Rent-A-Center "We believe there are additional signs suggesting the ongoing RAC Acceptance test with Best Buy (BBY- $25.08 - Not Rated) may expand meaningfully in the near term," Sterne Agee analysts wrote in a Feb. 23 report. "Our checks show the possibility of 190 RAC Acceptance locations within Best Buy stores in the states of California and Florida. If such a transaction were to occur, we see incremental revenue/EPS potential of $115M and $0.25 for RCII once these stores mature (~4 years). In addition, if the agreement between RCII and BBY expands to more states, the revenue/EPS potential could be higher." Forward Annual Dividend Yield: 1.7% Rated "A- (Buy)" by TheStreet Ratings: The company's fourth-quarter gross profit margin was about the same as it was a year ago. In the fourth quarter, stockholders' net worth remained about the same as last year. TheStreet Ratings' price target is $44.13. The stock closed Thursday at $38.14 and has risen 3.08% year to date.
CVB Financial "CVBF shares have increased roughly 60% since the banking sector bottomed at the beginning of October and we believe they reflect a relatively full valuation at 1.9x TBV/share and 14x our 2012 EPS estimate," Wunderlich Securities analysts wrote in a March 22 report. "We remain encouraged by management's actions over the past several quarters to clean up the balance sheet and compete from a position of strength in Southern California. However, we believe such progress is largely discounted in the current share price, and the lack of a near-term catalyst to drive the shares meaningfully higher moves us to the sidelines at this point." Forward Annual Dividend Yield: 2.9% Rated "B (Buy)" by TheStreet Ratings: The company's fourth-quarter gross profit margin increased from the prior year. In the fourth quarter, stockholders' net worth increased 11.02% from the prior year. TheStreet Ratings' price target is $13.73. The stock closed Thursday at $11.78 and has risen 17.21% year to date.
Comcast The media giant is scheduled to report first-quarter earnings on May 1. Analysts, on average, anticipate earnings of 42 cents a share on $14.43 billion in revenue. "Upon review, it appeared as if ARPU growth had been too meager and margins too flat for the core residential business in our prior model, with too-aggressive Business Services margin expansion (however, we do still see a 5-year +30% revenue