Below is a list of the best performing stocks of the past month. I always like to look at these lists to see what the market is favoring, try to find some new ideas, and to see how stocks I favor do in the big scope of things.
Since I focus mostly on mid caps and large caps I focused on market capitalizations of $2 billion or greater, trading at least 100,000 shares a day, and a price of at least $10. Using a minimum return of 12% for the past month, the list generated 179 names. Keep in mind the S&P 500 is up around 2.5% in that same time frame, and if not for Friday's big rally it would of been closer to 1.2%. I will highlight in
green the fund holdings, and in
blue stocks of interest to me (either considering to add to the fund, a stock that has been discussed a lot, or past holdings)
40 names generated at least 25% return, sorted by return here is that list. Lower on the page are those returning 12-25%. Some interesting notes - despite the pole axing
LDK Solar (LDK) took the last 2 days it is still the 5th performing stock on the list, along with solar brother
Yingli Green Energy (YGE). My top holding for much of the past month,
Mosaic (MOS) came in 6th. A stock I have been asking Marketocracy.com to add to its portfolio,
Mercadolibre (MELI) for the better part of 3 months came in 7th... I see it now finally available to trade in the Marketocracy.com system - unfortunately about 40% too late for my purposes. Think Ebay/Amazon of Latin America - very pricey but at $40 I could stomach it, now near $60 it's
Baidu.com (BIDU) like expensive. I continue to be amazed at
Consol Energy (CNX), which is a coal stock whose chart looks like a solar stock of late.
Happy to say we own 8 of the top 40 stocks of the past month, in the entire market (>$2 billion). You can see some of the same themes I have been espousing for months on end - agriculture, solar, infrastructure, coal. Notice how few "tech" stocks are in the list... and previously hot sectors which I have avoided/exited such as mining, dry bulk shipping, etc - are nowhere to be found. (victims of fears of potential worldwide slowdown),
|
|
% Price Change |
| Symbol |
Company Name |
Last Month |
| LEAP |
Leap Wireless International Inc |
58.6 |
| GLYT |
Genlyte Group Inc |
51.7 |
| ATVI |
Activision Inc |
47.6 |
| YGE |
Yingli Green Energy Holding |
47.1 |
| LDK |
LDK Solar Co Ltd |
46.2 |
| MOS |
Mosaic Co |
45.8 |
| MELI |
Mercadolibre Inc |
41.8 |
| ARXT |
Adams Respiratory Therapeutics |
41.3 |
| HES |
Hess Corp |
39.5 |
| MASI |
Masimo Corp |
38.9 |
| BMRN |
Biomarin Pharmaceutical Inc |
38.5 |
| JASO |
JA Solar Holdings Co Ltd |
38.3 |
| MOGN |
MGI Pharma Inc |
37 |
| TT |
Trane Ord Shs |
35.3 |
| WFR |
MEMC Electronic Materials Inc |
35.1 |
| CF |
CF Industries Holdings Inc |
34.9 |
| MLHR |
Herman Miller Inc |
33 |
| AGO |
Assured Guaranty Ltd |
32.4 |
| JCG |
J Crew Group Inc |
32 |
| TRA |
Terra Industries Ord Shs |
32 |
| RESP |
Respironics Inc |
32 |
| PCS |
MetroPCS Communications Inc |
31.9 |
| CTV |
CommScope Inc |
31.8 |
| ANR |
Alpha Natural Resources Inc |
31.4 |
| UAPH |
UAP Hldg Corp |
31.1 |
| AMCN |
AirMedia Group Inc |
30.6 |
| RRC |
Range Resources Corp |
30.3 |
| CNX |
CONSOL Energy Inc |
29.9 |
| VIP |
VympelKom OAO |
28.3 |
| GNA |
Gerdau AmeriStl Ord Shs |
28.1 |
| CEDC |
Central European Distribution |
27.9 |
| MTL |
Mechel ADR Rep 3 Ord Shs |
27.7 |
| BEAV |
BE Aerospace Inc |
27.2 |
| CTX |
Centex Corp |
26.8 |
| FSLR |
First Solar Inc |
26.8 |
| CLWR |
Clearwire Corp |
26.6 |
| CLF |
Cleveland Cliffs Ord Shs |
26 |
| MDR |
McDermott International Inc |
25.7 |
| STP |
Suntech Power Holdings Co Ltd |
25.1 |
| FMX |
Fomento Economico Mexicano |
25 |
**** Below is the remainder of the list ****
|
|
% Price Change |
| Symbol |
Company Name |
Last Month |
| BUCY |
Bucyrus International Inc |
24.9 |
| ITRI |
Itron Inc |
24.8 |
| ADM |
Archer-Daniels-Midland Co |
24.4 |
| OMTR |
Omniture Inc |
24.2 |
| JOYG |
Joy Global Inc |
24.2 |
| DECK |
Deckers Outdoor Corp |
24.1 |
| VMI |
Valmont Industries Inc |
24.1 |
| JEC |
Jacobs Engineering Group Inc |
24.1 |
| CNH |
CNH Global NV |
23.1 |
| MON |
Monsanto Co |
23.1 |
| AGU |
AGRIUM INC |
22.9 |
| IVZ |
Invesco Ord Shs |
22.7 |
| X |
United States Steel Corp |
22.7 |
| SID |
Sid Nacional ADR Repstg One |
22.6 |
| GME |
GameStop Ord Shs Class A |
22.5 |
| FCL |
Foundation Coal Holdings Inc |
22.3 |
| CPRT |
Copart Inc |
22.3 |
| FWLT |
Foster Wheeler Ord Shs |
22.3 |
| ACI |
Arch Coal Ord Shs |
22.1 |
| DO |
Diamond Offshore Drilling Inc |
22 |
| POT |
POTASH CORPORATION OF SASKATCHEWAN |
22 |
| MTW |
Manitowoc Co Inc |
21.9 |
| SPWR |
SunPower Corp |
21.8 |
| TNH |
Terra Nitrogen Co LP |
21.7 |
| FDG |
FORDING INC |
21.7 |
| LULU |
lululemon athletica inc |
21.3 |
| IFN |
India Fund ETF |
21 |
| OSIP |
OSI Pharmaceutical Ord Shs |
20.9 |
| CSE |
CapitalSource Inc |
20.5 |
| ATW |
Atwood Oceanics Inc |
20.2 |
| CY |
Cypress Semiconductor Corp |
20.2 |
| MEE |
Massey Energy Co |
19.3 |
| GRP |
Grant Prideco Inc |
19.2 |
| EDU |
New Oriental Education & Technology |
19 |
| BYI |
Bally Technologies Inc |
18.8 |
| CYH |
Community Health Systems Inc |
18.7 |
| GEF |
Greif Class A Ord Shs |
18.4 |
| ITC |
ITC Holdings Corp |
18 |
| ILMN |
Illumina Inc |
18 |
| TRB |
Tribune Ord Shs |
18 |
| OZM |
Och Ziff Capital Management Group |
18 |
| CBI |
Chicago Bridge & Iron Co NV |
17.9 |
| DHI |
D.R. Horton Inc |
17.8 |
| JNPR |
Juniper Networks Inc |
17.7 |
| JOE |
St. Joe Co |
17.6 |
| OI |
Owens Illinois Ord Shs |
17.6 |
| CTSH |
Corp |
17.6 |
| PZE |
Petrobras Energia ADR |
17.5 |
| PCAR |
Paccar Inc |
17.4 |
| R |
Ryder System Inc |
17.3 |
| PTV |
Pactiv Corp |
17.3 |
| MA |
MasterCard Inc |
17.3 |
| CMG |
Chipotle Mexican Grill Ord Shs |
17.1 |
| COV |
Covidien Ltd |
17.1 |
| PRGO |
Perrigo Co |
17 |
| WDC |
Western Digital Corp |
17 |
| FRE |
Freddie Mac Ord Shs |
17 |
| LKQX |
LKQ Corp |
16.9 |
| CBD |
Companhia Brasileira de Distribuicao |
16.9 |
| RMD |
Resmed Ord Shs |
16.8 |
| LII |
Lennox International Ord Shs |
16.5 |
| SON |
Sonoco Products Co |
16.4 |
| CMI |
Cummins Inc |
16.4 |
| NVDA |
NVIDIA Corp |
16.4 |
| HANS |
Hansen Natural Corp |
16.3 |
| SII |
Smith International Inc |
16.3 |
| CHU |
China Unicom Depository Receipt |
16.2 |
| STLD |
Steel Dynamics Inc |
16.1 |
| NAVZ |
Navistar International Ord Shs |
16 |
| RDY |
Dr Reddy Labs Depository Receipt |
15.7 |
| SD |
SandRidge Energy Ord Shs |
15.7 |
| CRM |
salesforce.com inc |
15.6 |
| INFY |
Infosys Technologies Ltd |
15.5 |
| APC |
Anadarko Petroleum Ord Shs |
15.3 |
| CHRW |
CH Robinson Worldwide Inc |
15.2 |
| GPS |
Gap Inc |
15.2 |
| BKC |
Burger King Holdings Ord Shs |
15.1 |
| KWK |
Quicksilver Resources Inc |
15 |
| CE |
Celanese Series Ord Shs Ser A |
14.9 |
| FNM |
Fannie Mae Ord Shs |
14.9 |
| BTU |
Peabody Energy Ord Shs |
14.8 |
| FMCN |
Focus Media Holding Ltd |
14.7 |
| ISRG |
Intuitive Surgical Inc |
14.7 |
| DE |
Deere & Co |
14.7 |
| MCHP |
Microchip Technology Inc |
14.6 |
| MBT |
Mobile Telesystems ADR Rep 5 |
14.6 |
| DCI |
Donaldson Company, Inc |
14.4 |
| HTV |
Hearst-Argyle Television, Inc |
14.2 |
| SEIC |
SEI Investments Co |
14.1 |
| AZO |
AutoZone Inc |
14.1 |
| AG |
AGCO Corp |
14 |
| OXPS |
optionsXpress Holdings Inc |
13.9 |
| OSG |
Overseas Shipholding Group Inc |
13.9 |
| WDR |
Waddell & Reed Financial, Inc |
13.9 |
| ES |
Energy Solutions Inc |
13.8 |
| BID |
Sothebys |
13.8 |
| SWN |
Southwestern Energy Co |
13.8 |
| MICC |
Millicom International Cellular |
13.8 |
| WIT |
Wipro Ltd |
13.8 |
| UTR |
Unitrin Inc |
13.7 |
| ARG |
Airgas Inc |
13.7 |
| VMW |
VMware Inc |
13.7 |
| JBHT |
JB Hunt Transport Services Inc |
13.5 |
| RCL |
Royal Caribbean Cruises Ltd |
13.5 |
| NUE |
Nucor Corp |
13.5 |
| OGZPY |
Gazprom Rep 4 Ord Shs ADR |
13.5 |
| SKS |
Saks Inc |
13.4 |
| SAN |
Banco Santander Depository |
13.4 |
| BLK |
Blackrock Inc |
13.4 |
| CVI |
CVR Energy Inc |
13.2 |
| WJAFF |
WestJet Airlines Ord Shs |
13.2 |
| PX |
Praxair Inc |
13.2 |
| ROH |
Rohm and Haas Co |
13 |
| ETN |
Eaton Corp |
13 |
| AAPL |
Apple Inc |
13 |
| SCS |
Steelcase Inc |
12.9 |
| APH |
Amphenol Corp |
12.9 |
| ITG |
Investment Technology Group |
12.8 |
| KB |
Kookmin Bank |
12.7 |
| NPD |
China Nepstar Chain Drugstore |
12.6 |
| ECL |
Ecolab Inc |
12.6 |
| SPLS |
Staples Inc |
12.6 |
| BMC |
BMC Software Inc |
12.5 |
| SOHU |
Sohu.com Inc |
12.4 |
| COG |
Cabot Oil & Gas Corp |
12.4 |
| AAP |
Advance Auto Parts Inc |
12.4 |
| RJF |
Raymond James Financial Inc |
12.4 |
| BX |
Blackstone Group LP |
12.4 |
| PBR |
Petrobras
|
12.3 |
| CBG |
CB Richard Ellis Group Inc |
12.2 |
| SNP |
China Petroleum and Chemical (Sinopec) |
12.2 |
| TSRA |
Tessera Technologies |
12.1 |
| CVA |
Covanta Holding Corp |
12.1 |
| BCR |
C.R. Bard Inc |
12.1 |
| CBE |
Cooper Industries Ltd |
12.1 |
| AMZN |
Amazon.com Inc |
12.1 |
| HP |
Helmerich & Payne Inc |
12 |
| BG |
Bunge Ord Shs |
12 |
| MUR |
Murphy Oil Corp |
12 |
