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Contrarian Ideas: 15 High Growth Stocks With Worsening Analyst Sentiment

Posted
11/22/2010 11:39:00 AM
By: Kapitall
Referenced Stocks:AIXG;ASIA;CLH;EDN;GGB;HBC;HYC;INET;ORN;OSIS;PWER;RBCN;WPO;WTSLA;ZOLL

Compiled by Luis Gonzalez: The following is a list of high growth stocks that have seen worsening analyst sentiment over the past three months.

To create this list, we started with a universe of high growth stocks, based on historical sales growth and projected earnings growth. We then narrowed down the universe by only focusing on stocks that have seen worsening analyst sentiment over the past three months.

Analyst ratings are presented on a linear scale, where 1 = "Strong Buy" and 5 = "Strong Sell". All of the stocks in our list have seen their ratings move close to 5 over the past three months, i.e. worsening sentiment.

Analysts seem to be avoiding these high growth stocks, what do you think? If you believe analyst ratings tend to lag performance, this list might offer an interesting starting point.

Analyst ratings sourced from Reuters, growth data sourced from Finviz.

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2. Access an overview of analyst ratings for all stocks mentioned below
3. Compare monthly and annual returns for all stocks mentioned below

 

The list has been sorted by projected 5-year EPS growth rates.

1. Aixtron AG (AIXG): Diversified Machinery Industry. Market cap of $3.36B. Sales have grown by 16.69% over the last five years, with EPS growth projected at 64.20% over the next five years. Analyst rating has changed from 1.67 to 2 over the last three months. Short float at 4.54%, which implies a short ratio of 10.66 days. The stock has gained 4.58% over the last year.

2. Gerdau S.A. (GGB): Steel & Iron Industry. Market cap of $18.11B. Sales have grown by 14.91% over the last five years, with EPS growth projected at 39.0% over the next five years. Analyst rating has changed from 2 to 2.67 over the last three months. Short float at 1.74%, which implies a short ratio of 2.89 days. The stock has lost -25.03% over the last year.

3. ZOLL Medical Corp. (ZOLL):
Medical Appliances & Equipment Industry. Market cap of $672.19M. Sales have grown by 12.71% over the last five years, with EPS growth projected at 30.0% over the next five years. Analyst rating has changed from 1.25 to 1.67 over the last three months. Short float at 5.47%, which implies a short ratio of 7.51 days. The stock has gained 28.6% over the last year.

4. Edenor SA (EDN): Electric Utilities Industry. Market cap of $453.43M. Sales have grown by 13.42% over the last five years, with EPS growth projected at 29.0% over the next five years. Analyst rating has changed from 2.67 to 3.33 over the last three months. Short float at 0.2%, which implies a short ratio of 0.74 days. The stock has gained 33.03% over the last year.

5. Orion Marine Group, Inc (ORN): Heavy Construction Industry. Market cap of $369.07M. Sales have grown by 17.59% over the last five years, with EPS growth projected at 23.68% over the next five years. Analyst rating has changed from 1.67 to 2.22 over the last three months. Short float at 9.25%, which implies a short ratio of 8.86 days. The stock has lost -27.83% over the last year.

6. Internet Brands, Inc. (INET): Business Services Industry. Market cap of $617.58M. Sales have grown by 10.29% over the last five years, with EPS growth projected at 27.75% over the next five years. Analyst rating has changed from 1.25 to 1.5 over the last three months. Short float at 2.7%, which implies a short ratio of 1.57 days. The stock has gained 81.83% over the last year.

7. The Washington Post Company (WPO): Newspapers Industry. Market cap of $3.26B. Sales have grown by 6.73% over the last five years, with EPS growth projected at 29.40% over the next five years. Analyst rating has changed from 2 to 3 over the last three months. Short float at 11.04%, which implies a short ratio of 6.78 days. The stock has lost -6.62% over the last year.

8. AsiaInfo-Linkage,Inc. (ASIA): Security Software & Services Industry. Market cap of $1.33B. Sales have grown by 19.98% over the last five years, with EPS growth projected at 22.51% over the next five years. Analyst rating has changed from 1.45 to 1.93 over the last three months. Short float at 5.96%, which implies a short ratio of 2.59 days. The stock has lost -29.31% over the last year.

9. HSBC Holdings plc (HBC): Foreign Bank. Market cap of $186.29B. Sales have grown by 4.23% over the last five years, with EPS growth projected at 30.70% over the next five years. Analyst rating has changed from 1 to 2.67 over the last three months. Short float at 0.11%, which implies a short ratio of 1.55 days. The stock has lost -12.1% over the last year.

10. OSI Systems, Inc. (OSIS): Semiconductor Equipment & Materials Industry. Market cap of $656.85M. Sales have grown by 9.10% over the last five years, with EPS growth projected at 24.88% over the next five years. Analyst rating has changed from 1 to 1.75 over the last three months. Short float at 3.78%, which implies a short ratio of 3.46 days. The stock has gained 84.49% over the last year.

11. Hypercom Corp. (HYC): Business Equipment Industry. Market cap of $399.79M. Sales have grown by 11.02% over the last five years, with EPS growth projected at 23.33% over the next five years. Analyst rating has changed from 2 to 2.83 over the last three months. Short float at 3.58%, which implies a short ratio of 1.33 days. The stock has gained 120.73% over the last year.

12. Wet Seal Inc. (WTSLA): Apparel Stores Industry. Market cap of $338.79M. Sales have grown by 5.19% over the last five years, with EPS growth projected at 27.0% over the next five years. Analyst rating has changed from 1.86 to 2.25 over the last three months. Short float at 4.15%, which implies a short ratio of 4.41 days. The stock has gained 0.91% over the last year.

13. Power-One Inc. (PWER): Diversified Electronics Industry. Market cap of $955.64M. Sales have grown by 9.02% over the last five years, with EPS growth projected at 24.83% over the next five years. Analyst rating has changed from 1.5 to 1.82 over the last three months. Short float at 34.23%, which implies a short ratio of 4.73 days. The stock has gained 164.41% over the last year.

14. Rubicon Technology, Inc. (RBCN): Semiconductor Industry. Market cap of $486.56M. Sales have grown by 4.31% over the last five years, with EPS growth projected at 26.67% over the next five years. Analyst rating has changed from 1.67 to 2.25 over the last three months. Short float at 78.33%, which implies a short ratio of 11.85 days. The stock has gained 33.9% over the last year.

15. Clean Harbors, Inc. (CLH): Waste Management Industry. Market cap of $1.9B. Sales have grown by 10.80% over the last five years, with EPS growth projected at 20.90% over the next five years. Analyst rating has changed from 1.67 to 2 over the last three months. Short float at 11.5%, which implies a short ratio of 11.98 days. The stock has gained 31.82% over the last year.