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    Earnings Preview: This Week For Value Investors

    Tue, 01/17/2012 - 15:31 EDT - Seeking Alpha
    • IBKR
    • INTC
    • LUV
    • SANM
    • Vince Martin

    By Vince Martin:Here are my earnings season picks up this coming week, with several companies of interest to value investors reporting quarterly results. I've highlighted some of the most interesting reports below.
    Wednesday
    Sanmina-SCI Corp. (SANM): The contract manufacturer reports fiscal first quarter earnings after the close on Wednesday, with analysts expecting non-GAAP earnings of 32 cents per share on revenue of $1.56 billion. In fiscal 2011, the company earned $1.64 per share on a non-GAAP basis -- but just 83 cents based on general accounting principles. The resulting difference in P/E -- 6.25x non-GAAP, 12.4x on a GAAP basis -- makes the company somewhat difficult to value. Still, the company is trading at a small premium to its tangible book value of $9.31 per share, given Friday's close of $10.25. The stock has seen a sharp run-up since hitting October lows below $7/share, leading investors to wonder whether the trade hasComplete Story »

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    • Reviewing Last Week's Key Earnings Reports Of Interest To Value Investors

      By Vince Martin:Earnings season is in full swing. Last week, several companies of interest to value investors reported quarterly results. Below, I've highlighted some of the key reports that should interest long-term, fundamental minded investors:

    • Sanmina-SCI Offers Solid Pattern For Longs In Post-Earnings Play

      By Brooks McFeely:Sanmina-Sci (SANM) is due to report Q1 results after the bell tonight, and analysts polled by Thomson Reuters are looking for a profit of $0.31 per share on revenue of $1.55 billion. SANM has expanded its post-earnings share move between sessions in 18 of the past 30 quarters, or 60% of the time.

    • Sanmina-SCI: Solid History For Longs In Post-Earnings Play

      By Brooks McFeely:Sanmina-Sci (SANM) is due to report Q4 results after the bell tonight, and analysts polled by Thomson Reuters are looking for a profit of $0.41 per share on revenue of $1.6 billion. SANM has expanded its post-earnings share move between sessions in 18 of the past 29 quarters, or 62% of the time.

    • Sanmina-Sci Shows Tendency to Build on Post-Earnings Gains

      Brooks McFeely submits:Sanmina-Sci (SANM) is due to report Q2 results tonight after the bell, and analysts polled by Thomson Reuters are looking for a profit of $0.30 per share on revenue of $1.57 billion.SANM has expanded its post-earnings share move between sessions in 17 of the past 27 quarters.

    • Previewing This Week's Key Earnings Reports Of Interest To Value Investors

      By Vince Martin:Earnings season has kicked into high gear, and a number of companies with strong value characteristics are reporting this week. Below, I've highlighted a few interesting stocks whose reports this week should be of interest to fundamental-minded value investors: Wednesday

    • Reviewing This Week's Earnings Reports Of Interest To Value Investors

      By Vince Martin:Earnings season started to pick up steam this week, and a number of potentially undervalued companies reported quarterly results. Below, a few key reports that should be of interest to value investors:

    • Earnings Preview: General Mills, ConAgra Foods Reports Results Tuesday

      By Robert Weinstein:General Mills, Inc. (GIS) is expected to report earnings for last fiscal quarter before the opening bell on December 20, 2011.GIS trades an average of 3.4 million shares per day. 52-Week High: $40.72 52-Week Low: $34.54 Book Value: $10.09 Float Short: 1.58%

    • Earnings Preview: Walgreen Reports Results Wednesday

      By Robert Weinstein:Walgreen Company (WAG) will release its fiscal 2012 first quarter earnings results at 7:30 a.m. Eastern time Wednesday, December 21, 2011, followed by a conference call with Walgreens management beginning at 8:30 a.m. Eastern time. WAG trades an average of 7.8 million shares per day.

    • Value Investors: Earnings Reports To Watch This Week

      By Vince Martin:Another busy week of earnings reports includes many results from companies that should be of interest to value investors. I've highlighted a few of the week's most interesting reports below: Monday

    • Sanmina-SCI's CEO Discusses Q2 2011 Results - Earnings Call Transcript

      Sanmina-SCI (SANM) Q2 2011 Earnings Call April 25, 2011 5:00 pm ET Executives Paige Bombino - Director of Investor Relations Jure Sola - Founder, Chairman and Chief Executive Officer Robert Eulau - Chief Financial Officer and Executive Vice President Analysts Louis Miscioscia - Collins Stewart LLC Wamsi Mohan - BofA Merrill Lynch Shawn Harrison Jim Suva - Citigroup Inc

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