The market was very strong this week, and one group of serious outperformerance was dry bulk shipping (which has been hot for a few weeks now) - this appears to be a play on the China earthquake; more supplies needed to rebuild combined with some loss of local production = more imported goods needed in China. It was a sunny (ahem) week for solar. Global infrastructure finally took off after lagging for months on end. And what can I say about coal that I have not been pounding the table about since September. It has been nice to see names not associated with coal, natural gas, oil, or fertilizer finally get their due in the past few weeks. We also saw some strength in "old school" technology, which has lagged seriously - I think this was driven by the Hewlett Packard (HPQ) acquisition of EDS (EDS).

Our criteria

1. Market capitalization $1.75B+ (I've lowered this from $2B to try to find some slightly smaller fish in the sea)
2. Average volume 100K+
3. Stock price $10+
4. Return this week 10%+

88 names made the list, we owned about 10% of them. As always green shaded names we own, and blue shaded we have owned in the past or discussed in the blog (note Shaw Group was sold this week - too early of course)

Symbol	Company Name	% Price Change 1 Week
TDS	Telephone and Da Ord Shs	32.3
EDS	Electr Data Ord Shs	29.0
EXM	Excel Maritime Carriers Ltd	27.8
CVI	CVR Energy Inc	21.6
DRYS	DryShips Inc	20.4
DSX	Diana Shipping Inc	19.7
WGOV	Woodward Governor Co	19.7
ENER	Energy Conversion Devices Inc	19.2
GRMN	Garmin Ltd	18.9
BYI	Bally Technologies Inc	18.5
PCX	Patriot Coal Corp	18.5
ANR	Alpha Natural Resources Inc	17.1
VMC	Vulcan Materials Co	16.9
FLR	Fluor Corp	16.7
WDC	Western Digital Corp	16.5
OC	Owens Corning	16.4
CCU	Clear Channel Communications Inc	16.1
BID	Sotheby s	15.7
STZ	Constellation Ord Shs	15.6
SGR	Shaw Group Inc	15.5
AAP	Advance Auto Parts Inc	15.4
FWLT	Foster Wheeler Ord Shs	15.4
WRC	Warnaco Group Inc	14.9
BTU	Peabody Energy Ord Shs	14.9
TNB	Thomas & Betts Corp	14.7
NTT	Nippon Telegraph and Telephone ADR	14.6
CCO	Clear Channel Outdoor Holdings Inc	14.4
SINA	SINA Corp	14.4
MCO	Moody's Corp	14.1
CBI	Chicago Bridge & Iron Co NV	14.0
TSO	Tesoro Ord Shs	13.8
ATHR	Atheros Communications Inc	13.7
TIF	Tiffany & Co	13.6
WFR	MEMC Electronic Materials Inc	13.5
WBD	Wimm-Bill-Dann OAO	13.4
TRN	Trinity Industries Inc	13.3
PKX	Posco Depository Receipt	13.2
PHM	Pulte Homes Ord Shs	13.1
MRVL	Marvell Technology Group Ltd	13.1
HAR	Harman International Industries Inc	13.0
AMLN	Amylin Ord Shs	12.9
GGB	Gerdau SA Depository Receipt	12.4
GTI	GrafTech International Ltd	12.2
HRC	Hill Rom Holdings Ord Shs	12.2
HRS	Harris Corp	12.2
KBR	KBR Inc	12.1
LEAP	Leap Wireless International Inc	12.1
DELL	Dell Inc	12.0
MDR	McDermott International Inc	12.0
TK	Teekay Corp	11.9
JWN	Nordstrom Inc	11.8
ACGY	Acergy ADR	11.7
TTEC	TeleTech Holdings Inc	11.6
GNK	Genco Shipping & Trading Ltd	11.6
CY	Cypress Semiconductor Corp	11.5
ANW	Aegean Marine Petroleum Network Inc	11.3
SNDK	SanDisk Corp	11.2
JEC	Jacobs Engineering Group Inc	11.2
OZM	Och Ziff Capital Management Group	11.1
NTY	NBTY Inc	11.1
EDU	New Oriental Education & Technology	11.1
WLT	Walter Industry Ord Shs	11.1
EMC	EMC Corp	11.0
DISH	DISH Network Corp	11.0
RIO	Companhia Vale Do Rio Docea	10.9
MYGN	Myriad Genetics Inc	10.9
TS	Tenaris ADR	10.9
PCS	MetroPCS Communications Inc	10.8
SPLS	Staples Inc	10.8
IACI	IAC/InterActive Ord Shs	10.7
NICE	Nice Systems Depository Receipt	10.7
BR	Broadridge Financial Solutions Inc	10.6
SNE	Sony Rep 1 Ord Shs ADR	10.6
HES	Hess Corp	10.6
AA	ALCOA Ord Shs	10.5
SDA	Sadia ADR Rep 3 Pref Shs	10.3
SATS	EchoStar Corp	10.3
PVH	Phillips-Van Heusen Corp	10.3
IFX	Infineon Technol Depository Receipt	10.2
CA	CA Inc	10.2
SQM	Sociedad Quimica y Minera de Chile	10.2
SOHU	Sohu.com Inc	10.2
BTM	Brasil Telecom ADR	10.1
CTX	Centex Corp	10.0
BRCM	Broadcom Class A Ord Shs	10.0
ME	Mariner Energy Ord Shs	10.0
A	Agilent Technologies Inc	10.0
MLM	Martin Marietta Materials Inc	10.0