Well unlike the past month when we had a dearth of names, and had to bring our % gain threshold down to 7%, we have a bevy of winners this week. Pretty much everything that suffered the most the past 6 weeks enjoyed their dead cat bounces this week. Obviously since we don't own much of this "merchandise", we did not partake much in the festivities this week - mostly it was our minor "barbell" positions (stocks we don't really like but own for periods like this). It was a George Costanza week - own the opposite of what you normally would want to own.
Criteria
- Market capitalization $1.75B+
- Average trading volume 100K+
- Stock price $10+
- Returns 12%+
Green names we own, blue names we have owned in the past or discussed in the blog. ICICI Bank (IBN) we sold Friday. So we got ya some financials, some retailers, some homebuilders, some more financials, some casinos, some auto companies, did I mention some financials? Not much to really discuss this week - this was short covering in my estimation and anyone who has been buying these the past 4-5 weeks has been summarily dismantled. In my estimation this is a great list... of stocks you should mostly avoid the next year+ except for 5-10 day periods when they bounce like mad after going through death spirals. When the economy truly does recover, this is the list you want to be buying 6 months in advance. Today is not that day.
Symbol Company Name % Price Change 1 Week BRL Barr Pharmaceuticals Inc 45.5 GM GM Ord Shs 32.9 LEH Lehman Brothers Holdings Ord Shs 32.4 FNM Fannie Mae Ord Shs 30.7 PHM Pulte Homes Ord Shs 28.4 BAC Bank of America Ord Shs 26.9 VMC Vulcan Materials Co 25.0 BLK Blackrock Inc 24.8 RYAAY Ryanair Hldgs ADR 24.5 XL XL Capital Class A Ord Shs 22.3 LEG Leggett & Platt Inc 21.5 CMA Comerica Inc 21.5 MDC MDC Holdings Inc 21.3 WFC Wells Fargo & Co 21.1 CCL Carnival Corp 21.0 RCL Royal Caribbean Cruises Ltd 20.9 JPM JP Morgan Chase Ord Shs 20.7 FOSL Fossil Inc 20.6 LULU lululemon athletica inc 20.6 CUK Carnival Depository Receipt 20.3 MAT Mattel Inc 19.8 C Citigroup Ord Shs 19.5 BBT BB&T Corp 19.4 AF Astoria Finance Ord Shs 19.3 JEF Jefferies Group Inc 19.2 LYG Lloyds TSB Depository Receipt 19.2 AEO American Eagle Outfitters Inc 19.0 IRE Bank Of Ireland ADR 18.9 RF Regions Financial Corp 18.4 LEN Lennar Ord Shs Class A 18.0 CRH CRH ADR 17.8 BCS Barclays ADR 17.8 IHG InterContinental Hotels Group ADR 17.5 BEAV BE Aerospace Inc 17.3 STT State Street Corp 17.2 OC Owens Corning 17.1 EDU New Oriental Education & Technology 17.0 DFS Discover Financial Services 16.5 VMI Valmont Industries Inc 16.4 RSG Republic Services Inc 16.3 M Macy's Inc 16.1 DHI D.R. Horton Inc 15.7 STMEF STMicroelectron Ord Shs 15.6 ALD Allied Capital Corp 15.5 KEY Keycorp Ord Shs 15.5 SFD Smithfield Foods Inc 15.4 MS Morgan Stanley Ord Shs 15.3 GME GameStop Ord Shs Class A 15.2 ADS Alliance Data Systems Corp 15.1 LII Lennox International Ord Shs 15.0 LFL Lan Airlines ADR Rep 1 Ord Shs 15.0 BSX Boston Scientific Corp 14.9 PNC PNC Finl Service Ord Shs 14.9 CYN City National Corp 14.8 LUV Southwest Airlines Co 14.8 SCHW Charles Schwab Corp 14.8 SHW Sherwin-Williams Co 14.7 GIL GILDAN ACTIVEWEAR INC 14.6 PKG Packaging Corp of America 14.4 ATVID Activision Blizzard Inc 14.4 LAZ Lazard Ltd 14.3 PENN Penn National Gaming Inc 14.1 ZNH China Southern Airlines ADR 14.0 VLY Valley National Bancorp 14.0 APH Amphenol Corp 13.6 TKS Tomkins Depository Receipt 13.5 ORI Old Republic International Corp 13.4 MCO Moody's Corp 13.4 FDRY Foundry Networks Inc 13.3 CNW Con-Way Inc 13.3 SPR Spirit Aerosystems Holdings Inc 13.2 COH Coach Inc 13.2 LVS Las Vegas Sands Corp 13.2 JBHT JB Hunt Transport Services Inc 13.1 MAS Masco Ord Shs 13.1 STM STMicroelectron Depository Receipt 13.1 NDAQ NASDAQ OMX Group Inc 13.0 KMX Carmax Inc 12.9 AIB Allied Irish Bks Depository Receipt 12.9 TRN Trinity Industries Inc 12.7 ANF Abercrombie & Fitch Co 12.7 WYNN Wynn Resorts Ltd 12.7 IBN ICICI Bank ADR representing 2 Ord Shs 12.7 GS Goldman Sachs Ord Shs 12.5 SLM SLM Ord Shs 12.4 HOG Harley-Davidson Inc 12.4 WB Wachovia Corp Ord Shs 12.4 LUX Luxottica ADR Reptg One Ord Shs 12.3 NUAN Nuance Communications Ord Shs 12.2 STI SunTrust Banks Ord Shs 12.2 ALTR Altera Corp 12.1 FAST Fastenal Co 12.1 STJ St Jude Medical Ord Shs 12.0 NTRS Northern Trust Corp 12.0 MER Merrill Lynch Ord Shs 12.0
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