Potential Small Cap Wide Moat Companies – Rule #1 Big Five

Yesterday, I listed mid cap companies that might have wide moats according to the Big Five Numbers detailed in Phil Town’s Rule #1 book. Today, I’m going to look at the small cap stocks with market capitalizations between $2 billion and $500 million that could potentially have wide moats according to the Big Five Numbers.

Some of the small cap stocks generated by the screen serve unique niches while a few have the potential grow into mid cap stocks in the future. There are also fast growing companies that potentially have unsustainable competitive advantages. These pretenders are the most risky because they could blow up and cause you to loose serious capital. I’d love to hear your thoughts on the following stocks:

The Big Five Numbers – Small Caps

Company Name Ticker Market Cap
(millions)
Techne Corporation TECH $1,953
bebe stores, inc. BEBE $1,951
Armor Holdings, Inc. AH $1,897
Sonic Corporation SONC $1,862
MICROS Systems, Inc. MCRS $1,862
M.D.C. Holdings, Inc. MDC $1,849
Seaboard Corporation SEB $1,805
Career Education Corp. CECO $1,797
ANSYS, Inc. ANSS $1,714
Silicon Laboratories SLAB $1,710
Ritchie Bros. Auctioneers (US RBA $1,709
Healthways Inc. HWAY $1,700
Panera Bread Company PNRA $1,658
Hovnanian Enterprises, Inc. HOV $1,615
Applebee’s International, Inc APPB $1,591
SRA International, Inc. SRX $1,534
Strayer Education, Inc. STRA $1,533
Hilb, Rogal & Hobbs Company HRH $1,515
Cleveland-Cliffs Inc. CLF $1,514
Heartland Express, Inc. HTLD $1,499
Hydril Company HYDL $1,489
Standard Pacific Corp. SPF $1,474
CompuCredit Corporation CCRT $1,392
Berry Petroleum Company BRY $1,268
United Natural Foods,Inc. UNFI $1,226
Resources Connection Inc. RECN $1,162
Guitar Center, Inc. GTRC $1,136
Matthews International Corpor MATW $1,118
Corinthian Colleges, Inc. COCO $1,049
Penn Virginia Resources PVR $1,042
ManTech International Corpora MANT $1,024
Bright Horizons Family Solutions BFAM $1,022
Schnitzer Steel Industries, I SCHN $1,005
Pacific Sunwear of CA PSUN $999
RARE Hospitality Internationa RARE $992
P.F. Chang’s China Bistro PFCB $989
Diodes Incorporated DIOD $981
NovaStar Financial Inc. NFI $974
K-Swiss Inc. KSWS $960
Hibbett Sporting Goods, Inc. HIBB $892
Encore Wire Corporation WIRE $852
Rofin-Sinar Technologies RSTI $834
USANA Health Sciences, Inc. USNA $800
Building Materials Holding Co BMHC $754
World Acceptance Corp. WRLD $748
Royal Gold, Inc. RGLD $681
RC2 Corporation RCRC $678
Genesco Inc. GCO $639
Synaptics, Incorporated SYNA $633
Portfolio Recovery Associates PRAA $625
First Cash Financial Services FCFS $618
Deckers Outdoor Corporation DECK $535
American Woodmark Corporation AMWD $514
CRA International, Inc. CRAI $511

Tomorrow, I’ll list out the potential micro cap wide moat companies generated by the Big Five Numbers screen.

» Potential Micro Cap Wide Moat Companies

« Potential Mid Cap Wide Moat Companies

 

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