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

  1. Market capitalization >$300M (to keep out the very small stocks)
  2. Stock price >$10 
  3. Average volume >100K (focus on liquid stocks)
  4. 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.  


TickerYTD GainCompanyMarket CapIndustry
ITMN241.8%InterMune Inc.2,442Biotechnology
HUSA194.6%Houston American Energy Corp.508Independent Oil & Gas
RDN114.0%Radian Group Inc.1,297Surety & Title Insurance
MSB98.1%Mesabi Trust321Diversified Investments
CITP96.6%COMSYS IT Partners, Inc.372Staffing & Outsourcing Services
OSIP91.7%OSI Pharmaceuticals Inc.3,472Biotechnology
MTG89.8%MGIC Investment Corp.1,377Surety & Title Insurance
MMR82.4%McMoRan Exploration Co.1,351Independent Oil & Gas
CAGC77.8%China Agritech Inc.420Business Services
FNSR75.5%Finisar Corp.1,026Networking & Communication Devices
APKT75.3%Acme Packet, Inc.1,166Communication Equipment
NFP74.3%National Financial Partners Corp.584Insurance Brokers
LYV70.4%Live Nation Entertainment, Inc.2,489General Entertainment
ZION70.4%Zions Bancorp.3,285Regional - Pacific Banks
BNE68.6%Bowne & Co. Inc.447Business Services
TIVO68.3%TiVo Inc.1,882CATV Systems
ETM68.2%Entercom Communications Corp.441Broadcasting - Radio
MAPP66.7%MAP Pharmaceuticals, Inc.418Drug Manufacturers - Other
CTEL65.7%City Telecom HK Ltd.534Telecom Services - Foreign
PRXL65.3%Parexel International Corp.1,354Research Services
TRLG64.2%True Religion Apparel Inc.758Textile - Apparel Clothing
BPI63.7%Bridgepoint Education, Inc.1,337Education & Training Services
NKTR63.2%Nektar Therapeutics1,424Drug Delivery
EZCH62.9%EZchip Semiconductor Ltd.460Semiconductor Equipment & Materials
DPZ62.8%Domino's Pizza, Inc.801Restaurants
DIN62.7%DineEquity, Inc.700Restaurants
VPHM62.5%ViroPharma Inc.1,056Biotechnology
GNW61.6%Genworth Financial Inc.8,970Life Insurance
ZUMZ61.1%Zumiez, Inc.623Apparel Stores
AMLN58.5%Amylin Pharmaceuticals, Inc.3,215Biotechnology
SII58.1%Smith International Inc.10,637Oil & Gas Equipment & Services
BWS57.6%Brown Shoe Co. Inc.664Textile - Apparel Footwear & Accessories
TSN56.5%Tyson Foods Inc.7,212Meat Products
SMCI55.4%Super Micro Computer, Inc.621Networking & Communication Devices
EXXI55.1%Energy XXI (Bermuda) Limited910Oil & Gas Equipment & Services
ETH54.3%Ethan Allen Interiors Inc.597Home Furnishings & Fixtures
CLF54.2%Cliffs Natural Resources Inc.9,594Steel & Iron
CATY54.1%Cathay General Bancorp912Regional - Pacific Banks
FACT53.8%Facet Biotech Corporation677Biotechnology
TAL53.1%TAL International Group, Inc.614Rental & Leasing Services
INCY52.9%Incyte Corporation1,680Biotechnology
PVTB52.9%Privatebancorp Inc.1,026Regional - Midwest Banks
SGI52.5%Silicon Graphics International Corp.325Diversified Computer Systems
VCI52.4%Valassis Communications Inc.1,367Marketing Services
LCAPA52.3%Liberty Capital Group3,538Entertainment - Diversified
ANN51.8%AnnTaylor Stores Corp.1,217Apparel Stores
JDSU51.8%JDS Uniphase Corp.2,744Communication Equipment
WTNY51.5%Whitney Holding Corp.1,330Regional - Southeast Banks
UAUA51.4%UAL Corporation3,274Major Airlines
TNK51.1%Teekay Tankers Ltd.402Shipping
MTL51.0%Mechel OAO11,830Steel & Iron
PERY50.7%Perry Ellis International Inc.308Textile - Apparel Clothing

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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.


TickerYTD GainCompanyMarket CapIndustry
OPEN49.8%OpenTable, Inc.861Business Services
PEI49.7%Pennsylvania REIT554REIT - Retail
SANM49.6%Sanmina-SCI Corp.1,301Printed Circuit Boards
STRI49.6%STR Holdings, Inc.986Semiconductor - Specialized
CBEH48.9%China Integrated Energy, Inc.341Oil & Gas Refining & Marketing
BARE48.7%Bare Escentuals, Inc.1,674Personal Products
GET48.3%Gaylord Entertainment Co.1,376Lodging
CLNE47.8%Clean Energy Fuels Corp.1,367Gas Utilities
PRGO47.6%Perrigo Co.5,353Drug Related Products
WBS47.5%Webster Financial Corp.1,371Regional - Northeast Banks
RT46.8%Ruby Tuesday, Inc.682Restaurants
PPO46.7%Polypore International Inc.776Specialty Chemicals
SLXP46.7%Salix Pharmaceuticals Ltd.2,104Drug Related Products
PHH46.3%PHH Corporation1,291Credit Services
MIL46.0%Millipore Corp.5,937Medical Instruments & Supplies
HSNI45.8%HSN, Inc.1,675Catalog & Mail Order Houses
TLB45.5%The Talbots Inc.713Apparel Stores
CTCT45.4%Constant Contact, Inc.663Marketing Services
TGI45.4%Triumph Group, Inc.1,168Aerospace/Defense Products & Services
BIDU45.2%Baidu, Inc.20,746Internet Information Providers
CKP45.1%Checkpoint Systems Inc.865Security & Protection Services
CBL43.8%CBL & Associates Properties Inc.1,889REIT - Retail
AEL43.2%American Equity Investment Life621Life Insurance
TRA42.8%Terra Industries Inc.4,581Agricultural Chemicals
AAWW42.4%Atlas Air Worldwide Holdings Inc.1,363Air Services, Other
WPRT42.4%Westport Innovations Inc.631Pollution & Treatment Controls
RISK42.1%RiskMetrics Group, Inc.1,431Asset Management
APL41.9%Atlas Pipeline Partners LP741Oil & Gas Pipelines
HPY41.8%Heartland Payment Systems, Inc.700Business Services
SSYS41.7%Stratasys Inc.500Computer Peripherals
LVS41.6%Las Vegas Sands Corp.13,966Resorts & Casinos
TWLL41.6%Techwell, Inc.414Semiconductor Equipment & Materials
NUVA41.3%NuVasive, Inc.1,755Medical Instruments & Supplies
PSYS41.2%Psychiatric Solutions, Inc.1,679Specialized Health Services
LINTA41.1%Liberty Media Interactive9,130Entertainment - Diversified
CIT41.1%CIT Group, Inc.15,275Credit Services
PVH41.1%Phillips-Van Heusen Corp.2,968Textile - Apparel Clothing
BBEP40.9%Breitburn Energy Partners LP795Oil & Gas Drilling & Exploration
CVVT40.8%China Valves Technology, Inc.413Industrial Equipment & Components
CIEN40.8%CIENA Corp.1,413Communication Equipment
CPHD40.1%Cepheid1,031Scientific & Technical Instruments