Gardner Denver The industrial machinery maker reported in February fourth-quarter earnings of $77.4 million, or $1.53 a share, up from year-ago earnings of $57.1 million, or $1.09. "While management has done a great job in squeezing out costs, our estimates capture this (we assume the company can hit its 14% by '14 IPG margin target)," Credit Suisse analysts wrote in a Feb. 13 report. "We est. GDI's overall op margins at 18% in FY12, the highest in the EE/MI sector. Our $21m of productivity gains in IPG over 2012-2014 embed much of the savings from what we estimate could be a 25% cut in IPG Europe headcount." Forward Annual Dividend Yield: 0.3% Rated "A- (Buy)" by TheStreet Ratings: The company's fourth-quarter gross profit margin decreased from the previous year. Gardner Denver has average liquidity. Its Quick Ratio is 1.25, which shows the company can technically meet its short-term cash needs. TheStreet Ratings' price target is $89.39. The stock closed Friday at $67.98 and has fallen 11.78% year to date.
TAL International Group The intermodal containers company reported in February fourth-uarter adjusted earnings of $1.02 a share, up from 76 cents a year earlier and higher than analysts' estimates of 99 cents. "Management guided for a weaker 1Q12 due to seasonality as well as expected continued pressure on container gains due to the normalization of sales prices (recent price appears to be between $2.2K-$2.4K)," Jefferies analysts wrote in a Feb. 15 report. "Despite the implications of moderating container prices, modest trade growth expectations and the capital-constrained nature of most of the container liners keep management optimistic for 2012." Forward Annual Dividend Yield: 6.1% Rated "B (Buy)" by TheStreet Ratings: The company's fourth-quarter gross profit margin was about the same as last year. In the fourth quarter, stockholders' net worth increased 31.36% from the prior year. TheStreet Ratings' price target is $45.30. The stock closed Friday at $36.47 and the stock has risen 26.68% year to date.