It has been a while since we’ve posted one of these tally sheets, but I thought it useful in light of the previous post to figure out where all the hot action has been. Here are the filters used
- Market capitalization >$300M (to keep out the very small stocks)
- Stock price >$10
- Average volume >100K (focus on liquid stocks)
- Return >50% in Q1 2010
Obviously a few of these were takeover candidates…
Other than JDS Uniphase (JDSU), Finisar (FNSR), and Cliffs Natural (CLF) [I still call it Cleveland Cliffs] there are very few on this list that I have on my radar.
| Company | YTD Gain | Market Cap | Industry |
| InterMune Inc. (ITMN) | 241.8% | 2,442 | Biotechnology |
| Houston American Energy Corp. (HUSA) | 194.6% | 508 | Independent Oil & Gas |
| Radian Group Inc. (RDN) | 114.0% | 1,297 | Surety & Title Insurance |
| Mesabi Trust (MSB) | 98.1% | 321 | Diversified Investments |
| COMSYS IT Partners, Inc. (CITP) | 96.6% | 372 | Staffing & Outsourcing |
| OSI Pharmaceuticals Inc. (OSIP) | 91.7% | 3,472 | Biotechnology |
| MGIC Investment Corp. (MTG) | 89.8% | 1,377 | Surety & Title Insurance |
| McMoRan Exploration Co. (MMR) | 82.4% | 1,351 | Independent Oil & Gas |
| China Agritech Inc. (CAGC) | 77.8% | 420 | Business Services |
| Finisar Corp. (FNSR) | 75.5% | 1,026 | Networking & Communication |
| Acme Packet, Inc. (APKT) | 75.3% | 1,166 | Communication Equipment |
| National Financial Partners Corp. (NFP) | 74.3% | 584 | Insurance Brokers |
| Live Nation Entertainment, Inc. (LYV) | 70.4% | 2,489 | General Entertainment |
| Zions Bancorp. (ZION) | 70.4% | 3,285 | Regional – Pacific Banks |
| Bowne & Co. Inc. (BNE) | 68.6% | 447 | Business Services |
| TiVo Inc. (TIVO) | 68.3% | 1,882 | CATV Systems |
| Entercom Communications (ETM) | 68.2% | 441 | Broadcasting – Radio |
| MAP Pharmaceuticals, Inc. (MAPP) | 66.7% | 418 | Drug Manufacturers – Other |
| City Telecom HK Ltd. (CTEL) | 65.7% | 534 | Telecom Services – Foreign |
| Parexel International Corp. (PRXL) | 65.3% | 1,354 | Research Services |
| True Religion Apparel Inc. (TRLG) | 64.2% | 758 | Textile – Apparel Clothing |
| Bridgepoint Education, Inc. (BPI) | 63.7% | 1,337 | Education & Training Services |
| Nektar Therapeutics (NKTR) | 63.2% | 1,424 | Drug Delivery |
| EZchip Semiconductor Ltd. (EZCH) | 62.9% | 460 | Semiconductor Equipment |
| Domino’s Pizza, Inc. (DPZ) | 62.8% | 801 | Restaurants |
| DineEquity, Inc. (DIN) | 62.7% | 700 | Restaurants |
| ViroPharma Inc. (VPHM) | 62.5% | 1,056 | Biotechnology |
| Genworth Financial Inc. (GNW) | 61.6% | 8,970 | Life Insurance |
| Zumiez, Inc. (ZUMZ) | 61.1% | 623 | Apparel Stores |
| Amylin Pharmaceuticals, Inc. (AMLN) | 58.5% | 3,215 | Biotechnology |
| Smith International Inc. (SII) | 58.1% | 10,637 | Oil & Gas Equipment |
| Brown Shoe Co. Inc. (BWS) | 57.6% | 664 | Textile – Apparel Footwear |
| Tyson Foods Inc. (TSN) | 56.5% | 7,212 | Meat Products |
| Super Micro Computer, Inc. (SMCI) | 55.4% | 621 | Networking & Communication |
| Energy XXI (Bermuda) Limited (EXXI) | 55.1% | 910 | Oil & Gas Equipment |
| Ethan Allen Interiors Inc. (ETH) | 54.3% | 597 | Home Furnishings & Fixtures |
| Cliffs Natural Resources Inc. (CLF) | 54.2% | 9,594 | Steel & Iron |
| Cathay General Bancorp (CATY) | 54.1% | 912 | Regional – Pacific Banks |
| Facet Biotech Corporation (FACT) | 53.8% | 677 | Biotechnology |
| TAL International Group, Inc. (TAL) | 53.1% | 614 | Rental & Leasing Services |
| Incyte Corporation (INCY) | 52.9% | 1,680 | Biotechnology |
| Privatebancorp Inc. (PVTB) | 52.9% | 1,026 | Regional – Midwest Banks |
| Silicon Graphics International (SGI) | 52.5% | 325 | Diversified Computer Systems |
| Valassis Communications Inc. (VCI) | 52.4% | 1,367 | Marketing Services |
| Liberty Capital Group (LCAPA) | 52.3% | 3,538 | Entertainment – Diversified |
| AnnTaylor Stores Corp. (ANN) | 51.8% | 1,217 | Apparel Stores |
| JDS Uniphase Corp. (JDSU) | 51.8% | 2,744 | Communication Equipment |
| Whitney Holding Corp. (WTNY) | 51.5% | 1,330 | Regional – Southeast Banks |
| UAL Corporation (UAUA) | 51.4% | 3,274 | Major Airlines |
| Teekay Tankers Ltd. (TNK) | 51.1% | 402 | Shipping |
| Mechel OAO (MTL) | 51.0% | 11,830 | Steel & Iron |
| Perry Ellis International (PERY) | 50.7% | 308 | Textile – Apparel Clothing |
……….
Here are the next 41 names who made between 40-50% in the quarter – again, other than Baidu, Las Vegas Sands, and Ciena … not areas I am focused on.
| Company | YTD Gain | Market Cap | Industry |
| OpenTable, Inc. (OPEN) | 49.8% | 861 | Business Services |
| Pennsylvania REIT (PEI) | 49.7% | 554 | REIT – Retail |
| Sanmina-SCI Corp. (SANM) | 49.6% | 1,301 | Printed Circuit Boards |
| STR Holdings, Inc. (STRI) | 49.6% | 986 | Semiconductor – Specialized |
| China Integrated Energy (CBEH) | 48.9% | 341 | Oil & Gas Refining & Marketing |
| Bare Escentuals, Inc. (BARE) | 48.7% | 1,674 | Personal Products |
| Gaylord Entertainment Co. (GET) | 48.3% | 1,376 | Lodging |
| Clean Energy Fuels Corp. (CLNE) | 47.8% | 1,367 | Gas Utilities |
| Perrigo Co. (PRGO) | 47.6% | 5,353 | Drug Related Products |
| Webster Financial Corp. (WBS) | 47.5% | 1,371 | Regional – Northeast Banks |
| Ruby Tuesday, Inc. (RT) | 46.8% | 682 | Restaurants |
| Polypore International Inc. (PPO) | 46.7% | 776 | Specialty Chemicals |
| Salix Pharmaceuticals Ltd. (SLXP) | 46.7% | 2,104 | Drug Related Products |
| PHH Corporation (PHH) | 46.3% | 1,291 | Credit Services |
| Millipore Corp. (MIL) | 46.0% | 5,937 | Medical Instruments & Supplies |
| HSN, Inc. (HSNI) | 45.8% | 1,675 | Catalog & Mail Order Houses |
| The Talbots Inc. (TLB) | 45.5% | 713 | Apparel Stores |
| Constant Contact, Inc. (CTCT) | 45.4% | 663 | Marketing Services |
| Triumph Group, Inc. (TGI) | 45.4% | 1,168 | Aerospace/Defense Products |
| Baidu, Inc. (BIDU) | 45.2% | 20,746 | Internet Information Providers |
| Checkpoint Systems Inc. (CKP) | 45.1% | 865 | Security & Protection Services |
| CBL & Associates Properties (CBL) | 43.8% | 1,889 | REIT – Retail |
| American Equity Investment Life (AEL) | 43.2% | 621 | Life Insurance |
| Terra Industries Inc. (TRA) | 42.8% | 4,581 | Agricultural Chemicals |
| Atlas Air Worldwide Holdings (AAWW) | 42.4% | 1,363 | Air Services, Other |
| Westport Innovations Inc. (WPRT) | 42.4% | 631 | Pollution & Treatment Controls |
| RiskMetrics Group, Inc. (RISK) | 42.1% | 1,431 | Asset Management |
| Atlas Pipeline Partners LP (APL) | 41.9% | 741 | Oil & Gas Pipelines |
| Heartland Payment Systems (HPY) | 41.8% | 700 | Business Services |
| Stratasys Inc. (SSYS) | 41.7% | 500 | Computer Peripherals |
| Las Vegas Sands Corp. (LVS) | 41.6% | 13,966 | Resorts & Casinos |
| Techwell, Inc. (TWLL) | 41.6% | 414 | Semiconductor Equipment |
| NuVasive, Inc. (NUVA) | 41.3% | 1,755 | Medical Instruments & Supplies |
| Psychiatric Solutions, Inc. (PSYS) | 41.2% | 1,679 | Specialized Health Services |
| Liberty Media Interactive (LINTA) | 41.1% | 9,130 | Entertainment – Diversified |
| CIT Group, Inc. (CIT) | 41.1% | 15,275 | Credit Services |
| Phillips-Van Heusen Corp. (PVH) | 41.1% | 2,968 | Textile – Apparel Clothing |
| Breitburn Energy Partners (BBEP) | 40.9% | 795 | Oil & Gas Drilling & Exploration |
| China Valves Technology (CVVT) | 40.8% | 413 | Industrial Equipment |
| CIENA Corp. (CIEN) | 40.8% | 1,413 | Communication Equipment |
| Cepheid (CPHD) | 40.1% | 1,031 | Scientific & Tech Instruments |
……….
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