| TABLE 1. Stocks Passing the Muhlenkamp Screen | |||||||||||
| Company (Exchange: Ticker) | Return on Equity | P/E Ratio (X) | Growth Rates | Net Profit Margin | Liabilities to Assets | Description | |||||
| EPS Est Next 3-5 Yr (%) |
Hist 5Yr | ||||||||||
| Current (%) |
5Yr Avg (%) |
EPS (%) |
Sales (%) |
Firm (%) |
Ind (%) |
Firm (%) |
Ind (%) |
||||
| ICTS International N.V. (M: ICTS) | 76 | 24.4 | 0.6 | na | 25.2 | 40.4 | 16.9 | 0 | 47.2 | 60.5 | aviation security services |
| SPAR Group, Inc. (M: SGRP) | 38.9 | 104.3 | 12.8 | na | 3.1 | 13.6 | 7.6 | -0.9 | 44.3 | 54.9 | diversified marketing services |
| Renaissance Re Holdings (N: RNR) | 28 | 19.2 | 7.7 | 12.4 | 21.4 | 29 | 40.1 | 3.8 | 56.2 | 77.8 | prop reinsurance coverage |
| Gildan Activewear Inc. (N: GIL) | 27.4 | 25.1 | 14.7 | na | 35 | 38 | 11.3 | 2.3 | 44.7 | 46 | mfrs premium activewear |
| Fidelity Nat'l Financial (N: FNF) | 26.7 | 22.5 | 6.6 | 12 | 29.8 | 42.6 | 10.5 | 3.8 | 57 | 77.8 | issues title insurance policies |
| Schering-Plough Corp. (N: SGP) | 25.2 | 39.1 | 12.6 | 7.5 | 6.5 | 8.5 | 19.4 | 15.9 | 42.4 | 57 | pharm'l & health care prods |
| Columbia Sportswear Co. (M: COLM) | 24.9 | 25.3 | 15.1 | 14.1 | 13.3 | 18.2 | 12.6 | 2.3 | 20.3 | 46 | active outdoor apparel |
| Rent-A-Center, Inc. (M: RCII) | 24.4 | 23.4 | 11.6 | 14.2 | 35.7 | 43.4 | 8.1 | -0.4 | 47.9 | 70.9 | home appliances, furniture |
| Dollar General Corp. (N: DG) | 22.6 | 19.8 | 16.4 | 15.6 | 12.9 | 18.4 | 4.3 | 1.8 | 44.8 | 57.8 | discount general merchandise |
| Investment Technology Grp (N: ITG) | 20.8 | 32.5 | 8.5 | 15.3 | 9.7 | 23.1 | 19.1 | 4.2 | 40 | 54.9 | equity trading services |
| Erie Indemnity Company (M: ERIE) | 18.3 | 19.6 | 15.5 | 12.3 | 8.8 | 9.9 | 17.1 | 3.8 | 58.1 | 77.8 | attorney-in-fact for insur exchan |
| General Dynamics Corp. (N: GD) | 18.3 | 25.2 | 10.4 | 10.8 | 13.7 | 18.3 | 6.6 | 1.7 | 55.7 | 59.2 | defense systems for U.S. |
| Berry Petroleum Company (N: BRY) | 18.2 | 16.3 | 10.9 | na | 9.5 | 13.9 | 22.6 | 0.6 | 33.3 | 59 | crude oil & natural gas |
| Charlotte Russe Holding (M: CHIC) | 17.9 | 26 | 9.4 | 21.5 | 30.6 | 38.1 | 5.2 | 3.4 | 29.4 | 42.8 | mail-order women's apparel |
| JLM Couture, Inc. (M: JLMC) | 17.5 | 14.6 | 9.8 | na | 5.3 | 12 | 4.9 | 2.3 | 27.6 | 46 | bridalwear & accessories |
| BISYS Group, Inc. (N: BSG) | 17.2 | 18.6 | 15.3 | 18 | 19.2 | 22.1 | 12.6 | -15.0 | 46.1 | 47.5 | tech outsource; check imaging |
| Steven Madden, Ltd. (M: SHOO) | 16.6 | 18 | 12 | 12 | 37 | 40.6 | 6.1 | 4.1 | 13.6 | 41.1 | wholesale and retail shoes |
| PEC Solutions, Inc. (M: PECS) | 16.5 | 36.3 | 15.9 | 26.2 | 47.2 | 49.3 | 12.2 | -15.0 | 23.3 | 47.5 | professional tech servs for gov't |
| Rimage Corporation (M: RIMG) | 16.5 | 32.6 | 13.7 | na | 9.1 | 17.3 | 13.9 | -10.0 | 13.6 | 47.1 | CD-Rs & disc duplication equip |
| Brass Eagle Inc. (M: XTRM) | 16.4 | 18.2 | 6.2 | na | 15.2 | 23.8 | 9.2 | 4 | 35 | 47.2 | designs & mfrs paintball prods |
| Glacier Bancorp, Inc. (M: GBCI) | 16.3 | 15.8 | 14 | 10 | 13.2 | 21 | 24.2 | 18.6 | 90.7 | 91.4 | multibank holding co |
| Radian Group Inc. (N: RDN) | 16.2 | 18.3 | 7.8 | 13 | 24.1 | 24.4 | 36.3 | 3.8 | 48.9 | 77.8 | private mortgage insurance |
| Atlantic Coast Airlines H (M: ACAI) | 15.8 | 27.1 | 7.6 | 15.6 | 7.1 | 26.2 | 5.5 | -2.4 | 50 | 83.5 | holding co for regional airline |
| Triad Guaranty Inc. (M: TGIC) | 15.6 | 18.9 | 11.3 | na | 20.1 | 21.5 | 38 | 3.8 | 35.9 | 77.8 | private mortgage insurance |
| Chase Corporation (A: CCF) | 15.1 | 26.4 | 8.4 | na | 5.2 | 11.1 | 6.8 | 2.2 | 35.6 | 58.5 | indus'l prods for cable, constr'n |
| Jones Apparel Group, Inc. (N: JNY) | 14.6 | 20.4 | 10.9 | 12.7 | 16.8 | 25.6 | 7.3 | 2.3 | 40.2 | 46 | better-priced women's apparel |
| Universal Health Realty (N: UHT) | 14.5 | 14.7 | 14.4 | na | 3.4 | 4.5 | 76.1 | 14.3 | 19.6 | 66.3 | healthcare REIT |
| SkyWest, Inc. (M: SKYW) | 14.3 | 15.3 | 8 | 15.4 | 21.7 | 23.8 | 11.2 | -2.4 | 36.1 | 83.5 | regional airline |
| Oakley, Inc. (N: OO) | 14.2 | 18.1 | 13.6 | 17.9 | 16.1 | 20.3 | 8.3 | 4 | 23.5 | 47.2 | eyewear, footwear, watches |
| Polo Ralph Lauren Corp. (N: RL) | 14.2 | 17.9 | 15.1 | 12.9 | 12.8 | 14.9 | 6.3 | 2.3 | 41.1 | 46 | prem apparel & home prods |
| Median of Passing Companies | 17.4 | 11.5 | 13.6 | 14.5 | 21.8 | 11.3 | 40.7 | ||||
| Median of All Companies | 5.2 | 15.3 | 15 | 1.6 | 8.6 | 1.4 | 59.5 | ||||
|
Data Source: AAII's Stock Investor Pro / Market Guide, Inc. and I/B/E/S.
Statistics are based on figures as of April 11, 2003. |
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