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Tiziano Frateschi
Tiziano Frateschi
Articles (2303)  | Author's Website |

Three Stocks With Growing EPS Near 52-Week Lows - Part III

August 11, 2015 | About:

With these articles, thanks to GuruFocus All-In-One Screener, I want to highlight stocks that have a strong price correction and are trading near their 52-week low. These stocks can be good for investors, since they reported growing earnings over the last few years.

Yandex NV (YNDX)

The Company is an internet and technology company and operates an internet search engine in Russia. Its homepage provides a gateway to the wealth of information available online. Users can find answers to their explicit questions through search box, as well as their implicit questions through current news, weather and road traffic reports, TV and movie schedules, personal email and other services.

The stock has been as high as $32.05 and as low as $13.08 in the last 52 weeks, and is now -57.41% from its 52-week high and +4.36% from its 52-week low.

Earnings per share grew by 50.40% over the last 5 years and 10.80% over the last 12 months.

As one of Europe's largest internet companies and the leading search provider in Russia, its first quarter revenues was up 13% compared with Q1 2014, while income from operation was down 45% and net income was down 21%.

Due to the weak macroeconomic environment, its share of total revenue also dipped to 5% from 7%.

Driven by a challenging economic environment in its second-quarter, net profit dropped 82% from a year earlier. Even so, the company beat analysts' expectations as its adjusted net profit for the second quarter decreased 16% due to higher personnel and rental expenses. So far this year, the ruble has weakened by almost 35% against the dollar compared with the same period a year ago.

During the first quarter of 2015, John Griffin (Trades, Portfolio), Paul Tudor Jones (Trades, Portfolio), Frank Sands (Trades, Portfolio) and Ron Baron (Trades, Portfolio) sold out their stakes of the company, while Ruane Cunniff (Trades, Portfolio) increased its stake by 35.45% and Jim Simons (Trades, Portfolio) increased his stake by 7.19%. Steven Cohen (Trades, Portfolio) bought shares of the company for the first time with an impact of 0.03% on his portfolio.

The main shareholder of the company is now Ruane Cunniff with 1.22% of shares outstanding, followed by Jim Simons (Trades, Portfolio) with 0.72% and Steven Cohen (Trades, Portfolio) with 0.09%

Marlin Business Services Corp (MRLN)

Marlin Business Services Corp. is a nationwide provider of commercial lending solutions for small and mid-size businesses. Through its wholly-owned operating subsidiary, Marlin Business Bank, Marlin provides innovative commercial financing programs. Equipment financing and loan products are offered directly to businesses, and through third party vendor programs, which includes manufacturers, distributors, independent dealers and brokers. Since its inception in 1997, Marlin has extended credit to over a quarter of a million business customers.

The stock has been as high as $21.75 and as low as $14.48 in the last 52 weeks, and is currently -33.24% from its 52-week high and +0.28% from its 52-week low.

Earnings per share grew by 66.10% over the last 5 years and 1.50% over the last 12 months.

In the second quarter, the company increased the quarterly dividend to $0.14 per share from $0.125 per share.

During the second quarter 2015, the company recorded one-time charges related to the resignation of its CFO of $0.2 million, net of tax and for the rest of year they expect that business development opportunities remain robust. As a result, they plan on adding more sales resources as they anticipate the sales force to grow 20% year-over-year and volume growth to accelerate in the second half of 2015.

Yields on new lease and loan originations were 11.16%, up 31 basis points compared to 10.85% for the first quarter of 2015 and 11.35% for the second quarter of 2014.

Jim Simons (Trades, Portfolio) is the only guru that traded the company during the first quarter of 2015 increasing his stake by 1.45%. The largest shareholder is Columbia Wanger (Trades, Portfolio) with 7.91% of outstanding shares amounting to 0.11% of its total assets.

Peoples Bancorp Inc (Marietta OH) (PEBO)

The Company is a financial holding company and operates through its wholly-owned subsidiary, Peoples Bank, National Association. The Company makes available a line of banking, investment, insurance and trust solutions through its financial units - Peoples Bank and Peoples Insurance.

It has $3.2 billion in assets, 81 locations and 81 ATMs in Ohio, West Virginia and Kentucky. Peoples' common shares are traded on the NASDAQ Global Select Market® under the symbol "PEBO", and Peoples is a member of the Russell 3000 index of US publicly traded companies.

The stock has been as high as $26.65 and as low as $20.79 in the last 52 weeks, and now is -18.61% from its 52-week high and +4.33% from its 52-week low.

Earnings per share grew by 51.10% over the last 5 years but dropped by 43.60% over the last 12 months.

In the second quarter driven by net interest income, total revenue grew 35% year-over-year, and net interest income increased $14.7 million year-to-date, largely due to loan growth and accretion income from acquisitions.

While they started the year slow on loan growth, their production has remained strong, which was reflected in the ending loan balances for the quarter. Also, Commercial balances experienced 10% annualized growth during the quarter, driven mainly by growth in commercial real estate loan balances.

The company is optimistic about its ability to achieve its stated goal of 7% to 9% loan growth for the year. Peoples expects core non-interest expenses to be approximately $26.5 million for each the third and fourth quarter of 2015, which aligns with the expected efficiency ratio of 65%.

Jim Simons (Trades, Portfolio) is again the only guru that traded the company during Q1 2015, increasing his stake by 43.22%. He is now the main guru with 0.66% of outstanding shares of the company. The second guru is Bernard Horn (Trades, Portfolio) with 0.18% of outstanding shares that is 0.27% of his total assets.

About the author:

Tiziano Frateschi
You can read about me on www.theextraincome.info, which gives suggestions on position trading.

Visit Tiziano Frateschi's Website


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