Today, we have shortlisted 12 U.S industrial stocks that are expected to report strong sales growth (>7%) for fiscal year 2014. Additionally, these stocks are relatively undervalued with trailing twelve months P/E of less than 15. Moreover, we note that during the past one month, all of the stocks have registered price gains with daily average trading volumes in excess of 100,000.
|
Company Name |
Ticker |
Exchange |
Market Cap |
Last Price |
Average Volume |
Price Change (1-Month) |
Trailing Twelve Months P/E |
Sales Growth 2014(E) |
|
AECOM Technology Corp |
ACM |
NYSE |
4,902.1 |
32.40 |
2,422,827 |
7.9% |
12.92 |
136.2% |
|
Argan Inc |
AGX |
NYSE |
492.5 |
34.10 |
105,067 |
9.9% |
14.96 |
59.2% |
|
Douglas Dynamics Inc |
PLOW |
NYSE |
512.3 |
22.99 |
244,761 |
16.8% |
14.38 |
44.3% |
|
Macquarie Infrastructure Co LLC |
MIC |
NYSE |
4,901.9 |
69.09 |
554,494 |
2.7% |
12.45 |
40.4% |
|
Costamare Inc |
CMRE |
NYSE |
1,523.7 |
20.37 |
199,332 |
6.6% |
15.33 |
17.5% |
|
Methode Electronics Inc |
MEI |
NYSE |
1,478.1 |
38.74 |
349,097 |
10.0% |
14.46 |
14.1% |
|
Benchmark Electronics Inc |
BHE |
NYSE |
1,272.8 |
23.96 |
352,423 |
13.6% |
12.13 |
11.9% |
|
Plexus Corp |
PLXS |
NASDAQ |
1,337.3 |
39.76 |
195,110 |
12.0% |
14.41 |
11.2% |
|
Aegean Marine Petroleum Network Inc |
ANW |
NYSE |
437.3 |
9.25 |
221,123 |
14.2% |
13.81 |
9.2% |
|
Atlas Air Worldwide Holdings Inc |
AAWW |
NASDAQ |
1,038.3 |
41.86 |
260,443 |
27.2% |
8.59 |
8.9% |
|
Sanmina Corp |
SANM |
NASDAQ |
2,030.5 |
24.62 |
859,491 |
36.2% |
10.29 |
7.3% |
|
Fabrinet |
FN |
NYSE |
593.4 |
16.80 |
201,805 |
4.3% |
10.08 |
7.2% |
Source: Bloomberg
Company Description
AECOM Technology Corp (NYSE: ACM)
AECOM Technology Corp. provides professional technical services to the United States government, state, local, and non-U.S. governments and agencies, and commercial customers. The company’s services include consulting, planning, architecture, engineering, construction management, project management, asset management, environmental services, and design-build services.
Argan Inc (NYSE: AGX)
Argan, Inc., through its subsidiary, designs and builds energy plants. The company’s energy plants include traditional gas as well as alternative energy including biodiesel, ethanol, and renewable energy sources such as wind power and solar.
Douglas Dynamics Inc (NYSE: PLOW)
Douglas Dynamics, Inc. designs and manufactures snow and ice control equipment. The company produces snow plows and sand and salt spreaders.
Macquarie Infrastructure Co LLC (NYSE: MIC)
Macquarie Infrastructure Company LLC owns, operates and invests in infrastructure businesses in the United States. The company’s businesses and investments include a bulk liquid terminals business, an airport services business, a gas processing and distribution business and interests in several contracted power and energy businesses.
Costamare Inc (NYSE: CMRE)
Costamare, Inc. owns container ships. The company charters its vessels to shipping companies.
Methode Electronics Inc (NYSE: MEI)
Methode Electronics, Inc. manufactures component devices worldwide. The company’s products are sold to original equipment manufacturers of information processing and networking equipment, voice and data communications systems, consumer electronics, automobiles, aerospace vehicles, and industrial equipment.
Benchmark Electronics Inc (NYSE: BHE)
Benchmark Electronics, Inc. provides contract electronics manufacturing and design services. The company serves original equipment manufacturers of medical devices, industrial control equipment, testing and instrumentation products, and telecommunications equipment. Benchmark also offers product design, printed circuit board layout, prototyping and test development services.
Plexus Corp (NASDAQ: PLXS)
Plexus Corp. is a participant in the Electronics Manufacturing Services (EMS) Industry, providing product design,supply chain and materials management, manufacturing, test, fulfillment and aftermarket solutions to branded product companies in the Wireline/Networking, Wireless Infrastructure,Medical, Industrial/Commercial and Defense/Security/Aerospace market sectors.
Aegean Marine Petroleum Network Inc (NYSE: ANW)
Aegean Marine Petroleum Network Inc. supplies and markets refined marine fuel and lubricants to ships in port and at sea. The company also owns and operates a fleet of bunkering tankers in multiple jurisdictions.
Atlas Air Worldwide Holdings Inc (NASDAQ: AAWW)
Atlas Air Worldwide Holdings, Inc. is the parent company of Atlas Air, Inc., and Polar Air Cargo, Inc. Atlas provides aircraft, crew, maintenance, and insurance freighter aircraft to major airlines around the world. Polar operates a global, scheduled-service network and serves substantially all major trade lanes of the world. The company also provides commercial and military charter services.
Sanmina Corp (NASDAQ: SANM)
Sanmina Corporation provides electronics contract manufacturing services to customers located around the world. The company offers its customers expertise in new product introduction, manufacturing, and design and fabrication of complex interconnect products. Sanmina Corporation specializes in circuit fabrication, system assembly, integration, and high-end enclosures and cabling.
Fabrinet (NYSE: FN)
Fabrinet offers outsourced process engineering and manufacturing services. The company contracts to manufacture optical communications, automotive, industrial, and imaging components, sub-assemblies, and modules for its original equipment manufacturer customers.
