Enough of the creative writing: let’s get down to brass tacks.
Every heap of trash has had its 15 minutes of fame this year, so what’s left? What has Mother Market neglected?
Using The PPT engine, I have 332 stocks to comb through (members only link, pal). The criteria is simple: stocks down 10% or more over the past six month, organized by industry, and a minimum market cap of $100 million.
Rubber shoes and played out hand bags: CROX (-13%), COH (-12%).
An olde Devil stock: CALL (-19%)
Steel and Iron: SIM (-19%), MTL (-12%), ROCK (-18%)
Vitamins: VSI (-11%)
Nail polish and books: SBH (-10%), BKS (-17%)
Silver: MVG (-25%), CDE (-16%), PAAS (-12%)
Semis: UTEK (-22%), IMI (-37%), BRCM (-24%), MLNX (-42%), PSMI (-14%), ADNC (-14%)
Grub: PNRA (-13%), RT (-35%), BJRI (-13%)
Homies: TPH (-16%), MDC (-15%), KBH (-18%)
REIT, Retail: MITT (-25%), CCG (-22%), AGNC (-20%), ACC (-17%)
REIT, Healthcare: UHT (-19%), HCP (-19%)
REIT, Diversified: ARR (-25%), CYS (-23%), JMI (-30%), ANH (-14%)
Refiners: ALDW (-37%), MPC (-15%), DK (-30%), ALJ (-32%)
Oil Men: CAM (-14%), CIE (-16%), HK (-21%), EVEP (-20%), KWK (-14%), IOC (-18%)
Mortgage: DX (-11%), RWT (-18%), NLY (-17%)
Medical Equipment: ISRG (-22%), OFIX (-35%), MDCI (-11%)
Internet cast outs: ANGI (-27%), TZOO (-15%), INAP (-20%)
Miners: PCG (-45%), TRQ (-30%), ACI (-13%)
Gold: GORO (-47%), BVN (-33%), SAND (-27%), BAA (-29%), ANV (-61%)
Building and Materials: TXI (-11%), OC (-10%), HW (-15%)
Foreign Utilities: SBS (-25%), CIG (-14%), EOC -13%
Utilities: SO (-10%), FE (-17%), ELP (-21%)
Biotech: AMRN (-67%), DVAX (-53%), ARNA -22%), AGN (-16%), ARIA (-81%), DNDN (-46%), GTXI (-63%), VICL (-60%), ACHN (-63%), AVEO (-72%), SQNM (-39%), OGXI (-21%)
Retail: JCP (-56%), SHOS (-32%), BONT (-18%),
Beaten Down Tech: BBRY (-44%), EBIX (-38%), VCLK (-33%), RLOC (-19%)
Software: MODN (-52%), UPIP (-15%), SWI (-24%), NUAN (-27%)
Apparel: CBK (-14%), ARO (-31%), ANF (-21%), AEO (-23%), FRAN (-35%)
Ag: UAN (-19%), MOS (-23%), POT (-20%), RNF (-16%), IPI (-17%), SQM (-43%)
Beer and Soda: CCU (-17%), FMX (-20%), KOF (-26%), COT (-25%)
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PGEM
CTRX in software
I’m throwing some small change at WMT and BAC calls. 1-2-3 months out.
SNTS, bro.
Perfect theme for the next quarter.
Interesting to note that a major newsletter removed GORO from top 10 list. The only reason I mention this is because of stock’s extremely low ADTV.
The herd ran off the cliff from ~7. I’ve feasted on fresh mutton in the past (taking contrarian pos on both long and short, post recom changes); I hear there is more to go around just past them thar hills.
On a totally unrelated note, it appears Japan has copied the Fly and now have an OSC. http://www.telegraph.co.uk/science/space/10401177/Space-cannon-to-be-fired-into-asteroid.html
One can only hope they’ll open a new exhibit in the Smithsonian telling us exactly how they accomplished such a feat.
how do you know that isn’t my OSC?
Awesome list. Thanks for doing this!
great shopping basket..much appreciated
SSNI…if you like bottom up plays
VINCENZO
old fave….DF( I own this)
As of yesterday, NQ hasn’t run.
muddy waters tweeting during NQ press conf…classic
great insight
next time post a straight list so that i can copy paste (direct) this 100 names into finviz.
Thanks .
http://finviz.com/screener.ashx?v=211&t=RUBBER,SHOES,AND,PLAYED,OUT,HAND,BAGS:,CROX,%28-13%29,COH,%28-12%29.,AN,OLDE,DEVIL,STOCK:,CALL,%28-19%29,STEEL,AND,IRON:,SIM,%28-19%29,MTL,%28-12%29,ROCK,%28-18%29,VITAMINS:,VSI,%28-11%29,NAIL,POLISH,AND,BOOKS:,SBH,%28-10%29,BKS,%28-17%29,SILVER:,MVG,%28-25%29,CDE,%28-16%29,PAAS,%28-12%29,SEMIS:,UTEK,%28-22%29,IMI,%28-37%29,BRCM,%28-24%29,MLNX,%28-42%29,PSMI,%28-14%29,ADNC,%28-14%29,GRUB:,PNRA,%28-13%29,RT,%28-35%29,BJRI,%28-13%29,HOMIES:,TPH,%28-16%29,MDC,%28-15%29,KBH,%28-18%29,REIT,RETAIL:,MITT,%28-25%29,CCG,%28-22%29,AGNC,%28-20%29,ACC,%28-17%29,REIT,HEALTHCARE:,UHT,%28-19%29,HCP,%28-19%29,REIT,DIVERSIFIED:,ARR,%28-25%29,CYS,%28-23%29,JMI,%28-30%29,ANH,%28-14%29,REFINERS:,ALDW,%28-37%29,MPC,%28-15%29,DK,%28-30%29,ALJ,%28-32%29,OIL,MEN:,CAM,%28-14%29,CIE,%28-16%29,HK,%28-21%29,EVEP,%28-20%29,KWK,%28-14%29,IOC,%28-18%29,MORTGAGE:,DX,%28-11%29,RWT,%28-18%29,NLY,%28-17%29,MEDICAL,EQUIPMENT:,ISRG,%28-22%29,OFIX,%28-35%29,MDCI,%28-11%29,INTERNET,CAST,OUTS:,ANGI,%28-27%29,TZOO,%28-15%29,INAP,%28-20%29,MINERS:,PCG,%28-45%29,TRQ,%28-30%29,ACI,%28-13%29,GOLD:,GORO,%28-47%29,BVN,%28-33%29,SAND,%28-27%29,BAA,%28-29%29,ANV,%28-61%29,BUILDING,AND,MATERIALS:,TXI,%28-11%29,OC,%28-10%29,HW,%28-15%29,FOREIGN,UTILITIES:,SBS,%28-25%29,CIG,%28-14%29,EOC,-13,UTILITIES:,SO,%28-10%29,FE,%28-17%29,ELP,%28-21%29,BIOTECH:,AMRN,%28-67%29,DVAX,%28-53%29,ARNA,-22%29,AGN,%28-16%29,ARIA,%28-81%29,DNDN,%28-46%29,GTXI,%28-63%29,VICL,%28-60%29,ACHN,%28-63%29,AVEO,%28-72%29,SQNM,%28-39%29,OGXI,%28-21%29,RETAIL:,JCP,%28-56%29,SHOS,%28-32%29,BONT,%28-18%29,BEATEN,DOWN,TECH:,BBRY,%28-44%29,EBIX,%28-38%29,VCLK,%28-33%29,RLOC,%28-19%29,SOFTWARE:,MODN,%28-52%29,UPIP,%28-15%29,SWI,%28-24%29,NUAN,%28-27%29,APPAREL:,CBK,%28-14%29,ARO,%28-31%29,ANF,%28-21%29,AEO,%28-23%29,FRAN,%28-35%29,AG:,UAN,%28-19%29,MOS,%28-23%29,POT,%28-20%29,RNF,%28-16%29,IPI,%28-17%29,SQM,%28-43%29,BEER,AND,SODA:,CCU,%28-17%29,FMX,%28-20%29,KOF,%28-26%29,COT,%28-25%29
best i can do
but doesnt work 😀
MuddyWatersResearch Tweet: ‘$NQ – and NQ reps have no idea where the stores are’
http://edge.media-server.com/m/p/xiofugao/lan/en/st/retail
Listening to NQ call and reading Muddy’s tweets. So funny
copy
very inspiring. I am asking the same questions…where to go now?…what isnt at ATH?…only the MOMOs have worked for me over the past month and we all know thats not a smart play for 100% of your $$.
I think they got the name MuddyWaters because when they get done the shareholders of the offending company will be singing the blues.
EVEP. One of my favorite medium to long term holds. MLP with primarily midstream assets but a also a huge acreage position in the Utica Shale, which Aubrey McClendon bought a small piece of right after getting ousted from CHK. 8% div too.