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Following is a list of 40 companies with market caps over $1 billion, consensus EPS growth rates for 2011 and 2012 greater than 50%, and a PEG ratio of less than 0.5.

Tkr

Company Name

EPS Current Yr Growth (%)

EPS Next Yr Growth (%)

EPS Current Yr PE/Growth

EPS Next Yr PE/Growth

Market Cap (mil)

FUN

CEDAR FAIR L P

758.67

79.93

0.02

0.1

1074.82

PETD

PETRO DEVEL CORP

220.95

130.56

0.45

0.33

1112.85

TWI

TITAN INTL INC

96.33

56.44

0.29

0.32

1125.37

MFN

MINEFINDERS

653.33

66.3

0.03

0.19

1159.51

KOG

KODIAK OIL

1054.71

122.64

0.02

0.07

1160.56

MBFI

MB FINANCIAL INC

288.2

132.14

0.1

0.1

1175.72

SUSQ

SUSQUEHA BCSH PA

200.72

72.2

0.12

0.2

1263.37

DGI

DIGITALGLOBE INC

272.22

198.51

0.31

0.14

1302.81

BXS

BANCORPSOUTH INC

80.26

112.44

0.42

0.14

1355.75

HWD

HARRY WINSTON DI

90.74

67.48

0.37

0.3

1465.23

CRZO

CARRIZO OIL INC

78.27

122.01

0.24

0.07

1471.75

NOG

NORTHERN OIL AND

249.6

78.09

0.09

0.16

1524.57

GTLS

CHART IND

117.24

59.72

0.24

0.3

1560.37

OTCPK:APELY

ALPS ELECTRIC CO

5366.67

65.24

0

0.1

1596.89

MTOR

MERITOR INC

247.09

206.12

0.09

0.04

1601.98

CHMT

CHEMTURA CORP

156.45

62.89

0.14

0.22

1686.61

GSM

GLOBE SPECIALTY

80.16

82.6

0.39

0.21

1780.73

CRS

CARPENTER TECH

599.44

117.24

0.06

0.13

1876.59

URI

UNITED RENTALS

362.83

75.36

0.06

0.17

2042.26

CNW

CON-WAY

185.11

69.74

0.16

0.25

2153.1

ICO

INTL COAL GROUP

130.09

76.86

0.13

0.13

2209.59

OTCPK:BRRAY

BARLOWORLD LTD

125

65.08

0.13

0.15

2359.83

ROSE

ROSETTA RESOURCE

183.24

64.16

0.16

0.28

2469.31

LUFK

LUFKIN INDS INC

97.81

59.83

0.32

0.33

2780.15

MTW

MANITOWOC INC

308.79

117.03

0.11

0.14

2961.43

TRN

TRINITY INDS

75.48

59.16

0.34

0.27

3013.78

TIE

TITANIUM METALS

56.89

52.97

0.47

0.33

3378.26

OTCPK:PMOIY

PREMIER OIL PLC

81.38

60.43

0.21

0.18

3742.13

BEXP

BRIGHAM CO.

109.03

75.73

0.26

0.21

4171.11

EQIX

EQUINIX

145.89

69.78

0.31

0.39

4272.95

RHI

ROBERT HALF INTL

116.84

54.16

0.28

0.39

4614.66

CGV

CGG VERITAS

783.33

96.67

0.05

0.22

5545.12

ACI

ARCH COAL INC

122.34

50.58

0.11

0.18

5580.23

GNW

GENWORTH FINANCI

316.06

55.39

0.04

0.14

6514.11

SIRI

SIRIUS XM RADIO

200

75

0.31

0.47

7238.56

HK

PETROHAWK ENERGY

90.61

66.78

0.31

0.25

7352.88

WFT

WEATHERFORD INTE

88.81

54.8

0.23

0.24

16155.65

BRFS

BRF-BRASIL FOODS

509.56

76.26

0.09

0.34

16823.65

OTCQX:IMPUY

IMPALA PLATINUM

67.96

86.13

0.25

0.11

17934.18

EOG

EOG RESOURCES

278.74

69

0.12

0.28

30790.89

Here are some of the specifics about these companies, including a brief description of their business, growth rates (topline and bottomline) and Valuation:

Cedar Fair, L.P. is a limited partnership managed by Cedar Fair Management, Inc. (the General Partner). The Company, along with its affiliated companies (the Partnership), is an amusement park operator, which owns 11 amusement parks, six outdoor water parks, one indoor water park and five hotels. Its EPS forecast for the current year is 1.24 and next year is 2.32. According to consensus estimates, its topline is expected to grow 2.79% current year and 3.07% next year. It is trading at a forward P/E of 8.28. Out of 5 analysts covering the company, 3 are positive and have buy recommendations and two have hold ratings.

Petroleum Development Corporation, doing business as PDC Energy, is an independent energy company engaged in the exploration for and the acquisition, development, production and marketing of natural gas and oil. Its EPS forecast for the current year is 0.48 and next year is 1.08. According to consensus estimates, its topline is expected to grow 77.97% current year and 21.45% next year. It is trading at a forward P/E of 44.42. Out of 15 analysts covering the company, 8 are positive and have buy recommendations, one has a sell recommendation and six have hold ratings.

Titan International, Inc. through its subsidiaries, is engaged in the manufacturing of wheels and tires. Its EPS forecast for the current year is 0.87 and next year is 1.3. According to consensus estimates, its topline is expected to grow 23.71% current year and 20.82% next year. It is trading at a forward P/E of 20.43. Out of 4 analysts covering the company, 2 are positive and have buy recommendations and two have hold ratings.

Minefinders Corporation Ltd. is in the business of exploration for, and development and mining of, precious and base metal properties. Interests in these properties are held directly and indirectly through exploitation and exploration concessions, leases, options and working interests. Its EPS forecast for the current year is 0.65 and next year is 1.05. According to consensus estimates, its topline is expected to grow 101.93% current year and 33.27% next year. It is trading at a forward P/E of 12.54. Out of 5 analysts covering the company, 3 are positive and have buy recommendations, one has a sell recommendation and one has a hold rating.

Kodiak Oil & Gas Corp., incorporated on March 17, 1972, is an independent energy company focused on the exploration, exploitation, acquisition and production of natural gas and crude oil in the United States. Its EPS forecast for the current year is 0.34 and next year is 0.76. According to consensus estimates, its topline is expected to grow 477.67% current year and 120.74% next year. It is trading at a forward P/E of 8.77. Out of 16 analysts covering the company, 8 are positive and have buy recommendations and eight have hold ratings.

MB Financial, Inc. is a financial holding company. The Company’s primary market is the Chicago metropolitan area, in which MB Financial operates approximately 90 banking offices through its bank subsidiary, MB Financial Bank, N.A. (MB Financial Bank). Its EPS forecast for the current year is 0.73 and next year is 1.7. According to consensus estimates, its topline is expected to grow 2.8% current year and 4% next year. It is trading at a forward P/E of 12.3. Out of 13 analysts covering the company, 7 are positive and have buy recommendations, one has a sell recommendation and five have hold ratings.

Susquehanna Bancshares, Inc. is a financial holding company that provides a range of retail and commercial banking and financial services through its subsidiaries in the mid-Atlantic region. Its EPS forecast for the current year is 0.39 and next year is 0.67. According to consensus estimates, its topline is expected to grow 1.57% current year and 7.31% next year. It is trading at a forward P/E of 13.89. Out of 14 analysts covering the company, 3 are positive and have buy recommendations, one has a sell recommendation and ten have hold ratings.

DigitalGlobe, Inc. is global provider of commercial high-resolution earth imagery products and services. Its EPS forecast for the current year is 0.34 and next year is 1. According to consensus estimates, its topline is expected to grow 9.34% current year and 18.29% next year. It is trading at a forward P/E of 28.03. Out of 11 analysts covering the company, 8 are positive and have buy recommendations, one has a sell recommendation and two have hold ratings.


BancorpSouth, Inc. is a financial holding company. Through its principal bank subsidiary, BancorpSouth Bank (the Bank), the Company conducts commercial banking and financial services operations in Mississippi, Tennessee, Alabama, Arkansas, Texas, Louisiana, Florida, Missouri and Illinois. Its EPS forecast for the current year is 0.5 and next year is 1.03. According to consensus estimates, its topline is expected to decline -0.84% current year and grow 2.3% next year. It is trading at a forward P/E of 14.94. Out of 14 analysts covering the company, one has a sell recommendation and thirteen have hold ratings.

Harry Winston Diamond Corporation is a specialist diamond company with assets in the mining and retail segments of the diamond industry. Its EPS forecast for the current year is 0.52 and next year is 0.86. According to consensus estimates, its topline is expected to grow 15.02% current year and 3.93% next year. It is trading at a forward P/E of 18.76. Out of 4 analysts covering the company, 3 are positive and have buy recommendations and one has a hold rating.

Carrizo Oil & Gas, Inc. is an independent energy company, and together with its subsidiaries is engaged in the exploration, development, production and transportation of natural gas and oil, principally in the United States. Its EPS forecast for the current year is 1.99 and next year is 4.34. According to consensus estimates, its topline is expected to grow 67.39% current year and 82.73% next year. It is trading at a forward P/E of 8.51. Out of 18 analysts covering the company, 12 are positive and have buy recommendations and six have hold ratings.

Northern Oil & Gas, Inc. is an independent energy company engaged in the acquisition, exploration, exploitation and development of oil and natural gas properties. Its EPS forecast for the current year is 1.08 and next year is 1.93. According to consensus estimates, its topline is expected to grow 324.21% current year and 82.45% next year. It is trading at a forward P/E of 13.83. Out of 8 analysts covering the company, 7 are positive and have buy recommendations and one has a hold rating.

Chart Industries, Inc. is a manufacturer of engineered equipment used in the production, storage and end-use of hydrocarbon and industrial gases. Its EPS forecast for the current year is 1.89 and next year is 3.02. According to consensus estimates, its topline is expected to grow 31.75% current year and 17.77% next year. It is trading at a forward P/E of 18.23. All 8 analysts covering the company are positive and have buy recommendations.


ALPS ELECTRIC CO., LTD. is a Japan-based company mainly engaged in the manufacture and sale of electronic components and audio equipment. Its EPS forecast for the current year is 1.64 and next year is 2.71. According to consensus estimates, its topline is expected to grow 23.58% current year and 7.68% next year. It is trading at a forward P/E of 7.07. One analyst covers the company and has a buy recommendation.


Meritor Inc. is a global leader in providing innovative drivetrain mobility and braking solutions for original equipment (OE) manufacturers of trucks, trailers and specialty vehicles, as well as the related aftermarkets in the transportation and industrial sectors. Its EPS forecast for the current year is 0.87 and next year is 2.3. According to consensus estimates, its topline is expected to grow 26.51% current year and 16.94% next year. It is trading at a forward P/E of 7.37. Out of 10 analysts covering the company, 8 are positive and have buy recommendations and two have hold ratings.

Chemtura Corporation is a global diversified producer of specialty chemicals, polymer products and crop protection chemicals, and a supplier of pool and spa chemicals. Its EPS forecast for the current year is 0.8 and next year is 1.3. According to consensus estimates, its topline is expected to grow 3.97% current year and 5.8% next year. It is trading at a forward P/E of 13.28. One analyst covers the company and has a hold recommendation.

Globe Specialty Metals, Inc. is a producer of silicon metal and silicon-based alloys, with approximately 100,000 metric tons (MT) of silicon metal capacity (excluding Dow Corning Corporation’s (DOW) portion of the capacity of its Alloy, West Virginia plant) and 120,000 MT of silicon-based alloys capacity. Its EPS forecast for the current year is 0.76 and next year is 1.38. According to consensus estimates, its topline is expected to grow 28.89% current year and 11.86% next year. It is trading at a forward P/E of 16.47.

Carpenter Technology Corporation is engaged in the manufacturing, fabrication and distribution of specialty metals. Its EPS forecast for the current year is 1.26 and next year is 2.74. According to consensus estimates, its topline is expected to grow 27.06% current year and 11.92% next year. It is trading at a forward P/E of 15.62. Out of 9 analysts covering the company, 5 are positive and have buy recommendations and four have hold ratings.

United Rentals, Inc. is a holding company. The Company primarily conducts its operations through its wholly owned subsidiary, United Rentals (North America), Inc., and its subsidiaries. Its EPS forecast for the current year is 1.53 and next year is 2.68. According to consensus estimates, its topline is expected to grow 13.36% current year and 13.76% next year. It is trading at a forward P/E of 12.43. All 12 analysts covering the company are positive and have buy recommendations.

Con-way Inc. provides transportation, logistics and supply-chain management services for a range of manufacturing, industrial and retail customers. Its EPS forecast for the current year is 1.33 and next year is 2.27. According to consensus estimates, its topline is expected to grow 6.07% current year and 6.17% next year. It is trading at a forward P/E of 17.28. Out of 26 analysts covering the company, 8 are positive and have buy recommendations, two have sell recommendations and sixteen have hold ratings.

International Coal Group, Inc. is a producer of coal in Northern and Central Appalachia with a range of mid to high British thermal unit ((Btu)), low to medium sulfur steam and metallurgical coal. Its EPS forecast for the current year is 0.62 and next year is 1.09. According to consensus estimates, its topline is expected to grow 15.57% current year and 17.12% next year. It is trading at a forward P/E of 10.4. Out of 8 analysts covering the company, 7 are positive and have buy recommendations and one has a hold rating.

Barloworld Limited is a South Africa-based company. The Company is a holding company. It is a distributor of international brands providing integrated rental, fleet management, product support and logistics solutions. Its EPS forecast for the current year is 0.63 and next year is 1.04. According to consensus estimates, its topline is expected to grow 22.82% current year and 14.27% next year. It is trading at a forward P/E of 9.85. One analyst covers the company and has a buy recommendation.

Rosetta Resources Inc. is an independent oil and gas company engaged in the exploration, development, acquisition and production of oil and gas properties. Its EPS forecast for the current year is 1.52 and next year is 2.49. According to consensus estimates, its topline is expected to grow 31.1% current year and 31.02% next year. It is trading at a forward P/E of 19.1. Out of 22 analysts covering the company, 11 are positive and have buy recommendations, one has a sell recommendation and three have hold ratings

Lufkin Industries, Inc. is a global supplier of oil field and power transmission products. The Company operates in two segments: Oil Field and Power Transmission. Its EPS forecast for the current year is 2.89 and next year is 4.62. According to consensus estimates, its topline is expected to grow 37.83% current year and 23.28% next year. It is trading at a forward P/E of 20.25. Out of 4 analysts covering the company, 2 are positive and have buy recommendations and two have hold ratings.

The Manitowoc Company, Inc. is a multi-industry, capital goods manufacturer. It operates in two markets: Cranes and Related Products (Crane) and Foodservice Equipment (Foodservice). Its EPS forecast for the current year is 0.65 and next year is 1.42. According to consensus estimates, its topline is expected to grow 7.42% current year and 15.68% next year. It is trading at a forward P/E of 15.41. Out of 16 analysts covering the company, 6 are positive and have buy recommendations and ten have hold ratings.

Trinity Industries, Inc. is a multi-industry company that owns a variety of businesses, which provide products and services to the industrial, energy, transportation, and construction sectors. Its EPS forecast for the current year is 1.39 and next year is 2.2. According to consensus estimates, its topline is expected to grow 19.08% current year and 33.29% next year. It is trading at a forward P/E of 16.67. Out of 5 analysts covering the company, 4 are positive and have buy recommendations and one has a hold rating.

Titanium Metals Corporation is a producer of titanium melted and mill products. The Company has titanium production facilities in the United States and Europe. Its EPS forecast for the current year is 0.7 and next year is 1.07. According to consensus estimates, its topline is expected to grow 20.9% current year and 18.79% next year. It is trading at a forward P/E of 17.33. Out of 4 analysts covering the company, 1 is positive and has a buy recommendation and three have hold ratings.

Premier Oil plc is an independent exploration and production company with oil and gas interests in the North Sea, Asia and in the Middle East-Pakistan regions. Its EPS forecast for the current year is 1.87 and next year is 3. According to consensus estimates, its topline is expected to grow 35.92% current year and 45.68% next year. It is trading at a forward P/E of 10.72. Out of 23 analyst covering the company 16 are positive and have buy recommendations and 7 have hold ratings.

Brigham Exploration Company is an independent exploration, development and production company that utilizes advanced exploration, drilling and completion technologies to systematically explore for, develop and produce domestic onshore oil and natural gas reserves. Its EPS forecast for the current year is 1.22 and next year is 2.12. According to consensus estimates, its topline is expected to grow 144.69% current year and 73.77% next year. It is trading at a forward P/E of 17.54. Out of 23 analysts covering the company, 16 are positive and have buy recommendations and seven have hold ratings.

Equinix, Inc. (Equinix) provides global network neutral data center services. The Company operates 49 International Business Exchange (IBX) centers, or IBX data centers, across 18 markets in North America, Europe and Asia-Pacific where customers directly interconnect with a networked ecosystem of partners and customers. Its EPS forecast for the current year is 2.02 and next year is 3.42. According to consensus estimates, its topline is expected to grow 23.83% current year and 15.12% next year. It is trading at a forward P/E of 26.61. Out of 29 analysts covering the company, 18 are positive and have buy recommendations and eleven have hold ratings.

Robert Half International Inc. provides specialized staffing and risk consulting services through such divisions as Accountemps, Robert Half Finance & Accounting, OfficeTeam, Robert Half Technology, Robert Half Management Resources, Robert Half Legal, The Creative Group, and Protiviti. Its EPS forecast for the current year is 0.95 and next year is 1.47. According to consensus estimates, its topline is expected to grow 14.76% current year and 14.08% next year. It is trading at a forward P/E of 20.8. Out of 16 analysts covering the company, 11 are positive and have buy recommendations, two have sell recommendations and three have hold ratings.

CGG Veritas is a manufacturer of geophysical equipment and a provider of a range of services, including seismic data acquisition and related processing and interpretation software to the clients in the oil and gas exploration and production industry. Its EPS forecast for the current year is 0.88 and next year is 1.74. According to the consensus estimates, its topline is expected to grow 5.63% current year and 10.64% next year. It is trading at a forward P/E of 20.83. Out of 6 analysts covering the company, 1 is positive and has a buy recommendation, three have sell recommendations and two have hold ratings.

Arch Coal, Inc. is a coal producer in the United States. During the year ended December 31, 2009, the Company sold approximately 126.1 million tons of coal, including approximately 7.5 million tons of coal, it purchased from third parties. Its EPS forecast for the current year is 2.52 and next year is 3.82. According to the consensus estimates, its topline is expected to grow 15.55% current year and 14.54% next year. It is trading at a forward P/E of 9.44. Out of 25 analysts covering the company, 14 are positive and have buy recommendations, one has a sell recommendation and ten have hold ratings.

Genworth Financial, Inc. is a financial security company engaged in providing insurance, wealth management, investment and financial solutions to more than 15 million customers, with a presence in more than 25 countries. Its EPS forecast for the current year is 1.09 and next year is 1.69. According to the consensus estimates, its topline is expected to grow 4.96% current year and 3.89% next year. It is trading at a forward P/E of 7.98. Out of 17 analysts covering the company, 4 are positive and have buy recommendations, three have sell recommendations and ten have hold ratings.

Sirius XM Radio Inc. is engaged in broadcasting the Company’s music, sports, news, talk, entertainment, traffic and weather channels in the United States on a subscription fee basis through its two satellite radio systems. Its EPS forecast for the current year is 0.03 and next year is 0.05. According to the consensus estimates, its topline is expected to grow 7.9% current year and 10.44% next year. It is trading at a forward P/E of 31.43. Out of 11 analysts covering the company, 8 are positive and have buy recommendations, and three have hold ratings.

Petrohawk Energy Corporation is an independent oil and natural gas company engaged in the exploration, development and production of natural gas properties located in the United States. Its EPS forecast for the current year is 0.85 and next year is 1.4. According to the consensus estimates, its topline is expected to grow 44.46% current year and 26.36% next year. It is trading at a forward P/E of 17.5. Out of 31 analysts covering the company, 21 are positive and have buy recommendations, one has a sell recommendation and nine have hold ratings.

Weatherford International Ltd. is a provider of equipment and services used in the drilling, evaluation, completion, production and intervention of oil and natural gas wells. Its EPS forecast for the current year is 1.06 and next year is 1.65. According to the consensus estimates, its topline is expected to grow 19.04% current year and 15.17% next year. It is trading at a forward P/E of 13.73. Out of 31 analysts covering the company, 16 are positive and have buy recommendations, one has a sell recommendation and fourteen have hold ratings.

BRF - Brasil Foods S.A. is a food company with a focus on the production and sale of poultry, pork, beef cuts, milk, dairy products and processed food products. Its EPS forecast for the current year is 0.43 and next year is 0.75. According to the consensus estimates, its topline is expected to grow 69.87% current year and 9.42% next year. It is trading at a forward P/E of 25.38. Out of 7 analysts covering the company, 4 are positive and have buy recommendations, and three have hold ratings.

Impala Platinum Holdings Limited is a producer of platinum and associated platinum group metals (PGM). Its EPS forecast for the current year is 1.73 and next year is 3.22. According to the consensus estimates, its topline is expected to grow 75.2% current year and 31.83% next year. It is trading at a forward P/E of 8.93. One analyst covers the company and has a buy recommendation.

EOG Resources, Inc. , together with its subsidiaries, explores, develops, produces and markets natural gas and crude oil primarily in producing basins in the United States, Canada, The Republic of Trinidad and Tobago (Trinidad), the United Kingdom, and The People's Republic of China. Its EPS forecast for the current year is 3.42 and next year is 5.81. According to the consensus estimates, its topline is expected to grow 20.79% current year and 25.64% next year. It is trading at a forward P/E of 20.38. Out of 32 analysts covering the company, 14 are positive and have buy recommendations and eighteen have hold ratings.

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

Source: 40 Undervalued Large and Mid Caps With EPS Growth of Over 50% for 2011-12