So far in 2016 it has been very rare that I have been able to say that the S&P/ASX 200 (Index: ^AXJO) (ASX: XJO) has posted a very positive last 30 days. But for once it has, putting on a gain of almost 6% during the period despite a shaky set of results from Westpac Banking Corp (ASX: WBC) and Australia and New Zealand Banking Group (ASX: ANZ).
Four stand-out performers during the last 30 days which I believe can keep climbing higher are:
Ansell Limited (ASX: ANN)
Ansell shares have climbed over 15% in the last 30 days. The shares appeared to be trading at a real discount at just 12x estimated FY 2016 earnings 30 days ago. No doubt the company used this to its advantage when conducting its US$100 million share buyback program. Despite the shares of the leading provider of health and safety protection solutions now trading at 14x estimated FY 2016 earnings, I still feel they are good value and could climb higher.
Catapult Group International Ltd (ASX: CAT)
The shares of this leading sports analytics company have climbed a massive 25% since this time last month. The jump in its share price can be attributed to a great third quarter where the company reported unit orders up 118% year-on-year. As well as this the client list continues to get larger and larger thanks to the quality and success of its products. The US National Women's Soccer League joins a burgeoning client list which includes the newly crowned English Premier League champions Leicester City.
Domino's Pizza Enterprises Ltd. (ASX: DMP)
Domino's has climbed 16% in the last 30 days, taking its 12-month share price return to a massive 72%. I believe the share price will climb higher still thanks to bumper full year earnings. As 45% of the company's revenue comes from the Japanese market, the company stands to benefit from a weak Australian dollar and an incredibly strong Japanese yen. In the last 12 months the dollar has weakened by a massive 12% against the yen.
Retail Food Group Limited (ASX: RFG)
Shareholders of the franchisor of Gloria Jean's and Donut King have seen its share price climb by almost 11% during this period. I have been very impressed with the company's recent performance which saw half-year profit jump 27% to $32 million. Management has aggressive expansion plans which I believe should help it continue to produce strong results like this. The fact that the company is expected to pay an estimated fully franked 5.6% dividend in FY 2016 means this is a great share to have in your portfolio in the current low interest environment.
Foolish takeaway
These shares may have climbed a lot in recent times, but I do believe that there is substance backing up these rises. I believe all four shares are capable of producing strong results in the next few months which will be the catalyst to take them even higher.