Monday, June 6, 2011

118 Stocks Withstanding the Correction

On days like today where its a virtual snoozer, it's a good time to do some research & screening.

With the market correction over 5 weeks long, and plenty of high beta names down 10-20-30% (the S&P 500 down 5.5% in that space) it's always interesting to look at relative strength.  Which names are either making new 52 week highs or showing small losses in a time of market turbulence.   If the names are in non-defensive sectors you can often glean a company that institutional buyers want to hold onto - and a potential market leader during the next bounce.

Below I've listed 118 names that have a market cap of $300M+, stock price of $10+, and average daily volume of 100K+.  They are either at new 52 week highs, or 0-3% below their 52 week high. I've sorted it by industry rather than market cap, to see if there are patterns in terms of sub-sector strength.  On first glance, outside of the normal defensive stalwarts, I notice quite a few are foreign ADRs.  And REITs of all varieties are showing impressive strength.  (Before you ask about Netflix, it is down more than 3% as I type - hence not on the list)

Ticker Company  Market Cap  Industry
UAN CVR Partners, LP Common Units r              1,484 Agricultural Chemicals
SWI SolarWinds, Inc.              1,742 Application Software
SMP Standard Motor Products Inc.                  322 Auto Parts
FMX Fomento Econ          112,267 Beverages - Brewers
HANS Hansen Natural Corporation              6,433 Beverages - Soft Drinks
KOF Coca-Cola FEMSA S.A.B de C.V.            15,904 Beverages - Soft Drinks
PEP Pepsico, Inc.          109,017 Beverages - Soft Drinks
DEO Diageo plc            52,924 Beverages - Wineries & Distillers
GNOM Complete Genomics, Inc.                  553 Biotechnology
CEPH Cephalon Inc.              6,073 Biotechnology
SGEN Seattle Genetics Inc.              2,155 Biotechnology
TLCR Talecris Biotherapeutics Holdings Corp.              3,629 Biotechnology
LSTZA Liberty Starz Group            59,469 Broadcasting - TV
MCO Moody's Corp.              8,982 Business Services
SVVS SAVVIS, Inc.              2,259 Business Services
SQM Chemical & Mining Co. of Chile Inc.            16,187 Chemicals - Major Diversified
MO Altria Group Inc.            57,778 Cigarettes
BTI British American Tobacco plc            89,854 Cigarettes
ECL Ecolab Inc.            12,551 Cleaning Products
NTGR Netgear Inc.              1,542 Communication Equipment
TLVT Telvent Git S.A.              1,164 Computer Based Systems
NOC Northrop Grumman Corporation            18,588 Conglomerates
RURL Rural/Metro Corp.                  436 Consumer Services
SLM SLM Corporation              8,597 Credit Services
ECPG Encore Capital Group, Inc.                  782 Credit Services
NDN 99              1,425 Discount, Variety Stores
DPL DPL Inc.              3,525 Diversified Utilities
EXC Exelon Corp.            27,462 Diversified Utilities
CNP CenterPoint Energy, Inc.              8,121 Diversified Utilities
AZN AstraZeneca PLC            70,576 Drug Manufacturers - Major
NVS Novartis AG          145,664 Drug Manufacturers - Major
JNJ Johnson & Johnson          181,162 Drug Manufacturers - Major
FRX Forest Laboratories Inc.            10,559 Drug Manufacturers - Other
WPI Watson Pharmaceuticals Inc.              8,024 Drugs - Generic
GXP Great Plains Energy Incorporated              2,799 Electric Utilities
D Dominion Resources, Inc.            27,149 Electric Utilities
BIP Brookfield Infrastructure Partners L.P.              3,809 Electric Utilities
AT Atlantic Power Corporation              5,250 Electric Utilities
CIG Cia Energetica de Minas Gerais            13,641 Electric Utilities
CEG Constellation Energy Group, Inc.              7,341 Electric Utilities
PPL PPL Corporation            16,027 Electric Utilities
ST Sensata Technologies Holding NV              6,191 Electronic Equipment
BUCY Bucyrus International Inc.              7,471 Farm & Construction Machinery
UL Unilever plc            96,557 Food - Major Diversified
SBS Companhia de Saneamento Basico              7,135 Foreign Utilities
OKE ONEOK Inc.              7,466 Gas Utilities
NJR New Jersey Resources Corp.              1,853 Gas Utilities
XG Extorre Gold Mines Ltd. Ordinar              1,025 Gold
NPO EnPro Industries, Inc.                  927 Industrial Equipment & Components
ICO International Coal Group, Inc.              2,975 Industrial Metals & Minerals
SRX SRA International Inc.              1,784 Information Technology Services
MMC Marsh & McLennan Companies, Inc.            16,602 Insurance Brokers
WSH Willis Group Holdings Public Limited               7,261 Insurance Brokers
LQDT Liquidity Services, Inc.                  598 Internet Software & Services
GIB CGI Group, Inc.              6,227 Internet Software & Services
SAVE Spirit Airlines, Inc.                  859 Major Airlines
OFIX Orthofix International NV                  731 Medical Appliances & Equipment
AMMD American Medical Systems Holdings               2,312 Medical Appliances & Equipment
DGX Quest Diagnostics Inc.              9,164 Medical Laboratories & Research
CMO Capstead Mortgage Corp.              1,016 Mortgage Investment
CGV Compagnie G              5,644 Oil & Gas Equipment & Services
SODA SodaStream International Ltd.              1,122 Packaging & Containers
UN Unilever NV            97,212 Processed & Packaged Goods
PEET Peet's Coffee & Tea Inc.                  645 Processed & Packaged Goods
PLCM Polycom, Inc.              5,295 Processing Systems & Products
PRA ProAssurance Corporation              2,093 Property & Casualty Insurance
CB The Chubb Corporation            19,051 Property & Casualty Insurance
WRB W.R. Berkley Corporation              4,627 Property & Casualty Insurance
FCE-A Forest City Enterprises Inc.              3,159 Property Management
LOOP LoopNet, Inc.                  598 Property Management
MIM MI Developments Inc.              1,421 Property Management
ENL Reed Elsevier NV              9,833 Publishing - Periodicals
CYS Cypress Sharpridge Investments, Inc.              1,068 REIT - Diversified
RYN Rayonier Inc.              5,348 REIT - Diversified
RLJ RLJ Lodging Trust Common Shares              1,889 REIT - Hotel/Motel
AHT Ashford Hospitality Trust Inc.                  855 REIT - Hotel/Motel
DLR Digital Realty Trust Inc.              5,881 REIT - Industrial
PDM Piedmont Office Realty Trust Inc.              3,553 REIT - Office
MAA Mid-America Apartment Communities              2,466 REIT - Residential
SNH Senior Housing Properties Trust              3,388 REIT - Residential
ELS Equity LifeStyle Properties, Inc.              1,946 REIT - Residential
EQR Equity Residential            18,099 REIT - Residential
ESS Essex Property Trust Inc.              4,420 REIT - Residential
HTS Hatteras Financial Corp              2,174 REIT - Residential
ACC American Campus Communities Inc.              2,350 REIT - Residential
AGNC American Capital Agency Corp.              3,909 REIT - Residential
AVB Avalonbay Communities Inc.            11,460 REIT - Residential
BRE BRE Properties Inc.              3,230 REIT - Residential
CPT Camden Property Trust              4,489 REIT - Residential
SPG Simon Property Group Inc.            33,834 REIT - Retail
DTG Dollar Thrifty Automotive Group Inc.              2,423 Rental & Leasing Services
MCD McDonald's Corp.            83,567 Restaurants
OCN Ocwen Financial Corp.              1,262 Savings & Loans
LB LaBarge Inc.                  303 Scientific & Technical Instruments
FEIC FEI Co.              1,563 Scientific & Technical Instruments
CPHD Cepheid              1,935 Scientific & Technical Instruments
BEC Beckman Coulter Inc.              5,922 Scientific & Technical Instruments
CHKP Check Point Software Technologies Ltd.            13,501 Security Software & Services
NSM National Semiconductor Corporation              5,966 Semiconductor - Broad Line
TSM Taiwan Semiconductor Manufacturing            70,675 Semiconductor - Integrated Circuits
OSIS OSI Systems, Inc.                  754 Semiconductor Equipment & Materials
VSEA Varian Semiconductor Equipment               4,637 Semiconductor Equipment & Materials
GMLP Golar LNG Partners LP              1,050 Shipping
BAK Braskem S.A.            12,852 Specialty Chemicals
LZ Lubrizol Corporation              8,637 Specialty Chemicals
VSI Vitamin Shoppe, Inc.              1,170 Specialty Retail, Other
SUR CNA Surety Corp.              1,194 Surety & Title Insurance
CDNS Cadence Design Systems Inc.              2,837 Technical & System Software
TYL Tyler Technologies, Inc.                  802 Technical & System Software
CHT Chunghwa Telecom Co. Ltd.            32,155 Telecom Services - Domestic
CNSL Consolidated Communications Holdings Inc.                  560 Telecom Services - Domestic
BCE BCE, Inc.            30,498 Telecom Services - Domestic
MICC Millicom International Cellular SA            12,454 Telecom Services - Foreign
VLCM Volcom Inc.                  598 Textile - Apparel Footwear
TSP Telecomunicacoes de Sao Paulo S.A.             15,223 Wireless Communications
TSU TIM Participacoes S.A.            12,430 Wireless Communications
TU TELUS Corporation            16,815 Wireless Communications
VIV Vivo Participacoes S.A.            18,697 Wireless Communications

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