by Trader Mark, Fund My Mutual Fund
On days like today where its a virtual snoozer, it's a good time to do some research & screening.
With the market correction over 5 weeks long, and plenty of high beta names down 10-20-30% (the S&P 500 down 5.5% in that space) it's always interesting to look at relative strength.Ā Which names are either making new 52 week highs or showing small losses in a time of market turbulence.Ā Ā If the names are in non-defensive sectors you can often glean a company that institutional buyers want to hold onto - and a potential market leader during the next bounce.
Below I've listed 118 names that have a market cap of $300M+, stock price of $10+, and average daily volume of 100K+.Ā They are either at new 52 week highs, or 0-3% below their 52 week high. I've sorted it by industry rather than market cap, to see if there are patterns in terms of sub-sector strength.Ā On first glance, outside of the normal defensive stalwarts, I notice quite a few are foreign ADRs.Ā And REITs of all varieties are showing impressive strength.Ā (Before you ask about Netflix, it is down more than 3% as I type - hence not on the list)
| Ticker | Company | Market Cap | Industry |
| UAN | CVR Partners, LP Common Units r | 1,484 | Agricultural Chemicals |
| SWI | SolarWinds, Inc. | 1,742 | Application Software |
| SMP | Standard Motor Products Inc. | 322 | Auto Parts |
| FMX | Fomento Econ | 112,267 | Beverages - Brewers |
| HANS | Hansen Natural Corporation | 6,433 | Beverages - Soft Drinks |
| KOF | Coca-Cola FEMSA S.A.B de C.V. | 15,904 | Beverages - Soft Drinks |
| PEP | Pepsico, Inc. | 109,017 | Beverages - Soft Drinks |
| DEO | Diageo plc | 52,924 | Beverages - Wineries & Distillers |
| GNOM | Complete Genomics, Inc. | 553 | Biotechnology |
| CEPH | Cephalon Inc. | 6,073 | Biotechnology |
| SGEN | Seattle Genetics Inc. | 2,155 | Biotechnology |
| TLCR | Talecris Biotherapeutics Holdings Corp. | 3,629 | Biotechnology |
| LSTZA | Liberty Starz Group | 59,469 | Broadcasting - TV |
| MCO | Moody's Corp. | 8,982 | Business Services |
| SVVS | SAVVIS, Inc. | 2,259 | Business Services |
| SQM | Chemical & Mining Co. of Chile Inc. | 16,187 | Chemicals - Major Diversified |
| MO | Altria Group Inc. | 57,778 | Cigarettes |
| BTI | British American Tobacco plc | 89,854 | Cigarettes |
| ECL | Ecolab Inc. | 12,551 | Cleaning Products |
| NTGR | Netgear Inc. | 1,542 | Communication Equipment |
| TLVT | Telvent Git S.A. | 1,164 | Computer Based Systems |
| NOC | Northrop Grumman Corporation | 18,588 | Conglomerates |
| RURL | Rural/Metro Corp. | 436 | Consumer Services |
| SLM | SLM Corporation | 8,597 | Credit Services |
| ECPG | Encore Capital Group, Inc. | 782 | Credit Services |
| NDN | 99 | 1,425 | Discount, Variety Stores |
| DPL | DPL Inc. | 3,525 | Diversified Utilities |
| EXC | Exelon Corp. | 27,462 | Diversified Utilities |
| CNP | CenterPoint Energy, Inc. | 8,121 | Diversified Utilities |
| AZN | AstraZeneca PLC | 70,576 | Drug Manufacturers - Major |
| NVS | Novartis AG | 145,664 | Drug Manufacturers - Major |
| JNJ | Johnson & Johnson | 181,162 | Drug Manufacturers - Major |
| FRX | Forest Laboratories Inc. | 10,559 | Drug Manufacturers - Other |
| WPI | Watson Pharmaceuticals Inc. | 8,024 | Drugs - Generic |
| GXP | Great Plains Energy Incorporated | 2,799 | Electric Utilities |
| D | Dominion Resources, Inc. | 27,149 | Electric Utilities |
| BIP | Brookfield Infrastructure Partners L.P. | 3,809 | Electric Utilities |
| AT | Atlantic Power Corporation | 5,250 | Electric Utilities |
| CIG | Cia Energetica de Minas Gerais | 13,641 | Electric Utilities |
| CEG | Constellation Energy Group, Inc. | 7,341 | Electric Utilities |
| PPL | PPL Corporation | 16,027 | Electric Utilities |
| ST | Sensata Technologies Holding NV | 6,191 | Electronic Equipment |
| BUCY | Bucyrus International Inc. | 7,471 | Farm & Construction Machinery |
| UL | Unilever plc | 96,557 | Food - Major Diversified |
| SBS | Companhia de Saneamento Basico | 7,135 | Foreign Utilities |
| OKE | ONEOK Inc. | 7,466 | Gas Utilities |
| NJR | New Jersey Resources Corp. | 1,853 | Gas Utilities |
| XG | Extorre Gold Mines Ltd. Ordinar | 1,025 | Gold |
| NPO | EnPro Industries, Inc. | 927 | Industrial Equipment & Components |
| ICO | International Coal Group, Inc. | 2,975 | Industrial Metals & Minerals |
| SRX | SRA International Inc. | 1,784 | Information Technology Services |
| MMC | Marsh & McLennan Companies, Inc. | 16,602 | Insurance Brokers |
| WSH | Willis Group Holdings Public Limited | 7,261 | Insurance Brokers |
| LQDT | Liquidity Services, Inc. | 598 | Internet Software & Services |
| GIB | CGI Group, Inc. | 6,227 | Internet Software & Services |
| SAVE | Spirit Airlines, Inc. | 859 | Major Airlines |
| OFIX | Orthofix International NV | 731 | Medical Appliances & Equipment |
| AMMD | American Medical Systems Holdings | 2,312 | Medical Appliances & Equipment |
| DGX | Quest Diagnostics Inc. | 9,164 | Medical Laboratories & Research |
| CMO | Capstead Mortgage Corp. | 1,016 | Mortgage Investment |
| CGV | Compagnie G | 5,644 | Oil & Gas Equipment & Services |
| SODA | SodaStream International Ltd. | 1,122 | Packaging & Containers |
| UN | Unilever NV | 97,212 | Processed & Packaged Goods |
| PEET | Peet's Coffee & Tea Inc. | 645 | Processed & Packaged Goods |
| PLCM | Polycom, Inc. | 5,295 | Processing Systems & Products |
| PRA | ProAssurance Corporation | 2,093 | Property & Casualty Insurance |
| CB | The Chubb Corporation | 19,051 | Property & Casualty Insurance |
| WRB | W.R. Berkley Corporation | 4,627 | Property & Casualty Insurance |
| FCE-A | Forest City Enterprises Inc. | 3,159 | Property Management |
| LOOP | LoopNet, Inc. | 598 | Property Management |
| MIM | MI Developments Inc. | 1,421 | Property Management |
| ENL | Reed Elsevier NV | 9,833 | Publishing - Periodicals |
| CYS | Cypress Sharpridge Investments, Inc. | 1,068 | REIT - Diversified |
| RYN | Rayonier Inc. | 5,348 | REIT - Diversified |
| RLJ | RLJ Lodging Trust Common Shares | 1,889 | REIT - Hotel/Motel |
| AHT | Ashford Hospitality Trust Inc. | 855 | REIT - Hotel/Motel |
| DLR | Digital Realty Trust Inc. | 5,881 | REIT - Industrial |
| PDM | Piedmont Office Realty Trust Inc. | 3,553 | REIT - Office |
| MAA | Mid-America Apartment Communities | 2,466 | REIT - Residential |
| SNH | Senior Housing Properties Trust | 3,388 | REIT - Residential |
| ELS | Equity LifeStyle Properties, Inc. | 1,946 | REIT - Residential |
| EQR | Equity Residential | 18,099 | REIT - Residential |
| ESS | Essex Property Trust Inc. | 4,420 | REIT - Residential |
| HTS | Hatteras Financial Corp | 2,174 | REIT - Residential |
| ACC | American Campus Communities Inc. | 2,350 | REIT - Residential |
| AGNC | American Capital Agency Corp. | 3,909 | REIT - Residential |
| AVB | Avalonbay Communities Inc. | 11,460 | REIT - Residential |
| BRE | BRE Properties Inc. | 3,230 | REIT - Residential |
| CPT | Camden Property Trust | 4,489 | REIT - Residential |
| SPG | Simon Property Group Inc. | 33,834 | REIT - Retail |
| DTG | Dollar Thrifty Automotive Group Inc. | 2,423 | Rental & Leasing Services |
| MCD | McDonald's Corp. | 83,567 | Restaurants |
| OCN | Ocwen Financial Corp. | 1,262 | Savings & Loans |
| LB | LaBarge Inc. | 303 | Scientific & Technical Instruments |
| FEIC | FEI Co. | 1,563 | Scientific & Technical Instruments |
| CPHD | Cepheid | 1,935 | Scientific & Technical Instruments |
| BEC | Beckman Coulter Inc. | 5,922 | Scientific & Technical Instruments |
| CHKP | Check Point Software Technologies Ltd. | 13,501 | Security Software & Services |
| NSM | National Semiconductor Corporation | 5,966 | Semiconductor - Broad Line |
| TSM | Taiwan Semiconductor Manufacturing | 70,675 | Semiconductor - Integrated Circuits |
| OSIS | OSI Systems, Inc. | 754 | Semiconductor Equipment & Materials |
| VSEA | Varian Semiconductor Equipment | 4,637 | Semiconductor Equipment & Materials |
| GMLP | Golar LNG Partners LP | 1,050 | Shipping |
| BAK | Braskem S.A. | 12,852 | Specialty Chemicals |
| LZ | Lubrizol Corporation | 8,637 | Specialty Chemicals |
| VSI | Vitamin Shoppe, Inc. | 1,170 | Specialty Retail, Other |
| SUR | CNA Surety Corp. | 1,194 | Surety & Title Insurance |
| CDNS | Cadence Design Systems Inc. | 2,837 | Technical & System Software |
| TYL | Tyler Technologies, Inc. | 802 | Technical & System Software |
| CHT | Chunghwa Telecom Co. Ltd. | 32,155 | Telecom Services - Domestic |
| CNSL | Consolidated Communications Holdings Inc. | 560 | Telecom Services - Domestic |
| BCE | BCE, Inc. | 30,498 | Telecom Services - Domestic |
| MICC | Millicom International Cellular SA | 12,454 | Telecom Services - Foreign |
| VLCM | Volcom Inc. | 598 | Textile - Apparel Footwear |
| TSP | Telecomunicacoes de Sao Paulo S.A. | 15,223 | Wireless Communications |
| TSU | TIM Participacoes S.A. | 12,430 | Wireless Communications |
| TU | TELUS Corporation | 16,815 | Wireless Communications |
| VIV | Vivo Participacoes S.A. | 18,697 | Wireless Communications |
