Thursday, October 6, 2011

Ports in a Storm - Best Performing Stocks During this Down Movement

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While the S&P 500 peaked for the year at the turn of May, there was a secondary high in early July from which this leg down began.  This is now about 3 months ago.



I thought it would be interesting to take a look at what names have performed the best during that time frame.

As always, we'll exclude the smallest names (>$300M market cap), and illiquid (>200K shares traded), and stick to names over $10.  There is a small sampling (71 stocks and ETFs) of names that returned at least 5%.  I segregated the ETFs in their own area, as many of the best performers are of the 'inverse' variety.

Stocks


Ticker Company Return  Mkt Cap  Industry
MMI Motorola Mobility Holdings, Inc. 66.74%          11,209 Diversified Communication Services
STMP Stamps.com Inc. 63.59%                327 Catalog & Mail Order Houses
EM Emdeon Inc. 41.62%            2,185 Business Services
ALXN Alexion Pharmaceuticals, Inc. 33.53%          11,941 Drug Manufacturers - Other
HRBN Harbin Electric, Inc. 28.68%                681 Industrial Electrical Equipment
LQDT Liquidity Services, Inc. 26.12%                883 Internet Software & Services
GR Goodrich Corp. 25.57%          15,041 Aerospace/Defense 
CALP Caliper Life Sciences, Inc. 25.48%                569 Scientific & Technical Instruments
ATHN athenahealth, Inc. 24.50%            2,043 Business Services
ARJ Arch Chemicals Inc. 23.48%            1,190 Specialty Chemicals
NLC Nalco Holding Co. 22.69%            4,967 Synthetics
PANL Universal Display Corp. 22.01%            2,066 Computer Peripherals
VRUS Pharmasset, Inc. 22.01%            5,752 Drug Manufacturers - Other
CPHD Cepheid 21.96%            2,549 Scientific & Technical Instruments
NETL NetLogic Microsystems Inc. 19.99%            3,331 Semiconductor- Memory Chips
SIMO Silicon Motion Technology Corp. 19.27%                387 Diversified Electronics
MXWL Maxwell Technologies Inc. 17.29%                541 Diversified Electronics
EVEP EV Energy Partners LP 16.63%            2,315 Oil & Gas Drilling & Exploration
KCG Knight Capital Group Inc. 15.72%            1,292 Investment Brokerage - Regional
RGR Sturm, Ruger & Co. Inc. 15.63%                513 Sporting Goods
GOLD Randgold Resources Ltd. 15.44%            8,884 Gold
NEM Newmont Mining Corp. 15.17%          34,243 Gold
JAZZ Jazz Pharmaceuticals, Inc. 15.04%            1,689 Biotechnology
PPDI Pharmaceutical Product Develop 13.81%            3,633 Medical Laboratories & Research
SPRD Spreadtrum Communications Inc. 13.47%                907 Semiconductor - Broad Line
BMRN BioMarin Pharmaceutical Inc. 13.41%            3,642 Biotechnology
OPTR Optimer Pharmaceuticals, Inc. 12.85%                634 Biotechnology
REXX Rex Energy Corporation 12.70%                532 Oil & Gas Drilling & Exploration
WMGI Wright Medical Group Inc. 12.58%                695 Medical Appliances & Equipment
THS Treehouse Foods, Inc. 12.29%            2,163 Processed & Packaged Goods
ELGX Endologix Inc. 11.74%                613 Medical Instruments & Supplies
VFC V.F. Corporation 11.72%          13,843 Textile - Apparel Clothing
BMY Bristol-Myers Squibb Company 11.44%          55,827 Drug Manufacturers - Major
AUY Yamana Gold, Inc. 11.17%          10,237 Gold
LOPE Grand Canyon Education, Inc. 10.98%                721 Education & Training Services
DG Dollar General Corporation 10.49%          12,881 Discount, Variety Stores
XRTX Xyratex Ltd. 9.30%                331 Data Storage Devices
PCYC Pharmacyclics Inc. 9.29%                789 Drug Manufacturers - Other
DLTR Dollar Tree, Inc. 9.07%            9,344 Discount, Variety Stores
PSMT PriceSmart Inc. 8.82%            1,948 Discount, Variety Stores
HITK Hi Tech Pharmacal Co. Inc. 8.74%                406 Drugs - Generic
BVN Compania de Minas Buenaventura  8.62%          10,907 Gold
BAP Credicorp Ltd. 8.60%            7,258 Money Center Banks
QCOR Questcor Pharmaceuticals, Inc. 8.59%            1,828 Biotechnology
RGC Regal Entertainment Group 8.23%            1,951 Movie Production, Theaters
MLNX Mellanox Technologies, Ltd. 8.07%            1,174 Semiconductor - Broad Line
ARCO Arcos Dorados Holdings Inc. Cla 7.54%            5,048 Restaurants
CHL China Mobile Limited 7.18%       197,656 Wireless Communications
RNOW Rightnow Technologies Inc. 6.93%            1,133 Application Software
KMB Kimberly-Clark Corporation 6.53%          27,559 Personal Products
AZO AutoZone Inc. 6.38%          13,192 Auto Parts Stores
AAPL Apple Inc. 5.89%       350,672 Personal Computers
CHD Church & Dwight Co. Inc. 5.72%            6,212 Cleaning Products
IDCC InterDigital, Inc. 5.71%            2,261 Wireless Communications
CERN Cerner Corporation 5.63%          11,480 Healthcare Information Services
RRC Range Resources Corporation 5.50%            9,693 Independent Oil & Gas
EGO Eldorado Gold Corp. 5.47%            9,241 Gold
RGLD Royal Gold, Inc. 5.40%            3,493 Gold
NI NiSource Inc. 5.21%            6,008 Diversified Utilities

ETFs


Ticker Company Return  Mkt Cap  Industry
FAZ Direxion Daily Financial Bear 3X  54.37%            6,821 Exchange Traded Fund
TZA Direxion Daily Small Cap Bear 3X  53.67%            1,812 Exchange Traded Fund
SKF ProShares UltraShort Financials 41.77%            2,351 Exchange Traded Fund
SCO ProShares UltraShort DJ-UBS Crude Oil 39.20%          74,583 Exchange Traded Fund
TLT iShares Barclays 20+ Year Treas Bond 30.20%            3,617 Exchange Traded Fund
SDS ProShares UltraShort S&P500 26.66%            2,738 Exchange Traded Fund
BAB PowerShares Build America Bond 12.51%            3,346 Exchange Traded Fund
QID ProShares UltraShort QQQ 11.28%            3,100 Exchange Traded Fund
IEF iShares Barclays 7-10 Year Treasury 10.19%            3,324 Exchange Traded Fund
GLD SPDR Gold Shares 6.91%          65,395 Exchange Traded Fund
IAU iShares Gold Trust 6.89%            6,184 Exchange Traded Fund
TIP iShares Barclays TIPS Bond 5.09%          21,171 Exchange Traded Fund

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