Shining Stocks During Stormy Market Conditions

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.

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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

Trader Mark is the author of Fund My Mutual Fund.

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