持续强劲的公司 - 彭博社

由 Numer de Guia

“持续改进”已经成为企业管理者的一种口号。这一理念是让商业流程不断向前推进。但这也是一个聪明的投资者可能希望接受的概念。

我们在本周筛选中寻找的改进：收入和毛利率。在当前疲软的经济中，许多公司在实现收入增长方面遇到了困难——这是运营实力的一个关键标志——并且不得不削减成本以保持收益稳定。在许多行业定价能力疲软的情况下，毛利率也受到了影响。

在寻找那些逆势而上的公司时，我们筛选出过去四年每年都持续增加收入和毛利率的公司。然后我们使用了最后一个筛选条件：这些股票必须被标准普尔股票分析师评为4星（增持）或5星（买入）——这意味着它们预计将在未来6到12个月内表现优于整体市场。

这些20个名字出现了：

| | 收入和毛利率上升 | | — | | Amsurg (AMSG ) | | Apollo Group (APOL ) | | BlackRock (BLK ) | | Cephalon (CEPH ) | | Coinstar (CSTR ) | | Darden Restaurants (DRI ) | | FactSet Research Systems (FDS ) | | Hilb Rogal & Hamilton (HRH ) | | Integra Lifesciences (IART ) | | Laboratory Corp of America (LH ) | | Lowe’s Cos. (LOW ) | | Medtronic (MDT ) | | Philadelphia Suburban (PSC ) | | Ruby Tuesday (RI ) | | SCP Pool (POOL ) | | SurModics (SRDX ) | | Sysco Corp. (SYY ) | | Tractor Supply (TSCO ) | | Union Pacific (UNP ) | | UnitedHealth Group (UNH ) | | 收入和毛利率上升 | Amsurg (AMSG ) | Apollo Group (APOL ) | BlackRock (BLK ) | Cephalon (CEPH ) | Coinstar (CSTR ) | Darden Restaurants (DRI ) | FactSet Research Systems (FDS ) | Hilb Rogal & Hamilton (HRH ) | Integra Lifesciences (IART ) | Laboratory Corp of America (LH ) | Lowe’s Cos. (LOW ) | Medtronic (MDT ) | Philadelphia Suburban (PSC ) | Ruby Tuesday (RI ) | SCP Pool (POOL ) | SurModics (SRDX ) | Sysco Corp. (SYY ) | Tractor Supply (TSCO ) | Union Pacific (UNP ) | UnitedHealth Group (UNH ) | | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | | 收入和毛利率上升 | | Amsurg (AMSG ) | | Apollo Group (APOL ) | | BlackRock (BLK ) | | Cephalon (CEPH ) | | Coinstar (CSTR ) | | Darden Restaurants (DRI ) | | FactSet Research Systems (FDS ) | | Hilb Rogal & Hamilton (HRH ) | | Integra Lifesciences (IART ) | | Laboratory Corp of America (LH ) | | Lowe’s Cos. (LOW ) | | Medtronic (MDT ) | | Philadelphia Suburban (PSC ) | | Ruby Tuesday (RI ) | | SCP Pool (POOL ) | | SurModics (SRDX ) | | Sysco Corp. (SYY ) | | Tractor Supply (TSCO ) | | Union Pacific (UNP ) | | UnitedHealth Group (UNH ) |

德·吉亚是标准普尔的投资组合服务分析师