Best Perfomers Over Last Quarter

It is a moot point looking at weekly winners this week; just a handful of stocks moving up led by such growers as Campbell Soup (CPB) aka "people will still need to eat soup if nothing else" trade. So instead I am going to look at the best and worst performers the past 3 months. In this post we have every stock over $1.25B in market cap returning 15%+ (115 stocks) Now keep in mind the data is a bit misleading because 3 months ago at this time we were in the throes of another painful correction, in a series of step ladders down. About 90 days ago Fannie and Freddie and Lehman were falling off a cliff, and we were just over a week away from Hank Paulson going to Congress to create a plan to backup Fannie/Freddie. So this was a "bottom" and the financials rallied hard for the next 6-7 weeks - Fannie/Freddie of course were officially taken over within 2 months from that point.

Criteria

1. Market capitalization $1.25B+
   
2. Average trading volume 100K+
3. Stock price $10+
4. Return this quarter 15%+

Green names we own, blue names we have owned in the past or discussed in the blog. Obviously a bevy of financial stocks (no short rule pushed some of these up 30-50% in a few days) and airlines (the anti oil trade) were dominant the past 90 days.

Symbol	Company Name	% Price Change Last Qtr.
MBI	MBIA Inc	155.6
HBAN	Huntington Bancshares Inc	95.3
UB	UnionBanCal Corp	84.3
PHLY	Philadelphia Consolidated Holding	78.3
LDG	Longs Drug Stores Corp	77.9
BXS	BancorpSouth Inc	68.5
CAL	Continental Airlines Inc	67.3
GBCI	Glacier Bancorp Inc	65.9
IMCL	ImClone Systems Inc	63.4
ZION	Zions Bancorp	61.0
FHN	First Horizon National Corp	60.2
MI	Marshall & Ilsley Corp	59.8
BBT	BB&T Corp	57.6
STI	SunTrust Banks Inc	56.4
FMBI	First Midwest Bancorp Inc	56.3
IKN	IKON Office Solutions Inc	54.2
BAC	Bank of America Corp	53.9
ALO	Alpharma Inc	53.1
ROH	Rohm and Haas Co	52.2
FDRY	Foundry Networks Inc	51.4
WLK	Westlake Chemical Corp	50.6
VLY	Valley National Bancorp	49.0
THOR	Thoratec Corp	48.2
BRL	Barr Pharmaceuticals Inc	47.8
TCB	TCF Financial Corp	47.5
GHL	Greenhill & Co Inc	47.1
REGN	Regeneron Pharmaceuticals Inc	45.3
UBSI	United Bankshares Inc	44.7
WFC	Wells Fargo & Co	44.5
SUSQ	Susquehanna Bancshares Inc	42.7
FNB	FNB Corp (Pennsylvania)	40.9
PVTB	PrivateBancorp Inc	38.0
CYN	City National Corp	37.7
EMS	Emergency Medical Services Corp	36.3
LEG	Leggett & Platt Inc	36.3
WBS	Webster Financial Corp	35.8
RAH	Ralcorp Holdings Inc	35.8
HBHC	Hancock Holding Co	35.6
CMA	Comerica Inc	35.4
PHM	Pulte Homes Inc	35.2
SMG	Scotts Miracle Gro Co	33.8
PNC	PNC Financial Services Group Inc	33.2
CBT	Cabot Corp	32.1
PAY	VeriFone Holdings Inc	31.8
TIN	Temple-Inland Inc	31.5
SQNM	Sequenom Inc	31.3
RF	Regions Financial Corp	31.1
WTNY	Whitney Holding Corp	30.3
CASY	Casey's General Stores Inc	30.1
JPM	JPMorgan Chase & Co	30.0
DF	Dean Foods Co	29.7
NWSB	Northwest Bancorp Inc	29.4
FULT	Fulton Financial Corp	29.3
TSCO	Tractor Supply Co	28.6
FMER	FirstMerit Corp	27.5
PNY	Piedmont Natural Gas Inc	26.7
USB	US Bancorp (Del)	26.7
RKT	Rock-Tenn Co	26.6
HANS	Hansen Natural Corp	26.6
RSH	RadioShack Corp	26.1
NDAQ	NASDAQ OMX Group Inc	26.0
VPRT	VistaPrint Ltd	25.2
FITB	Fifth Third Bancorp	25.2
SIVB	SVB Financial Group	23.2
CBSH	Commerce Bancshares Inc	22.8
MTB	M&T Bank Corp	22.7
SNV	Synovus Financial Corp	22.5
AN	Autonation Inc	21.7
ASBC	Associated Banc-Corp	21.7
BRO	Brown & Brown Inc	21.6
FFH	Fairfax Financial Holdings Ltd	21.2
NAL	NewAlliance Bancshares Inc	20.9
RGA.A	Reinsurance Group of America Inc	20.9
HDB	HDFC Bank Ltd	20.7
JNY	Jones Apparel Group Inc	20.6
TCL	Tata Communications ADR	20.3
DPS	Dr Pepper Snapple Group Inc	20.1
HAE	Haemonetics Corp	20.0
TTC	Toro Co	19.9
UST	UST Inc	19.9
IBOC	International Bancshares Corp	19.4
CHD	Church & Dwight Co Inc	19.3
PBCT	Peoples United Financial Inc	19.3
VRX	Valeant Pharmaceuticals	19.1
ROL	Rollins Inc	19.0
JEF	Jefferies Group Inc	18.8
HSY	Hershey Co	18.5
PRSP	Prosperity Bancshares Inc	18.4
SHLD	Sears Holdings Corp	18.4
PTV	Pactiv Corp	18.0
CHTT	Chattem Inc	17.8
STE	Steris Corp	17.6
BOKF	BOK Financial Corp	17.3
CLX	Clorox Co	17.2
K	Kellogg Co	17.2
BLUD	Immucor Inc	17.0
BKS	Barnes & Noble Inc	16.8
COF	Capital One Financial Corp	16.8
MYGN	Myriad Genetics Inc	16.7
HR	Healthcare Realty Trust Inc	16.4
THO	Thor Industries Inc	16.3
ISBC	Investors Bancorp Inc	16.2
SJM	JM Smucker Co	16.2
TOL	Toll Brothers Inc	16.2
ACC	American Campus Communities	16.1
HCN	Health Care REIT Inc	16.0
LFC	China Life Insurance ADR	16.0
CFR	Cullen/Frost Bankers Inc	15.9
AMGN	Amgen Inc	15.8
ORLY	O'Reilly Automotive Inc	15.7
LAZ	Lazard Ltd	15.5
GIS	General Mills Inc	15.5
BIO	Bio-Rad Laboratories Inc	15.4
UMBF	UMB Financial Corp	15.3
JOE	St. Joe Co	15.1