List of 88 Stocks Returning 10%+ this Week
The market was very strong this week, and one group of serious outperformerance was
dry bulk shipping (which has been hot for a few weeks now) - this appears to be a play on the China earthquake; more supplies needed to rebuild combined with some loss of local production = more imported goods needed in China. It was a sunny (ahem) week for
solar.
Global infrastructure finally took off after lagging for months on end. And what can I say about
coal that I have not been pounding the table about since September. It has been nice to see names not associated with coal, natural gas, oil, or fertilizer finally get their due in the past few weeks. We also saw some strength in "old school" technology, which has lagged seriously - I think this was driven by the
Hewlett Packard (HPQ) acquisition of
EDS (EDS).
Our criteria
- Market capitalization $1.75B+ (I've lowered this from $2B to try to find some slightly smaller fish in the sea)
- Average volume 100K+
- Stock price $10+
- Return this week 10%+
88 names made the list, we owned about 10% of them. As always
green shaded names we own, and
blue shaded we have owned in the past or discussed in the blog (note Shaw Group was sold this week - too early of course)
| Symbol | Company Name | % Price Change 1 Week |
| TDS | Telephone and Da Ord Shs | 32.3 |
| EDS | Electr Data Ord Shs | 29.0 |
| EXM | Excel Maritime Carriers Ltd | 27.8 |
| CVI | CVR Energy Inc | 21.6 |
| DRYS | DryShips Inc | 20.4 |
| DSX | Diana Shipping Inc | 19.7 |
| WGOV | Woodward Governor Co | 19.7 |
| ENER | Energy Conversion Devices Inc | 19.2 |
| GRMN | Garmin Ltd | 18.9 |
| BYI | Bally Technologies Inc | 18.5 |
| PCX | Patriot Coal Corp | 18.5 |
| ANR | Alpha Natural Resources Inc | 17.1 |
| VMC | Vulcan Materials Co | 16.9 |
| FLR | Fluor Corp | 16.7 |
| WDC | Western Digital Corp | 16.5 |
| OC | Owens Corning | 16.4 |
| CCU | Clear Channel Communications Inc | 16.1 |
| BID | Sotheby s | 15.7 |
| STZ | Constellation Ord Shs | 15.6 |
| SGR | Shaw Group Inc | 15.5 |
| AAP | Advance Auto Parts Inc | 15.4 |
| FWLT | Foster Wheeler Ord Shs | 15.4 |
| WRC | Warnaco Group Inc | 14.9 |
| BTU | Peabody Energy Ord Shs | 14.9 |
| TNB | Thomas & Betts Corp | 14.7 |
| NTT | Nippon Telegraph and Telephone ADR | 14.6 |
| CCO | Clear Channel Outdoor Holdings Inc | 14.4 |
| SINA | SINA Corp | 14.4 |
| MCO | Moody's Corp | 14.1 |
| CBI | Chicago Bridge & Iron Co NV | 14.0 |
| TSO | Tesoro Ord Shs | 13.8 |
| ATHR | Atheros Communications Inc | 13.7 |
| TIF | Tiffany & Co | 13.6 |
| WFR | MEMC Electronic Materials Inc | 13.5 |
| WBD | Wimm-Bill-Dann OAO | 13.4 |
| TRN | Trinity Industries Inc | 13.3 |
| PKX | Posco Depository Receipt | 13.2 |
| PHM | Pulte Homes Ord Shs | 13.1 |
| MRVL | Marvell Technology Group Ltd | 13.1 |
| HAR | Harman International Industries Inc | 13.0 |
| AMLN | Amylin Ord Shs | 12.9 |
| GGB | Gerdau SA Depository Receipt | 12.4 |
| GTI | GrafTech International Ltd | 12.2 |
| HRC | Hill Rom Holdings Ord Shs | 12.2 |
| HRS | Harris Corp | 12.2 |
| KBR | KBR Inc | 12.1 |
| LEAP | Leap Wireless International Inc | 12.1 |
| DELL | Dell Inc | 12.0 |
| MDR | McDermott International Inc | 12.0 |
| TK | Teekay Corp | 11.9 |
| JWN | Nordstrom Inc | 11.8 |
| ACGY | Acergy ADR | 11.7 |
| TTEC | TeleTech Holdings Inc | 11.6 |
| GNK | Genco Shipping & Trading Ltd | 11.6 |
| CY | Cypress Semiconductor Corp | 11.5 |
| ANW | Aegean Marine Petroleum Network Inc | 11.3 |
| SNDK | SanDisk Corp | 11.2 |
| JEC | Jacobs Engineering Group Inc | 11.2 |
| OZM | Och Ziff Capital Management Group | 11.1 |
| NTY | NBTY Inc | 11.1 |
| EDU | New Oriental Education & Technology | 11.1 |
| WLT | Walter Industry Ord Shs | 11.1 |
| EMC | EMC Corp | 11.0 |
| DISH | DISH Network Corp | 11.0 |
| RIO | Companhia Vale Do Rio Docea | 10.9 |
| MYGN | Myriad Genetics Inc | 10.9 |
| TS | Tenaris ADR | 10.9 |
| PCS | MetroPCS Communications Inc | 10.8 |
| SPLS | Staples Inc | 10.8 |
| IACI | IAC/InterActive Ord Shs | 10.7 |
| NICE | Nice Systems Depository Receipt | 10.7 |
| BR | Broadridge Financial Solutions Inc | 10.6 |
| SNE | Sony Rep 1 Ord Shs ADR | 10.6 |
| HES | Hess Corp | 10.6 |
| AA | ALCOA Ord Shs | 10.5 |
| SDA | Sadia ADR Rep 3 Pref Shs | 10.3 |
| SATS | EchoStar Corp | 10.3 |
| PVH | Phillips-Van Heusen Corp | 10.3 |
| IFX | Infineon Technol Depository Receipt | 10.2 |
| CA | CA Inc | 10.2 |
| SQM | Sociedad Quimica y Minera de Chile | 10.2 |
| SOHU | Sohu.com Inc | 10.2 |
| BTM | Brasil Telecom ADR | 10.1 |
| CTX | Centex Corp | 10.0 |
| BRCM | Broadcom Class A Ord Shs | 10.0 |
| ME | Mariner Energy Ord Shs | 10.0 |
| A | Agilent Technologies Inc | 10.0 |
| MLM | Martin Marietta Materials Inc | 10.0 |
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