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Monday will be another busy day for many investors as we work our way through earnings season. We expect to see earnings on many market moving stocks; the following, all of whose tickers begin with "A" or "B," in particular caught my eye.

Ann Inc. (ANN) is a $1.45 billion market cap specialty retailer of women’s apparel, shoes and accessories sold primarily under the Ann Taylor and LOFT brands.


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The company reported $0.52 per share in earnings for the quarter ending April 30. The Quick Ratio is 1.26. The next reporting quarter estimated mean earnings are $0.46 per share. Analyst estimates range between $0.41 and $0.49 per share. The current trailing 12 months (ttm) P/E ratio is 20.431 and the forward P/E ratio is 13.08. The stock has a price to book ratio (ttm) of 3 and a price to sales ratio of 0.64. In the last month the stock has moved in price 6.03%, with a one-year change of 69.39%. Comparing to the S&P500 price change, Ann Inc.'s performance is 2.93% vs. the S&P 500 from a month ago, and the one year difference is 38.42% vs. S&P 500 price change. The annual growth rate of revenue is 8.29%. The last fiscal year had accounts receivable to sales percentage of 0.0223% compared to the same period a year earlier of 0.0242%. Ann Inc. has rising revenue year-over-year of $1.98 million for 2010 vs. $1.83 million for 2009. The bottom line has rising earnings year-over-year of $73.40 million for 2010 vs. $-18.21 million for 2009, and rising EBIT year-over-year of $119.79 million for 2010 vs. $-23.95 million for 2009.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Apr-11 0.48 0.51 0.03 5.9%
Jan-11 0.17 0.19 0.02 11.05%
Oct-10 0.34 0.42 0.08 24%
Jul-10 0.32 0.32 0 0.00%
Apr-10 0.34 0.38 0.04 10.63%

Advanced Energy Industries (AEIS) is a $536.62 million market cap company. Advanced Energy designs, manufactures and sells industrial power conversion products, which transforms power into various usable forms. The products enable manufacturing processes, which use thin-film deposition for various products, such as semiconductor devices, flat panel displays, solar panels and architectural glass, as well as grid-tie power conversion in the solar market. Advanced Energy also supplies gas flow control technology and thermal instrumentation products for control and detection of gases in the thin-film deposition process for these same markets. The products are used in various markets, applications and processes, including the manufacture of capital equipment for semiconductor devices and for other thin film applications including flat panel displays, solar panels, data storage, architectural glass and other industrial product coatings, as well as the commercial solar inverter market.

The company reported $0.44 per share in earnings for the quarter ending March 31. The Quick Ratio is 2.78. The next reporting quarter estimated mean earnings are $0.37 per share. Analyst estimates range between $0.34 and $0.43 per share. The current ttm P/E ratio is 8.181 and the forward P/E ratio is 8.03. The stock has a price to book ratio (ttm) of 1.58 and a price to sales ratio of 1.29. In the last month the stock has moved in price 3.27%, with a one year change of 3.73%. Comparing to the S&P500 price change, Advanced Energy Industries' performance is 4.6% vs. the S&P 500 from a month ago, and the one-year difference is 6.37% vs. S&P 500 price change. The annual growth rate of revenue is 183.86%. The last fiscal year had accounts receivable to sales percentage of 0.2742% compared to the same period a year earlier of 0.3106%. Advanced Energy Industries Inc has rising revenue year-over-year of $459.41 million for 2010 vs. $161.85 million for 2009. The bottom line has rising earnings year-over-year of $71.19 million for 2010 vs. $-102.71 million for 2009, and rising EBIT year-over-year of $65.19 million for 2010 vs. $-97.14 million for 2009.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Mar-11 0.35 0.43 0.08 21.71%
Dec-10 0.39 0.45 0.06 15.38%
Sep-10 0.42 0.4 0.02 5.01%
Jun-10 0.25 0.31 0.06 25.61%
Mar-10 0.15 0.16 0.01 6.88%

Advent Software Inc. (ADVS) is a $1.42 billion market cap company. Advanced Energy Industries, Inc. (Advanced Energy) designs, manufactures and sells industrial power conversion products, which transforms power into various usable forms.

The company reported $0.19 per share in earnings for the quarter ending March 31. The Quick Ratio is 1.24.
The next reporting quarter estimated mean earnings are $0.14 per share. Analyst estimates range between $0.13 and $0.17 per share. The current trailing ttm P/E ratio is 53.431 and the forward P/E ratio is 36.33. The stock has a price to book ratio (ttm) of 5.76 and a price to sales ratio of 5.56. In the last month the stock has moved in price 7.84%, with a one year change of 12.81%. Comparing to the S&P500 price change, Advent Software's performance is 4.25% vs. the S&P 500 from a month ago, and the one-year difference is 6.07% vs. S&P 500 price change. The annual growth rate of revenue is 9.25%. The last fiscal year had accounts receivable to sales percentage of 0.1762% compared to the same period a year earlier of 0.1705%. Advent Software has rising revenue year-over-year of $283.50 million for 2010 vs. $259.51 million for 2009. The bottom line has falling earnings year-over-year of $24.15 million for 2010 vs. $36.88 million for 2009, and rising EBIT year-over-year of $36.31 million for 2010 vs. $27.88 million for 2009.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Mar-11 0.19 0.21 0.02 9.55%
Dec-10 0.2 0.21 0.01 5.9%
Sep-10 0.18 0.19 0.01 8.14%
Jun-10 0.15 0.17 0.01 6.93%
Mar-10 0.15 0.14 0 0.0%

Anadarko Petroleum (APC) is a $40.98 billion market cap oil and natural gas exploration and production company. The company reported $0.43 per share in earnings for the quarter ending March 31. The Quick Ratio is 1.62. The next reporting quarter estimated mean earnings are $0.91 per share. Analyst estimates range between $0.58 and $1.08 per share. The current ttm P/E ratio is 156.453 and the forward P/E ratio is 19.56. The stock has a price to book ratio (ttm) of 1.83 and a price to sales ratio of 3.45. In the last month the stock has moved in price 13.47%, with a one year change of 78.52%. Comparing to the S&P500 price change, Anadarko Petroleum Corp's performance is 10.15% vs. the S&P 500 from a month ago, and the one year difference is 45.89% vs. S&P 500 price change. The annual growth rate of revenue is 22.04%. The last fiscal year had accounts receivable to sales percentage of 0.2206% compared to the same period a year earlier of 0.228%. For the trailing twelve months investors received $0.36 in dividends for a yield of 0.44%.

Anadarko Petroleum has falling revenue year-over-year of $10.98 million for 2010 vs. $9.00 million for 2009. The bottom line has rising earnings year-over-year of $761.00 million for 2010 vs. $-135.00 million for 2009, and falling EBIT year-over-year of $1.77 million for 2010 vs. $377.00 million for 2009.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Mar-11 0.58 0.72 0.14 24.72%
Dec-10 0.21 0.29 0.08 40.57%
Sep-10 0.28 0.21 0.07 25.51%
Jun-10 0.35 0.49 0.14 38.65%
Mar-10 0.42 0.81 0.39 92.44%

Avx Corp (AVX) is a $2.56 billion market cap company and is a manufacturer and supplier of a line of passive electronic components and related products. The company reported $0.38 per share in earnings for the quarter ending March 31. The Quick Ratio is 4.69. The next reporting quarter estimated mean earnings are $0.38 per share. Analyst estimates range between $0.38 and $0.39 per share. The current ttm P/E ratio is 10.755 and the forward P/E ratio is 10.05. The stock has a price to book ratio (ttm) of 1.25 and a price to sales ratio of 1.54. In the last month the stock has moved in price 2.94%, with a one-year change of 16.56%. Comparing to the S&P500 price change, Avx Corp's performance is -0.07% vs. the S&P 500 from a month ago, and the one year difference is -4.75% vs. S&P 500 price change. The annual growth rate of revenue is 26.68%. The last fiscal year had accounts receivable to sales percentage of 0.1377% compared to the same period a year earlier of 0.144%. For the trailing twelve months investors received $0.19 in dividends for a yield of 1.46%. Avx Corp has rising revenue year-over-year of $1.65 million for 2010 vs. $1.30 million for 2009. The bottom line has rising earnings year-over-year of $244.00 million for 2010 vs. $142.86 million for 2009, and rising EBIT year-over-year of $324.92 million for 2010 vs. $170.68 million for 2009. The stock just broke above the 200-day moving average again

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Mar-11 0.34 0.4 0.06 16.52%
Dec-10 0.36 0.36 0 0%
Sep-10 0.34 0.4 0.06 16.41%
Jun-10 0.29 0.31 0.02 6.31%
Mar-10 0.26 0.28 0.02 7.03%

Baidu, Inc. (BIDU) is a $54.06 billion market cap company and is a Chinese-language Internet search provider. The company conducts its operations in China principally through Baidu Online Network Technology (Beijing) Co., Ltd., its wholly owned subsidiary in Beijing, China. The Quick Ratio is 3.44 and there currently is no dividend. The current ttm P/E ratio is 98.497 and the forward P/E ratio is 37.3. The stock has a price to book ratio (ttm) of 2.64 and a price to sales ratio of 2.81. In the last month the stock has moved in price 34.05%, with a one year change of 43.68%. Comparing to the S&P500 price change, Baidu, Inc.'s performance is 18.68% vs. the S&P 500 from a month ago, and the one-year difference is 24.65% vs. S&P 500 price change. The annual growth rate of revenue is 1018.94%. The last fiscal year had accounts receivable to sales percentage of 0.0375% compared to the same period a year earlier of 0.0363%. Baidu, Inc. has falling revenue year-over-year of $1.20 million for 2010 vs. $651.50 million for 2009. The bottom line has rising earnings year-over-year of $534.95 million for 2010 vs. $217.53 million for 2009, and rising EBIT year-over-year of $600.75 million for 2010 vs. $235.09 million for 2009.


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I have written many articles about Chinese companies that are listed in the United States. I am not a big fan of the added risk that I believe an investor faces with fraud. I would rather own Google (GOOG) as I have been known to suggest in several articles. The current chart demonstrates that the market does not agree with me about the added risk. The major moving averages are moving higher and the price of the stock in the last month as been doing great. With a PE over 50, BIDU better not miss or the price could have a very chilling day for investors. Insurance from downside risk may well be in order for investors that are overweight BIDU going into earnings.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Mar-11 0.45 0.47 0.02 5.38%
Dec-10 0.45 0.5 0.05 10.13%
Sep-10 0.41 0.45 0.04 8.67%
Jun-10 0.31 0.35 0.04 14.16%
Mar-10 0.15 0.2 0.05 30.97%

Baker Hughes (BHI) is a $34.14 billion market cap supplier of oilfield services, products, technology and systems to the worldwide oil and natural gas industry. The company also provides industrial and other products and services to the downstream refining, and process and pipeline industries. The company reported $0.88 per share in earnings for the quarter ending March 31. The Quick Ratio is 1.95. The next reporting quarter estimated mean earnings are $0.91 per share. Analyst estimates range between $0.87 and $0.97 per share. The current trailing ttm P/E ratio is 31.552 and the forward P/E ratio is 14.48. The stock has a price to book ratio (ttm) of 1.6 and a price to sales ratio of 1.56. In the last month the stock has moved in price 11.1%, with a one-year change of 59.77%. Comparing to the S&P500 price change, Baker Hughes Inc's performance is 7.85% vs. the S&P 500 from a month ago, and the one year difference is 30.56% vs. S&P 500 price change. The recent performance is reflected on the chart with all the major moving averages moving higher. The stock is currently trading well above the 200-day moving average and I would expect that there could be some downside risk if it misses. Buying put options for insurance into earnings may be something to consider. The annual growth rate of revenue is 49.15%. The last fiscal year had accounts receivable to sales percentage of 0.2735% compared to the same period a year earlier of 0.2412%. For the trailing twelve months investors received $0.58 in dividends for a yield of 0.76%.


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Baker Hughes has falling revenue year-over-year of $14.41 million for 2010 vs. $9.66 million for 2009. The bottom line has rising earnings year-over-year of $812.00 million for 2010 vs. $421.00 million for 2009, and falling EBIT year-over-year of $1.42 million for 2010 vs. $732.00 million for 2009.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Mar-11 0.77 0.87 0.1 12.37%
Dec-10 0.65 0.84 0.19 28.85%
Sep-10 0.47 0.59 0.12 26.66%
Jun-10 0.43 0.36 0.07 16.71%
Mar-10 0.38 0.43 0.05 12.13%

Bancorpsouth Inc (BXS) is a $1.02 billion market cap financial holding company. Through its principal bank subsidiary, BancorpSouth Bank, the company conducts commercial banking and financial services operations in Mississippi, Tennessee, Alabama, Arkansas, Texas, Louisiana, Florida, Missouri and Illinois. The company reported $-0.01 per share in earnings for the quarter ending March 31. The next reporting quarter estimated mean earnings are $0.04 per share. The current ttm P/E ratio is 78.438 and the forward P/E ratio is 14.43. The stock has a price to book ratio (ttm) of 1.11 and a price to sales ratio of 2.7. In the last month the stock has moved in price -0.81%, with a one-year change of -29.35%. Comparing to the S&P500 price change, Bancorpsouth's performance is -3.71% vs. the S&P 500 from a month ago, and the one year difference is -42.27% vs. S&P 500 price change. The annual growth rate of revenue is -16.85%. For the trailing twelve months investors received $0.88 in dividends for a yield of 0.33%. Bancorpsouth Inc has falling revenue year-over-year of $501.27 million for 2010 vs. $602.85 million for 2009. The bottom line has falling earnings year-over-year of $22.94 million for 2010 vs. $82.73 million for 2009. The chart looks weak with the moving averages trending lower. If it can beat, there could be a large pop in the share price.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Mar-11 0.09 -0.01 0.1 111.11%
Dec-10 0.01 0.19 0.18 2576.06%
Sep-10 0.05 0.13 0.08 180.78%
Jun-10 0.18 -0.15 0.33 183.47%
Mar-10 0.2 0.1 0.1 50.71%

Bank of Hawaii (BOH) is a $2.17 billion market cap bank holding company. The bank provides a range of financial services and products to customers in Hawaii, Guam, and other Pacific Islands. The company reported $0.89 per share in earnings for the quarter ending March 31. The next reporting quarter estimated mean earnings are $0.78 per share. Analyst estimates range between $0.71 and $0.83 per share. The current ttm P/E ratio is 12.908 and the forward P/E ratio is 13.75. The stock has a price to book ratio (ttm) of 2.26 and a price to sales ratio of 3.76. In the last month the stock has moved in price -1.04%, with a one year change of -6.74%. Comparing to the S&P500 price change, Bank of Hawaii Corp's performance is -3.93% vs. the S&P 500 from a month ago, and the one year difference is -23.79% vs. S&P 500 price change. The annual growth rate of revenue is 5.97%. For the trailing 12 months, investors received $1.8 in dividends for a yield of 3.95%. Bank of Hawaii has rising revenue year-over-year of $606.45 million for 2010 vs. $572.26 million for 2009. The bottom line has rising earnings year-over-year of $183.94 million for 2010 vs. $144.03 million for 2009. The chart is largely neutral with the price near the 200 day moving average.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Mar-11 0.72 0.88 0.16 22.29%
Dec-10 0.69 0.84 0.15 21.05%
Sep-10 0.79 0.91 0.12 15.15%
Jun-10 0.74 0.96 0.22 29.45%
Mar-10 0.64 0.82 0.18 29.05%

Broadcom (BRCM) is a $18.57 billion market cap company. Broadcom Corporation is a provider of semiconductor for wired and wireless communications. Broadcom products enable the delivery of voice, video, data and multimedia to and throughout the home, the office and the mobile environment. The company provides a range of system-on-a-chip (SoC), and software solutions to manufacturers of computing and networking equipment, digital entertainment and broadband access products, and mobile devices. Its product portfolio includes broadband communications, mobile and wireless, and infrastructure and networking. In November 2010, the company completed the acquisition of Percello Ltd. In November 2010, the company completed the acquisition of Beceem Communications, Inc. In December 2010, the company completed the acquisition of Gigle Networks Inc., a company that develops SoC solutions for home networking over power lines. In April 2011, the company acquired Provigent Inc.


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The company reported $0.42 per share in earnings for the quarter ending March 31. The Quick Ratio is 2.82. The next reporting quarter estimated mean earnings are $0.4 per share. Analyst estimates range between $0.31 and $0.48 per share. The current ttm P/E ratio is 17.5 and the forward P/E ratio is 15.9. The stock has a price to book ratio (ttm) of 4.07 and a price to sales ratio of 3.48. In the last month the stock has moved in price 7.79%, with a one year change of 9.36%. Comparing to the S&P500 price change, Broadcom's performance is 3.03% vs. the S&P 500 from a month ago, and the one year difference is 3.7% vs. S&P 500 price change. The annual growth rate of revenue is 51.84%. The last fiscal year had accounts receivable to sales percentage of 0.1202% compared to the same period a year earlier of 0.1133%. For the trailing 12 months, investors received $0.32 in dividends for a yield of 1.03%.


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Broadcom has rising revenue year-over-year of $6.82 million for 2010 vs. $4.49 million for 2009. The bottom line has falling earnings year-over-year of $1.08 million for 2010 vs. $65.26 million for 2009. The company's earnings before income and taxes are falling with an EBIT year-over-year of $1.08 million for 2010 vs. $56.07 million for 2009.

Continue to Part 2 >>

Source: 10 Companies to Consider That Report Earnings on Monday Part I