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140 Stocks Returning 7% Last Week
By: TraderMark   Monday, December 10, 2007 1:07 AM

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Below is a list of all stocks returning >7% in the past week, and over $2 billion in market cap. Always interesting to see what is in favor, and when the market bounces where the money is flowing - the group below is sorted from highest to lowest return

Main themes that were winners last week were: solar, home builders, fertilizer, retail, coal, oil services, and infrastructure. The fund was represented very well - of the 52 long positions, 17 were represented in this group (I bolded the names) (note: PBR is represented by its very heavy weighting in Brazilian index ETF - EWZ). This is essentially why the fund was able to outperform once again last week, despite having quite substantial cash holdings - having 3 of the top holdings earn 11-17% also did not hurt.

Quite a few old positions in the fund also did well, I shaded those in green

Symbol Company Name % Price Change 1 Week
LDK LDK Solar Co Ltd 54.8
UAPH UAP Hldg Corp 27.9
CTX Centex Corp 23.7
ATVI Activision Inc 21.0
GA Giant Interactive Group Inc 20.4
YGE Yingli Green Energy Holding Co Ltd 19.9
LEAP Leap Wireless International Inc 18.9
CROX Crocs Inc 17.2
CTV CommScope Inc 16.6
FDG FORDING INC 16.4
AZO AutoZone Inc 16.3
VIP VympelKom OAO 15.8
DHI D.R. Horton Inc 15.8
LEN Lennar Corp Ord Shs Class A 15.7
MOS Mosaic Co 15.2
JWN Nordstrom Inc 14.9
WJAFF WestJet Airlines Ord Shs 14.7
MTG MGIC Investment Corp 14.6
LULU lululemon athletica inc 14.1
WDC Western Digital Corp 13.9
KBH KB Home 13.5
CBD Companhia Brasileira de Distribuicao ADR 13.2
HANS Hansen Natural Corp 13.2
EJ E House China Holdings Ltd 13.0
PHM Pulte Homes Inc 12.7
JEC Jacobs Engineering Group Inc 12.3
OII Oceaneering International Inc 12.1
AMCN AirMedia Group Inc 12.0
DISCA Discovery Holding Series A Ord Shs 11.4
R Ryder System Inc 11.4
PCAR Paccar Inc 11.4
SNPS Synopsys Inc 11.3
FWLT Foster Wheeler Ord Shs 11.1
CNW Con-Way Inc 11.1
SID Sid Nacional ADR Repstg One Ord Shs 10.8
PBR Petroleo Brasileiro ADR Reptg 2 Ord Shs 10.8
HES Hess Corp 10.4
CBI Chicago Bridge & Iron Co NV 10.3
CSE CapitalSource Inc 10.3
BG Bunge Ord Shs 10.2
VMI Valmont Industries Inc 10.2
STLD Steel Dynamics Inc 10.1
TLK Telkom Indonesia ADR 10.1
RRI Reliant Energy Inc 10.1
CPRT Copart Inc 9.9
KBR KBR Inc 9.9
MTL Mechel ADR Rep 3 Ord Shs 9.8
AGU AGRIUM INC 9.8
AAP Advance Auto Parts Inc 9.8
ANR Alpha Natural Resources Inc 9.8
CMG Chipotle Mexican Grill Ord Shs 9.7
BDC Belden Inc 9.7
AXS Axis Capital Ord Shs 9.7
TOL Toll Brothers Inc 9.7
FNF Fidelity National Financial Inc 9.6
GFA Gafisa ADR Representing 2 Ord Shs 9.5
ARG Airgas Inc 9.5
MTU Mitsubishi UFJ Financial Group ADR 9.4
BID Sothebys 9.4
BPOP Popular Ord Shs 9.4
SSRI Silver Standard Ord Shs 9.3
FCX Freeport McMoRan Copper & Gold 9.3
SWN Southwestern Energy Co 9.3
ACM AECOM Technology Corp 9.3
BGC General Cable Ord Shs 9.3
LSTR Landstar System Inc 9.3
ERJ Embraer-Empresa Brasileira de Aeronautica ADR 9.2
TSRA Tessera Technologies 9.2
SHLD Sears Holdings Corp 9.1
ITRI Itron Inc 8.8
DECK Deckers Outdoor Corp 8.8
GEF Greif Class A Ord Shs 8.8
CY Cypress Semiconductor Corp 8.7
CLF Cleveland Cliffs Ord Shs 8.7
APC Anadarko Petroleum Ord Shs 8.6
HXM Desarrolladora Homex DR 8.6
CTAS Cintas Corp 8.6
JCP JC Penney Co Inc 8.6
RVBD Riverbed Technology Inc 8.5
SON Sonoco Products Co 8.5
RMBS Rambus Inc 8.5
ES Energy Solutions Inc 8.4
RSH RadioShack Corp 8.4
NTXFF Natixis 8.3
ELN Elan Depository Receipt 8.3
RDY Dr Reddy Labs Depository Receipt 8.3
OMX OfficeMax Inc 8.2
IFX Infineon Technol Depository Receipt 8.2
STX Seagate Technology 8.1
AME Ametek Inc 8.1
SLW Silver Wheaton Corp 8.1
NFX Newfield Exploration Co 8.1
NCX NOVA CHEMICALS CORP 8.0
NOV National Oilwell Varco Inc 7.9
OI Owens Illinois Ord Shs 7.9
THO Thor Industries Inc 7.9
SFI iStar Financial Ord Shs 7.8
POT POTASH CORPORATION OF SASKATCHEWAN INC 7.8
FE FirstEnergy Corp 7.8
PTNR Partner Communications Co Ltd 7.8
ISRG Intuitive Surgical Inc 7.7
BEAV BE Aerospace Inc 7.7
URBN Urban Outfitters Inc 7.7
TRN Trinity Industries Inc 7.7
CA CA Inc 7.7
OGZPY Gazprom Rep 4 Ord Shs ADR 7.6
DO Diamond Offshore Drilling Inc 7.6
AKS AK Steel Holding Corp 7.6
EQR Equity Residential Ord Shs 7.6
FL Foot Locker Inc 7.6
BLK Blackrock Inc 7.5
SAY Satyam Computer Services ADR 7.5
FAST Fastenal Co 7.5
AVT Avnet Inc 7.5
EGN Energen Corp 7.5
SPWR SunPower Corp 7.4
IFN India Fund ETF 7.4
CME CME Group Inc 7.4
RS Reliance Steel & Aluminum Co 7.4
NVDA NVIDIA Corp 7.4
MXIM Maxim Integrated Products Inc 7.4
FLR Fluor Corp 7.4
PKX Posco Depository Receipt 7.4
CTSH Cognizant Technology Solutions Corp 7.3
GSF GlobalSantaFe Corp 7.3
NTAP Network Appliance Inc 7.3
PMTC Parametric Technology Corp 7.3
CNX CONSOL Energy Inc 7.3
FAF First American Corp 7.3
NSM National Semiconductor Corp 7.3
JASO JA Solar Holdings Co Ltd 7.2
CEDC Central European Distribution Corp 7.2
CBE Cooper Industries Ltd 7.2
MGM MGM Mirage 7.2
CIG Companhia Energetica Minas Gerais ADR 7.1
OSIP OSI Pharmaceutical Ord Shs 7.1
IVZ Invesco Ord Shs 7.1
DRC Dresser-Rand Group Inc 7.1
DNR Denbury Resources Inc 7.0
BBD Banco Bradesco ADR 7.0

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The above story is the opinion of the author only and it does not reflect iStockAnalyst opinion. Further, the author is not personally advising you regarding the suitability of the story for your investment needs. In no event iStockAnalyst will be liable for any loss or damage including without limitation, indirect or consequential loss or damage, or any loss or damage whatsoever arising from or arising out of, or in connection with the use of this information. Please consult your investment advisor before making any investment decision.
  
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