Running a quick screen on finviz.com I came up with a list of just under 50 of the hottest stocks in terms of performance.  I pulled out 4 names at the bottom of the list which are takeover candidates.  Here are the criteria:

  1. Market cap > $300M
  2. Trading volume > 200K daily
  3. Stock price > $10
  4. Over 50, and 200 day moving average
  5. At least 10% over 20 day moving average

Some interesting results showed up - some of the normal candidates (high beta generals), and some old names from the portfolio. (I highlighted those in blue)  Chinese solar stocks seem to be back en vogue as well; I did not even recognize JinkoSolar (JKS) as it's been a while since I've bothered to look at the space.   Names I've been debating on and off in terms of adding to the portfolio the past few months are Fossil (FOSL), MBIA (MBI) [seriously], and NetSuite (N) [yet another 'cloud' play].  Somehow LogmeIn (LOGM) is still on this list. [Jun 17, 2010: Best Chart of a Stock You Never Heard of]

If this were 2006 this is where I'd say, if tomorrow's job report pleases the market, these are the names you'd want to focus on in terms of best relative strength, but in the current era where all stocks are the same stock - just buy anything I suppose.

[sorted by market cap]


TickerCompanyIndustry Market Cap
CRMSalesforce.comApplication Software      14,981
CIBBancolombia S.A.Foreign Regional Banks      12,932
AKAMAkamai Technologies Inc.Internet Information Providers       8,654
SLWSilver Wheaton Corp.Silver       7,743
ARMHARM Holdings plcSemiconductor - Specialized       7,378
RHTRed Hat, Inc.Application Software       6,736
FOSLFossil, Inc.Recreational Goods, Other       3,275
CTCMCTC Media, IncBroadcasting - TV       3,082
AWIArmstrong World Industries, Inc.General Building Materials       2,391
JKSJinkoSolar Holding Co., Ltd.Industrial Electrical Equipment       2,205
PAYVeriFone Systems, IncBusiness Equipment       2,162
ANVAllied Nevada Gold Corp.Gold       2,111
MBIMBIA Inc.Surety & Title Insurance       1,964
TSLTrina Solar Ltd.Semiconductor - Specialized       1,891
EATBrinker International Inc.Restaurants       1,689
FTNTFortinet Inc.Computer Peripherals       1,497
MCPMolycorp, Inc.Industrial Metals & Minerals       1,436
ISLNIsilon Systems, Inc.Data Storage Devices       1,392
MMRMcMoRan Exploration Co.Independent Oil & Gas       1,360
EJE-House (China) Holdings LimitedProperty Management       1,344
ARSTArcSight, Inc.Business Software & Services       1,303
NNetSuite Inc.Business Software & Services       1,247
NZNetezza CorporationDiversified Computer Systems       1,246
HSHealthSpring Inc.Health Care Plans       1,235
JACKJack in the Box Inc.Restaurants       1,162
DRIVDigital River Inc.Internet Software & Services       1,093
CVLTCommVault Systems, Inc.Application Software       1,072
EXXIEnergy XXI (Bermuda) LimitedOil & Gas Equipment & Services       1,053
SWMSchweitzer-Mauduit International Inc.Paper & Paper Products       1,029
VQVenoco, Inc.Oil & Gas Drilling & Exploration       1,003
FOEFerro Corp.Specialty Chemicals          999
COGTCogent Inc.Business Software & Services          998
HAINThe Hain Celestial Group, Inc.Processed & Packaged Goods          937
HWDHarry Winston Diamond CorporationNonmetallic Mineral Mining          786
LOGMLogMeIn, Inc.Information Technology Services          773
CRZOCarrizo Oil & Gas Inc.Independent Oil & Gas          765
FIRESourcefire, Inc.Security Software & Services          717
RADSRadiant Systems Inc.Business Software & Services          648
SOLFSolarfun Power Holdings Co. Ltd.Semiconductor - Specialized          635
SCMRSycamore Networks Inc.Networking & Communication Devices          632
DINDineEquity, Inc.Restaurants          613
EZCHEZchip Semiconductor Ltd.Semiconductor Equipment & Materials          567
SPRDSpreadtrum Communications Inc.Semiconductor - Broad Line          536
GIIIG-III Apparel Group, Ltd.Textile - Apparel Clothing          535
REXXRex Energy CorporationOil & Gas Drilling & Exploration          503
UNCAUnica CorporationBusiness Software & Services          451
DTPIDiamond Management & TechnologyManagement Services          343

TickerCompanyIndustry Market Cap
POTPotash Corp. of Saskatchewan, Inc.Agricultural Chemicals      43,289
MFEMcAfee, Inc.Security Software & Services       7,165
BKCBurger King Holdings Inc.Restaurants       2,559
PAR3PAR, Inc.Data Storage Devices       2,016