Fly on WallStreet

In the market, seasonality is a huge part of being at the right place at the right time. Some stocks outperform others, during certain months, for a variety of reasons. Instead of over analysing the seasonality factor, I have thousands of stocks screened for years up versus down and the percentage gain-- during the target month.

For example:

Did you know the best time to own JP Morgan (JPM) is in May?

The stock has gone up 25 of 33 years in May, posting a 4.1% gain. That's a 75% probablilty.

So, you are probably wondering if a system so simple really works. Well, in July I was short YHOO @ around 33-ish because the stock had been down 8 of 11 years in July, posting a -1.8% return (which is skewed because in 1997 it was up 60%). Consequently, the stock fell out of bed on an earnings miss and I covered my short around 26-ish.

The system is NOT perfect, but it certainly helps to identify potential shortfalls or in many cases it allows me to get in ahead of investment bank upgrades.

They (investment banks) are very much aware of seasonality factors.

So, here is a short list of potential winners forSeptember:
(years up/years down) (% gain)

BXS: 15-5: 2.7%
SYMC: 12-5: 2%
CTSH: 6-2: 2.9%
WIT: 4-0: 9%
CREAF: 10-4: 5.7%
QCOM: 9-5: 6%
JDSU: 9-3: 5.5%
AMZN: 7-2: 14.6% (best month)
ELNK: 7-3: 10.6%
YHOO: 7-3: 12%
UNH: 14-6: 4.3%
IDXX: 12-3: 5.8%
HMA: 11-4: 6.5%
GILD: 10-4: 6%
CAH: 14-6: 2.3%
GSK: 4-0: 5.6%
ESRX: 11-3: 7.7%
SEPR: 10-4: 9%
MYGN: 7-3: 12%
ONXX: 7-3: 13%
SBUX: 11-3: 3%
HRS: 15-5: 2%
GVA: 13-3: 4.9%
ECA: 4-1: 12%
GMRK: 7-2: 7.5%
CPE: 9-2: 15%
PTEN: 7-1: 17%
GG: 10-3: 10%
VIP: 4-0: 8%

If anyone would like a stock screened for seasonality, leave a message in the comments section.