Seeking Alpha
Long/short equity, deep value, value
Profile| Send Message|
( followers)  

With unprecedented events such as US Debt being downgraded for the very first time, we understand that the investment community will likely be in shock for a while. Still, we believe it’s best to remember that the global economy will not come to a complete stop and some companies will continue to persevere, even in a tough economic environment. In our opinion, the best thing investors can do is to try to identify these firms and take advantage of the adverse market conditions.

We ran a screen for companies that had strong quarterly sales growth (X>15%). From this pool, we screened for companies that have declined in value by at least 10% in the last month. We did not screen out any sectors or market caps for this list.

The list below is sorted from highest to lowest by quarterly sales growth.

1. H&R Block, Inc (NYSE: HRB)

Sector

Services

Industry

Personal Services

Market Cap

$4.19B

Beta

.49

Analyst Sentiment

6/9 - List Neutral/Hold (Hold)

H&R Block provides mortgage, accounting, consulting, & investment services and products. The firm’s quarterly sales growth was 173.11%. In the last month HRB has lost 14.9% in value.

Short Interest Note: The short interest for the firm is 6.3% as of 07/15/2011.

2. Leucadia National Corp (NASDAQ: LUK)

Sector

Conglomerates

Industry

Conglomerates

Market Cap

7.19B

Beta

1.76

Analyst Sentiment

5/5 – List Neutral/Hold (Hold)

Leucadia National is often referred to as a miniature Berkshire Hathaway (NYSE: BRK.A). The firm is involved with medical product development, manufacturing, real estate, residual banking, and other activities. The firm’s quarterly sales growth was 165.26%. In the last month LUK has lost 16.1 % in value.

Short Interest Note: The short interest for the firm is 3.0% as of 07/15/2011.

3. CenturyLink Inc (NYSE: CTL)

Sector

Technology

Industry

Telecom Services-Domestic

Market Cap

20.25B

Beta

.76

Analyst Sentiment

13/20 - List Buy/Outperform (Bullish)

The firm offers integrated communications that range from local-to-long phone services, broadband, and internet access. The firm’s quarterly sales growth was 159.83%. In the last month CTL has lost 18.3% in value.

Short Interest Note: The short interest for the firm is 3.4% as of 07/15/2011.

4.Intuit Inc (NASDAQ: INTU)

Sector

Technology

Industry

Application Software

Market Cap

13.25B

Beta

.72

Analyst Sentiment

13/21 - Buy/Outperform (Bullish)

Intuit offers a variety of financial and business management solutions to a large range of clients, ranging from small clients to multinational firms. The firm’s quarterly sales growth was 110.48%. In the last month INTU has lost 15% in value.

Short Interest Note: The short interest for the firm is 1.4% as of 07/15/2011.

5. ProLogis (NYSE: PLD)

Sector

Financial

Industry

REIT-Industrial

Market Cap

13.22B

Beta

2.03

Analyst Sentiment

9/16 - Neutral/Hold (Neutral)

ProLogis runs an international real estate property network that primarily focuses on industrial distribution properties. Business has been segmented into CDFS business, fund management, & property operations. The firm’s quarterly sales growth was 102.63%. In the last month PLD has lost 20% in value.

Short Interest Note: The short interest for the firm is 9.6% as of 07/15/2011.

We hope this helps investors as they do their own homework and due diligence on companies that are experiencing strong top line growth while seeing their stock price simultaneously be driven down.

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

Source: 5 Companies With Amazing Top Line Growth That Are Underperforming Indexes This Month