Last month was the wrong month to be out of the market. As I flip through the charts I see I could have bought a broad selection of stocks with any semblance of growth and done quite well after last week's pop.
That said, here's a screen of stocks with 4 quarters of double digit (typ. > 25%) YoY quarterly sales growth, 4 quarters of sequential sales growth, a forward P/E below 20, sequential earnings estimated to increase, and > 5% net margin. In order of lowest forward P/E first: RM, CACC, NOV, PRAA, KOG*, VRTU, NSR, OCN*, MYGN, IACI, DVA, EXLS, and FLT.
Good Luck!
(*) I have positions in these already.
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