80 Winning Stocks that Have Nothing to Do with Gold

Submitted By Trader Mark
I like to create screens during times like this when the atmosphere is quite bad - we can see what is "working" quite easily. Now with that said, in a "normal" market the adage is to buy what is holding up since it should do best on a rebound; but what we have found during this bear is (if you can time it perfectly) as a trader you want to buy the most horrid junk out there since the short squeezes are enormous. So instead of selling this as the stocks to do best on the rebound, let's call these names that have allowed you to sleep at night and should rebound "nicely" when the day comes.

Since that is not our time frame, I was more curious to see what is holding up the best EX-precious metals. I came up with a very small list of 80 stocks that simply hold the following conditions

Stock price $10+
Average volume 100K+
Trading over 20, 50, and 200 day (simple) moving average
Minimum market cap of $300 million

Below are the "survivors", I've sorted them by largest (market cap) to smallest. Half the list is under $750 million in size showing how few names that a casual investor would are "winning". Our "Auto Replacement" thesis continues to bear fruit [Jan 15, 2009: Thesis - Automotive Replacement and Accessories] - remember O'Reilly Auto (ORLY) was our favorite here but AZO & AAP also appear... as does the medical electronic records thesis [Jan 9, 2009: Starting Quality Systems] The smaller housing plays thesis is also providing us some shelter in this terrible storm [Feb 11, 2009: Beginning Starter Stake in First National Financial] The "adult education" names continue to hang around although that is becoming one crowded trade. One interesting outlier are 2 restaurant stocks....

In green are names we own, blue are names we've discussed

Ticker Company Market Cap DNA Genentech Inc. 91,036 TEVA Teva Pharmaceutical Industries Ltd. 36,785 AZO AutoZone Inc. 8,267 Q Qwest Communications International 6,032 VRTX Vertex Pharmaceuticals Incorporated 5,331 ORLY O'Reilly Automotive Inc. 4,483 MYL Mylan, Inc. 3,989 DRI Darden Restaurants Inc. 3,851 FDO Family Dollar Stores Inc. 3,841 FNF Fidelity National Financial, Inc. 3,760 AAP Advance Auto Parts Inc. 3,551 DF Dean Foods Co. 3,158 WPI Watson Pharmaceuticals Inc. 3,133 LPS Lender Processing Services, Inc. 2,731 SNDA Shanda Interactive Entertainment Ltd. 2,366 CECO Career Education Corp. 2,346 MANT ManTech International Corp. 2,011 MJN Mead Johnson Nutrition Company 1,915 AWH Allied World Assurance Company 1,915 GHL Greenhill & Co Inc. 1,897 SEPR Sepracor, Inc. 1,820 COCO Corinthian Colleges Inc. 1,743 MVSN Macrovision Solutions Corp. 1,548 EMS Emergency Medical Services Corp. 1,488 DLM Del Monte Foods Co. 1,487 MDRX Allscripts-Misys Healthcare Solutions 1,378 EYE Advanced Medical Optics Inc. 1,357 LIA Liberty Acquisition Holdings Corp. 1,144 QSII Quality Systems Inc. 1,132 LANC Lancaster Colony Corp. 1,115 STAR Starent Networks, Corp. 1,090 CPLA Capella Education Co. 981 CVTX CV Therapeutics, Inc. 954 CHE Chemed Corp. 943 CYCL Centennial Communications Corp. 896 THS Treehouse Foods Inc. 852 MDAS MedAssets, Inc. 841 CY Cypress Semiconductor Corporation 744 IWOV Interwoven Inc. 740 FYR Sapphire Industrials Corp. 697 LNCE Lance Inc. 682 AIPC American Italian Pasta Co. 664 MDVN Medivation, Inc. 653 ITMN InterMune Inc. 643 HTH Hilltop Holdings Inc. 626 TNDM Neutral Tandem, Inc. 614 BEAT CardioNet, Inc. 600 TG Tredegar Corp. 591 EPIQ EPIQ Systems Inc. 587 ASIA AsiaInfo Holdings Inc. 570 OCN Ocwen Financial Corp. 568 BWLD Buffalo Wild Wings Inc. 548 PEGA Pegasystems Inc. 545 SWIM thinkorswim Group Inc. 545 URX United Refining Energy Corporation 537 CENT Central Garden & Pet Co. 520 DSP SP Acquisition Holdings, Inc. 515 ICUI ICU Medical Inc. 506 SXCI SXC Health Solutions, Corp. 496 TOH Hicks Acquisition Co. I Inc. 490 TCW Triplecrown Acquisition Corp. 490 NAQ NRDC Acquisition Corp. 489 GHQ GHL Acquisition Corp. 455 IDEV Indevus Pharmaceuticals Inc. 432 HOTT Hot Topic Inc. 406 VRY Victory Acquisition Corp. 399 CML Compellent Technologies, Inc. 396 GEOY GeoEye, Inc. 396 BPW BPW Acquisition Corp. 385 TSYS TeleCommunication Systems Inc. 381 ICFI ICF International Inc. 363 ODSY Odyssey Healthcare Inc. 360 AIRV Airvana, Inc. 351 GQN Global Brands Acquisition Corp. 341 HGG hhgregg, Inc. 327 OPTR Optimer Pharmaceuticals, Inc. 327 BJRI BJ's Restaurants Inc. 323 SNCR Synchronoss Technologies, Inc. 315 VNUS Vnus Medical Technologies Inc. 309 CPSI Computer Programs & Systems Inc. 302

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