratio of 1.47 days. The stock has gained 53.93% over the last year.

10. Mettler-Toledo International, Inc. (MTD): Medical Instruments & Supplies Industry. Market cap of $5.50B. Guided FY11 at $7.70-7.80 vs. estimate of $7.53. TTM ROE at 31.41% vs. industry average at 13.41%. TTM ROA at 12.14% vs. industry average at 5.48%. TTM ROI at 18.89% vs. industry average at 7.46%. Short float at 2.28%, which implies a short ratio of 5.44 days. The stock has gained 74.44% over the last year.

11. Toro Co. (TTC): Small Tools & Accessories Industry. Market cap of $1.99B. Guided Q2 at $1.58 vs. estimate of $1.56. Guided FY11 at $3.40 vs. estimate of $3.30. TTM ROE at 31.23% vs. industry average at 17.60%. TTM ROA at 10.26% vs. industry average at 5.58%. TTM ROI at 17.71% vs. industry average at 8.53%. Short float at 5.66%, which implies a short ratio of 8.72 days. The stock has gained 42.14% over the last year.

12. IDEXX Laboratories, Inc. (IDXX): Diagnostic Substances Industry. Market cap of $4.49B. Guided FY11 at $2.62-2.68 vs. estimate of $2.61. TTM ROE at 26.38% vs. industry average at 15.52%. TTM ROA at 16.54% vs. industry average at 8.25%. TTM ROI at 20.45% vs. industry average at 12.21%. Short float at 10.32%, which implies a short ratio of 24.56 days. The stock has gained 44.96% over the last year.

13. Amphenol Corporation (APH):
Diversified Electronics Industry. Market cap of $10.03B. Guided Q1 at $0.70-0.72 vs. estimate of $0.69. TTM ROE at 24.01% vs. industry average at 9.80%. TTM ROA at 13.28% vs. industry average at 6.39%. TTM ROI at 17.18% vs. industry average at 8.84%. Short float at 1.99%, which implies a short ratio of 3.57 days. The stock has gained 37.16% over the last year.

14. Perrigo Co. (PRGO): Drug Related Products Industry. Market cap of $6.86B. Guided FY11 at $3.75-3.90 vs. estimate of $3.69. TTM ROE at 23.53% vs. industry average at 17.23%. TTM ROA at 9.64% vs. industry average at 8.02%. TTM ROI at 12.41% vs. industry average at 12.13%. Short float at 3%, which implies a short ratio of 3.33 days. The stock has gained 51.75% over the last year.

15. First Cash Financial Services Inc. (FCFS):
Credit Services Industry. Market cap of $1.02B. Guided FY10 at $2.02-2.10 vs. estimate of $1.71. TTM ROE at 21.07% vs. industry average at 20.50%. TTM ROA at 18.01% vs. industry average at 3.16%. TTM ROI at 20.22% vs. industry average at 5.18%. Short float at 4.13%, which implies a short ratio of 8.44 days. The stock has gained 55.61% over the last year.

16. Sohu.com Inc. (SOHU): Internet Information Providers Industry. Market cap of $3.25B. Guided Q1 at $1.03-1.08 vs. estimate of $0.95. TTM ROE at 20.79% vs. industry average at 20.54%. TTM ROA at 14.63% vs. industry average at 6.21%. TTM ROI at 20.79% vs. industry average at 19.68%. Short float at 7%, which implies a short ratio of 1.93 days. The stock has gained 70.26% over the last year.

17. Ulta Salon, Cosmetics & Fragrance, Inc. (ULTA): Personal Services Industry. Market cap of $2.56B. Guided Q4 at $0.43-0.44 vs. estimate of $0.41. TTM ROE at 19.10% vs. industry average at 12.72%. TTM ROA at 10.07% vs. industry average at 8.96%. TTM ROI at 17.93% vs. industry average at 14.72%. Short float at 10.26%, which implies a short ratio of 8.05 days. The stock has gained 133.98% over the last year.

18. Stryker Corp. (SYK): Medical Instruments & Supplies Industry. Market cap of $24.24B. Guided Q4 at $3.65-$3.73 vs. estimate of $3.69. Guided FY10 at $3.31-3.33 vs. estimate of $3.29. Guided FY11 at $3.65-3.73 vs. estimate of $3.64. TTM ROE at 18.26% vs. industry average at 15.52%. TTM ROA at 12.18% vs. industry average at 8.25%. TTM ROI at 15.94% vs. industry average at 12.21%. Short float at 4.28%, which implies a short ratio of 7.26 days. The stock has gained 16.00% over the last year.

19. Rayonier Inc. (RYN): REIT. Market cap of $4.96B. Guided FY11 at $2.50-2.70 vs. estimate of $2.46. TTM ROE at 18.02% vs. industry average at 5.05%. TTM ROA at 9.22% vs. industry average at 1.56%. TTM ROI at 11.16% vs. industry average at 1.80%. Short float at 3.4%, which implies a short ratio of 3.97 days. The stock has gained 53.70% over the last year.

20. Parker Hannifin Corporation (PH): Industrial Equipment & Components Industry. Market cap of $14.77B. Guided FY11 at $5.80-6.20 vs. estimate of $5.82. TTM ROE at 17.98% vs. industry average at 17.60%. TTM ROA at 8.31% vs. industry average at 5.58%. TTM ROI at 12.52% vs. industry average at 8.53%. Short float at 1.74%, which implies a short ratio of 2.38 days. The stock has gained 57.58% over the last year.

21. QUALCOMM Incorporated (QCOM):
Communication Equipment Industry. Market cap of $96.23B. Guided Q2 at $0.77-0.81 vs. estimate of $0.68. TTM ROE at 16.99% vs. industry average at 14.31%. TTM ROA at 11.94% vs. industry average at 9.55%. TTM ROI at 16.20% vs. industry average at 12.50%. Short float at 1.86%, which implies a short ratio of 2.11 days. The stock has gained 49.83% over the last year.

22. Acme Packet, Inc. (APKT): Communication Equipment Industry. Market cap of $4.65B. Guided FY11 at approx $1.05 vs. estimate of $1.04. TTM ROE at 16.01% vs. industry average at 14.31%. TTM ROA at 13.47% vs. industry average at 9.55%. TTM ROI at 16.01% vs. industry average at 12.50%. Short float at 5.51%, which implies a short ratio of 1.4 days. The stock has gained 388.53% over the last year.

23. II-VI Inc. (IIVI): Scientific & Technical Instruments Industry. Market cap of $1.61B. Guided FY11 at $2.20-2.29 vs. estimate of $2.12. TTM ROE at 15.05% vs. industry average at 15.02%. TTM ROA at 12.18% vs. industry average at 5.65%. TTM ROI at 14.71% vs. industry average at 12.37%. Short float at 2.48%, which implies a short ratio of 6.16 days. The stock has gained 83.97% over the last year.

24. KBR, Inc. (KBR): Technical Services Industry. Market cap of $5.19B. Guided FY11 at $2.05-2.30 vs. estimate of $2.04. TTM ROE at 13.78% vs. industry average at 10.78%. TTM ROA at 5.85% vs. industry average at 4.51%. TTM ROI at 12.70% vs. industry average at 8.78%. Short float at 1.04%, which implies a short ratio of 1.08 days. The stock has gained 72.99% over the last year.

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

Source: Momentum Ideas: Top Management Teams Raising Earnings Guidance