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The Playbook 100 NNBR @ $13.79 (N N Inc.) manufactures bearing components for transportation, electrical, agricultural construction and machinery industries. Revenues have increased between 13% and 32% during the last four quarters. Earnings have increased 33% and 45% during the last two quarters and...
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The Playbook 100 PMC @ $20.52 (Pharmerica) provides pharmacy services through 120 pharmacies in 40 states to about 4,300 facilities with 330,000 licensed beds. Revenues have climbed 10%, 123%, 191% and 183% during the last four quarters. Earnings have increased 450% and 850% over the last two quarters...
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The Playbook 100 AMAT @ $19.29 (Applied Materials) manufactures deposition, inspection, etching and cleaning equipment used in the fabrication of IC's and flat panel displays. However, it is their recent foray into the solar industry that has us intrigued. We are establishing a position here and...
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The Playbook 100 NGS @ $26.14 (Natural Gas Services) manufactures, fabricates, services and rents natural gas compressors to the natural gas industry in the U.S. Revenues have increased between 9% and 23% during the last four quarters. Earnings increased 29%, 120%, 40% and 58% during the same time frame...
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The Playbook 100 NETL @ $33.59 (Netlogic Microsystems) designs knowledge-based processors used to accelerate delivery of wireline and wireless voice, data and video communication. Revenues have increased 53% and 46% during the last two quarters. earnings increased 43% and 58% during the same time frame...
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The Playbook 100 PSEM @ $17.18 (Pericom Semiconductor) designs analog, digital and mixed-signal IC's and frequency clocks for telecom, computer and consumer electronics industries. Revenues have accelerated 25%, 32% and 36% during the last three quarters. Earnings have grown 150%, 100% and 60% during...
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The Playbook 100 EGLE @ $28.44 (Eagle Bulk Shipping) provides international tanker transportation charter services for dry bulk goods through a fleet of 18 vessels. We mentioned it last week at $26.39 when we featured QMAR, which closed its deal of being acquired by Excel Maritime Carriers (EXM) the...
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The Playbook 100 HIL @ $14.65 (Hill Intl.) provides construction consulting services for the building, transportation, power, industrial and technology industries. Revenues have increased between 38% and 76% during the last four quarters. Earnings are expected to grow 36% this year and another 20% in...
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The Playbook 100 QMAR @ $24.29 (Quintana Maritime) provides international marine transportation services for coal, iron ore and grain with a fleet of 29 drybulk carriers. Revenues have increased between 75%, and 203% during the last four quarters. Earnings are expected to increase 80% this year to $2...
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The Playbook 100 ERES @ $12.65 (Eresearch Technology) offers cardiac clinical trial management software for pharmaceutical companies and clinical research organizations. Earnings are expected to grow 42% this year and another 30% in 2009. Institutional sponsorship has steadily increased from 39 to 51...
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The Playbook 100 SUP @ $21.49 (Superior Industries) manufactures cast and forged aluminum wheels for U.S., European and Japanese automotive OEM's. Earnings are expected to increase 54% this year and another 45% in 2009. We are establishing half a position here and will enter the remaining half on...
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The Playbook 100 SYNO @ $15.68 (Synovis Life Tech) develops implantable biomaterial products, surgical and micro-surgical tools and interventional devices. Revenues have increased between 29% and 39% during the last three quarters. Earnings are expected to grow 31% this year and another 38% in 2009 to...
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The Playbook 100 SFLY @ $15.32 (Shutterfly) provides an online marketplace to share, print and preserve personal and professional digital photos via Shutterfly.com. Revenues have increased between 49% and 58% during each of the last four quarters. Earnings are expected to grow 16% this year and another...
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The Playbook 100 RSTI @ $40.82 (Rofin-sinar Tech) manufactures CO2, solid-state and diode lasers used to cut, weld, mark and perforate industrial materials. We've made money in this stock in the past and it has been consolidating over the past couple months and looks poised for a sharp move one way...
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The Playbook 100 CROX @ $17.69 (Crocs) manufactures men's, women's and children's footwear made with proprietary resin material called Croslite. Revenues and earnings continue to decelerate, yet still impressive. Revenues have increased 217%, 162%, 130% and 99% over the last four quarters...