BEAM Inc (BEAM), Atlas Pipeline Partners, L.P. (APL): Buying Bernanke’s Breakouts

Page 2 of 2

The company runs a fairly even split between rental and sales, with the rental and leasing market up 5.3% and 3.4% respectively. The rental side of the business is becoming a larger portion of the income story which has helped slow the slide in gross margins as impacts of discount pricing (on sales) are reduced:

ELRC Gross Profit Margin Quarterly data by YCharts

Summary

With the exception of Electro Rent, these are stocks that haven’t yet challenged 52-week highs. Even Electro Rent has only recently started to clear its last high made in March. The story for each company remains favorable, with strong long-term trends to help; be it stabilizing natural gas prices, or a consumer immune to price hikes, the outlook remains favorable.

Declan Fallon has no position in any stocks mentioned. The Motley Fool recommends Beam.

The article Buying Bernanke’s Breakouts originally appeared on Fool.com.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.

Page 2 of 2