ADY - American Dairy Inc. (NYSE) Group:Food-Dairy Products - Headquarters: China - Market Cap $471 Million - 50-day Average Volume 330k Shares - Return on Equity 11%: Produces milk powder, soybean milk powder, walnut products and related dairy products mainly in northeast China. Growth Rate (3-5 yr) n/a; Earnings & Revenue: 2009 EPS (estimate) $3.08 +413%-; Q109 EPS+278%, Sales+191%; Q408 EPS+999%, Sales+25%; Q308 EPS n/a, Sales+13%; Fund Sponsorship 16 (increasing); Management Owns 54%; Earnings Due 8/14/09; AIPC - American Italian Pasta (NASDAQ) Group:Food-Flour-Grain - Headquarters: Kansas City, MO - Market Cap $627 Million - 50-day Average Volume 415k Shares - Return on Equity 10%: Produces and markets over 200 different shapes and sizes of dry pasta. Growth Rate (3-5 yr) n/a; Earnings & Revenue: 2009 EPS (estimate) $2.76 +179%-; Q209 EPS+999%, Sales-7%; Q109 EPS+142%, Sales+16%; Q408 EPS+999%, Sales+53%; Fund Sponsorship 61 (increasing); Management Owns 3%; IPO 10/8/1997; Earnings Due 12/10/09; ARST - Archsight Inc (NASDAQ) Group:Computer Software-Security - Headquarters: Cupertino, CA - Market Cap $612 Million - 50-day Average Volume 875k Shares - Return on Equity 26%: Provides enterprise security management software that analyzes information risks and manages compliance reporting. Growth Rate (3-5 yr) n/a; Earnings & Revenue: 2010 EPS (estimate) $.50 +0%-; Q209 EPS+800%, Sales+34%; Q109 EPS+75%, Sales+32%; Q408 EPS+175%, Sales+33%; Fund Sponsorship 57 (increasing); Management Owns 36%; IPO 2/14/2008; Earnings Due 9/9/09; ARO - Aeropostal Inc (NYSE) Group:Retail Clothing-Shoe - Headquarters: New York, NY - Market Cap $2.4 Billion - 50-day Average Volume 2.9m Shares - Return on Equity 54%: Operates Aeropostal and Jimmy'z apparel stores in the US and Canada targeting young men and women. Growth Rate (3-5 yr) 26%; Earnings & Revenue: 2010 EPS (estimate) $2.97 +34%+; Q209 EPS+81%, Sales+21%; Q109 EPS+12%, Sales+17%; Q408 EPS+31%, Sales+17%; Fund Sponsorship 233 (increasing); Management Owns 1%; IPO 5/16/2002; Earnings Due 8/21/09; ASIA - Asiainfo Holdings Inc (NASDAQ) Group:Computer Software-Enterprise - Headquarters: China - Market Cap $746 Million - 50-day Average Volume 2m Shares - Return on Equity 14%: Chinese provider of software and IT security products for telecommunications operations in China. Growth Rate (3-5 yr) n/a; Earnings & Revenue: 2009 EPS (estimate) $.90 +45%+; Q209 EPS+92%, Sales+39%; Q109 EPS+45%, Sales+46%; Q408 EPS+22%, Sales+32%; Fund Sponsorship 72 (increasing); Management Owns 23%; IPO 3/3/2000; Earnings Due 10/30/09; BIDU - Bidu.com (NASDAQ) Group:Internet Content - Headquarters: China - Market Cap $12 Billion - 50-day Average Volume 785k Shares - Return on Equity 45%: Chinese provider of internet search, targeted online advertising, and other internet content services. Growth Rate (3-5 yr) 190%; Earnings & Revenue: 2009 EPS (estimate) $6.13 +28%+; Q209 EPS+39%, Sales+37%; Q109 EPS+28%, Sales+45%; Q408 EPS+58%, Sales+69%; Fund Sponsorship 150 (increasing); Management Owns 20%; IPO 8/5/2005; Earnings Due 10/22/09; CGA - China Green Agriculture (AMEX) Group:Chemicals-Fertilizers - Headquarters: China - Market Cap $254 Million - 50-day Average Volume 642k Shares - Return on Equity 60%: Develops and manufactures humic acid organic liquid compound fertilizer for 119 fertilizer products sold in China. Growth Rate (3-5 yr) n/a; Earnings & Revenue: 2009 EPS (estimate) $.73 +38%+; Q109 EPS+133%, Sales+99%; Q408 EPS+133%, Sales+86%; Q308 EPS-49%, Sales+24%; Fund Sponsorship 1 (increasing); Management Owns 30%; IPO 4/10/1990; Earnings Due 7/28/09; CKSW - Clicksoftware Technologs (NASDAQ) Group:Computer Software-Enterprise - Headquarters: Israel - Market Cap $225 Million - 50-day Average Volume 836k Shares - Return on Equity 32%: Israeli provider of service optimization software that enables companies to monitor and manage service operations. Growth Rate (3-5 yr) 123%; Earnings & Revenue: 2009 EPS (estimate) $.36 +50%+; Q209 EPS+800%, Sales+31%; Q109 EPS+350%, Sales+13%; Q408 EPS-450%, Sales+36%; Fund Sponsorship 0 (); Management Owns 19%; IPO 6/22/2000; Earnings Due 10/29/09; FUQI - Fuqi International (NASDAQ) Group:Retail/Wholesale Jewelry - Headquarters: China - Market Cap $746 Million - 50-day Average Volume 2m Shares - Return on Equity 24%: Chinese manufacturer of high quality gold, platinum, diamond and other precious stone jewelry. Growth Rate (3-5 yr) 56%; Earnings & Revenue: 2009 EPS (estimate) $1.88 +42%+; Q209 EPS+80%, Sales+51%; Q109 EPS+45%, Sales+41%; Q408 EPS+181%, Sales+135%; Fund Sponsorship 15 (decreasing); Management Owns 53%; IPO 10/23/2007; Earnings Due 11/14/09; GMCR - Green Mountain Coffee Roasters (NASDAQ) Group:Retail/Wholesale-Food - Headquarters: Waterbury, VT - Market Cap $2.8 Billion - 50-day Average Volume 1.5m Shares - Return on Equity 20%: Distributes coffees and teas, single cup brewers and single cup portion packs to supermarkets, food stores and others. Growth Rate (3-5 yr) 31%; Earnings & Revenue: 2009 EPS (estimate) $1.13 +82%+; Q209 EPS+100%, Sales+61%; Q109 EPS+120%, Sales+60%; Q408 EPS+38%, Sales+56%; Fund Sponsorship 106 (decreasing); Management Owns 23%; IPO 9/21/93; Earnings Due 11/12/2009; LFT - Longtop Financial Tech ADS (NYSE) Group:Computer Software-Financial - Headquarters: China - Market Cap $1.5 Billion - 50-day Average Volume 750k Shares - Return on Equity 20%: Chinese developer of account management, transaction processing and enterprise software for financial institutions. Growth Rate (3-5 yr) 69%; Earnings & Revenue: 2010 EPS (estimate) $1.23 +26%+; Q109 EPS+75%, Sales+60%; Q408 EPS+52%, Sales+79%; Q308 EPS-35%, Sales+41%; Fund Sponsorship 31 (increasing); Management Owns 58%; IPO 10/27/2007; Earnings Due 8/12/09; MED - Medifast Inc (NYSE) Group:Cosmetics/Personal Care - Headquarters: Owings Mills, MD - Market Cap $200 Million - 50-day Average Volume 600k Shares - Return on Equity 15%: Manufactures weight and disease management products and offers health and weight management programs. Growth Rate (3-5 yr) 26%; Earnings & Revenue: 2009 EPS (estimate) $.64 +68%+; Q209 EPS+82%, Sales+48%; Q109 EPS+70%, Sales+34%; Q408 EPS-50%, Sales+29%; Fund Sponsorship 17 (decreasing); Management Owns 12%; Earnings Due 11/6/09; NFLX - Netflix (NASDAQ) Group:Retail-Leisure Products - Headquarters: Los Gatos, CA - Market Cap $2.6 Billion - 50-day Average Volume 1.6m Shares - Return on Equity 23%: Provides an online movie rental subscription service offering more than 100,000 movie and TV titles via netflix.com . Growth Rate (3-5 yr) 37%; Earnings & Revenue: 2009 EPS (estimate) $1.79 +24%+; Q209 EPS+29%, Sales+21%; Q109 EPS+74%, Sales+21%; Q408 EPS+58%, Sales+19%; Fund Sponsorship 211 (increasing); Management Owns 33%; IPO 5/23/2002; Earnings Due 10/20/09; NTES - Netease.com Inc ADR (NASDAQ) Group:Internet Content - Headquarters: China- Market Cap $5.7 Billion - 50-day Average Volume 2.2m Shares - Return on Equity 31%: Chinese provider of internet gaming, website portal, online entertainment content, and communication services. Growth Rate (3-5 yr) 38%; Earnings & Revenue: 2009 EPS (estimate) $2.11 +37%+; Q109 EPS+57%, Sales+24%; Q408 EPS+65%, Sales+42%; Q308 EPS+30%, Sales+59%; Fund Sponsorship 85 (increasing); Management Owns n/a; IPO 6/30/2000; Earnings Due 8/13/09; PEGA - Pegasystems Inc (NASDAQ) Group:Computer Software-Financial - Headquarters: Cambridge, MA - Market Cap $1.1 Billion - 50-day Average Volume 300k Shares - Return on Equity 6%: Develops business management software for companies in the financial services, healthcare and insurance markets. Growth Rate (3-5 yr) 17%; Earnings & Revenue: 2009 EPS (estimate) $.76 +162%+; Q209 EPS+275%, Sales+25%; Q109 EPS+188%, Sales+29%; Q408 EPS-100%, Sales+27%; Fund Sponsorship 72 (increasing); Management Owns 60%; IPO 7/19/1996; Earnings Due 11/10/09; PWRD - Perfect World Cl B ADS (NASDAQ) Group:Internet Content - Headquarters: China - Market Cap $2 Billion - 50-day Average Volume 1.5m Shares - Return on Equity 50%: Chinese developer of online games based on the Angelica 3d bame engine and game development platform. Growth Rate (3-5 yr) n/a; Earnings & Revenue: 2009 EPS (estimate) $2.53 +38%+; Q209 EPS+81%, Sales+57%; Q109 EPS+55%, Sales+44%; Q408 EPS-50%, Sales+73%; Fund Sponsorship 37 (increasing); Management Owns n/a; IPO 7/26/2007; Earnings Due 11/10/09; RINO - Rino International Corp (NASDAQ) Group:Pollution Control Equipment - Headquarters: China - Market Cap $340 Million - 50-day Average Volume 250k Shares - Return on Equity 47%: Chinese manufacturer engaged in environmental protection and remediation primarily for the iron and steel industry. Growth Rate (3-5 yr) 145%; Earnings & Revenue: 2009 EPS (estimate) $1.80 +112%+; Q209 EPS+86%, Sales+18%; Q109 EPS+150%, Sales+87%; Q408 EPS-133%, Sales+136%; Fund Sponsorship 1 (decreasing); Management Owns 72%; IPO 7/20/1993; Earnings Due 10/28/09; STEC - S T E C Inc. (NASDAQ) Group:Electronics-Semiconductor Manufacturer - Headquarters: Santa Ana, CA - Market Cap $1.5 Billion - 50-day Average Volume 2.7m Shares - Return on Equity 9%: Manufactures custom non-volatile and dram drives and memory cards for defense/aerospace and computer/networking markets. Growth Rate (3-5 yr) 29%; Earnings & Revenue: 2009 EPS (estimate) $1.54+397%+; Q209 EPS+367%, Sales+54%; Q109 EPS+143%, Sales+25%; Q408 EPS-29%, Sales+7%; Fund Sponsorship 61 (increasing); Management Owns 39%; IPO 9/29/2000; Earnings Due 11/10/09; SXCI - SXC Health Solutions (NASDAQ) Group:Computer Software-Medical - Headquarters: Lisle, IL - Market Cap $1 Billion - 50-day Average Volume 230k Shares - Return on Equity 13%: Provides pharmacy benefit management and healthcare IT services to the North American pharmaceutical benefits industry. Growth Rate (3-5 yr) 39%; Earnings & Revenue: 2009 EPS (estimate) $1.43 +59%+; Q209 EPS+152%, Sales+41%; Q109 EPS+138%, Sales+999%; Q408 EPS+56%, Sales+999%; Fund Sponsorship 62 (increasing); Management Owns 6%; Earnings Due 11/16/09; TNDM - Neutral Tandem Inc. (NASDAQ) Group:Telecom Services - Headquarters: Chicago, IL - Market Cap $880 Million - 50-day Average Volume 1m Shares - Return on Equity 15%: Provides tandem interconnection services mainly to wireless, cable, wireline, and broadband competitive carriers. Growth Rate (3-5 yr) 161%; Earnings & Revenue: 2009 EPS (estimate) $1.20+67%+; Q209 EPS+82%, Sales+44%; Q109 EPS+125%, Sales+46%; Q408 EPS-317%, Sales+41%; Fund Sponsorship 128 (increasing); Management Owns 47%; IPO 11/2/2007; Earnings Due 10/28/09; UTA - Universal Travel Group (AMEX) Group:Leisure Services - Headquarters: China - Market Cap $192 Million - 50-day Average Volume 500k Shares - Return on Equity 44%: Chinese provider of airline ticketing, air cargo transportation, hotel reservations and tour guide services. Growth Rate (3-5 yr) 114%; Earnings & Revenue: 2009 EPS (n/a), Q109 EPS+75%, Sales+72%; Q408 EPS+70%, Sales+68%; Q308 EPS+33%, Sales+79%; Fund Sponsorship 2 (increasing); Management Owns 29%; Earnings Due 7/28/09; VRX - Valeant Pharmaceuticals Intl (NYSE) Group:Medical-Ethical Drugs - Headquarters: Aliso Viejo, CA- Market Cap $2.2 Billion - 50-day Average Volume 1.4m Shares - Return on Equity 20%: Develops pharmaceuticals to treat neurologic, dermatologic, and infectious diseases. Growth Rate (3-5 yr) 41%; Earnings & Revenue: 2009 EPS (estimate) $1.97+186%+; Q209 EPS+920%, Sales+25%; Q109 EPS+475%, Sales+17%; Q408 EPS+117%, Sales-3%; Fund Sponsorship 127 (decreasing); Management Owns 17%; Earnings Due 11/6/09; UNDERSTANDING THIS INFORMATION: Ticker Symbol-click on for a live annotated chart. Group-know these top groups, leading stocks usually come from leading groups. Market Cap-smaller companies (under $3 Billion) tend to move faster than larger cap companies. 50-day Average Volume- stocks that trade over 1 million shares a day are usually less volatile and attract professional money managers more easily. Return on Equity-historically the best stocks have an average ROE of 17%. Growth Rate (3-5yr)- look for 25% or higher growth rates (newer companies are not available). Earnings & Revenue-EPS Estimate- look for positve full year estimates. Quarterly EPS- the current quarter should be at least up 25% (over the same quarter the previous year). The best stocks sport EPS growth of 50% or more. SALES- look for sales up 25% in the most recent quarter or sales must at least be increasing over the last several quarters. Fund Sponsorship- you want to see at least several funds owning shares and sponsorship increasing. Management Ownership- it's a positive when management owns a stake in the company. Earnings Due- stocks tend to be more volatile before and just after earnings announcements. Mark these dates in your calendar. |