Companies of Interest

All things considered (e.g. return forecast, quality, sentiment, momentum) Total (TOT) still ranks as a favorite among this group of study candidates. S&P agrees, checking in with a fair value of $51.40 and a “buy” rating. Stockcharts.com yields a “bullish” point-and-figure rating with +42.4% price pressure. There is modest potential for P/E expansion and neutral with respect to margin enhancement.

Materially Stronger: American Vanguard (AVD), Conoco Phillips (COP), Ferro (FOE)

Materially Weaker: Walter Energy (WLT), Suncor Energy (SU), Kronos Worldwide (KRO), SBA Communications (SBAC), Viasat (VSAT)