Every month I publish a seasonality report in The PPT, using its seasonality tools. For the month of September, ULTA was an interesting pick because of its history. This is what ULTA has done in the month of September, over the past 6 years.
Pretty impressive.
“Now what’s the next one?” says the lurch in the reader class section of the website. I’ll get to it straight away, master.
Here is what stands out to me (link to screen for PPT members)
FFIV
CAAS
KNDI
GURE
STMP
LCC
GOOG
DAL
AUDC
BTU
ALGT
HOLI
RJET
COH
GS
In summary, chinese and airline stocks tend to do well. GPS has been up 22 of 25 years in October, for an average return of 4.8%. And KMP has been up 19 of 20 years, for an average return of 4.4%. It’s hard to dismiss these numbers as “mere coincidence.”
The best performing ETFs have been EWM, GXC and TBT, again solidifying the case for Asian stocks.
On the downside, RGLD, RSOL, HSOL, MNKD, GTAT, CSIQ and OWW stand out as miserable performers (here is that screen for PPT members).
SYNM has gone down 13 of the last 14 years, in the month of October, for an average loss of 11.78%.
The worst performing ETFs have been TAN, FXP, DUG and DFJ.
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