Companies to Consider During Earnings Week for Monday's Reporting

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 |  Includes: CISG, CPB, CSUN, GTATQ, JMBA, KKD, LFT, PERY, PWRD, QRE, SFL, TECD, VRGY
by: Robert Weinstein

The start of the week on Monday will certainly be another busy day for many investors. We expect to see earnings on many stocks; the following in particular caught my eye. These are the biggest ones offering the most liquid markets to profit from. If you own these names or are looking to buy before the release, you may want to think about protecting from the downside in case of a miss through options. Just as importantly, if you are considering writing options due to the "unusual" premium, know that the price may have a very fast and far move after each company reports. I am including some of the key numbers that I believe should be looked at before investing into earnings.

I use a proprietary blend of technical analysis, financial crowd behavior, and fundamentals in my short-term trades, and while not totally the same in longer swing trades to investments, the concepts used are similar. You may want to use this article as a starting point of your own research with your financial planner. I use Seeking Alpha, Edgar Online, Google Finance, MSN Money, cnbc.com, Zacks and Yahoo Finance for most of my data and do not always double check it with the SEC filings.

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Campbell Soup Co. (CPB) is a $12.21 billion market cap company that, together with its subsidiaries, engages in the manufacture and marketing of branded convenience food products worldwide. The company's U.S. Soup, Sauces, and Beverages segment offers condensed and ready-to-serve soups; broth, stocks, and canned poultry; pasta sauces; Mexican sauces; canned pastas, gravies, and beans; juices and beverages; and tomato juices. Its Baking and Snacking segment provides cookies, crackers, and bakery and frozen products in the United States; and biscuits in Australia and the Asia Pacific.

CPB was founded in 1869 and is headquartered in Camden, New Jersey. CPB reported $0.72 per share in earnings for the quarter ending Jan. 30. The next reporting quarter estimated mean earnings are $0.52 per share. Analyst estimates range between $0.49 and $0.56 per share. The current trailing 12 months (ttm) P/E ratio is 15.068 and the forward P/E ratio is 14.22. CPB has a price to book ratio (ttm) of 13.3 and a price to sales ratio of 1.6.

The annual growth rate of revenue is 0.0119%. The last fiscal year had accounts receivable to sales percentage of 0.0667% compared to the same period a year earlier of 0.0696%. For the trailing 12 months, investors received $1.06 in dividends for a yield of 0.0296%.
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Beyond the aforementioned numbers, investors should consider other key figures. CPB has rising revenue year-over-year (yoy) of $7.68 billion for 2010 vs. $7.59 billion for 2009. CPB bottom line has rising earnings year-over-year (yoy) of $844 million for 2010 vs. $736 million for 2009, and rising EBIT year-over-year (yoy) of $1.35 billion for 2010 vs. $1.19 billion for 2009.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Jan-11 0.71 0.71 0.00 0.66%
Oct-10 0.83 0.82 0.01 0.92%
Jul-10 0.30 0.33 0.03 8.95%
Apr-10 0.51 0.54 0.03 5.49%
Jan-10 0.74 0.74 0.00 0.56%
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China Sunergy Co., Ltd. (CSUN) is a $1.01 billion market cap company that, together with its subsidiaries, engages in the design, development, manufacture, and sale of solar cells. It manufactures solar cells from silicon wafers utilizing crystalline silicon solar cell technology to convert sunlight directly into electricity through the photovoltaic effect process.

CSUN was founded in 2004 and is based in Nanjing, the People's Republic of China. The next reporting quarter estimated mean earnings are $0 per share. The current trailing 12 months (ttm) P/E ratio is 2.344 and the forward P/E ratio is 5.33. CSUN has a price to book ratio (ttm) of 4.83 and a price to sales ratio of 2.12.

The annual growth rate of revenue is 2.4592%. The last fiscal year had accounts receivable to sales percentage of 0.1613% compared to the same period a year earlier of 0.0612%.

Beyond the aforementioned numbers, investors should consider other key figures. CSUN has rising revenue year-over-year (yoy) of $517.22 million for 2010 vs. $284.87 million for 2009. CSUN bottom line has rising earnings year-over-year (yoy) of $51.73 million for 2010 vs. $-10.27 million for 2009, and rising EBIT year-over-year (yoy) of $65.97 million for 2010 vs. $-15.21 million for 2009.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Dec-10 0.33 0.37 0.04 12.60%
Sep-10 0.23 0.37 0.14 62.28%
Jun-10 0.18 0.33 0.15 88.25%
Mar-10 0.10 0.13 0.03 34.85%
Dec-09 0.08 -0.09 0.17 207.14%
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CNinsure Inc. (CISG) is a $16.56 billion market cap company that, together with its subsidiaries, provides insurance brokerage and agency services, and insurance claims adjusting services in the People's Republic of China. The company offers property, casualty, and life insurance products underwritten by domestic and foreign insurance companies operating in China. Its property and casualty insurance products include automobile, individual accident, commercial property, homeowner, cargo, hull, liability, and construction insurance; and life insurance products comprise individual whole life insurance, term life insurance, education annuity, and health insurance, as well as universal insurance and group life insurance.
CISG was founded in 1998 and is headquartered in Guangzhou, the People's Republic of China. The current trailing 12 months (ttm) P/E ratio is 12.575 and the forward P/E ratio is 10.65. CISG has a price to book ratio (ttm) of 36.86 and a price to sales ratio of 75.98. The annual growth rate of revenue is 8.9425%.

Beyond the aforementioned numbers, investors should consider other key figures. CISG has rising revenue year-over-year (yoy) of $225.36 million for 2010 vs. $169.16 million for 2009. CISG bottom line has rising earnings year-over-year (yoy) of $64.09 million for 2010 vs. $44.07 million for 2009, and rising EBIT year-over-year (yoy) of $65.5 million for 2010 vs. $47.78 million for 2009.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Dec-10 0.36 0.37 0.01 2.78%
Sep-10 0.32 0.32 0.00 1.54%
Jun-10 0.27 0.37 0.10 37.04%
Mar-10 0.19 0.21 0.02 10.53%
Dec-09 0.26 0.29 0.03 12.31%
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GT Solar International, Inc. (SOLR) is a $747.16 million market cap company that engages in the design and manufacture of manufacturing equipment; and provision of services for the production of photovoltaic, wafer, cell and module, and polysilicon products worldwide. It offers chemical vapor deposition reactors and related equipment that are used to produce polysilicon to chemical companies and power generation companies.


SOLR was founded in 1994 and is headquartered in Merrimack, New Hampshire. SOLR reported $0.47 per share in earnings for the quarter ending Jan. 1. The next reporting quarter estimated mean earnings are $0.34 per share. Analyst estimates range between $0.31 and $0.36 per share. The current trailing 12 months (ttm) P/E ratio is 11.361 and the forward P/E ratio is 8.64. SOLR has a price to book ratio (ttm) of 4.23 and a price to sales ratio of 1.39.

The annual growth rate of revenue is -0.0207%. The last fiscal year had accounts receivable to sales percentage of 0.0995% compared to the same period a year earlier of 0.1809%.

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Beyond the aforementioned numbers, investors should consider other key figures. SOLR has rising revenue year-over-year (yoy) of $544.25 million for 2010 vs. $541.03 million for 2009. SOLR bottom line has rising earnings year-over-year (yoy) of $87.26 million for 2010 vs. $87.97 million for 2009, and rising EBIT year-over-year (yoy) of $143.96 million for 2010 vs. $143.54 million for 2009.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Dec-10 0.38 0.46 0.08 20.77%
Sep-10 0.24 0.28 0.04 17.85%
Jun-10 0.04 0.11 0.07 163.79%
Mar-10 0.19 0.23 0.04 22.15%
Dec-09 0.16 0.25 0.09 53.85%
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Jamba, Inc. (JMBA) is a $137.97 million market cap company that, through its subsidiary Jamba Juice Company, owns and franchises Jamba Juice stores. The company operates as a restaurant retailer of beverage and food products. As of December 28, 2010, it operated 743 locations consisting of 351 company owned and operated stores, and 392 franchise stores in 23 states of the United States and the Bahamas

JMBA was founded in 1990 and is headquartered in Emeryville, California. JMBA reported $-0.22 per share in earnings for the quarter endingDec. 28. The next reporting quarter estimated mean earnings are $-0.07 per share. Analyst estimates range between $-0.1 and $-0.01 per share. The current trailing 12 months (ttm) P/E ratio is and the forward P/E ratio is 33.86. JMBA has a price to book ratio (ttm) of 18.68 and a price to sales ratio of 0.53.

The annual growth rate of revenue is -0.1292%. The last fiscal year had accounts receivable to sales percentage of 0.0243% compared to the same period a year earlier of 0.033%. For the trailing twelve months investors received $0.04 in dividends for a yield of 0.0167%.
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Beyond the aforementioned numbers, investors should consider other key figures. JMBA has rising revenue year-over-year (yoy) of $262.65 million for 2010 vs. $301.64 million for 2009. JMBA bottom line has rising earnings year-over-year (yoy) of $-20.73 million for 2010 vs. $-25.81 million for 2009, and rising EBIT year-over-year (yoy) of $-16.02 million for 2010 vs. $-20.11 million for 2009.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Dec-10 -0.15 -0.21 0.06 -38.16%
Sep-10 0.04 0.02 0.02 42.86%
Jun-10 0.06 0.02 0.04 66.67%
Mar-10 -0.06 -0.13 0.07 -116.67%
Dec-09 -0.15 -0.23 0.08 -53.33%
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Krispy Kreme Doughnuts, Inc. (KKD) is a $441.43 million market cap company that operates as a branded retailer and wholesaler of doughnuts, complementary beverages and treats, and packaged sweets. It engages in owning and franchising Krispy Kreme doughnut stores, which make, sell, and distribute approximately 20 varieties of doughnuts, including various Original Glazed doughnuts, as well as beverages comprising drip coffees, espresso, cappuccino, hot chocolate, coffee-based and non-coffee-based frozen drinks, juices, sodas, milks, water, and packaged and fountain beverages. KKD doesn't list cost of goods like most companies, rendering the gross margin numbers meaningless.
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KKD was founded in 1937 and is headquartered in Winston-Salem, North Carolina. KKD reported $-0.02 per share in earnings for the quarter ending Jan. 30. The next reporting quarter estimated mean earnings are $0.09 per share. Analyst estimates range between $0.06 and $0.12 per share. The current trailing 12 months (ttm) P/E ratio is 0 and the forward P/E ratio is 16.82. KKD has a price to book ratio (ttm) of 5.78 and a price to sales ratio of 1.22.

The annual growth rate of revenue is 0.0445%. The last fiscal year had accounts receivable to sales percentage of 0.0576% compared to the same period a year earlier of 0.053%.

Beyond the aforementioned numbers, investors should consider other key figures. KKD has rising revenue year-over-year (yoy) of $361.96 million for 2010 vs. $346.52 million for 2009. KKD bottom line has rising earnings year-over-year (yoy) of $7.6 million for 2010 vs. $-0.16 million for 2009, and rising EBIT year-over-year (yoy) of $15.16 million for 2010 vs. $11.77 million for 2009.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Jan-11 0.04 0.03 0.01 25.00%
Oct-10 -0.00 0.04 0.04 -933.33%
Jul-10 0.00 0.03 0.03 809.09%
Oct-08 0.01 -0.08 0.09 900.00%
Jul-08 -0.01 -0.03 0.02 -200.00%
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Longtop Financial Technologies Limited (LFT) is a $1.71 billion market cap company. LFT, together with its subsidiaries, designs, develops, and delivers software solutions and information technology services to the financial services industry in the People's Republic of China.
LFT, formerly known as Latest New Technology Limited, was founded in 1996 and is based in Beijing, China. The forward P/E ratio is 10.46. LFT has a price to book ratio (ttm) of 3.63 and a price to sales ratio of 10.51. This appears to be another Chinese stock sucking the life out of investors. There is no way I would be buying this one unless it was to cover a short, or a day trade.

The last fiscal year had accounts receivable to sales percentage of 0.3879% compared to the same period a year earlier of 0.2809%.

Beyond the aforementioned numbers, investors should consider other key figures. LFT has rising revenue year-over-year (yoy) of $169.06 million for 2010 vs. $106.3 million for 2009. LFT bottom line has rising earnings year-over-year (yoy) of $59.09 million for 2010 vs. $43.47 million for 2009, and rising EBIT year-over-year (yoy) of $60.56 million for 2010 vs. $44.39 million for 2009.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Dec-10 0.57 0.61 0.04 7.83%
Sep-10 0.41 0.44 0.03 6.20%
Jun-10 0.28 0.31 0.03 9.58%
Mar-10 0.27 0.28 0.01 4.24%
Dec-09 0.44 0.53 0.09 20.45%
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Perfect World. Co., Ltd. (PWRD) is a $5.92 billion market cap company. PWRD, through its subsidiaries, engages in the research, development, operation, and licensing of online games primarily in the People's Republic of China, the United States, and the rest of Asia. It develops online games based on its game engines and game development platforms.
PWRD was founded in 2004 and is based in Beijing, the People's Republic of China. The current trailing 12 months (ttm) P/E ratio is 10.234 and the forward P/E ratio is 8.56. PWRD has a price to book ratio (ttm) of 12.7 and a price to sales ratio of 16.71.

The last fiscal year had accounts receivable to sales percentage of 0.0638% compared to the same period a year earlier of 0.0422%.

Beyond the aforementioned numbers, investors should consider other key figures. PWRD has rising revenue year-over-year (yoy) of $374.89 million for 2010 vs. $314.1 million for 2009. PWRD bottom line has rising earnings year-over-year (yoy) of $127.58 million for 2010 vs. $151.93 million for 2009, and rising EBIT year-over-year (yoy) of $133.44 million for 2010 vs. $158.82 million for 2009.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Dec-10 0.53 0.36 0.17 31.70%
Sep-10 0.53 0.60 0.07 13.10%
Jun-10 0.69 0.55 0.14 19.91%
Mar-10 0.84 0.84 0.00 0.35%
Dec-09 0.83 0.75 0.08 9.64%
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Perry Ellis International, Inc. (PERY) is a $371.93 million market cap company. PERY engages in designing, sourcing, marketing, and licensing apparel products for men and women in the United States and internationally. The company's men's wear offerings include casual sportswear and bottoms, dress shirts and pants, jeans wear, golf apparel, sweaters, sports apparel, swimwear and swim accessories, active wear, outerwear, and leather accessories. Its women's wear offerings comprise dresses, sportswear, swimwear, and swim accessories.


PERY was founded in 1967 and is based in Miami, Florida. PERY reported $0.59 per share in earnings for the quarter ending 1/29/2011. The next reporting quarter estimated mean earnings are $0.98 per share. Analyst estimates range between $0.9 and $1.05 per share. The current trailing 12 months (ttm) P/E ratio is 17.947 and the forward P/E ratio is 11.41. PERY has a price to book ratio (ttm) of 1.33 and a price to sales ratio of 0.51.

The annual growth rate of revenue is 0.0478%. The last fiscal year had accounts receivable to sales percentage of 0.1639% compared to the same period a year earlier of 0.1855%. For the trailing 12 months, investors received $0 in dividends for a yield of 0%.

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Beyond the aforementioned numbers, investors should consider other key figures. PERY has rising revenue year-over-year (yoy) of $790.29 million for 2010 vs. $754.2 million for 2009. PERY bottom line has rising earnings year-over-year (yoy) of $24.11 million for 2010 vs. $13.17 million for 2009, and rising EBIT year-over-year (yoy) of $49.84 million for 2010 vs. $34.86 million for 2009.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Jan-11 0.67 0.69 0.02 3.32%
Oct-10 0.35 0.51 0.16 47.10%
Jul-10 -0.17 -0.15 0.02 -12.79%
Apr-10 0.60 0.81 0.21 35.91%
Jan-10 0.59 0.67 0.08 14.04%
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QR Energy, LP (QRE) is a $672.89 million market cap company. QRE engages in the acquisition, ownership, and production of oil and natural gas properties in North America. The company’s properties are located in the Permian, Ark-La-Tex, Mid-Continent, and Gulf Coast regions of the United States.
QRE was founded in 2010 and is headquartered in Houston, Texas. QRE reported $0 per share in earnings for the quarter ending Dec. 31, 2010. The current trailing 12 months (ttm) P/E ratio is N/A and the forward P/E ratio is 14.74. QRE has a price to book ratio (ttm) of 2.43 and a price to sales ratio of 2.62.

The last fiscal year had accounts receivable to sales percentage of 0.0118% compared to the same period a year earlier of 0.1836%. For the trailing 12 months, investors received $0 in dividends.

Beyond the aforementioned numbers, investors should consider other key figures. QRE has rising revenue year-over-year (yoy) of $256.4 million for 2010 vs. $72.8 million for 2009. QRE bottom line has rising earnings year-over-year (yoy) of $-5.29 million for 2010 vs. $-7.89 million for 2009, and rising EBIT year-over-year (yoy) of $33.15 million for 2010 vs. $-51.05 million for 2009.

Ship Finance International Limited (SFL) is a $1.7 billion market cap company. SEL, through its subsidiaries, engages in the ownership and operation of vessels and offshore related assets in Bermuda, Cyprus, Malta, Liberia, Norway, the United States, Singapore, the United Kingdom, and the Marshall Islands. The company also involves in the charter, purchase, and sale of assets.

SFL was founded in 2003 and is based in Hamilton, Bermuda. The current trailing 12 months (ttm) P/E ratio is 9.545 and the forward P/E ratio is 8.99. SFL has a price to book ratio (ttm) of 2.06 and a price to sales ratio of 5.54.

The annual growth rate of revenue is -0.2746%. The last fiscal year had accounts receivable to sales percentage of 0.0169% compared to the same period a year earlier of 0.0085%. For the trailing 12 months, investors received $0 in dividends.

Beyond the aforementioned numbers, investors should consider other key figures. SFL has rising revenue year-over-year (yoy) of $308.06 million for 2010 vs. $345.22 million for 2009. SFL bottom line has rising earnings year-over-year (yoy) of $165.71 million for 2010 vs. $192.6 million for 2009, and rising EBIT year-over-year (yoy) of $211.85 million for 2010 vs. $209.26 million for 2009.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Dec-10 0.44 0.38 0.06 13.14%
Sep-10 0.47 0.46 0.01 1.84%
Jun-10 0.56 0.56 0.00 0.52%
Mar-10 0.58 0.53 0.05 7.99%
Dec-09 0.47 0.46 0.01 2.81%
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Tech Data Corporation (TECD) is a $2.28 billion market cap company. TECD distributes information technology products, as well as offers logistics management and other value-added services in North America, South America, and Europe. It distributes and markets approximately 150,000 products, including computer hardware, networking equipment, software, computer peripherals, physical security, consumer electronics, digital signage, and mobility hardware.


TECD was founded in 1974 and is based in Clearwater, Florida. TECD reported $1.63 per share in earnings for the quarter ending Jan. 31. The next reporting quarter estimated mean earnings are $1.06 per share. Analyst estimates range between $0.98 and $1.11 per share. The current trailing 12 months (ttm) P/E ratio is 12.125 and the forward P/E ratio is 9.63. TECD has a price to book ratio (ttm) of 1.09 and a price to sales ratio of 0.09.

The annual growth rate of revenue is 0.103%. The last fiscal year had accounts receivable to sales percentage of 0.1188% compared to the same period a year earlier of 0.1174%. For the trailing 12 months, investors received $0 in dividends.

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Beyond the aforementioned numbers, investors should consider other key figures. TECD has rising revenue year-over-year (yoy) of $24.38 billion for 2010 vs. $22.1 billion for 2009. TECD bottom line has rising earnings year-over-year (yoy) of $214.24 million for 2010 vs. $180.16 million for 2009, and rising EBIT year-over-year (yoy) of $333.99 million for 2010 vs. $259.48 million for 2009.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Dec-10 0.44 0.38 0.06 13.14%
Sep-10 0.47 0.46 0.01 1.84%
Jun-10 0.56 0.56 0.00 0.52%
Mar-10 0.58 0.53 0.05 7.99%
Dec-09 0.47 0.46 0.01 2.81%
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Verigy Ltd. (VRGY) is a $546.23 million market cap company. VRGY provides advanced semiconductor test systems and solutions used by companies worldwide in design validation, characterization, and high-volume manufacturing test.


VRGY is headquartered in Singapore, Singapore. Verigy Ltd. operates independently of Agilent Technologies Inc. as of October 31, 2006. VRGY reported $-0.08 per share in earnings for the quarter ending Jan. 31. The next reporting quarter estimated mean earnings are $0.02 per share. Analyst estimates range between $0 and $0.06 per share. The current trailing 12 months (ttm) P/E ratio is 50.357 and the forward P/E ratio is 14.69. VRGY has a price to book ratio (ttm) of 1.28 and a price to sales ratio of 1.02.

The annual growth rate of revenue is 0.6687%. The last fiscal year had accounts receivable to sales percentage of 0.1744% compared to the same period a year earlier of 0.1672%. For the trailing 12 months, investors received $0 in dividends.
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Beyond the aforementioned numbers, investors should consider other key figures. VRGY has rising revenue year-over-year (yoy) of $539 million for 2010 vs. $323 million for 2009. VRGY bottom line has rising earnings year-over-year (yoy) of $16 million for 2010 vs. $-127 million for 2009, and rising EBIT year-over-year (yoy) of $24 million for 2010 vs. $-109 million for 2009.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Jan-11 -0.00 0.05 0.05 -1,100.00%
Oct-10 0.28 0.29 0.01 4.32%
Jul-10 0.15 0.23 0.08 48.48%
Apr-10 -0.03 0.05 0.08 -284.50%
Jan-10 -0.04 -0.03 0.01 -22.48%
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Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.