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Tipsheet

Rich PEs Await Rich Performance

Welcome to stocks in the news where the headline meets the trendline.

Stock Number One: EMC Corporation (SYMBOL: EMC)

And the headline says: Trade-Ideas: EMC Corporation (EMC) Is Today's "Roof Leaker" Stock-The Street.com

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“Trade-Ideas LLC identified EMC Corporation (EMC) as a ‘roof leaker’ (crossing below the 200-day simple moving average on higher than normal relative volume) candidate,” writes the Street.com. “Once psychological and technical resistance barriers like the 200-day moving average are breached on higher than normal relative volume, the stock may then be subject to emotional selling from investors that can continue to drive the stock lower.”

EMC currently pays a 1.6% dividend and is trading about 19.5 times earnings. Pretty average PE in this market. Growth has been robust for the company averaging over 23 ½% for the last five years. But analysts expect a slowdown going forward.

Certainly the stock price action says the Street expects the company to slow down too.

Our Ransom Notes Trendline says: Avoid EMC

EMC Chart

EMC data by YCharts

Stock number two: ScanDisk (SYMBOL: SNDK)

And the headline says: SanDisk's Earnings Surpass Expectations- Motley Fool

“Flash storage provider SanDisk pleased investors and analysts alike when it beat expectations with its third-quarter earnings report Wednesday,” writes the Motley Fool. “The company raked in $1.63 billion in revenue, which was 3.8% higher than analyst estimates of $1.57 billion and 10% higher than last quarter's earnings. On a GAAP basis, SanDisk reported Q3 net income of $1.18 per diluted share, compared to $0.31 in the year-ago quarter and $1.06 in the prior quarter.”

The company is trading a little richly at 23 times earnings, however, earnings are picking up and the company's expected to grow about 25% annually over the next five years according to consensus estimates by analysts.

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If they can meet or exceed expectations-- as we seen in the past in this market-- this stock could go up substantially.

Our Ransom Note Trendline says: Accumulate ScanDisk

SNDK Chart

SNDK data by YCharts

Stock Number Three: Atlas Energy (SYMBOL: ATLS)

And the headline says: ATLS Stock Crowded With Sellers- Forbes

“In trading on Thursday, shares of Atlas Energy L P entered into oversold territory,” reports Forbes, “changing hands as low as $45.93 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30."

The RSI reading for Atlas has hit 24.2.

Some traders look at relative strength in this instance as a contrary indicator, with weakness indicating that selling pressure is just about over.

At that point they start to look at trading opportunities.

I’d move along however.

Our Ransom Note Trendline says: Avoid Atlas.


ATLS Chart

ATLS data by YCharts

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