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It was surprising to see US equities picking up this year, after a dismal fourth quarter, in line with the Federal Reserve's move to monetary tightening to the dovish and the usual policy followed since 2008 by investors. The highest (and lowest) market travelers have their own stories that lead to exceptional performance.
The Dow Jones Industrial Average
DJIA, + 0,90%
reported 16.1% this year (dividends reinvested) until July 11, after a decline of 11.8% in the fourth quarter, according to data provided by FactSet. The S & P 1500 Composite Index (composed of the S & P 500 Index
SPX, + 0.46%
S & P 400 Mid Cap Index
MIDDLE, + 1.02%
and the S & P Small Cap 600 index
SML, + 0.87%
) returned 20.5% this year, following a 14% decline in the fourth quarter, including reinvested dividends.
The 12-month figures may be more interesting, with such a large drop before this year's euphoria, the Dow posted a return of 12.3% over the past year, while the S composite index & P 1500 posted a return of 9.0%.
These big winners in 2019
Six stocks among S & P 1500 companies have returned at least 100% over the last 12 months, including dividends, until July 11th. Below is a list of the 27 components of the index that have increased by at least 75% in the past year:
| Business | Teleprinter | Industry | Total return – 12 months | Total return – 3 years | Total return – 5 years | Total return – 10 years |
| EHealth Inc. |
EHTH, -4.40% |
Life / health insurance | 289% | 567% | 164% | 473% |
| Innovative Industrial Properties inc. |
IIPR, -8.39% |
Real Estate Investment Trusts | 281% | N / A | N / A | N / A |
| Avon Products Inc. |
AVP, -1.02% |
Housekeeping / Personal Care | 170% | -1% | -71% | -81% |
| Coca-Cola Consolidated Inc. |
COKE, -0.39% |
Soft drink | 127% | 113% | 335% | 534% |
| Universal Display Corp. |
OLED + 2.29% |
Electronic components | 110% | 181% | 519% | 2.035% |
| Advanced Micro Devices Inc. |
AMD + 0.45% |
Semiconductors | 104% | 560% | 657% | 847% |
| Wingstop Inc. |
WING, + 2.28% |
restaurants | 89% | 321% | N / A | N / A |
| Ball Corp. |
BLL, -1.62% |
Containers / Packagings | 89% | 104% | 135% | 581% |
| LendingTree Inc. |
TREE, -0.15% |
Finance / Rental / Leasing | 88% | 350% | 1.480% | 4.663% |
| Rent-A-Center Inc. |
RCII, + 1.09% |
Finance / Rental / Leasing | 87% | 117% | 17% | 85% |
| Lantheus Holdings Inc. |
LNTH, + 0.36% |
Medical Specialties | 85% | 471% | N / A | N / A |
| Starbucks Corp. |
SBUX, + 0.79% |
restaurants | 79% | 68% | 147% | 1.440% |
| Repligen Corp. |
RGEN, + 0.00% |
Biotechnology | 79% | 204% | 253% | 1.451% |
| MarketAxess Holdings Inc. |
MKTX, + 1.06% |
Investment Banks / Brokers | 75% | 141% | 678% | 4.509% |
| Source: FactSet | ||||||
You can click on the tickers to find out more about each company.
Here is a summary of Wall Street analysts' opinions on these companies:
| Business | Teleprinter | Share notes | Share neutral evaluations | Share notes | Closing price – July 11 | Consensus Price Target | Implied growth potential over 12 months |
| EHealth Inc. |
EHTH, -4.40% |
78% | 22% | 0% | $ 93.47 | $ 93.25 | 0% |
| Innovative Industrial Properties inc. |
IIPR, -8.39% |
67% | 33% | 0% | $ 137.62 | $ 154.00 | 12% |
| Avon Products Inc. |
AVP, -1.02% |
0% | 100% | 0% | $ 3.93 | $ 3.09 | -21% |
| Coca-Cola Consolidated Inc. |
COKE, -0.39% |
0% | 100% | 0% | $ 305.85 | N / A | N / A |
| Universal Display Corp. |
OLED + 2.29% |
55% | 45% | 0% | $ 195.15 | $ 196.50 | 1% |
| Advanced Micro Devices Inc. |
AMD + 0.45% |
44% | 44% | 12% | $ 33.06 | $ 30.14 | -9% |
| Wingstop Inc. |
WING, + 2.28% |
50% | 44% | 6% | $ 95.10 | $ 82.93 | -13% |
| Ball Corp. |
BLL, -1.62% |
57% | 29% | 14% | $ 71.15 | $ 68.25 | -4% |
| LendingTree Inc. |
TREE, -0.15% |
38% | 54% | 8% | $ 433.34 | $ 386.45 | -11% |
| Rent-A-Center Inc. |
RCII, + 1.09% |
13% | 87% | 0% | $ 27.53 | $ 27.17 | -1% |
| Lantheus Holdings Inc. |
LNTH, + 0.36% |
50% | 50% | 0% | $ 27.66 | $ 27.75 | 0% |
| Starbucks Corp. |
SBUX, + 0.79% |
37% | 63% | 0% | $ 89.07 | $ 81.91 | -8% |
| Repligen Corp. |
RGEN, + 0.00% |
83% | 17% | 0% | $ 85.00 | $ 77.60 | -9% |
| MarketAxess Holdings Inc. |
MKTX, + 1.06% |
0% | 82% | 18% | $ 354.53 | $ 293.44 | -17% |
| Source: FactSet | |||||||
The biggest losers
In the last 12 months, 91 stocks on the S & P 1500 have dropped at least 50% (again, reinvested dividends). Here are the 15 who plunged at least 75%:
| Business | Teleprinter | Industry | Total return – 12 months | Total return – 3 years | Total return – 5 years | Total return – 10 years |
| Dean Foods Co. |
DF + 0.00% |
Food: meat / fish / dairy | -90% | -94% | -94% | -94% |
| Superior Energy Services Inc. |
SPN + 0.00% |
Oil Field Services / Equipment | -88% | -93% | -97% | -92% |
| Nautilus Inc. |
NLS -4.00% |
Leisure products | -87% | -91% | -83% | 56% |
| Ascena Retail Group Inc. |
ASNA, + 3.15% |
Retail sale of clothing / footwear | -84% | -91% | -96% | -90% |
| Kirkland & # 39; s Inc. |
CHURCH, -3.78% |
Specialty stores | -83% | -88% | -90% | -82% |
| Stamps.com Inc. |
STMP, + 2.17% |
Internet software / services | -82% | -41% | 38% | 537% |
| Owens & Minor Inc. |
IMO -0.31% |
Medical Distributors | -81% | -91% | -89% | -85% |
| International Higher Industries Inc. |
SUPPER, -0.34% |
Auto Parts: OEM | -81% | -89% | -83% | -70% |
| United Natural Foods Inc. |
UNFI, + 2.34% |
Food Distributors | -78% | -81% | -85% | -62% |
| Pharmacy Diplomate Inc. |
DPLO, -2.64% |
Hospital management / nurse | -78% | -84% | N / A | N / A |
| Applied Optoelectronics Inc. |
AAOI, + 0.71% |
Telecommunications equipment | -77% | -11% | -58% | N / A |
| Weight Watchers International Inc. |
WW, + 3.51% |
Other consumer services | -77% | 97% | 18% | 5% |
| Acorda Therapeutics Inc. |
CAPSA, -5.43% |
Biotechnology | -76% | -73% | -78% | -70% |
| Ring Energy Inc. |
REI, + 0.31% |
Oil and gas production | -76% | -61% | -82% | 13% |
| Denbury Resources Inc. |
DNR + 1.57% |
Oil and gas production | -76% | -59% | -92% | -90% |
| Source: FactSet | ||||||
Here's what analysts think of the worst performance of the S & P 1500 over the past year:
| Business | Teleprinter | Share notes | Share neutral evaluations | Share notes | Closing price – July 11 | Consensus Price Target | Implied growth potential over 12 months |
| Dean Foods Co. |
DF + 0.00% |
0% | 75% | 25% | $ 1.01 | $ 2.36 | 133% |
| Superior Energy Services Inc. |
SPN + 0.00% |
27% | 61% | 12% | $ 1.17 | $ 3.72 | 218% |
| Nautilus Inc. |
NLS -4.00% |
0% | 100% | 0% | $ 1.75 | $ 4.92 | 181% |
| Ascena Retail Group Inc. |
ASNA, + 3.15% |
0% | 100% | 0% | $ 0.65 | $ 1.00 | 53% |
| Kirkland & # 39; s Inc. |
CHURCH, -3.78% |
33% | 67% | 0% | $ 1.85 | $ 4.63 | 150% |
| Stamps.com Inc. |
STMP, + 2.17% |
20% | 60% | 20% | $ 47.03 | $ 53.92 | 15% |
| Owens & Minor Inc. |
IMO -0.31% |
0% | 56% | 44% | $ 3.19 | $ 4.00 | 25% |
| International Higher Industries Inc. |
SUPPER, -0.34% |
60% | 40% | 0% | $ 2.94 | $ 10.00 | 240% |
| United Natural Foods Inc. |
UNFI, + 2.34% |
15% | 62% | 23% | $ 9.39 | $ 10.75 | 14% |
| Pharmacy Diplomate Inc. |
DPLO, -2.64% |
17% | 75% | 8% | $ 6.07 | $ 6.45 | 6% |
| Applied Optoelectronics Inc. |
AAOI, + 0.71% |
11% | 67% | 22% | $ 9.90 | $ 10.21 | 3% |
| Weight Watchers International Inc. |
WW, + 3.51% |
7% | 79% | 14% | $ 23.67 | $ 24.50 | 4% |
| Acorda Therapeutics Inc. |
CAPSA, -5.43% |
22% | 67% | 11% | $ 7.00 | $ 17.56 | 151% |
| Ring Energy Inc. |
REI, + 0.31% |
89% | 11% | 0% | $ 3.27 | $ 8.65 | 164% |
| Denbury Resources Inc. |
DNR + 1.57% |
0% | 91% | 9% | $ 1.27 | $ 2.32 | 83% |
| Source: FactSet | |||||||
Do not miss: Banks should be among the S & P 500 shares in this season of results
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