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If you're looking for short ideas, the following list might offer an interesting starting point.

All of these stocks are rallying, i.e. trading above the 20-day, 50-day and 200-day moving averages.

In addition, the management teams mentioned below have all underperformed their industry over the last twelve months, when comparing the Return on Equity, Return on Assets, and Return on Invested Capital ratios.

If these names are rallying and their management teams continue to underperform, at what point will the market adjust for these potential discrepancies? Full details below.

Management data and industry comps sourced from Fidelity, short float and performance data sourced from Finviz.

Interactive Chart: Press Play to compare changes in analyst ratings over the last two years for the top six stocks mentioned below. Analyst ratings sourced from Zacks Investment Research. Note: The numbers on top of items represent the forward P/E ratio, if available.


The list has been sorted by the distance from the 200-day moving average.

1. Allot Communications Ltd. (ALLT): Technical & System Software Industry. Market cap of $343.89M. The stock is currently 8.69% above its 20-day MA, 22.41% above its 50-day MA, and 106.26% above its 200-day MA. TTM return on equity at -9.40% vs. industry average at 35.90%. TTM return on assets at -6.67% vs. industry average at 11.73%. TTM return on investments at -9.40% vs. industry average at 18.01%. Short float at 1.66%, which implies a short ratio of 0.83 days. The stock has gained 270.25% over the last year.

2. Kodiak Oil & Gas Corp. (KOG): Oil & Gas Drilling & Exploration Industry. Market cap of $1.07B. The stock is currently 18.72% above its 20-day MA, 20.08% above its 50-day MA, and 76.86% above its 200-day MA. TTM return on equity at 1.72% vs. industry average at 23.62%. TTM return on assets at 1.46% vs. industry average at 8.80%. TTM return on investments at 1.70% vs. industry average at 13.59%. Short float at 10.51%, which implies a short ratio of 3.32 days. The stock has gained 202.09% over the last year.

3. Dawson Geophysical Co. (DWSN): Oil & Gas Equipment & Services Industry. Market cap of $388.22M. The stock is currently 20.45% above its 20-day MA, 37.32% above its 50-day MA, and 76.26% above its 200-day MA. TTM return on equity at -3.57% vs. industry average at 12.73%. TTM return on assets at -2.85% vs. industry average at 7.17%. TTM return on investments at -3.25% vs. industry average at 9.22%. Short float at 4.88%, which implies a short ratio of 6.43 days. The stock has gained 71.79% over the last year.

4. SandRidge Energy, Inc. (SD): Oil & Gas Drilling & Exploration Industry. Market cap of $3.81B. The stock is currently 25.18% above its 20-day MA, 35.54% above its 50-day MA, and 71.96% above its 200-day MA. TTM return on equity at 23.10% vs. industry average at 23.62%. TTM return on assets at 3.73% vs. industry average at 8.80%. TTM return on investments at 4.39% vs. industry average at 13.52%. Short float at 8.04%, which implies a short ratio of 2.67 days. The stock has gained 32.62% over the last year.

5. Brigham Exploration Co. (BEXP): Independent Oil & Gas Industry. Market cap of $4.15B. The stock is currently 16.17% above its 20-day MA, 26.27% above its 50-day MA, and 70.19% above its 200-day MA. TTM return on equity at 8.50% vs. industry average at 23.62%. TTM return on assets at 4.88% vs. industry average at 8.80%. TTM return on investments at 5.81% vs. industry average at 13.59%. Short float at 8.77%, which implies a short ratio of 4.43 days. The stock has gained 116.26% over the last year.

6. Hercules Offshore, Inc. (HERO): Oil & Gas Drilling & Exploration Industry. Market cap of $571.6M. The stock is currently 23.93% above its 20-day MA, 33.34% above its 50-day MA, and 69.18% above its 200-day MA. TTM return on equity at -8.03% vs. industry average at 12.65%. TTM return on assets at -3.46% vs. industry average at 7.12%. TTM return on investments at -3.76% vs. industry average at 9.17%. Short float at 6.55%, which implies a short ratio of 2.17 days. The stock has gained 36.07% over the last year.

7. Northern Oil and Gas, Inc. (NOG): Oil & Gas Drilling & Exploration Industry. Market cap of $1.64B. The stock is currently 14.52% above its 20-day MA, 17.66% above its 50-day MA, and 66.44% above its 200-day MA. TTM return on equity at 5.51% vs. industry average at 23.62%. TTM return on assets at 4.94% vs. industry average at 8.80%. TTM return on investments at 5.37% vs. industry average at 13.59%. Short float at 9.43%, which implies a short ratio of 4.47 days. The stock has gained 156.47% over the last year.

8. OPNET Technologies Inc. (OPNT): Application Software Industry. Market cap of $696.24M. The stock is currently 7.4% above its 20-day MA, 17.46% above its 50-day MA, and 64.53% above its 200-day MA. TTM return on equity at 8.93% vs. industry average at 35.90%. TTM return on assets at 6.07% vs. industry average at 11.73%. TTM return on investments at 8.93% vs. industry average at 18.01%. Short float at 2.69%, which implies a short ratio of 3.41 days. The stock has gained 117.17% over the last year.

9. International Coal Group, Inc. (ICO): Industrial Metals & Minerals Industry. Market cap of $1.99B. The stock is currently 4.15% above its 20-day MA, 12.74% above its 50-day MA, and 60.25% above its 200-day MA. TTM return on equity at 4.04% vs. industry average at 23.62%. TTM return on assets at 2.01% vs. industry average at 8.80%. TTM return on investments at 2.55% vs. industry average at 13.52%. Short float at 8.8%, which implies a short ratio of 2.6 days. The stock has gained 123.85% over the last year.

10. EchoStar Corp. (SATS): Communication Equipment Industry. Market cap of $3.07B. The stock is currently 12.89% above its 20-day MA, 26.16% above its 50-day MA, and 58.55% above its 200-day MA. TTM return on equity at 0.18% vs. industry average at 13.80%. TTM return on assets at 0.14% vs. industry average at 9.29%. TTM return on investments at 0.16% vs. industry average at 12.10%. Short float at 1.63%, which implies a short ratio of 2.18 days. The stock has gained 78.6% over the last year.

11. Coeur d`Alene Mines Corporation (CDE): Silver Industry. Market cap of $2.47B. The stock is currently 21.34% above its 20-day MA, 21.45% above its 50-day MA, and 53.79% above its 200-day MA. TTM return on equity at -5.43% vs. industry average at 13.35%. TTM return on assets at -3.57% vs. industry average at 6.23%. TTM return on investments at -4.02% vs. industry average at 7.92%. Short float at 7.67%, which implies a short ratio of 2.92 days. The stock has gained 88.74% over the last year.

12. CGG Veritas (CGV): Oil & Gas Equipment & Services Industry. Market cap of $5.47B. The stock is currently 13.62% above its 20-day MA, 19.71% above its 50-day MA, and 52.82% above its 200-day MA. TTM return on equity at -1.92% vs. industry average at 12.65%. TTM return on assets at -1.05% vs. industry average at 7.12%. TTM return on investments at -1.23% vs. industry average at 9.17%. Short float at 0.2%, which implies a short ratio of 4.63 days. The stock has gained 50.1% over the last year.

13. BGC Partners, Inc. (BGCP): Investment Brokerage Industry. Market cap of $905.69M. The stock is currently 15.36% above its 20-day MA, 16.62% above its 50-day MA, and 50.47% above its 200-day MA. TTM return on equity at 10.06% vs. industry average at 11.80%. TTM return on assets at 1.31% vs. industry average at 2.43%. TTM return on investments at 4.41% vs. industry average at 4.42%. Short float at 10.13%, which implies a short ratio of 11.69 days. The stock has gained 111.95% over the last year.

14. Delek US Holdings Inc. (DK): Oil & Gas Refining & Marketing Industry. Market cap of $606.56M. The stock is currently 13.41% above its 20-day MA, 32.53% above its 50-day MA, and 50.45% above its 200-day MA. TTM return on equity at -5.76% vs. industry average at 23.62%. TTM return on assets at -2.49% vs. industry average at 8.80%. TTM return on investments at -3.23% vs. industry average at 13.59%. Short float at 12.63%, which implies a short ratio of 9.85 days. The stock has gained 56.6% over the last year.

15. FARO Technologies Inc. (FARO): Scientific & Technical Instruments Industry. Market cap of $580.14M. The stock is currently 15.32% above its 20-day MA, 13.77% above its 50-day MA, and 44.34% above its 200-day MA. TTM return on equity at 5.45% vs. industry average at 9.33%. TTM return on assets at 4.44% vs. industry average at 5.87%. TTM return on investments at 5.39% vs. industry average at 9.28%. Short float at 2.41%, which implies a short ratio of 5.39 days. The stock has gained 49.96% over the last year.

16. Harvest Natural Resources Inc. (HNR): Independent Oil & Gas Industry. Market cap of $469.7M. The stock is currently 16.29% above its 20-day MA, 19.12% above its 50-day MA, and 42.05% above its 200-day MA. TTM return on equity at 8.32% vs. industry average at 23.62%. TTM return on assets at 6.10% vs. industry average at 8.80%. TTM return on investments at 7.69% vs. industry average at 13.59%. Short float at 7.12%, which implies a short ratio of 7.83 days. The stock has gained 159.93% over the last year.

17. Oclaro, Inc. (OCLR): Semiconductor Equipment & Materials Industry. Market cap of $898.92M. The stock is currently 15.58% above its 20-day MA, 28.01% above its 50-day MA, and 41.53% above its 200-day MA. TTM return on equity at 4.63% vs. industry average at 13.81%. TTM return on assets at 3.07% vs. industry average at 9.29%. TTM return on investments at 4.62% vs. industry average at 12.10%. Short float at 9.45%, which implies a short ratio of 3.86 days. The stock has gained 85.57% over the last year.

18. Rowan Companies Inc. (RDC): Oil & Gas Drilling & Exploration Industry. Market cap of $5.36B. The stock is currently 10.53% above its 20-day MA, 17.69% above its 50-day MA, and 40.9% above its 200-day MA. TTM return on equity at 8.07% vs. industry average at 12.65%. TTM return on assets at 4.83% vs. industry average at 7.12%. TTM return on investments at 5.67% vs. industry average at 9.17%. Short float at 5.29%, which implies a short ratio of 2.72 days. The stock has gained 63.14% over the last year.

19. Cogent Communications Group Inc. (CCOI): Diversified Communication Services Industry. Market cap of $674.63M. The stock is currently 4.86% above its 20-day MA, 4.97% above its 50-day MA, and 37.84% above its 200-day MA. TTM return on equity at 0.46% vs. industry average at 112.95%. TTM return on assets at 0.18% vs. industry average at 5.46%. TTM return on investments at 0.21% vs. industry average at 7.52%. Short float at 5.86%, which implies a short ratio of 10.88 days. The stock has gained 49.54% over the last year.

20. Interpublic Group of Companies, Inc. (IPG): Advertising Agencies Industry. Market cap of $6.14B. The stock is currently 12.8% above its 20-day MA, 18.42% above its 50-day MA, and 37.13% above its 200-day MA. TTM return on equity at 11.93% vs. industry average at 32.68%. TTM return on assets at 2.04% vs. industry average at 6.57%. TTM return on investments at 5.44% vs. industry average at 8.67%. Short float at 2.93%, which implies a short ratio of 2.45 days. The stock has gained 67.6% over the last year.

21. Tesco Corporation (TESO): Oil & Gas Equipment & Services Industry. Market cap of $673.17M. The stock is currently 12.05% above its 20-day MA, 14.93% above its 50-day MA, and 36.72% above its 200-day MA. TTM return on equity at 1.91% vs. industry average at 12.73%. TTM return on assets at 1.58% vs. industry average at 7.17%. TTM return on investments at 1.86% vs. industry average at 9.22%. Short float at 2.89%, which implies a short ratio of 8.24 days. The stock has gained 30.52% over the last year.

22. Century Aluminum Co. (CENX): Aluminum Industry. Market cap of $1.5B. The stock is currently 6.96% above its 20-day MA, 6.71% above its 50-day MA, and 32.38% above its 200-day MA. TTM return on equity at 5.44% vs. industry average at 13.35%. TTM return on assets at 3.18% vs. industry average at 6.23%. TTM return on investments at 4.02% vs. industry average at 7.92%. Short float at 9.16%, which implies a short ratio of 2.61 days. The stock has gained 32.68% over the last year.

23. RailAmerica, Inc. (RA): Railroads Industry. Market cap of $821.25M. The stock is currently 15.21% above its 20-day MA, 15.58% above its 50-day MA, and 31.75% above its 200-day MA. TTM return on equity at 2.82% vs. industry average at 15.71%. TTM return on assets at 1.20% vs. industry average at 5.82%. TTM return on investments at 1.31% vs. industry average at 7.21%. Short float at 2.74%, which implies a short ratio of 7.1 days. The stock has gained 26.44% over the last year.

24. Parker Drilling Co. (PKD): Oil & Gas Drilling & Exploration Industry. Market cap of $607.83M. The stock is currently 21.58% above its 20-day MA, 25.0% above its 50-day MA, and 31.04% above its 200-day MA. TTM return on equity at -2.43% vs. industry average at 12.65%. TTM return on assets at -1.12% vs. industry average at 7.12%. TTM return on investments at -1.32% vs. industry average at 9.17%. Short float at 4.44%, which implies a short ratio of 5.56 days. The stock has gained 1.95% over the last year.

25. Madison Square Garden, Inc. (MSG): Entertainment Industry. Market cap of $2.08B. The stock is currently 6.29% above its 20-day MA, 11.35% above its 50-day MA, and 29.14% above its 200-day MA. TTM return on equity at 6.65% vs. industry average at 32.67%. TTM return on assets at 3.57% vs. industry average at 6.57%. TTM return on investments at 4.53% vs. industry average at 8.67%. Short float at 0.6%, which implies a short ratio of 1.54 days. The stock has gained 40.56% over the last year.

26. Ferro Corp. (FOE): Specialty Chemicals Industry. Market cap of $1.35B. The stock is currently 0.74% above its 20-day MA, 3.36% above its 50-day MA, and 28.7% above its 200-day MA. TTM return on equity at -1.81% vs. industry average at 34.50%. TTM return on assets at -0.65% vs. industry average at 8.67%. TTM return on investments at -1.05% vs. industry average at 12.56%. Short float at 4.81%, which implies a short ratio of 5.48 days. The stock has gained 91.82% over the last year.

27. Heckmann Corporation (HEK): Diversified Investments Industry. Market cap of $625.09M. The stock is currently 12.3% above its 20-day MA, 15.13% above its 50-day MA, and 27.78% above its 200-day MA. TTM return on equity at -5.95% vs. industry average at 28.35%. TTM return on assets at -5.21% vs. industry average at 12.26%. TTM return on investments at -5.91% vs. industry average at 18.41%. Short float at 3.35%, which implies a short ratio of 4.35 days. The stock has lost -4.01% over the last year.

28. SunPower Corporation (SPWRA): Semiconductor Industry. Market cap of $1.72B. The stock is currently 5.89% above its 20-day MA, 16.11% above its 50-day MA, and 27.44% above its 200-day MA. TTM return on equity at 11.17% vs. industry average at 29.30%. TTM return on assets at 5.13% vs. industry average at 16.49%. TTM return on investments at 6.98% vs. industry average at 19.85%. Short float at 14.83%, which implies a short ratio of 5.32 days. The stock has lost -6.29% over the last year.

29. TETRA Technologies Inc. (TTI): Oil & Gas Equipment & Services Industry. Market cap of $1.05B. The stock is currently 8.37% above its 20-day MA, 12.0% above its 50-day MA, and 26.77% above its 200-day MA. TTM return on equity at -7.60% vs. industry average at 12.65%. TTM return on assets at -3.26% vs. industry average at 7.12%. TTM return on investments at -4.71% vs. industry average at 9.17%. Short float at 4.26%, which implies a short ratio of 4.95 days. The stock has gained 36.21% over the last year.

30. Resources Connection Inc. (RECN): Management Services Industry. Market cap of $843.82M. The stock is currently 0.94% above its 20-day MA, 0.58% above its 50-day MA, and 26.72% above its 200-day MA. TTM return on equity at 4.47% vs. industry average at 58.46%. TTM return on assets at 3.39% vs. industry average at 5.17%. TTM return on investments at 4.47% vs. industry average at 8.17%. Short float at 4.45%, which implies a short ratio of 8.04 days. The stock has gained 8.34% over the last year.

Source: Short Ideas: Stocks That Are Rallying Despite Poor Management Performance