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"Why do Americans choose from just two people to run for president and 50 for Miss America?"

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The markets are still rather overbought in the short to intermediate time frames. Long term investors would do well to wait for a strong pullback before committing a large amount of funds to this market. A pullback in the 7-12% ranges would qualify as a strong pullback. If you feel that you have to play the markets consider selling naked puts on stocks that you are bullish on. If the stock trades below the strike price you will be assigned the shares at a price of your choice. If it does not trade below the strike, you get to keep the premium.

Reasons to like Atwood Oceanics (ATW):

  • A good five-year sales growth of 14%.
  • A great quarterly revenue growth rate of 29%.
  • A great free cash flow yield of 11.63%.
  • Net income increased from $319 in 2009 to $379 million in 2011.
  • Cash flow per share increased from $4.22 in 2009 to $4.94 in 2011.
  • Sales increased from $587 in 2009 to $645 in 2011.
  • Annual EPS before NRI almost doubled from $2.19 in 2007 to $4.15 in 2011.
  • EPS is estimated to grow at 15% for the next 3-5 years.
  • It has a good 5 year ROE of 24%.
  • A great long-term debt to equity ratio of 0.3.
  • A good quarterly earnings growth rate of 24%.
  • It sports a good current ratio of 3.99.
  • A quick ratio of 2.53.
  • Good profits margins of 46%.
  • It sports an operating margin of 50.77%.
  • Percentage held by institutions is a strong 86.5%.
  • A short percentage of float of 9.3%; this makes it a good potential candidate for a short squeeze. 4.65 million Shares are short as of March 30, 2012.
  • An incredibly strong interest coverage ratio of 130.
  • A good quarterly earnings growth rate of 24%.
  • An excellent quarterly revenue growth rate of 26.2%.
  • A beta of 2.08 which makes it a good candidate for covered writes.
  • It has a great three year total return of 101%.
  • $100 invested for 10 years would have grown to $567K.

Company: Atwood Oceanics

Levered Free Cash Flow = -424.00M

Basic Key ratios

  1. Percentage Held by Insiders = 0.56
  2. Market Cap ($mil) = 2927
  3. Number of Institutional Sellers 12 Weeks = 1

Growth

  1. Net Income ($mil) 12/2011 = 272
  2. Net Income ($mil) 12/2010 = 257
  3. Net Income ($mil) 12/2009 = 251
  4. 12months Net Income this Quarterly/12 months Net Income 4Q's ago = 17.08
  5. Quarterly Net Income this Quarterly/same Quarter year ago = 23.88
  1. EBITDA ($mil) 12/2011 = 379
  2. EBITDA ($mil) 12/2010 = 374
  3. EBITDA ($mil) 12/2009 = 319
  4. Net Income Reported Quarterlytr ($mil) = 65
  5. Annual Net Income this Yr/ Net Income last Yr = 5.71
  6. Cash Flow ($/share) 12/2011 = 4.94
  7. Cash Flow ($/share) 12/2010 = 5
  8. Cash Flow ($/share) 12/2009 = 4.22
  1. Sales ($mil) 12/2011 = 645
  2. Sales ($mil) 12/2010 = 651
  3. Sales ($mil) 12/2009 = 587
  1. Annual EPS before NRI 12/2007 = 2.19
  2. Annual EPS before NRI 12/2008 = 3.34
  3. Annual EPS before NRI 12/2009 = 3.89
  4. Annual EPS before NRI 12/2010 = 4.16
  5. Annual EPS before NRI 12/2011 = 4.15

Performance

  1. Percentage Change Price 52 Weeks Relative to S&P 500 = -7.38
  2. Next 3-5 Year Estimate EPS Growth rate = 15
  3. EPS Growth Quarterly(1)/Q(-3) = -123.46
  4. ROE 5 Year Average 06/2011 = 23.76
  5. Return on Investment 06/2011 = 13.62
  6. Debt/Total Cap 5 Year Average 06/2011 = 15.06
  1. Current Ratio 06/2011 = 3.99
  2. Current Ratio 5 Year Average = 3.76
  3. Quick Ratio = 2.53
  4. Cash Ratio = 1.95
  5. Interest Coverage Quarterly = 130.88
  1. Valuation
  1. Book Value Quarterly = 26.48
  2. Price/ Book = 1.7
  3. Price/ Cash Flow = 9.09
  4. Price/ Sales = 4.28
  5. EV/EBITDA 12 Mo = 8.87

Company: Sanofi-Aventis (SNY)

Levered Free Cash Flow = 7.22B

Basic Key ratios

Percentage Held by Insiders = 1

Growth

  1. Net Income ($mil) 12/2011 = 8265
  2. Net Income ($mil) 12/2010 = 7597
  3. Net Income ($mil) 12/2009 = 7937
  4. 12months Net Income this Quarterly/12 months Net Income 4Q's ago = 13.26
  5. Quarterly Net Income this Quarterly/same Quarter year ago = 216.95
  1. EBITDA ($mil) 12/2011 = 15143
  2. EBITDA ($mil) 12/2010 = 14246
  3. EBITDA ($mil) 12/2009 = 15448
  4. Net Income Reported Quarterlytr ($mil) = 1887
  5. Annual Net Income this Yr/ Net Income last Yr = 8.78
  6. Cash Flow ($/share) 12/2011 = 7.35
  7. Cash Flow ($/share) 12/2010 = 7.39
  8. Cash Flow ($/share) 12/2009 = 7.07
  1. Sales ($mil) 12/2011 = 45972
  2. Sales ($mil) 12/2010 = 41395
  3. Sales ($mil) 12/2009 = 40201
  1. Annual EPS before NRI 12/2007 = 3.64
  2. Annual EPS before NRI 12/2008 = 3.98
  3. Annual EPS before NRI 12/2009 = 4.45
  4. Annual EPS before NRI 12/2010 = 4.81
  5. Annual EPS before NRI 12/2011 = 4.36

Dividend history

  1. Dividend Yield = 4.8
  2. Dividend Yield 5 Year Average 12/2011 = 3.34
  3. Dividend Yield 5 Year Average 09/2011 = 3.34
  4. Annual Dividend 12/2011 = 1.37
  5. Annual Dividend 12/2010 = 1.1
  6. Forward Yield = 7.4
  7. Dividend 5 year Growth 12/2011 = 5.26

Dividend sustainability

  1. Payout Ratio 06/2011 = 0.34
  2. Payout Ratio 5 Year Average 12/2011 = 0.27
  3. Payout Ratio 5 Year Average 09/2011 = 0.27
  4. Payout Ratio 5 Year Average 06/2011 = 0.27
  5. Change in Payout Ratio = 0.07

Performance

  1. Percentage Change Price 52 Weeks Relative to S&P 500 = 0.96
  2. Next 3-5 Year Estimate EPS Growth rate = 1.9
  3. EPS Growth Quarterly(1)/Q(-3) = 116.39
  4. ROE 5 Year Average 12/2011 = 16.36
  5. ROE 5 Year Average 09/2011 = 16.36
  6. ROE 5 Year Average 06/2011 = 16.33
  7. Return on Investment 06/2011 = 11.19
  8. Debt/Total Cap 5 Year Average 12/2011 = 12.09
  9. Debt/Total Cap 5 Year Average 09/2011 = 12.09
  10. Debt/Total Cap 5 Year Average 06/2011 = 12.09
  1. Current Ratio 06/2011 = 1.54
  2. Current Ratio 5 Year Average = 1.58
  3. Quick Ratio = 1.09
  4. Cash Ratio = 0.5
  5. Interest Coverage =12.10

Valuation

  1. Book Value Quarterly = 29.95
  2. Price/ Book = 1.32
  3. Price/ Cash Flow = 5.37
  4. Price/ Sales = 2.19
  5. EV/EBITDA 12 Mo = 7.61

Company: Abbott Labs (ABT)

Levered Free Cash Flow = 9.10B

Basic Key ratios

  1. Percentage Held by Insiders = 0.24
  2. Number of Institutional Sellers 12 Weeks = 12

Growth

  1. Net Income ($mil) 12/2011 = 4728
  2. Net Income ($mil) 12/2010 = 4626
  3. Net Income ($mil) 12/2009 = 5746
  4. 12months Net Income this Quarterly/12 months Net Income 4Q's ago = 2.2
  5. Quarterly Net Income this Quarterly/same Quarter year ago = 12.35
  1. EBITDA ($mil) 12/2011 = 8773
  2. EBITDA ($mil) 12/2010 = 8890
  3. EBITDA ($mil) 12/2009 = 9803
  4. Net Income Reported Quarterlytr ($mil) = 1619
  5. Annual Net Income this Yr/ Net Income last Yr = 2.21
  6. Cash Flow ($/share) 12/2011 = 6.66
  7. Cash Flow ($/share) 12/2010 = 5.9
  8. Cash Flow ($/share) 12/2009 = 5.1
  1. Sales ($mil) 12/2011 = 38851
  2. Sales ($mil) 12/2010 = 35167
  3. Sales ($mil) 12/2009 = 30765
  1. Annual EPS before NRI 12/2007 = 2.84
  2. Annual EPS before NRI 12/2008 = 3.32
  3. Annual EPS before NRI 12/2009 = 3.73
  4. Annual EPS before NRI 12/2010 = 4.17
  5. Annual EPS before NRI 12/2011 = 4.67

Dividend history

  1. Dividend Yield = 3.4
  2. Dividend Yield 5 Year Average 12/2011 = 3.1
  3. Dividend Yield 5 Year Average 09/2011 = 3.1
  4. Annual Dividend 12/2011 = 1.88
  5. Annual Dividend 12/2010 = 1.72
  6. Forward Yield = 3.34
  7. Dividend 5 year Growth 12/2011 = 9.9

Dividend sustainability

  1. Payout Ratio 06/2011 = 0.41
  2. Payout Ratio 5 Year Average 12/2011 = 0.44
  3. Payout Ratio 5 Year Average 09/2011 = 0.44
  4. Payout Ratio 5 Year Average 06/2011 = 0.45
  5. Change in Payout Ratio = -0.03

Performance

  1. Percentage Change Price 52 Weeks Relative to S&P 500 = 15.32
  2. Next 3-5 Year Estimate EPS Growth rate = 8.01
  3. EPS Growth Quarterly(1)/Q(-3) = -159.34
  4. ROE 5 Year Average 12/2011 = 28.43
  5. ROE 5 Year Average 09/2011 = 28.43
  6. ROE 5 Year Average 06/2011 = 28.31
  7. Return on Investment 06/2011 = 19.46
  8. Debt/Total Cap 5 Year Average 12/2011 = 34.2
  9. Debt/Total Cap 5 Year Average 09/2011 = 34.2
  10. Debt/Total Cap 5 Year Average 06/2011 = 34.06
  1. Current Ratio 06/2011 = 1.54
  2. Current Ratio 5 Year Average = 1.43
  3. Quick Ratio = 1.32
  4. Cash Ratio = 0.83
  5. Interest Coverage Quarterly = 48.7

Valuation

  1. Book Value Quarterly = 15.74
  2. Price/ Book = 3.88
  3. Price/ Cash Flow = 9.18
  4. Price/ Sales = 2.47
  5. EV/EBITDA 12 Mo = 11.41

Company: Bb&T Corp (BBT)

Free Cash Flow = $3.8 billion

Basic Key ratios

  1. Percentage Held by Insiders = 0.04
  2. Number of Institutional Sellers 12 Weeks = 1

Growth

  1. Net Income ($mil) 12/2011 = 1289
  2. Net Income ($mil) 12/2010 = 816
  3. Net Income ($mil) 12/2009 = 853
  4. 12months Net Income this Quarterly/12 months Net Income 4Q's ago = 57.97
  5. Quarterly Net Income this Quarterly/same Quarter year ago = 87.98
  1. EBITDA ($mil) 12/2011 = 2759
  2. EBITDA ($mil) 12/2010 = 2229
  3. EBITDA ($mil) 12/2009 = 2144
  4. Net Income Reported Quarterlytr ($mil) = 391
  5. Annual Net Income this Yr/ Net Income last Yr = 57.97
  6. Cash Flow ($/share) 12/2011 = 2.37
  7. Cash Flow ($/share) 12/2010 = 1.73
  8. Cash Flow ($/share) 12/2009 = 1.73
  1. Sales ($mil) 12/2011 = 9998
  2. Sales ($mil) 12/2010 = 11072
  3. Sales ($mil) 12/2009 = 10818
  1. Annual EPS before NRI 12/2007 = 3.16
  2. Annual EPS before NRI 12/2008 = 2.49
  3. Annual EPS before NRI 12/2009 = 1.15
  4. Annual EPS before NRI 12/2010 = 1.16
  5. Annual EPS before NRI 12/2011 = 1.83

Dividend history

  1. Dividend Yield = 2.6
  2. Dividend Yield 5 Year Average 12/2011 = 4.16
  3. Dividend Yield 5 Year Average 09/2011 = 4.16
  4. Annual Dividend 12/2011 = 0.62
  5. Annual Dividend 12/2010 = 0.6
  6. Forward Yield = 2.05
  7. Dividend 5 year Growth 12/2011 = -27.39

Dividend sustainability

  1. Payout Ratio 06/2011 = 0.35
  2. Payout Ratio 5 Year Average 12/2011 = 0.58
  3. Payout Ratio 5 Year Average 09/2011 = 0.58
  4. Payout Ratio 5 Year Average 06/2011 = 0.58
  5. Change in Payout Ratio = -0.23

Performance

  1. Percentage Change Price 52 Weeks Relative to S&P 500 = 9.2
  2. Next 3-5 Year Estimate EPS Growth rate = 10
  3. EPS Growth Quarterly(1)/Q(-3) = -171.88
  4. ROE 5 Year Average 12/2011 = 8.85
  5. ROE 5 Year Average 09/2011 = 8.85
  6. ROE 5 Year Average 06/2011 = 9.15
  7. Return on Investment 06/2011 = 3.25
  8. Debt/Total Cap 5 Year Average 12/2011 = 57.63
  9. Debt/Total Cap 5 Year Average 09/2011 = 57.63
  10. Debt/Total Cap 5 Year Average 06/2011 = 57.9
  1. Current Ratio 06/2011 = 0.85
  2. Current Ratio 5 Year Average = 0.9
  3. Quick Ratio = 0.82
  4. Cash Ratio = 0.04
  5. Interest Coverage Quarterly = 3.69

Valuation

  1. Book Value Quarterly = 25.08
  2. Price/ Book = 1.25
  3. Price/ Cash Flow = 13.21
  4. Price/ Sales = 2.18
  5. EV/EBITDA 12 Mo = 14.04

Company: Medtronic (MDT)

Levered Free Cash Flow = 2.70B

Basic Key ratios

Percentage Held by Insiders = 0.09

Growth

  1. Net Income ($mil) 12/2011 = 3096
  2. Net Income ($mil) 12/2010 = 3099
  3. Net Income ($mil) 12/2009 = 2070
  4. 12months Net Income this Quarterly/12 months Net Income 4Q's ago = 3.94
  5. Quarterly Net Income this Quarterly/same Quarter year ago = 1.19
  1. EBITDA ($mil) 12/2011 = 4976
  2. EBITDA ($mil) 12/2010 = 5154
  3. EBITDA ($mil) 12/2009 = 3476
  4. Net Income Reported Quarterlytr ($mil) = 935
  5. Annual Net Income this Yr/ Net Income last Yr = -0.1
  6. Cash Flow ($/share) 12/2011 = 4.32
  7. Cash Flow ($/share) 12/2010 = 4.1
  8. Cash Flow ($/share) 12/2009 = 3.7
  1. Sales ($mil) 12/2011 = 15933
  2. Sales ($mil) 12/2010 = 15817
  3. Sales ($mil) 12/2009 = 14599
  1. Annual EPS before NRI 12/2007 = 2.41
  2. Annual EPS before NRI 12/2008 = 2.6
  3. Annual EPS before NRI 12/2009 = 2.92
  4. Annual EPS before NRI 12/2010 = 3.22
  5. Annual EPS before NRI 12/2011 = 3.37

Dividend history

  1. Dividend Yield = 2.5
  2. Dividend Yield 5 Year Average 12/2011 = 1.95
  3. Dividend Yield 5 Year Average 09/2011 = 1.95
  4. Annual Dividend 12/2011 = 0.9
  5. Annual Dividend 12/2010 = 0.82
  6. Forward Yield = 2.54
  7. Dividend 5 year Growth 12/2011 = 17.62

Dividend sustainability

  1. Payout Ratio 09/2011 = 0.29
  2. Payout Ratio 06/2011 = 0.29
  3. Payout Ratio 5 Year Average 12/2011 = 0.25
  4. Payout Ratio 5 Year Average 09/2011 = 0.25
  5. Payout Ratio 5 Year Average 06/2011 = 0.25
  6. Change in Payout Ratio = 0.04

Performance

  1. Percentage Change Price 52 Weeks Relative to S&P 500 = -8.52
  2. Next 3-5 Year Estimate EPS Growth rate = 7.21
  3. EPS Growth Quarterly(1)/Q(-3) = 102.33
  4. 5 Year History EPS Growth 12/2011 = 8.35
  5. 5 Year History EPS Growth 09/2011 = 8.35
  6. ROE 5 Year Average 12/2011 = 25.25
  7. ROE 5 Year Average 09/2011 = 25.25
  8. ROE 5 Year Average 06/2011 = 25.53
  9. Return on Investment 12/2011 = 14.53
  10. Return on Investment 09/2011 = 14.53
  11. Return on Investment 06/2011 = 15.13
  12. Debt/Total Cap 5 Year Average 12/2011 = 32.27
  13. Debt/Total Cap 5 Year Average 09/2011 = 32.27
  14. Debt/Total Cap 5 Year Average 06/2011 = 32.34
  1. Current Ratio 12/2011 = 2.04
  2. Current Ratio 09/2011 = 2.04
  3. Current Ratio 06/2011 = 1.9
  4. Current Ratio 5 Year Average = 2.25
  5. Quick Ratio = 1.57
  6. Cash Ratio = 0.76
  7. Interest Coverage Quarterly = 32.91

Valuation

  1. Book Value Quarterly = 16.27
  2. Price/ Book = 2.35
  3. Price/ Cash Flow = 8.85
  4. Price/ Sales = 2.43
  5. EV/EBITDA 12 Mo = 9.18

Disclaimer

This list of stocks is meant to serve as a starting point. Please do not treat this as a buying list. It is imperative that you do your due diligence and then determine if any of the above plays meet with your risk tolerance levels. The Latin maxim caveat emptor applies-let the buyer beware.

Source: Atwood Oceanics Among 5 Interesting Plays

Additional disclosure: EPS, Price, EPS surprise charts obtained from zacks.com. A major portion of the historical data used in this article was obtained from zacks.com. Free cash flow yield, income from cont operations, and revenue growth sourced from Ycharts.com. Consensus estimate analysis table sourced from Reuters.com.