Since that is not our time frame, I was more curious to see what is holding up the best EX-precious metals. I came up with a very small list of 80 stocks that simply hold the following conditions
- Stock price $10+
- Average volume 100K+
- Trading over 20, 50, and 200 day (simple) moving average
- Minimum market cap of $300 million
In green are names we own, blue are names we've discussed
| Ticker | Company | Market Cap |
| DNA | Genentech Inc. | 91,036 |
| TEVA | Teva Pharmaceutical Industries Ltd. | 36,785 |
| AZO | AutoZone Inc. | 8,267 |
| Q | Qwest Communications International | 6,032 |
| VRTX | Vertex Pharmaceuticals Incorporated | 5,331 |
| ORLY | O'Reilly Automotive Inc. | 4,483 |
| MYL | Mylan, Inc. | 3,989 |
| DRI | Darden Restaurants Inc. | 3,851 |
| FDO | Family Dollar Stores Inc. | 3,841 |
| FNF | Fidelity National Financial, Inc. | 3,760 |
| AAP | Advance Auto Parts Inc. | 3,551 |
| DF | Dean Foods Co. | 3,158 |
| WPI | Watson Pharmaceuticals Inc. | 3,133 |
| LPS | Lender Processing Services, Inc. | 2,731 |
| SNDA | Shanda Interactive Entertainment Ltd. | 2,366 |
| CECO | Career Education Corp. | 2,346 |
| MANT | ManTech International Corp. | 2,011 |
| MJN | Mead Johnson Nutrition Company | 1,915 |
| AWH | Allied World Assurance Company | 1,915 |
| GHL | Greenhill & Co Inc. | 1,897 |
| SEPR | Sepracor, Inc. | 1,820 |
| COCO | Corinthian Colleges Inc. | 1,743 |
| MVSN | Macrovision Solutions Corp. | 1,548 |
| EMS | Emergency Medical Services Corp. | 1,488 |
| DLM | Del Monte Foods Co. | 1,487 |
| MDRX | Allscripts-Misys Healthcare Solutions | 1,378 |
| EYE | Advanced Medical Optics Inc. | 1,357 |
| LIA | Liberty Acquisition Holdings Corp. | 1,144 |
| QSII | Quality Systems Inc. | 1,132 |
| LANC | Lancaster Colony Corp. | 1,115 |
| STAR | Starent Networks, Corp. | 1,090 |
| CPLA | Capella Education Co. | 981 |
| CVTX | CV Therapeutics, Inc. | 954 |
| CHE | Chemed Corp. | 943 |
| CYCL | Centennial Communications Corp. | 896 |
| THS | Treehouse Foods Inc. | 852 |
| MDAS | MedAssets, Inc. | 841 |
| CY | Cypress Semiconductor Corporation | 744 |
| IWOV | Interwoven Inc. | 740 |
| FYR | Sapphire Industrials Corp. | 697 |
| LNCE | Lance Inc. | 682 |
| AIPC | American Italian Pasta Co. | 664 |
| MDVN | Medivation, Inc. | 653 |
| ITMN | InterMune Inc. | 643 |
| HTH | Hilltop Holdings Inc. | 626 |
| TNDM | Neutral Tandem, Inc. | 614 |
| BEAT | CardioNet, Inc. | 600 |
| TG | Tredegar Corp. | 591 |
| EPIQ | EPIQ Systems Inc. | 587 |
| ASIA | AsiaInfo Holdings Inc. | 570 |
| OCN | Ocwen Financial Corp. | 568 |
| BWLD | Buffalo Wild Wings Inc. | 548 |
| PEGA | Pegasystems Inc. | 545 |
| SWIM | thinkorswim Group Inc. | 545 |
| URX | United Refining Energy Corporation | 537 |
| CENT | Central Garden & Pet Co. | 520 |
| DSP | SP Acquisition Holdings, Inc. | 515 |
| ICUI | ICU Medical Inc. | 506 |
| SXCI | SXC Health Solutions, Corp. | 496 |
| TOH | Hicks Acquisition Co. I Inc. | 490 |
| TCW | Triplecrown Acquisition Corp. | 490 |
| NAQ | NRDC Acquisition Corp. | 489 |
| GHQ | GHL Acquisition Corp. | 455 |
| IDEV | Indevus Pharmaceuticals Inc. | 432 |
| HOTT | Hot Topic Inc. | 406 |
| VRY | Victory Acquisition Corp. | 399 |
| CML | Compellent Technologies, Inc. | 396 |
| GEOY | GeoEye, Inc. | 396 |
| BPW | BPW Acquisition Corp. | 385 |
| TSYS | TeleCommunication Systems Inc. | 381 |
| ICFI | ICF International Inc. | 363 |
| ODSY | Odyssey Healthcare Inc. | 360 |
| AIRV | Airvana, Inc. | 351 |
| GQN | Global Brands Acquisition Corp. | 341 |
| HGG | hhgregg, Inc. | 327 |
| OPTR | Optimer Pharmaceuticals, Inc. | 327 |
| BJRI | BJ's Restaurants Inc. | 323 |
| SNCR | Synchronoss Technologies, Inc. | 315 |
| VNUS | Vnus Medical Technologies Inc. | 309 |
| CPSI | Computer Programs & Systems Inc. | 302 |
2 comments:
Mark, what screening tool do you use? Thanks. TJ
I have to say "LOL" to the title.
That basically says it all.
But I was wondering, are you bullish on gold stocks?? I remember you mentioned some in the summer as possible hedges, but I hear the common thesis is that costs for mining are plunging and if prices go up, then margins expand like mad, so it may be like a 3X levered play on gold on the upside, and maybe only down 1X on the downside because costs are coming down, and if gold drops, then it'd signal more downward pressure on prices overall, meaning production costs.
I was wondering if you heard that before or agreed with that.
BTW: last week it seemed like everyone and his mom was in gold (cramer said buy gold at 1000, AEM at the top), so i guess the down $50 correction was inevitable.
Bill
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