While commodities was the place to be in 2010, there were some extremely strong pockets in the equity markets as there are almost every year.  Below I've compiled a list of 'liquid' non micro cap stocks that returned at least 100% in 2010, with 2 hours to go.  There were 112 opportunities to make mad money; of course some were buyouts....if anyone has 2011's list in advance, I'd appreciate an email...


  1. Market cap of at least $300M
  2. Return of 100%+
  3. Average daily volume of 200K+
  4. Stock price over $10

I've highlighted names, we've either owned (blue) or discussed (purple) during the year.  Some of these are amongst my favorite fundamental stories, hence I believe 2011 is going to be much tougher to find huge winners as they've had tremendous runs.  Indeed as I expressed a month ago, 2010 might have been my best year ever in terms of the market moving up the names I focus on and championed - APKT, RVBD, FFIV, LVS, CMI, BWA, MGA, et al.

WNCWabash National Corp.543%Trucks & Other Vehicles
IDTIDT Corporation439%Diversified Communication Services
VHCVirnetX Holding Corp403%Internet Software & Services
ISLNIsilon Systems, Inc.393%Data Storage Devices
APKTAcme Packet, Inc.391%Communication Equipment
TGATransGlobe Energy Corp.379%Independent Oil & Gas
REERare Element Resources Ltd.331%Industrial Metals & Minerals
MCPMolycorp, Inc.305%Industrial Metals & Minerals
KEMKEMET Corp.285%Diversified Electronics
ENTREntropic Communications, Inc.283%Semiconductor - Broad Line
MIPSMIPS Technologies Inc.258%Semiconductor- Memory Chips
PPOPolypore International Inc.247%Industrial Equipment & Components
SPRDSpreadtrum Communications Inc.243%Semiconductor - Broad Line
MSBMesabi Trust238%Diversified Investments
TZOOTravelzoo Inc.231%Internet Information Providers
NFLXNetflix, Inc.226%Music & Video Stores
LDSHLadish Co. Inc.225%Metal Fabrication
AXTIAXT Inc.224%Semiconductor - Integrated Circuits
QCORQuestcor Pharmaceuticals, Inc.219%Biotechnology
RVBDRiverbed Technology, Inc.217%Networking & Communication Devices
FNSRFinisar Corp.217%Networking & Communication Devices
TRSTriMas Corporation204%Industrial Equipment & Components
CROXCROCS Inc.204%Textile - Apparel Footwear & Accessories
AREXApproach Resources, Inc.199%Oil & Gas Drilling & Exploration
MBIMBIA Inc.198%Surety & Title Insurance
LVSLas Vegas Sands Corp.197%Resorts & Casinos
NXTMNxstage Medical, Inc.197%Medical Appliances & Equipment
HUSAHouston American Energy Corp.196%Independent Oil & Gas
FRGFronteer Gold Inc194%Gold
HSFThiSoft Technology International193%Business Software & Services
BSFTBroadSoft, Inc.190%Communication Equipment
ACTGAcacia Research Corporation186%Research Services
OPENOpenTable, Inc.183%Business Services
ITMNInterMune Inc.183%Biotechnology
ATMLAtmel Corporation166%Semiconductor - Broad Line
GGALGrupo Financiero Galicia S.A.162%Foreign Regional Banks
GOROGold Resource Corp162%Gold
LCAPALiberty Capital Group161%Entertainment - Diversified
RESRPC Inc.160%Oil & Gas Equipment & Services
APLAtlas Pipeline Partners LP153%Oil & Gas Pipelines
SLWSilver Wheaton Corp.152%Silver
JAZZJazz Pharmaceuticals, Inc.152%Biotechnology
FFIVF5 Networks, Inc.150%Data Storage Devices
TALTAL International Group, Inc.149%Rental & Leasing Services
RDWRRadware Ltd.149%Information Technology Services
PANLUniversal Display Corp.148%Computer Peripherals
CMGChipotle Mexican Grill, Inc.147%Restaurants
CMICummins Inc.143%Diversified Machinery
TWITitan International Inc.141%Auto Parts
SIGASIGA Technologies, Inc.141%Drug Manufacturers - Other
DECKDeckers Outdoor Corp.140%Textile - Apparel Footwear & Accessories
BIDUBaidu, Inc.139%Internet Information Providers
EXXIEnergy XXI (Bermuda) Limited139%Oil & Gas Equipment & Services
ARMHARM Holdings plc138%Semiconductor - Specialized
PWERPower-One Inc.137%Diversified Electronics
PAYVeriFone Systems, Inc137%Business Equipment
HNRHarvest Natural Resources Inc.136%Independent Oil & Gas
WBCWABCO Holdings Inc.136%Auto Parts
NGNovaGold Resources Inc.135%Gold
CRUSCirrus Logic Inc.134%Semiconductor - Specialized
NOGNorthern Oil and Gas, Inc.134%Oil & Gas Drilling & Exploration
EZCHEZchip Semiconductor Ltd.134%Semiconductor Equipment & Materials
TENTenneco Inc.133%Auto Parts
URIUnited Rentals, Inc.132%Rental & Leasing Services
PETDPetroleum Development Corp131%Independent Oil & Gas
LULULululemon Athletica Inc.131%Textile - Apparel Clothing
BEZBaldor Electric Co.128%Industrial Electrical Equipment
KRAKraton Performance Polymers Inc.128%Chemicals - Major Diversified
LOGMLogMeIn, Inc.127%Information Technology Services
XXIAIxia126%Semiconductor Equipment & Materials
CATYCathay General Bancorp126%Regional - Pacific Banks
SWCStillwater Mining Co.126%Industrial Metals & Minerals
DHXDice Holdings, Inc.124%Staffing & Outsourcing Services
BKIBuckeye Technologies Inc.124%Paper & Paper Products
WNRWestern Refining Inc.123%Oil & Gas Refining & Marketing
CPXComplete Production Services, Inc.122%Oil & Gas Equipment & Services
TRWTRW Automotive Holdings Corp.120%Auto Parts
CVICVR Energy, Inc.120%Oil & Gas Refining & Marketing
BWABorgWarner Inc.119%Auto Parts
ZUMZZumiez, Inc.118%Apparel Stores
MMRMcMoRan Exploration Co.114%Independent Oil & Gas
FOSLFossil, Inc.114%Recreational Goods, Other
VRUSPharmasset, Inc.112%Drug Manufacturers - Other
VSHVishay Intertechnology Inc.112%Semiconductor - Broad Line
VMWVMware, Inc.112%Technical & System Software
VPHMViroPharma Inc.110%Biotechnology
DDSDillard's Inc.110%Department Stores
LCCUS Airways Group, Inc.109%Major Airlines
PIRPier 1 Imports Inc.109%Home Furnishing Stores
GBXGreenbrier Companies109%Railroads
ILMNIllumina Inc.109%Biotechnology
CYDChina Yuchai International Limited108%Diversified Machinery
MGAMagna International, Inc.108%Auto Parts
ACOMAncestry.com Inc.107%Internet Information Providers
TKRTimken Co.107%Machine Tools & Accessories
BBEPBreitburn Energy Partners LP106%Oil & Gas Drilling & Exploration
DINDineEquity, Inc.106%Restaurants
TIBXTibco Software, Inc.106%Business Software & Services
VRXValeant Pharmaceuticals Int'l105%Drug Delivery
BFRBBVA Banco Frances S.A.105%Foreign Regional Banks
MOTRMotricity, Inc.105%Diversified Communication Services
OVTIOmniVision Technologies Inc.105%Semiconductor - Integrated Circuits
IGTEiGATE Corporation105%Information Technology Services
SWKSSkyworks Solutions Inc.105%Semiconductor - Integrated Circuits
ANNAnnTaylor Stores Corp.104%Apparel Stores
GTLSChart Industries Inc.104%Metal Fabrication
CSTRCoinstar Inc.103%Business Equipment
TICCTICC Capital Corp.103%Asset Management
UAUnder Armour, Inc.102%Textile - Apparel Clothing
BIDSotheby's102%Specialty Retail, Other
IMAXIMAX Corporation102%Photographic Equipment & Supplies
APSGApplied Signal Technology, Inc.101%Communication Equipment