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If you’re an active investor, chances are you’re in lock-step with the Street as marquis companies such as Apple or Goldman Sachs release earnings. But with big names grabbing the spotlight, it’s easy to get distracted and miss other areas of the market.Did you know that a number of midcap stocks have also been beating Street expectations and making strong moves to the upside?
Michelle Stevens knows – she’s senior portfolio manager with Baird Investments.
In an interview on CNBC’s Fast Money she says, “If you’re a buy and hold investor, (it’s strategic to) own not only earnings growth but revenue growth as well - and we’re finding revenue growth in spades in small and midcaps.”And she has 3 hot stocks on her radar right now after their latest results suggested they all had room to run.Her top picks follow:
Rent-A-Center
-Largest rent to own operator in the U.S.-Over 3K stores worldwide-Also owns the ColorTyme chain
Q1 Earnings Q1 2012 Q1 2011EPS $0.87 $0.79Revenue $835.3M $742.2MSource: Thomson Reuters
Helix Energy Solutions
-Deepwater service provider to the offshore energy industry-Focused on subsea infrastructure services
Q1 Earnings Q1 2012 Q1 2011EPS $0.73 $0.24Revenue $407.9M $291.6MSource: Thomson Reuters
Valmont Industries
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