Stockpickr: Two Stocks With Stellar Earnings

The stock trades at a 28 forward price-to-earnings (P/E) ratio with 23% return on equity. It generated earnings per share (EPS) of $1.07 last year, with $1.26 expected this year (17% growth) and $1.52 next year (20% growth).

One of my favorite firms to piggyback, Ruane Cunniff's Sequoia Fund, owns shares of Expeditors. When Buffett shut down his hedge fund in 1969, he directed investors to invest with Ruane, Cunniff & Goldfarb, and the results have been very successful; the average annual return since then has been 15.68%.

The fund actually closed to new investors in 1982. However, because the fund is a long-term investor, it pays to check out the Sequoia Fund's holdings to see other interesting plays including long-term holdings in such stalwarts as Berkshire Hathaway(BRK.A Quote - Cramer on BRK.A - Stock Picks) and Wal-Mart(WMT Quote - Cramer on WMT - Stock Picks).

Another great value fund invested in Expeditors is the Columbia Acorn Fund, which has a five-star Morningstar rating and a five-year average annual return of 17%.

O'Reilly Automotive(ORLY Quote - Cramer on ORLY - Stock Picks) is another stock that is on both the Top Earnings Champions list and owned by the Sequoia Fund.

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