40 Stocks Up in a Down Market

If you read the posts from earlier in the day you can guess what the low print of the day was in the S&P 500 (NYSE:SPY).  1294 to the point.  A perfect touching of the “Libya” intraday low of a few weeks ago.   No surprise it is being defended but thus far the bull’s efforts have been relatively weak.  We’ll see what magic – if any – is in store the next 2 hours.  Traditionally you would not expect anything positive in the closing hours of a day like this.

I have a group of about 2400 stocks/ETFs that are in my universe (loosely).  These are names that have some decent size to them ($300M+ market cap), and at least 100,000 in daily volume, and a stock price over $10.  Of that 2400 there are only 120ish which are green on the day.  That includes some inverse ETFs.   So this clearly fits the definition of a 90% down day (indeed, we’re around 95%).

If interested here are the names that are positive – some have clear catalysts such as Green Mountain Roasters (NASDAQ:GMCR) and Starbucks (NASDAQ:SBUX) but on days like today I like to look for those who can pull a Kermit, and if they are not a utility or healthcare stock that might be seen as a safe haven, I like to investigate further.  With oil down $3ish something like airline stocks would also be expected to rally.

Here are the names gaining at least 1.5% today; I’ve shaded the inverse ETFs – interestingly with all the hand wringing out of China today due to the import/export numbers we have some Chinese stocks on the list.  NFLX (NASDAQ:NFLX), FN (NYSE:FN), and JDSU (NASDAQ:JDSU) are recovering from some recent beatings…

Ticker Company Mkt Change
(NASDAQ:GMCR) Green Mountain Coffee Roasters Inc. 6,179 38.18%
(NASDAQ:RCRC) RC2 Corp. 475 17.46%
(NASDAQ:HGSI) Human Genome Sciences Inc. 4,854 12.66%
(NASDAQ:SMTC) Semtech Corp. 1,426 12.53%
(NASDAQ:SBUX) Starbucks Corp. 25,767 9.21%
(NASDAQ:LEAP) Leap Wireless International Inc. 983 8.88%
(NYSE:TZA) Direxion Daily Small Cap Bear 3X Shares 1,473 7.45%
(NASDAQ:AUTC) AutoChina International Ltd. 709 6.91%
(NYSE:IRM) Iron Mountain Inc. 5,265 6.39%
(NASDAQ:MYRG) MYR Group, Inc. 472 5.88%
(NYSE:MW) The Men’s Wearhouse, Inc. 1,383 5.57%
(NASDAQ:QCOR) Questcor Pharmaceuticals, Inc. 810 5.55%
(NYSE:FAZ) Direxion Daily Financial Bear 3X Shares 4,139 5.54%
(NASDAQ:CHSI) Catalyst Health Solutions, Inc. 2,375 5.47%
(NYSE:DK) Delek US Holdings Inc. 603 5.41%
(NASDAQ:HTHT) China Lodging Group, Limited 1,057 5.18%
(NASDAQ:AREX) Approach Resources, Inc. 783 4.87%
(NASDAQ:SAFM) Sanderson Farms, Inc. 942 4.51%
(NASDAQ:AVAV) AeroVironment, Inc. 709 4.28%
(NYSE:SVN) 7 Days Group Holdings Limited 955 4.06%
(NYSE:SKF) ProShares UltraShort Financials 1,590 3.81%
(NASDAQ:SNDA) Shanda Interactive Entertainment Ltd. 3,028 3.76%
(NASDAQ:JOSB) Jos. A Bank Clothiers Inc. 1,262 3.68%
(NASDAQ:NFLX) Netflix, Inc. 10,207 3.66%
(NYSE:SDS) ProShares UltraShort S&P500 2,187 3.44%
(NYSE:QID) ProShares UltraShort QQQ 3,115 3.10%
(NYSE:HRB) H&R Block, Inc. 4,635 3.09%
(NYSE:FN) Fabrinet 692 2.73%
(NYSE:YOKU) Youku.com Inc. American Deposit 4,213 2.66%
(NYSE:MCP) Molycorp, Inc. 4,001 2.63%
(NASDAQ:EDMC) Education Management Corporation 1,457 2.60%
(NASDAQ:ALLT) Allot Communications Ltd. 315 2.43%
(NASDAQ:CYOU) Changyou.com Limited 1,817 2.30%
(NYSE:SWY) Safeway Inc. 8,104 2.18%
(NYSE:PGH) Pengrowth Energy Trust 4,185 2.03%
(NYSE:NOAH) Noah Holdings Ltd. American Dep 748 1.97%
(NASDAQ:DWA) DreamWorks Animation SKG Inc. 2,209 1.91%
(NYSE:CCC) Calgon Carbon Corporation 794 1.63%
(NASDAQ:SYNA) Synaptics Inc. 938 1.52%
(NASDAQ:JDSU) JDS Uniphase Corporation 4,740 1.51%

No position

This is a guest post written by Trader Mark who runs the blog Fund My Mutual Fund.

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