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<< Back to Part II

This is Part III of earnings being reported on Thursday (it is going to be VERY busy day indeed). There are quite a few market moving stocks reporting earnings. I am not including all the stocks reporting (that list wold be over 300 long), but the ones with ample volume and opportunity. Be sure to do your homework ahead of time so you know what to expect before it happens.

Cameron International Corp. (CAM) is a $12.81 billion market cap company. Cameron International Corporation (Cameron) provides flow equipment products, systems and services to global oil, gas and process industries. The company operates in three segments: Drilling & Production Systems (DPS), Process & Compression Systems (PCS) and Valves & Measurement (V&M). The company reported (basic) $0.45 per share in earnings for the quarter ending March 31, 2011. The Quick Ratio is 1.23 (generally the higher the better).

Click on charts below to enlarge:



The next reporting quarter estimated mean earnings are $0.64 per share. Analyst estimates range between $0.6 and $0.67 per share. The current trailing twelve months (ttm) P/E ratio is 23.685 and the forward P/E ratio is 15.15. The stock has a price to book ratio (ttm) of 2.86. The price to sales ratio is 2.05.



In the last month, the stock has moved in price 14.45%, with a one year change of 35.51%. Comparing to the S&P 500 price change, Cameron International's performance is 9.54% vs. the S&P 500 from a month ago, and the one year difference is 11.72% vs. S&P 500 price change.

The annual growth rate of revenue is 14.9%. The last fiscal year had accounts receivable to sales percentage of 0.1721% compared to the same period a year earlier of 0.1836%.

The company has rising revenue year-over-year of $6.13 billion for 2010 vs. $5.22 billion for 2009. The bottom line has rising earnings year-over-year of $562.90 million for 2010 vs. $475.50 million for 2009. The company's earnings before income and taxes are rising with an EBIT year-over-year of $858.50 million for 2010 vs. $810.90 million for 2009.

Here is a look at reported earnings (some one time items are often excluded in reported EPS) compared to the mean estimate. Dollar differences are rounded to the nearest penny and percentage differences are rounded based on rounded dollar differences.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Mar-110.560.46-0.1-17.75%
Dec-100.670.690.023.37%
Sep-100.600.640.046.1%
Jun-100.550.580.036.32%
Mar-100.510.5100.00%


Tyco International Ltd. (TYC) is a $22.25 billion market cap diversified company, which provides security products and services, fire protection and detection products and services, valves and controls, and other industrial products. The company reported (basic) $0.67 per share in earnings for the quarter ending March 25, 2011. The Quick Ratio is 1.12.



The next reporting quarter estimated mean earnings are $0.72 per share. Analyst estimates range between $0.7 and $0.75 per share. The current trailing twelve months (ttm) P/E ratio is 17.276 and the forward P/E ratio is 12.67. The stock has a price to book ratio (ttm) of 1.34. The price to sales ratio is 1.11.



In the last month, the stock has moved in price 0.47%, with a one year change of 27.83%. Comparing to the S&P 500 price change, Tyco International's performance is -3.84% vs. the S&P 500 from a month ago, and the one year difference is 5.39% vs. S&P 500 price change.

The annual growth rate of revenue is 0.8%. The last fiscal year had accounts receivable to sales percentage of 0.1465% compared to the same period a year earlier of 0.1507%. For the trailing twelve months, investors received $0.85 in dividends for a yield of 2.11%.

The company has rising revenue year-over-year of $17.02 billion for 2010 vs. $16.88 billion for 2009. The bottom line has rising earnings year-over-year of $1.13 billion for 2010 vs. $-1,798.00 million for 2009. The company's earnings before income and taxes are rising with an EBIT year-over-year of $1.60 billion for 2010 vs. $-1,506.00 million for 2009.

Here is a look at reported earnings (some one time items are often excluded in reported EPS) compared to the mean estimate. Dollar differences are rounded to the nearest penny and percentage differences are rounded based on rounded dollar differences.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Mar-110.680.730.057.65%
Dec-100.680.750.0710.6%
Sep-100.660.740.0812.05%
Jun-100.640.720.0812.94%
Mar-100.550.590.048.26%

CONSOL Energy Inc. (CNX) is a $12.3 billion market cap multi-fuel energy producer and energy services provider primarily serving the electric power generation industry in the United States. CONSOL Energy operates in two segments: Coal and Gas. The company produces pipeline coalbed methane (CBM) gas from its coal properties in the Northern and the Central Appalachian basin, and oil and gas from properties in the Appalachian and Illinois Basins. The company reported (basic) $0.85 per share in earnings for the quarter ending March 31, 2011. The Quick Ratio is 0.51 (under 1 is a possible red flag).



The next reporting quarter estimated mean earnings are $0.76 per share. Analyst estimates range between $0.54 and $0.95 per share. The current trailing twelve months (ttm) P/E ratio is 28.373 and the forward P/E ratio is 11.85. The stock has a price to book ratio (ttm) of 3.59. The price to sales ratio is 2.02.



In the last month the stock has moved in price 15.17%, with a one year change of 39.11%. Comparing to the S&P 500 price change, CONSOL Energy's performance is 10.23% vs. the S&P 500 from a month ago, and the one year difference is 14.69% vs. S&P 500 price change.

The annual growth rate of revenue is 11.7%. The last fiscal year had accounts receivable to sales percentage of 0.0968% compared to the same period a year earlier of 0.083%. For the trailing twelve months, investors received $0.4 in dividends for a yield of 0.74%.

The company has rising revenue year-over-year of $5.24 billion for 2010 vs. $4.62 billion for 2009. The bottom line has falling earnings year-over-year of $346.78 million for 2010 vs. $539.72 million for 2009. The company's earnings before income and taxes are falling with an EBIT year-over-year of $672.95 million for 2010 vs. $819.04 million for 2009.

Here is a look at reported earnings (some one time items are often excluded in reported EPS) compared to the mean estimate. Dollar differences are rounded to the nearest penny and percentage differences are rounded based on rounded dollar differences.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Mar-110.790.840.055.81%
Dec-100.560.54-0.02-2.76%
Sep-100.570.44-0.13-23.33%
Jun-100.660.45-0.21-32.29%
Mar-100.760.850.0911.45%

Waste Management Inc. (WM) is a $17.05 billion market cap holding company and all operations are conducted by its subsidiaries. The company is a provider of waste management services in North America. Its subsidiaries provide collection, transfer, recycling and disposal services. The company reported (basic) $0.39 per share in earnings for the quarter ending March 31, 2011. The Quick Ratio is 0.95.



The next reporting quarter estimated mean earnings are $0.55 per share. Analyst estimates range between $0.52 and $0.58 per share. The current trailing twelve months (ttm) P/E ratio is 17.975 and the forward P/E ratio is 14.1. The stock has a price to book ratio (ttm) of 2.83. The price to sales ratio is 1.42.



In the last month, the stock has moved in price -2.36%, with a one year change of 7.03%. Comparing to the S&P 500 price change, Waste Management's performance is -6.55% vs. the S&P 500 from a month ago, and the one year difference is -11.76% vs. S&P 500 price change.

The annual growth rate of revenue is 5.8%. The last fiscal year had accounts receivable to sales percentage of 0.1323% compared to the same period a year earlier of 0.1295%. For the trailing twelve months, investors received $1.26 in dividends for a yield of 3.78%. I use this company and I am happy with their service. The stock looks tired going into the earnings. I wouldn't throw this one away, but I would be cautious. Put options may be worth looking into as insurance in case they miss.

The company has rising revenue year-over-year of $12.52 billion for 2010 vs. $11.79 billion for 2009. The bottom line has falling earnings year-over-year of $953.00 million for 2010 vs. $994.00 million for 2009. The company's earnings before income and taxes are rising with an EBIT year-over-year of $2.12 billion for 2010 vs. $1.89 billion for 2009.

Here is a look at reported earnings (some one time items are often excluded in reported EPS) compared to the mean estimate. Dollar differences are rounded to the nearest penny and percentage differences are rounded based on rounded dollar differences.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Mar-110.410.480.0716.22%
Dec-100.540.60.0610.29%
Sep-100.580.55-0.03-5.5%
Jun-100.540.5400.00%
Mar-100.430.41-0.02-4.38%

Starwood Hotel & Resorts Worldwide Inc. (HOT) is an $11.16 billion market cap hotel and leisure company. The company conducts its hotel and leisure business both directly and through its subsidiaries. Its brand names include St. Regis (luxury full-service hotels, resorts and residences), The Luxury Collection (luxury full-service hotels and resorts), W (luxury and upscale full service hotels, retreats and residences), Westin (luxury and upscale full-service hotels, resorts and residences), Le Meridien (luxury and upscale full-service hotels, resorts and residences), Sheraton (luxury and upscale full-service hotels, resorts and residences), Four Points (select-service hotels), Aloft (select-service hotels), and Element (extended stay hotels). The company reported (basic) $0.15 per share in earnings for the quarter ending March 31, 2011. The Quick Ratio is 0.7.



The next reporting quarter estimated mean earnings are $0.46 per share. Analyst estimates range between $0.43 and $0.51 per share. The current trailing twelve months (ttm) P/E ratio is 35.333 and the forward P/E ratio is 24.57. The stock has a price to book ratio (ttm) of 4.67. The price to sales ratio is 2.28.



In the last month, the stock has moved in price 6.71%, with a one year change of 20.01%. Comparing to the S&P 500 price change, Starwood Hotel's performance is 2.13% vs. the S&P 500 from a month ago, and the one year difference is -1.06% vs. S&P 500 price change.

The annual growth rate of revenue is 7.4%. The last fiscal year had accounts receivable to sales percentage of 0.1128% compared to the same period a year earlier of 0.0948%. For the trailing twelve months, investors received $0.3 in dividends for a yield of 0.52%.

The company has rising revenue year-over-year of $5.07 billion for 2010 vs. $4.70 billion for 2009. The bottom line has rising earnings year-over-year of $477.00 million for 2010 vs. $73.00 million for 2009. The company's earnings before income and taxes are rising with an EBIT year-over-year of $600.00 million for 2010 vs. $26.00 million for 2009.

Here is a look at reported earnings (some one time items are often excluded in reported EPS) compared to the mean estimate. Dollar differences are rounded to the nearest penny and percentage differences are rounded based on rounded dollar differences.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Mar-110.250.30.0518.62%
Dec-100.390.520.1333.06%
Sep-100.220.250.0312.61%
Jun-100.260.350.0936.51%
Mar-100.020.130.11580.63%

Kla Tencor Corp. (KLAC) is a $7.39 billion market cap supplier of process control and yields management solutions for the semiconductor and related nanoelectronics industries. The company is engaged in the design, manufacture and marketing of process control and yield management solutions for the semiconductor and related nanoelectronics industries. The company reported (basic) $1.25 per share in earnings for the quarter ending March 31, 2011. The Quick Ratio is 3.15.



The next reporting quarter estimated mean earnings are $1.35 per share. Analyst estimates range between $1.28 and $1.4 per share. The current trailing twelve months (ttm) P/E ratio is 11.35 and the forward P/E ratio is 10.24. The stock has a price to book ratio (ttm) of 2.15. The price to sales ratio is 2.65.



In the last month, the stock has moved in price 4.4%, with a one year change of 5.52%. Comparing to the S&P 500 price change, KLA's performance is 3.96% vs. the S&P 500 from a month ago, and the one year difference is 5.33% vs. S&P 500 price change.

The annual growth rate of revenue is 16.5%. The last fiscal year had accounts receivable to sales percentage of 0.2417% compared to the same period a year earlier of 0.1382%. For the trailing twelve months, investors received $0.6 in dividends for a yield of 2.27%.

The company has rising revenue year-over-year of $1.82 billion for 2010 vs. $1.52 billion for 2009. The bottom line has rising earnings year-over-year of $212.30 million for 2010 vs. $-523.37 million for 2009. The company's earnings before income and taxes are rising with an EBIT year-over-year of $314.17 million for 2010 vs. $-577.94 million for 2009.

Here is a look at reported earnings (some one time items are often excluded in reported EPS) compared to the mean estimate. Dollar differences are rounded to the nearest penny and percentage differences are rounded based on rounded dollar differences.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Mar-111.241.310.075.43%
Dec-101.051.10.054.27%
Sep-100.860.990.1315.71%
Jun-100.600.70.117.61%
Mar-100.350.410.0618.7%

Patterson-UTI Energy, Inc. (Patterson-UTI) (PTEN) is a $5.21 billion market cap company. Patterson-UTI owns and operates fleets of land-based drilling rigs in the United States. The company reported (basic) $0.46 per share in earnings for the quarter ending March 31, 2011. The Quick Ratio is 1.71.



The next reporting quarter estimated mean earnings are $0.48 per share. Analyst estimates range between $0.43 and $0.54 per share. The current trailing twelve months (ttm) P/E ratio is 28.445 and the forward P/E ratio is 12.26. The stock has a price to book ratio (ttm) of 1.51. The price to sales ratio is 2.26.



In the last month, the stock has moved in price 12.08%, with a one year change of 13.57%. Comparing to the S&P 500 price change, Patterson's performance is 6.36% vs. the S&P 500 from a month ago, and the one year difference is 7.72% vs. S&P 500 price change.

The annual growth rate of revenue is 46.5%. The last fiscal year had accounts receivable to sales percentage of 0.2818% compared to the same period a year earlier of 0.3624%. For the trailing twelve months, investors received $0.2 in dividends for a yield of 0.59%.

The company has rising revenue year-over-year of $1.46 billion for 2010 vs. $781.95 million for 2009. The bottom line has rising earnings year-over-year of $116.94 million for 2010 vs. $-38.29 million for 2009. The company's earnings before income and taxes are rising with an EBIT year-over-year of $200.93 million for 2010 vs. $-48.21 million for 2009.

Here is a look at reported earnings (some one time items are often excluded in reported EPS) compared to the mean estimate. Dollar differences are rounded to the nearest penny and percentage differences are rounded based on rounded dollar differences.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Mar-110.440.460.025.65%
Dec-100.330.370.0411.92%
Sep-100.180.210.0316.21%
Jun-100.060.110.0569.23%
Mar-100.000.030.03NA%

Monster Worldwide Inc. (MWW) is a $1.73 billion market cap company. Monster provides a global online employment solution. With a presence in approximately 55 countries globally, including key markets in North America, Europe, Asia and Latin America, Monster offers online recruiting solutions. The Quick Ratio is 0.85 (under 1 is a possible financial warning).

The next reporting quarter estimated mean earnings are $0.08 per share. Analyst estimates range between $0.07 and $0.09 per share. The forward P/E ratio is 16.85. The stock has a price to book ratio (ttm) of 2.53. The price to sales ratio is 3.12.



In the last month, the stock has moved in price -1.33%, with a one year change of 0.15%. Comparing to the S&P 500 price change, Monster's performance is -5.56% vs. the S&P 500 from a month ago, and the one year difference is -17.43% vs. S&P 500 price change.

The annual growth rate of revenue is 1%. The last fiscal year had accounts receivable to sales percentage of 0.3793% compared to the same period a year earlier of 0.3178%. I have been bullish with MWW, and wrote an article that can be seen here.

The company has rising revenue year-over-year of $914.13 million for 2010 vs. $905.14 million for 2009. The bottom line has falling earnings year-over-year of $-32.36 million for 2010 vs. $18.93 million for 2009. The company's earnings before income and taxes are falling with an EBIT year-over-year of $-42.02 million for 2010 vs. $-8.81 million for 2009.

Here is a look at reported earnings (some one time items are often excluded in reported EPS) compared to the mean estimate. Dollar differences are rounded to the nearest penny and percentage differences are rounded based on rounded dollar differences.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Mar-110.030.050.0258.73%
Dec-100.070.06-0.01-8.68%
Sep-100.000.020.02NA%
Jun-10-0.0400.04NA%
Mar-10-0.15-0.140.01NA%

Amerisourcebergen Corp (ABC) is an $11.05 billion market cap pharmaceutical services company, with operations primarily in the United States and Canada. Servicing both healthcare providers and pharmaceutical manufacturers in the pharmaceutical supply channel, the company provides drug distribution and related services.

The company reported (basic) $0.78 per share in earnings for the quarter ending March 31, 2011. The Quick Ratio is 0.56.



The next reporting quarter estimated mean earnings are $0.59 per share. Analyst estimates range between $0.54 and $0.63 per share. The current trailing twelve months (ttm) P/E ratio is 16.598 and the forward P/E ratio is 14.29. The stock has a price to book ratio (ttm) of 2.98. The price to sales ratio is 0.11.



In the last month, the stock has moved in price -0.74%, with a one year change of 32.17%. Comparing to the S&P 500 price change, Amerisourcebergen's performance is -5% vs. the S&P 500 from a month ago, and the one year difference is 8.97% vs. S&P 500 price change.

The annual growth rate of revenue is 7.9%. The last fiscal year had accounts receivable to sales percentage of 0.0491% compared to the same period a year earlier of 0.0546%. For the trailing twelve months, investors received $0.32 in dividends for a yield of 1.14%.

The company has rising revenue year-over-year of $77.95 billion for 2010 vs. $71.76 billion for 2009. The bottom line has rising earnings year-over-year of $636.75 million for 2010 vs. $503.40 million for 2009. The company's earnings before income and taxes are falling with an EBIT year-over-year of $1.10 billion for 2010 vs. $883.75 million for 2009.

Here is a look at reported earnings (some one time items are often excluded in reported EPS) compared to the mean estimate. Dollar differences are rounded to the nearest penny and percentage differences are rounded based on rounded dollar differences.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Mar-110.690.770.0811.42%
Dec-100.540.570.036.24%
Sep-100.480.50.023.76%
Jun-100.490.520.035.31%
Mar-100.550.630.0814.52%
Source: 9 Companies to Consider That Are Reporting Earnings on Thursday Part III