Today begins with Albemarle ( ALB - Get Report), which develops, manufactures and markets specialty chemicals around the world. It has been rated a buy since March 2005. The company's strengths include notable return on equity, impressive increases in net income and a compelling record of EPS growth. Albemarle's stock has shown a dramatic appreciation, making it relatively more expensive compared with its industry peers. However, its other strengths justify the higher price levels.
AllianceBernstein Holding ( AB - Get Report), which provides diversified investment management to a broad range of clients, has been rated a buy since March 2005. The company shows a number of positive financial measures, including a striking record of EPS growth, robust revenue growth, and a very high gross profit margin. These impressive financial strengths justify the relatively high price of the stock, because the company shows no other significant weaknesses.
FactSet Research Systems ( FDS - Get Report) supplies financial intelligence to investment companies worldwide, and it has garnered a buy rating since March 2005. The company shows robust revenue growth, solid stock performance and a notable record of EPS growth. It also sports a minuscule debt-to-equity ratio, demonstrating very successful management of debt levels. These strengths outweigh the company's somewhat disappointing return on equity.
Rated a buy since August 2005, Polycom ( PLCM) develops, manufactures, markets and services equipment for video, voice and data communications. The company's strengths include a favorable debt-to-equity ratio, a two-year pattern of EPS growth and good cash flow from operations. Though the company may have a few minor weaknesses, they are unlikely to have a significant impact on results.
Inventiv Health a provider of outsourced marketing and sales solutions for the health care industry, has been rated a buy since March 2005. The company shows sturdy revenue growth and solid stock performance, and is poised for EPS growth in the coming year. While Inventiv's stock price has made it relatively expensive compared to its industry peers, its strengths justify its higher price level.
Rated a buy since March 2005, Credicorp ( BAP - Get Report) owns and operates several prominent banks in South America. The company's strengths can be seen in its notable return on equity, EPS growth and net income growth. Though the company may have a few minor weaknesses, they are unlikely to have a significant impact on results.
Hub Group ( HUBG - Get Report) is a full-service transportation provider that offers truck brokerage and logistics services throughout North America. The company's stock has been rated a buy since March 2005. Hub's strengths include its noteworthy return on equity, revenue growth, lack of significant debt and an impressive record of EPS growth. These strengths outweigh the company's low profit margins.
Sporting a buy rating since March 2005, Acuity Brands ( AYI - Get Report) owns and operates specialty products and lighting-equipment businesses. The company has numerous strengths, including notable return on equity, strong revenue growth, outstanding net income growth and a pattern of positive EPS growth over the past two years. Though no company is flawless, there are currently no weaknesses likely to detract from the generally positive outlook.
Emcor Group ( EME) provides mechanical and electrical construction services around the globe. It has been rated a buy since June 2005. The company has enjoyed solid stock performance and currently carries no debt. These strengths outweigh the company's subpar net income growth.
Designing, manufacturing and servicing electrical components and equipment for aircraft and industrial engines, Woodward Governor has had a buy rating since March 2005. It demonstrates solid revenue growth, a very low debt-to-equity ratio, strong EPS growth and reasonable valuation levels.