Seeking Alpha
Profile| Send Message|
( followers)  

Following is a list of 28 mid cap companies for which sell side consensus EPS expectations for the current quarter have increased by over 10% in the last month, and for which at least two sell side analysts have increased their estimates.

Ticker

Company Name

R/T EPS Current Qtr 1m %ch (%)

R/T EPS Current Qtr #Up

REN

RESOLUTE ENERGY

23.08

2

AYR

AIRCASTLE

31.15

4

VQ

VENOCO

12.5

5

BAS

BASIC ENERGY SER

59.22

3

CRDN

CERADYNE INC CAL

12.08

4

MFN

MINEFINDERS

18

3

CRK

COMSTOCK RES

33.08

2

WOR

WORTHINGTON INDS

16.51

5

WNR

WESTERN REFINING

13.82

3

LDK

LDK SOLAR CO

19.66

6

SFY

SWIFT ENERGY CO

19.22

6

LFT

LONGTOP FINANCIA

13.22

3

DTG

DOLLAR THRIFTY

21.51

5

ALK

ALASKA AIR GROUP

18.37

5

ULTA

ULTA SALON COSME

12.66

7

FTO

FRONTIER OIL CO

26.81

7

HOC

HOLLY CP

10.25

4

WAB

WABTEC CORP

17.79

6

BID

SOTHEBY'S

80

3

TSO

TESORO

26.57

5

RGNC

REGENCY ENERGY

10.26

3

SFD

SMITHFIELD FOODS

15.74

8

TPX

TEMPUR-PEDIC INT

17.88

12

MSM

MSC INDUSTRIAL

16.08

11

SD

SANDRIDGE ENERGY

20.42

3

ANF

ABERCROM & FITCH

14.91

10

UAL

UNITED CONTINENT

19.87

5

CEG

CONSTELLATION EN

17.1

2

Here are some of the specifics about these companies, including a brief description of their businesses, growth rates (top line and bottom line) and valuation:

Resolute Energy Corporation is an independent oil and gas company engaged in the exploration, exploitation and development of its oil and gas properties. These are located in Utah, Wyoming, North Dakota, Alabama and Oklahoma. Its EPS forecast for the current year is 0.38 and next year is 0.42. According to the consensus estimates, its top line is expected to grow 22.56% in the current year and 25.51% next year. Resolute is trading at a forward P/E of 42.83. Out of six analysts covering the company, four are positive and have buy recommendations and two have hold ratings.

Aircastle Limited is a global company that acquires, leases, and sells commercial jet aircraft to passenger and cargo airlines throughout the world. Its EPS forecast for the current year is 1.03 and next year is 1.13. According to the consensus estimates, its top line is expected to grow 13.94% in the current year and 11.98% next year. It is trading at a forward P/E of 11.25. All five analysts covering the company are positive and have buy recommendations.

Venoco, Inc. is an independent energy company engaged in the acquisition, exploitation and development of oil and natural gas properties in California and Texas. Its EPS forecast for the current year is 0.89 and next year is 1.24. According to the consensus estimates, its top line is expected to grow 25.91% in the current year and 18.74% next year. It is trading at a forward P/E of 13.96. Out of 14 analysts covering the company, five are positive and have buy recommendations, two have sell recommendations and seven have hold ratings.

Basic Energy Services, Inc. provides a range of well site services to oil and natural gas drilling and producing companies, including well servicing, fluid services and well site construction services, completion and remedial services and contract drilling. Its EPS forecast for the current year is 0.63 and next year is 1.02. According to the consensus estimates, its top line is expected to grow 34.81% in the current year and 10.21% next year. It is trading at a forward P/E of 25.65. Out of 13 analysts covering the company, five are positive and have buy recommendations, two have sell recommendations and six have hold ratings.

Ceradyne, Inc. develops, manufactures and markets advanced technical ceramic products, ceramic powders and components for defense, industrial, automotive/diesel and commercial applications. Its EPS forecast for the current year is 2.61 and next year is 2.61. According to the consensus estimates, its top line is expected to grow 35.61% in the current year and 5.3% next year. It is trading at a forward P/E of 17.25. Out of nine analysts covering the company, five are positive and have buy recommendations and four have hold ratings.

Minefinders Corporation Ltd. is in the business of exploration for, and development and mining of precious and base metal properties. Its EPS forecast for the current year is 0.77 and next year is 1.04. According to the consensus estimates, its top line is expected to grow 124.25% in the current year and 18.24% next year. It is trading at a forward P/E of 14.72. Out of five analysts covering the company, three are positive and have buy recommendations, one has a sell recommendation and one has a hold rating.

Comstock Resources, Inc. is engaged in the acquisition, development, production and exploration of oil and natural gas. Its EPS forecast for the current year is 0.02 and next year is 1.5. According to the consensus estimates, its top line is expected to grow 20.05% in the current year and 37.51% next year. It is trading at a forward P/E of 20.07. Out of 20 analysts covering the company, nine are positive and have buy recommendations, and 11 have hold ratings.

Worthington Industries, Inc. is a diversified metals processing company, focused on steel processing and manufactured metal products. Its EPS forecast for the current year is 1.36 and next year is 1.72. According to the consensus estimates, its top line is expected to grow 24.76% in the current year and 2.25% next year. It is trading at a forward P/E of 12.1. Out of eight analysts covering the company, three are positive and have buy recommendations, one has a sell recommendation and four have hold ratings.

Western Refining, Inc. is an independent crude oil refiner and marketer of refined products and also operates service stations and convenience stores. Its EPS forecast for the current year is 2 and next year is 1.95. According to the consensus estimates, its top line is expected to decline 0.79% in the current year and grow 10.62% next year. It is trading at a forward P/E of 9. Out of eight analysts covering the company, four are positive and have buy recommendations and four have hold ratings.

LDK Solar Co., Ltd. is a producer of solar wafers in terms of capacity, and a solar module manufacturer. Its EPS forecast for the current year is 2.58 and next year is 2.74. According to the consensus estimates, its top line is expected to grow 30.78% in the current year and 9.05% next year. It is trading at a forward P/E of 4.28. Out of 25 analysts covering the company, 12 are positive and have buy recommendations, five have sell recommendations and eight have hold ratings.

Swift Energy Company is engaged in developing, exploring, acquiring, and operating oil and natural gas properties, with a focus on oil and natural gas reserves onshore and in the inland waters of Louisiana and Texas. Its EPS forecast for the current year is 1.22 and next year is 1.86. According to the consensus estimates, its top line is expected to grow 23.24% in the current year and 22.47% next year. It is trading at a forward P/E of 22.73. Out of 17 analysts covering the company, 12 are positive and have buy recommendations and five have hold ratings.

Longtop Financial Technologies Limited together with its subsidiaries provides a range of software solutions and services to the financial institutions in the People’s Republic of China (PRC), including the development, licensing and support of software solutions, the provision of maintenance, support, and other services, and system integration services related to the procurement and sale of third party hardware and software. Its EPS forecast for the current year is 1.78 and next year is 2.13. According to the consensus estimates, its top line is expected to grow 45.95% in the current year and 26.02% next year. It is trading at a forward P/E of 14.92. Out of 11 analysts covering the company, 10 are positive and have buy recommendations, and one has a hold rating.

Dollar Thrifty Automotive Group, Inc. is engaged in the business of the daily rental of vehicles to business and leisure customers through company-owned stores. Its EPS forecast for the current year is 4.29 and next year is 4.53. According to the consensus estimates, its top line is expected to grow 3.01% in the current year and 4.12% next year. It is trading at a forward P/E of 15.18. Out of five analysts covering the company, two are positive and have buy recommendations and three have hold ratings.

Alaska Air Group, Inc. provides passenger air service to more than 22 million passengers per year to more than 90 destinations. It also provides freight and mail services, primarily to and within the state of Alaska and on the West Coast. Its EPS forecast for the current year is 7.38 and next year is 8.14. According to the consensus estimates, its top line is expected to grow 9.88% in the current year and 5.35% next year. It is trading at a forward P/E of 7.39. Out of 13 analysts covering the company, seven are positive and have buy recommendations, one has a sell recommendation and five have hold ratings.

Ulta Salon, Cosmetics & Fragrance, Inc. is a beauty retailer that provides one-stop shopping for prestige, mass and salon products and salon services in the United States. Its EPS forecast for the current year is 1.51 and next year is 1.88. According to the consensus estimates, its top line is expected to grow 15.92% in the current year and 16.35% next year. It is trading at a forward P/E of 26.99. Out of 10 analysts covering the company, six are positive and have buy recommendations and four have hold ratings.

Frontier Oil Corporation is an independent energy company, engaged in crude oil refining and the wholesale marketing of refined petroleum products. Its EPS forecast for the current year is 2.94 and next year is 2.51. According to the consensus estimates, its top line is expected to grow 22.08% in the current year and 8.61% next year. It is trading at a forward P/E of 11.63. Out of 13 analysts covering the company, seven are positive and have buy recommendations and six have hold ratings.

Holly Corporation is an independent petroleum refiner that produces light products, such as gasoline, diesel fuel, jet fuel, specialty lubricant products, and specialty and modified asphalt. Its EPS forecast for the current year is 5.23 and next year is 5.34. According to the consensus estimates, its top line is expected to grow 13.58% in the current year and 16.08% next year. It is trading at a forward P/E of 11.25. Out of 12 analysts covering the company, six are positive and have buy recommendations, one has a sell recommendation and five have hold ratings.

Westinghouse Air Brake Technologies Corporation, doing business as Wabtec Corporation, the company is a provider of technology-based equipment and services for the global rail industry. Its EPS forecast for the current year is 3.24 and next year is 3.67. According to the consensus estimates, its top line is expected to grow 14.79% in the current year and 9.69% next year. It is trading at a forward P/E of 18.53. Out of 10 analysts covering the company, four are positive and have buy recommendations and six have hold ratings.

Sotheby’s is an auctioneer of authenticated fine and decorative art, jewelry and collectibles. Its EPS forecast for the current year is 2.81 and next year is 3.12. According to the consensus estimates, its top line is expected to grow 11.16% in the current year and 7.88% next year. It is trading at a forward P/E of 16.39. All five analysts covering the company are positive and have buy recommendations.

Tesoro Corporation is an independent petroleum refiner and marketer in the United States. Its EPS forecast for the current year is 2.27 and next year is 2.5. According to the consensus estimates, its top line is expected to grow 15.37% in the current year and 7.3% next year. It is trading at a forward P/E of 10.3. Out of 17 analysts covering the company, five are positive and have buy recommendations, two have sell recommendations and 10 have hold ratings.

Regency Energy Partners LP is engaged in the gathering, processing, contract compression and transportation of natural gas, and natural gas liquids. Its EPS forecast for the current year is 0.62 and next year is 0.76. According to the consensus estimates, its top line is expected to grow 14.79% in the current year and 13.71% next year. It is trading at a forward P/E of 36.42. Out of nine analysts covering the company, seven are positive and have buy recommendations and two have hold ratings.

Smithfield Foods, Inc., together with its subsidiaries, produces and markets a range of fresh meat and packaged meat products both domestically and internationally. Its EPS forecast for the current year is 2.81 and next year is 2.43. According to the consensus estimates, its top line is expected to grow 9.4% in the current year and 5.89% next year. It is trading at a forward P/E of 9.62. Out of 15 analysts covering the company, eight are positive and have buy recommendations and seven have hold ratings.

Tempur-Pedic International Inc. is a manufacturer, marketer and distributor of mattresses and pillows, which it sells in approximately 80 countries under the TEMPUR and Tempur-Pedic brands. Its EPS forecast for the current year is 2.94 and next year is 3.4. According to the consensus estimates, its top line is expected to grow 21.62% current year and 9.97% next year. It is trading at a forward P/E of 16.81. Out of 13 analysts covering the company, nine are positive and have buy recommendations and four have hold ratings.

MSC Industrial Direct Co., Inc. is a direct marketer and distributor of a range of metalworking and maintenance, repair and operations (MRO) products to customers throughout the United States. Its EPS forecast for the current year is 3.34 and next year is 4. According to the consensus estimates, its top line is expected to grow 18.45% in the current year and 12.52% next year. It is trading at a forward P/E of 17.98. Out of 12 analysts covering the company, four are positive and have buy recommendations, one has a sell recommendation and seven have hold ratings.

SandRidge Energy, Inc. is a natural gas and oil company. The company is engaged in the exploration, development and production activities related to the exploitation of its holdings in West Texas. Its EPS forecast for the current year is 0.2 and next year is 0.49. According to the consensus estimates, its top line is expected to grow 41.91% in the current year and 27.73% next year. It is trading at a forward P/E of 26.56. Out of 23 analysts covering the company, 12 are positive and have buy recommendations, two have sell recommendations and nine have hold ratings.

Abercrombie & Fitch Co. (A&F), through its subsidiaries, is a specialty retailer that operates stores and direct-to-consumer operations selling casual sportswear apparel, including knit and woven shirts, graphic t-shirts, fleece, jeans and woven pants, shorts, sweaters, outerwear, personal care products, and accessories for men, women and kids under the Abercrombie & Fitch, Abercrombie Kids, and Hollister brands. Its EPS forecast for the current year is 2.92 and next year is 4.43. According to the consensus estimates, its top line is expected to grow 15.75% in the current year and 17.46% next year. It is trading at a forward P/E of 15.23. Out of 34 analysts covering the company, 21 are positive and have buy recommendations and 13 have hold ratings.

United Continental Holdings, Inc., formerly UAL Corporation, is a holding company and its wholly owned subsidiaries are United Air Lines, Inc. (United) and Continental Airlines, Inc. (Continental). United and Continental transport people and cargo through their mainline operations, which utilize full-sized jet aircraft. The regional operations utilize smaller aircraft that are operated under contract by United Express, Continental Express and Continental Connection carriers. Its EPS forecast for the current year is 4.11 and next year is 5. According to the consensus estimates, its top line is expected to grow 8.18% in the current year and 4.86% next year. It is trading at a forward P/E of 3.96. Out of 14 analysts covering the company, 12 are positive and have buy recommendations and two have hold ratings.

Constellation Energy Group, Inc. is an energy company that conducts its business through various subsidiaries, including a merchant energy business and Baltimore Gas and Electric Company (BGE). The company’s merchant energy business is provider of energy-related products and services for a variety of customers. It develops, owns, owns interests in, and operates electric generation facilities located in various regions of the United States. Its EPS forecast for the current year is 3.26 and next year is 2.48. According to the consensus estimates, its top line is expected to grow 9.19% in the current year and 3.75% next year. It is trading at a forward P/E of 13.37. Out of 13 analysts covering the company, five are positive and have buy recommendations and eight 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: 28 Mid Caps With EPS Expectations Trending Upward