great earnings throughout industries....
HRZ, AVI, and RSV reported great earnings last week, along with many other Rental/Leasing companies. Earnings are due out for three other companies in the same industry, NFF , URI, and NSV. NFF has already announced anticipated earnings for this quarter, saying they'll be lower due to the oil companies' problems, but still might have more room to go up in the next few weeks. URI, the largest equipment rental company in North America looks like a safer choice, with earnings out sometime next week. NSV also looks like a better choice, with good acquisitions and no pre-announcement. They also have the lack of exposure to the oil industry, and may be more closely related to RSV. NSV was up about 25% to 6 on Friday on over 2X normal volume.
I know these may not be the "gems" that most people look at, but i'd consider them to be beaten down, just like HRZ and AVI were, and may still be. I haven't looked at all of the companies listed in this industry, but there may be more.
Are there any other industries where earnings have consistently beaten analysts estimates, unlike the pick-and-choose tech industry? Are most banks safe? Airlines? Retail? |