Barron’s screened for companies with expected first-quarter sales growth of 30% or more, compared with the year-ago period. Not surprisingly, the list was dominated by tech names, with Nvidia (NVDA), Supermicro (SMCI), Micron (MU), Qorvo (QRVO), and Broadcom (AVGO) all near the top of the list. But there were other companies that made the cut as well, with multiples below their five-year averages, Teresa Rivas writes in this week’s edition of Barron’s. That list includes Extra Space Storage (EXR), Xylem (XYL) , and First Solar (FSLR), the author says.
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