After the first 3 weeks of January, the market has essentially gone sideways for the past month. A month ago (Jan 18th) the S&P 500 was roughly 1325; now it's roughly 1350 for a sub 2% gain. But if we start 3 sessions later on Jan 24th, we closed around 1351, so we've gone nowhere but have created a lot of sea sickness in the interim. But let's see where the winning plays were the past month - most fall into (a) rebounds from terrible latter 2007s - retail, restaurants, home builders or (b) stocks that would be going up much more if not for the tough market - namely coal, fertilizer
- Market cap >$2 Billion
- Average Trading Volume >100K
- Stock Price >$10
- 20% Return or Greater than past month
Green we own;
blue we've owned previously or have discussed
| Symbol | Company Name | % Price Change Last Month |
| AMKR | Amkor Technology Inc | 69.1 |
| UA | Under Armour Inc | 52.3 |
| CENX | Century Aluminum Co | 45.4 |
| TUP | Tupperware Brands Corp | 43.7 |
| LEN | Lennar Ord Shs Class A | 43.1 |
| DRYS | DryShips Inc | 42.9 |
| YHOO | Yahoo! Inc | 42.7 |
| ANR | Alpha Natural Resources Inc | 42.5 |
| MEE | Massey Energy Co | 39.8 |
| FNF | Fidelity National Financial Inc | 38.9 |
| ACI | Arch Coal Ord Shs | 38.7 |
| BPOP | Popular Ord Shs | 38.5 |
| WLT | Walter Industry Ord Shs | 38.1 |
| DRI | Darden Restaurants Inc | 37.6 |
| CLWR | Clearwire Corp | 37.3 |
| FDG | FORDING INC | 36.9 |
| PHM | Pulte Homes Ord Shs | 35.8 |
| PCLN | Priceline.Com Ord Shs | 33.2 |
| SID | Sid Nacional ADR Repstg One Ord Shs | 33.0 |
| OI | Owens Illinois Ord Shs | 32.4 |
| DTV | DIRECTV Group Inc | 29.6 |
| CSL | Carlisle Companies Inc | 29.6 |
| LEA | Lear Corp | 29.6 |
| BARE | Bare Escentuals Inc | 29.5 |
| MOS | Mosaic Co | 29.2 |
| SOV | Sovereign Banc Ord Shs | 29.2 |
| DSX | Diana Shipping Inc | 28.9 |
| KBH | KB Home | 28.8 |
| MTL | Mechel ADR Rep 3 Ord Shs | 28.3 |
| CLF | Cleveland Cliffs Ord Shs | 28.0 |
| LFL | Lan Airlines ADR Rep 1 Ord Shs | 28.0 |
| SNA | Snap-on Inc | 27.0 |
| CREE | Cree Inc | 26.8 |
| CF | CF Industries Holdings Inc | 26.6 |
| R | Ryder System Inc | 26.6 |
| TRN | Trinity Industries Inc | 26.4 |
| BUCY | Bucyrus International Inc | 25.9 |
| CNX | CONSOL Energy Inc | 25.6 |
| WM | Washington Mut Ord Shs | 25.5 |
| FRO | Frontline Ord Shs | 25.5 |
| NYT | New York Times Ord Shs | 25.5 |
| MPEL | Melco PBL Entertainment (Macau) Ltd | 25.4 |
| CTSH | Cognizant Technology Solutions Corp | 25.2 |
| AKAM | Akamai Technologies Inc | 25.1 |
| AXE | Anixter International Inc | 25.0 |
| WMS | WMS Industries Inc | 24.5 |
| BGC | General Cable Ord Shs | 24.4 |
| ZION | Zions Bancorp Ord Shs | 24.2 |
| AKS | AK Steel Holding Corp | 24.1 |
| KSU | Kansas City Sthn Ord Shs | 24.0 |
| AF | Astoria Finance Ord Shs | 23.8 |
| WFSL | Washington Federal Inc | 23.8 |
| WHR | Whirlpool Corp | 23.7 |
| GES | Guess? Inc | 23.7 |
| RL | Polo Ralph Lauren Corp | 23.5 |
| COH | Coach Inc | 23.3 |
| HOT | Starwood Hotels & Resorts Worldwide Inc | 23.3 |
| CAL | Continental Airlines Inc | 23.2 |
| TCB | TCF Financial Corp | 23.2 |
| AA | ALCOA Ord Shs | 22.8 |
| SGMS | Scientific Games Corp | 22.8 |
| CFFN | Capitol Federal Financial | 22.5 |
| WDC | Western Digital Corp | 22.4 |
| VAL | Valspar Corp | 22.3 |
| NSC | Norfolk Southern Corp | 22.2 |
| ODP | Office Depot Inc | 22.2 |
| ATI | Allegheny Technologies Inc | 22.1 |
| FAST | Fastenal Co | 22.1 |
| AMR | AMR Corp | 21.9 |
| WGOV | Woodward Governor Co | 21.9 |
| FULT | Fulton Financial Corp | 21.8 |
| JWN | Nordstrom Inc | 21.4 |
| XMSR | XM Satellite Radio Holdings Inc | 21.4 |
| JOE | St. Joe Co | 21.4 |
| PBR | Petroleo Brasileiro ADR | 21.3 |
| IGT | International Game Tech Ord Shs | 21.3 |
| CNB | Colonial BancGroup Inc | 21.3 |
| BCO | Brinks Co | 21.2 |
| CNO | Conseco Ord Shs | 21.2 |
| NUE | Nucor Corp | 21.1 |
| PNR | Pentair Inc | 21.1 |
| JDSU | JDS Uniphase Corp | 21.0 |
| PCU | Southern Copper Corp | 20.8 |
| AN | Autonation Inc | 20.8 |
| CVC | Cablevision Systems Corp | 20.7 |
| CR | Crane Co | 20.7 |
| POT | Potash | 20.4 |
| GNA | Gerdau AmeriStl Ord Shs | 20.4 |
| MCRS | Micros Systems Inc | 20.4 |
| PTEN | Patterson-UTI Energy Inc | 20.3 |
| KEX | Kirby Corp | 20.2 |
| COF | Capital One Financial Ord Shs | 20.1 |
| NBR | Nabors Industries Ltd | 20.1 |
| SMG | Scotts Miracle Gro Co | 20.1 |
| MTB | M&T Bank Corp | 20.0 |
| TOL | Toll Brothers Inc | 20.0 |
| CLI | Mack-Cali Realty Corp | 20.0 |
