81 Stocks Returning 35%+ in the Past Four Weeks

I thought I'd take a look at the best performers of the past 4 weeks. We have sold off many stocks the past 3 weeks in which the valuation jumped 25-35%+ so I was curious how common these types of moves have been. The answer - quite! This data will exclude week 1 of the 5 week rally when many stocks made large oversold reversals. From there, another 81 names over $750M in market cap have been able to tack on at least 35%.

The criteria for this list are

• Market capitalization $750 Million+
• Average trading volume 200K+
• Stock price $10+
• Return of 35%+

Please note AIG is only on this list due to a huge reverse split... otherwise it would not have made the stock price requirement (which is there to exclude nanny state companies like AIG). The stocks in bold are positions in the portfolio. There are some remarkable performances off the March bottom in car rental companies i.e. Avis (CAR). Overall the list is dominated by "early cycle recovery" stocks (retail, industrial), along with the home builders, Las Vegas casinos, REITs, and strangely, coal names. We covered (short) a few of the REITs on this list (thankfully) a few months ago...

Symbol	Company Name	% Price	Mkt Cap
HGSI	Human Genome Sciences Inc	391.3	2,239
AIG	American International Group	96.2	3,367
MEDX	Medarex Inc	96.2	2,058
UFS	Domtar Corp	86.7	1,243
CENX	Century Aluminum Co	77.9	859
BKD	Brookdale Senior Living Inc	77.6	1,990
HMIN	Home Inns & Hotels Management	76.5	1,091
CAR	Avis Budget Group Inc	66.6	1,082
SOA	Solutia Inc	66.4	1,349
HIG	Hartford Financial Services Group	63.2	6,448
WYNN	Wynn Resorts Ltd	62.3	7,495
OMX	OfficeMax Inc	61.2	814
LVS	Las Vegas Sands Corp	58.1	9,106
MAS	Masco Corp	55.4	5,320
SLG	SL Green Rlty REIT	53.9	2,589
AWI	Armstrong World Industries Inc	53.3	1,622
MAC	Macerich Co	53.1	2,154
CBS	CBS Corp	52.4	6,974
FIC	Fair Isaac Corp	51.9	1,094
CNA	CNA Financial Corp	50.1	5,967
R	Ryder System Inc	49.8	2,243
SIVB	SVB Financial Group	48.5	1,275
MEE	Massey Energy Co	48.3	2,610
LNC	Lincoln National Corp	47.9	7,293
SPSS	SPSS Inc	47.7	916
FITB	Fifth Third Bancorp	47.1	8,621
SXCI	SXC Health Solutions Corp	47.0	1,025
JNY	Jones Apparel Group Inc	46.2	1,298
TXT	Textron Inc	45.7	3,997
IBOC	International Bancshares Corp	45.7	1,072
ISRG	Intuitive Surgical Inc	45.5	8,655
GT	Goodyear Tire & Rubber Co	45.3	4,431
TEN	Tenneco Inc	45.3	754
EXBD	Corporate Executive Board Co (The)	45.2	878
SVVS	SAVVIS Inc	44.8	923
ARE	Alexandria Real Estate Equities Inc	44.7	1,966
BDN	Brandywine Realty Trust REIT	44.4	941
AGO	Assured Guaranty Ltd	44.0	2,831
LEN	Lennar Corp	44.0	2,410
WBS	Webster Financial Corp	43.1	841
GET	Gaylord Entertainment Co	43.1	763
CISG	CNinsure Inc	43.0	958
HBI	Hanesbrands Inc	42.1	2,005
CTX	Centex Corp	41.9	1,553
WX	WuXi PharmaTech Cayman Inc	41.6	848
PHM	Pulte Homes Inc	41.2	3,295
LULU	lululemon athletica inc	41.2	1,437
FWLT	Foster Wheeler Ltd	41.0	3,841
THO	Thor Industries Inc	40.3	1,485
BDK	Black & Decker Corp	39.2	2,611
DOW	Dow Chemical Co	38.9	26,120
FUQI	Fuqi International Inc	38.7	781
HOT	Starwood Hotels & Resorts	38.6	5,470
HHS	Harte-Hanks Inc	38.6	849
TTM	Tata Motors ADR	38.5	5,374
CAT	Caterpillar Inc	38.1	29,306
CBT	Cabot Corp	38.1	1,320
CSL	Carlisle Companies Inc	38.0	2,030
SM	St Mary Land & Exploration Co	37.2	1,797
AIV	Apartment Investment & Mgmt	37.1	1,346
M	Macy's Inc	37.0	6,791
TCK	Teck Resources Ltd	36.8	16,125
IR	Ingersoll-Rand plc	36.8	9,477
GFA	Gafisa ADR Representing	36.7	1,730
JWN	Nordstrom Inc	36.6	6,439
SBUX	Starbucks Corp	36.3	14,477
OC	Owens Corning	36.3	2,679
CNW	Con-Way Inc	36.3	2,322
BX	Blackstone Group LP	36.2	3,902
EXPE	Expedia Inc (Del)	35.9	6,568
EMN	Eastman Chemical Co	35.8	3,976
WCG	WellCare Health Plans Inc	35.7	1,049
WLT	Walter Energy Inc	35.6	2,986
OEH	Orient Express Hotels Ltd	35.6	1,024
PL	Protective Life Corp	35.5	1,556
FDML	Federal Mogul Corp	35.5	1,390
LAMR	Lamar Advertising Co	35.4	2,102
RYL	Ryland Group Inc	35.2	1,030
USG	USG Corp	35.1	1,488
CSTR	Coinstar Inc	35.1	1,076
TOL	Toll Brothers Inc	35.0	3,732

Comments

[predictorma...:]

You look at some of these names and the only comment you can make is WTF!?

Even if you use the old standard that the market looks six months out, can anyone see improvement of many of these companie's businesses in that period? In even one year?

Clothing? Paper? REITS? Hotels? Again WTF!?

Aug 17 09:39 AM

[SA Editor M...:]

Perhaps it is a case of corporate anorexia...these companies purged so many expenses and their workforce that they looook maaaaavelous..
(remember Billy Crystal on SNL "It is better to loook good than to feel good?")


On Aug 17 09:39 AM predictorman1000 wrote:

> You look at some of these names and the only comment you can make
> is WTF!?
>
> Even if you use the old standard that the market looks six months
> out, can anyone see improvement of many of these companie's businesses
> in that period? In even one year?
>
> Clothing? Paper? REITS? Hotels? Again WTF!?

Aug 17 09:45 AM

[TCK:]

Now that the short covering is done, look out below !

Aug 17 12:25 PM

[TraderMark:]

many of these stocks constantly chase out short sellers

people try to short stocks on fundamentals in a technically based market. Momentum feeds on itself

Until it doesnt - and then the bottoms fall out, and some of these stocks will hit major air pockets. But you have to survive to be around to see it !:)


On Aug 17 09:39 AM predictorman1000 wrote:

> You look at some of these names and the only comment you can make
> is WTF!?
>
> Even if you use the old standard that the market looks six months
> out, can anyone see improvement of many of these companie's businesses
> in that period? In even one year?
>
> Clothing? Paper? REITS? Hotels? Again WTF!?

Aug 17 12:42 PM

[Adoptsalot:]

These stocks only made 30% --if ---you bought them while they were at their low point.
Most are still more than 30% below their former 'high' and may not see that point again for years.
And, increased revenues and stock prices, 6-12 months following major reductions or restructuring (CBT/GT/R/..) is expected , and should not be interpreted as a 'turn around' or a sign to buy for a portfolio holding.
Take your money and run.

Aug 17 01:19 PM

[Lawrence Kl...:]

Many thanks to whoever wrote this article. They had the foresight to include the ticker symbol for all the companies, making it much easier to research those I didn't already know. A fair amount of articles tend to just list the company name and not the stock symbol, thus adding extra time on my research.

Thanks again. Much appreciated.

Aug 17 09:25 PM