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It's been a wild and volatile first half of 2009. We followed one of the worst periods in history (Jan-Feb) with one of the best (Mar-Apr), and topped it off with a stagnant market (May-Jun) to finish off the quarter. For all this, the S&P is up a staggering 1.5% for the year to date.

But if you bought some of the stocks below on Dec 31st, 2008 - went off on the long planned tripped to Tahiti (hence, not panicking in the dark days of February through early March) and just showed up today - congrats! I've pulled a group of stocks with the following criteria:

Criteria

  1. Market capitalization $500M+
  2. Average trading volume 200K+
  3. Stock price $10+
  4. Return year to date 100%+

With the market capitalization requirement, I mostly pulled in the larger "small caps", mid cap, and large cap stocks; this generated 83 ways for you to have doubled your money. At the very bottom of the post I pulled another 23 namesof the smaller cap variety - that group includes names smaller than $500M in market cap but larger than $200M. Below that $200M level, it really starts to get speculative.

These names are not sorted by return but by market capitalization, from largest to smallest. As always, it is easier to make big bucks (or lose them) in the smaller names. Of course, some of these stocks will continue to do great things in the 2nd half of 2009, others will "revert to the mean" and be major underperformers. If you can tell which goes in which of those 2 categories, you will have a very enjoyable second half of the year. I asked my trusty Magic 8 Ball, and unfortunately this is what she said.



Blog readers will find many familiar names.... I've highlighted names we own, have once owned, or have talked about in the blog.

Symbol Company Name % Price Mkt Cap
BCS Barclays ADR 109.5 38,496
FCX Freeport McMoRan Copper/Gold 117.5 20,724
WFT Weatherford International Ltd 100.3 13,986
BIDU Baidu Inc 144.7 10,303
SLT Sterlite Industries (India) Ltd 144.8 9,330
TCK Teck Resources Ltd 240.3 7,820
WDC Western Digital Corp 141.0 5,904
STX Seagate Technology 151.6 5,057
MDR McDermott International Inc 131.5 4,692
EXPE Expedia Inc (Del) 112.3 4,589
XL XL Capital Ltd 238.9 3,931
TX Ternium SA 123.8 3,508
CE Celanese Corp 112.3 3,424
NAV Navistar International Corp 144.5 3,252
AN Autonation Inc 104.8 3,108
CTRP Ctrip.com 108.4 3,001
RS Reliance Steel & Aluminum 101.3 2,826
GT Goodyear Tire & Rubber 110.3 2,757
WFMI Whole Foods Market Inc 107.9 2,639
CREE Cree Inc 100.5 2,624
DNDN Dendreon Corp 457.8 2,571
ARO Aeropostale Inc 119.7 2,313
WYN Wyndham Worldwide Corp 104.5 2,210
PALM Palm Inc 402.2 2,210
GMCR Green Mountain Coffee Roasters 128.9 2,200
AKS AK Steel Holding Corp 125.6 2,118
ASH Ashland Inc 194.1 2,076
BGC General Cable Corp 136.4 1,976
WLT Walter Energy Inc 129.5 1,948
CTCM CTC Media Inc 154.1 1,879
VPRT VistaPrint Ltd 161.7 1,821
ACF AmeriCredit Corp 110.3 1,798
SIG Signet Jewelers Ord Shs 146.7 1,776
STAR Starent Networks Corp 133.1 1,737
RAX Rackspace Hosting Inc 152.2 1,717
YGE Yingli Green Energy Holding 146.4 1,677
JCG J Crew Group Inc 136.4 1,666
RVBD Riverbed Technology Inc 132.9 1,623
PAG Penske Automotive Group 151.7 1,569
DRQ Dril-Quip Inc 102.3 1,498
BEAV BE Aerospace Inc 123.3 1,433
TIN Temple-Inland Inc 204.8 1,366
LCAPA Liberty Media Corp 229.2 1,351
SYNA Synaptics Inc 156.6 1,314
TC Thompson Creek Metals Co Inc 157.9 1,301
EJ E House China Holdings Ltd 112.3 1,288
FCL Foundation Coal Holdings Inc 123.6 1,281
TSRA Tessera Technologies Inc 126.0 1,233
TRW TRW Automotive Holdings Corp 279.6 1,151
STEC STEC Inc 484.9 1,142
ASCA Ameristar Casinos Inc 154.6 1,124
GFA Gafisa ADR 100.5 1,073
IOC InterOil Corp 169.0 1,072
MWE MarkWest Energy Partners L P 137.1 1,041
BWEN Broadwind Energy Inc 128.1 1,035
NEU NewMarket Corp 103.5 1,032
TNDM Neutral Tandem Inc 108.3 1,024
TPX Tempur Pedic International Inc 104.2 1,014
WXS Wright Express Corp 113.8 962
PEGA Pegasystems Inc 128.5 947
GRA W.R. Grace & Co 162.4 937
JNY Jones Apparel Group Inc 132.5 904
SVNT Savient Pharmaceuticals Inc 194.3 881
CAB Cabela's Inc 146.0 820
BRY Berry Petroleum Co 185.1 820
SNX SYNNEX Corp 128.1 808
TSL Trina Solar Ltd 206.4 710
BCSI Blue Coat Systems Inc 106.2 673
NTG NATCO Group Inc 140.1 667
DIOD Diodes Inc 186.6 662
NGLS Targa Resources Partners LP 110.2 661
SVVS SAVVIS Inc 100.9 633
GPI Group 1 Automotive, Inc 156.7 618
MTH Meritage Homes Corp 100.4 604
TLEO Taleo Corp 176.1 581
APKT Acme Packet Inc 123.4 580
VIT VanceInfo Technologies Inc 221.0 579
ARST ArcSight Inc 164.9 574
DIN DineEquity Inc 211.7 535
OVTI OmniVision Technologies Inc 121.8 534
PBY Pep Boys-Manny Moe & Jack 176.9 527
HGG hhgregg Inc 107.2 519
TEN Tenneco Inc 308.4 507

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Now for the names in the small(er) cap category: $200M to <$500M; I've sorted these names from highest return to lowest.

Symbol Company Name % Price Mkt Cap
VNDA Vanda Pharmaceuticals Inc 2,244.2 325
DTG Dollar Thrifty Automotive Group 1,201.0 293
ISLE Isle of Capri Casinos Inc 370.4 429
KIRK Kirklands Inc 360.5 234
KONG KongZhong Corp 239.9 394
FUQI Fuqi International Inc 222.8 435
SAH Sonic Automotive Inc 195.9 405
COMV Comverge Inc 187.2 282
MXWL Maxwell Technologies Inc 185.9 348
SPAR Spartan Motors Inc 154.3 371
FIRE Sourcefire Inc 150.3 333
CLMS Calamos Asset Management Inc 149.6 278
ABG Asbury Automotive Group Inc 148.1 353
DM Dolan Media Co 137.9 393
LXU LSB Industries Inc 127.1 343
BGFV Big 5 Sporting Goods Corp 120.7 236
TNS TNS Inc 117.2 473
ORN Orion Marine Group Inc 114.4 428
SFLY Shutterfly Inc 112.0 364
MYRG MYR Group Inc (Delaware) 110.2 414
SAIA Saia Inc 109.3 252
CHIC Charlotte Russe Holding Inc 108.0 267
CSIQ Canadian Solar Inc 104.6 444
Source: 83 Stocks That Doubled Your Money in the First Half of 2009