Shares that like/dislike June

Shares that like June

The following table lists the three FTSE 350 shares that have the best returns in June over the last ten years. For example, Synergy has an average return of 11.1% for the month of June. All stocks have risen in June for at least eight of the past ten years.

Company TIDM Avg(%)
Synergy Health 11.1
Ted Baker 4.1
RPC Group 5.2

 Shares that dislike June

The following table lists the five FTSE 350 shares that have the worst returns in June over the last ten years. For example, Barclays has an average return of -7.8% for the month of June. All five stocks have fallen in at least nine of the past ten years in June.

Company TIDM Avg(%)
Barclays -7.8
Travis Perkins -7.1
Bodycote -5.6
Schroders -4.0
Morrison (Wm) Supermarkets -3.6

An equally-weighted portfolio of the above strong June stocks would have out-performed every year an equally-weighted portfolio of the above weak June stocks by an average of 12.4 percentage points in June for the past ten years.

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Bodycote [BOY] – 42 years on the LSE

On this day in 1972 Bodycote listed on the LSE.

The following chart plots the average monthly out-performance of the shares over the FTSE 100 Index since 1988. For example, on average Bodycote has out-performed the FTSE 100 by 4.6 percentage points in April.

Average monthly performance of Bodycote [BOY] relative to the FTSE 100 Index (1988-2013)

Observations:

  1. The strongest month for Bodycote shares relative to the market has been April (the shares have out-performed the market in this month in 17 of the last 25 years).
  2. The weakest month for Bodycote relative to the market has been December (the shares have only out-performed the market in this month in 10 of the past 26 years).

Bodycote is in the FTSE 350 Industrial Engineering [NMX2750] sector.

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Industrial Engineering sector monthly seasonality analysis – strong for first five months of the year

The 2013 edition of the Almanac looks at the historic monthly performance of the FTSE 350 sectors. Here we look at the Industrial Engineering sector.

The following chart plots the average out-performance of the FTSE 350 Industrial Engineering sector over the FTSE 100 Index by month since 1999. For example, since 1999 on average the Industrial Engineering sector has out-performed the FTSE 100 Index by 1.5 percentage points in January.

Observations:

  1. The sector is strong relative to the whole market in the first five months of the year.
  2. The strongest months are March and April – the sector has under-performed the market only twice in the past 13 years in April.
  3. The weakest month has been September – the sector has out-performed the market only four times in this month in the last 14 years.

The seven stocks in the FTSE 350 Industrial Engineering sector [NMX2750] are-

Bodycote [BOY] Rotork [ROR]
Fenner [FENR] Sprax-Sarco [SPX]
IMI [IMI] Weir Group [WEIR]
Melrose [MRO]
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