Shining Stocks During Stormy Market Conditions

October 07, 2011

While the S&P 500 (NYSE:SPY) 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.

HOT: Is the Big Bank Rebound for Real?>>

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

ETFs

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