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Do you like searching for contrarian opportunities against market trends? We ran a screen with that idea in mind.

We began by screening for stocks with bearish sentiment, with float shorts above 10%.

We then screened for those with superior profitability compared to industry peers, with higher TTM gross, operating, and pretax margins than industry peers by at least 5% on each margin.

Finally, we screened for stocks seeing consistent increases in liquidity, measured by the current ratio (current assets/current liabilities), over the past four years.

For an interactive version of this chart, click on the image below. Analyst ratings sourced from Zacks Investment Research.

Tool provided by Kapitall (kapitall.com).

Do you think these stocks deserve such negative sentiment? Use this list as a starting point for your own analysis.

List sorted by difference between pretax margin and industry average.

1. InterDigital, Inc. (NASDAQ:IDCC): Engages in the design and development of digital wireless technology solutions. Market cap at $999.65M, most recent closing price at $22.54. Float short at 16.74%. Current Ratio increased from 1.9 to 2.78 during the first time interval (12 months ending 2009-12-31 vs. 12 months ending 2008-12-31). For the second time interval, the Current Ratio increased from 2.78 to 3.47 (12 months ending 2010-12-31 vs. 12 months ending 2009-12-31). And for the final time interval, the Current Ratio increased from 3.47 to 4.44 (12 months ending 2011-12-31 vs. 12 months ending 2010-12-31). TTM gross margin at 100.% vs. industry average at 60.68%. TTM operating margin at 39.94% vs. industry average at 20.23%. TTM pretax margin at 35.86% vs. industry average at 20.54%.

2. Lululemon Athletica Inc. (NASDAQ:LULU): Engages in the design, manufacture, and distribution of athletic apparel and accessories for women, men, and female youth primarily in Canada, the United States, and Australia. Market cap at $4.31B, most recent closing price at $60.72. Float short at 15.70%. Current Ratio increased from 2.58 to 3.69 during the first time interval (52 weeks ending 2010-01-31 vs. 12 months ending 2009-02-01). For the second time interval, the Current Ratio increased from 3.69 to 4.56 (52 weeks ending 2011-01-30 vs. 52 weeks ending 2010-01-31). And for the final time interval, the Current Ratio increased from 4.56 to 5.1 (53 weeks ending 2012-01-29 vs. 52 weeks ending 2011-01-30). TTM gross margin at 59.18% vs. industry average at 52.85%. TTM operating margin at 28.04% vs. industry average at 15.52%. TTM pretax margin at 28.26% vs. industry average at 14.74%.

3. RPC Inc. (NYSE:RES): Provides a range of oilfield services and equipment to the oil and gas companies primarily in the United States. Market cap at $2.23B, most recent closing price at $10.15. Float short at 22.28%. Current Ratio increased from 3.17 to 3.24 during the first time interval (12 months ending 2009-12-31 vs. 12 months ending 2008-12-31). For the second time interval, the Current Ratio increased from 3.24 to 3.39 (12 months ending 2010-12-31 vs. 12 months ending 2009-12-31). And for the final time interval, the Current Ratio increased from 3.39 to 3.49 (12 months ending 2011-12-31 vs. 12 months ending 2010-12-31). TTM gross margin at 44.82% vs. industry average at 34.25%. TTM operating margin at 26.59% vs. industry average at 18.64%. TTM pretax margin at 26.13% vs. industry average at 13.72%.

*Accounting data sourced from Google Finance, all other data sourced from Finviz.

Source: 3 Highly Shorted Stocks With Rising Liquidity, Strong Profits