It is a moot point looking at weekly winners this week; just a handful of stocks moving up led by such growers as Campbell Soup (CPB) aka "people will still need to eat soup if nothing else" trade. So instead I am going to look at the best and worst performers the past 3 months. In this post we have every stock over $1.25B in market cap returning 15%+ (115 stocks) Now keep in mind the data is a bit misleading because 3 months ago at this time we were in the throes of another painful correction, in a series of step ladders down. About 90 days ago Fannie and Freddie and Lehman were falling off a cliff, and we were just over a week away from Hank Paulson going to Congress to create a plan to backup Fannie/Freddie. So this was a "bottom" and the financials rallied hard for the next 6-7 weeks - Fannie/Freddie of course were officially taken over within 2 months from that point.
Criteria
- Market capitalization $1.25B+
- Average trading volume 100K+
- Stock price $10+
- Return this quarter 15%+
Green names we own, blue names we have owned in the past or discussed in the blog. Obviously a bevy of financial stocks (no short rule pushed some of these up 30-50% in a few days) and airlines (the anti oil trade) were dominant the past 90 days.
Symbol Company Name % Price Change Last Qtr. MBI MBIA Inc 155.6 HBAN Huntington Bancshares Inc 95.3 UB UnionBanCal Corp 84.3 PHLY Philadelphia Consolidated Holding 78.3 LDG Longs Drug Stores Corp 77.9 BXS BancorpSouth Inc 68.5 CAL Continental Airlines Inc 67.3 GBCI Glacier Bancorp Inc 65.9 IMCL ImClone Systems Inc 63.4 ZION Zions Bancorp 61.0 FHN First Horizon National Corp 60.2 MI Marshall & Ilsley Corp 59.8 BBT BB&T Corp 57.6 STI SunTrust Banks Inc 56.4 FMBI First Midwest Bancorp Inc 56.3 IKN IKON Office Solutions Inc 54.2 BAC Bank of America Corp 53.9 ALO Alpharma Inc 53.1 ROH Rohm and Haas Co 52.2 FDRY Foundry Networks Inc 51.4 WLK Westlake Chemical Corp 50.6 VLY Valley National Bancorp 49.0 THOR Thoratec Corp 48.2 BRL Barr Pharmaceuticals Inc 47.8 TCB TCF Financial Corp 47.5 GHL Greenhill & Co Inc 47.1 REGN Regeneron Pharmaceuticals Inc 45.3 UBSI United Bankshares Inc 44.7 WFC Wells Fargo & Co 44.5 SUSQ Susquehanna Bancshares Inc 42.7 FNB FNB Corp (Pennsylvania) 40.9 PVTB PrivateBancorp Inc 38.0 CYN City National Corp 37.7 EMS Emergency Medical Services Corp 36.3 LEG Leggett & Platt Inc 36.3 WBS Webster Financial Corp 35.8 RAH Ralcorp Holdings Inc 35.8 HBHC Hancock Holding Co 35.6 CMA Comerica Inc 35.4 PHM Pulte Homes Inc 35.2 SMG Scotts Miracle Gro Co 33.8 PNC PNC Financial Services Group Inc 33.2 CBT Cabot Corp 32.1 PAY VeriFone Holdings Inc 31.8 TIN Temple-Inland Inc 31.5 SQNM Sequenom Inc 31.3 RF Regions Financial Corp 31.1 WTNY Whitney Holding Corp 30.3 CASY Casey's General Stores Inc 30.1 JPM JPMorgan Chase & Co 30.0 DF Dean Foods Co 29.7 NWSB Northwest Bancorp Inc 29.4 FULT Fulton Financial Corp 29.3 TSCO Tractor Supply Co 28.6 FMER FirstMerit Corp 27.5 PNY Piedmont Natural Gas Inc 26.7 USB US Bancorp (Del) 26.7 RKT Rock-Tenn Co 26.6 HANS Hansen Natural Corp 26.6 RSH RadioShack Corp 26.1 NDAQ NASDAQ OMX Group Inc 26.0 VPRT VistaPrint Ltd 25.2 FITB Fifth Third Bancorp 25.2 SIVB SVB Financial Group 23.2 CBSH Commerce Bancshares Inc 22.8 MTB M&T Bank Corp 22.7 SNV Synovus Financial Corp 22.5 AN Autonation Inc 21.7 ASBC Associated Banc-Corp 21.7 BRO Brown & Brown Inc 21.6 FFH Fairfax Financial Holdings Ltd 21.2 NAL NewAlliance Bancshares Inc 20.9 RGA.A Reinsurance Group of America Inc 20.9 HDB HDFC Bank Ltd 20.7 JNY Jones Apparel Group Inc 20.6 TCL Tata Communications ADR 20.3 DPS Dr Pepper Snapple Group Inc 20.1 HAE Haemonetics Corp 20.0 TTC Toro Co 19.9 UST UST Inc 19.9 IBOC International Bancshares Corp 19.4 CHD Church & Dwight Co Inc 19.3 PBCT Peoples United Financial Inc 19.3 VRX Valeant Pharmaceuticals 19.1 ROL Rollins Inc 19.0 JEF Jefferies Group Inc 18.8 HSY Hershey Co 18.5 PRSP Prosperity Bancshares Inc 18.4 SHLD Sears Holdings Corp 18.4 PTV Pactiv Corp 18.0 CHTT Chattem Inc 17.8 STE Steris Corp 17.6 BOKF BOK Financial Corp 17.3 CLX Clorox Co 17.2 K Kellogg Co 17.2 BLUD Immucor Inc 17.0 BKS Barnes & Noble Inc 16.8 COF Capital One Financial Corp 16.8 MYGN Myriad Genetics Inc 16.7 HR Healthcare Realty Trust Inc 16.4 THO Thor Industries Inc 16.3 ISBC Investors Bancorp Inc 16.2 SJM JM Smucker Co 16.2 TOL Toll Brothers Inc 16.2 ACC American Campus Communities 16.1 HCN Health Care REIT Inc 16.0 LFC China Life Insurance ADR 16.0 CFR Cullen/Frost Bankers Inc 15.9 AMGN Amgen Inc 15.8 ORLY O'Reilly Automotive Inc 15.7 LAZ Lazard Ltd 15.5 GIS General Mills Inc 15.5 BIO Bio-Rad Laboratories Inc 15.4 UMBF UMB Financial Corp 15.3 JOE St. Joe Co 15.1
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