Shares that like/dislike May

Shares that like May

The following table lists the four FTSE 350 shares that have the best returns in May over the last ten years. For example, Cranswick has an average return of 4.6% for the month of May. Each stock has risen in May in at least eight of the past ten years.

Company TIDM Avg(%)
Babcock International Group 6.0
Cranswick 4.6
3i Group 4.1
Severn Trent 3.6

Shares that dislike May

The following table lists the five FTSE 350 shares that have the worst returns in May over the last ten years. For example, Taylor Wimpey has an average return of -11.0% for the month of May. All five stocks have fallen in May in at least eight of the past yen years.

Company TIDM Avg(%)
Taylor Wimpey -11.0
Petra Diamonds Ltd -8.4
Workspace Group -4.9
Sainsbury (J) -3.6
Stagecoach Group -3.3

An equally-weighted portfolio of the above strong May stocks would have out-performed every year an equally-weighted portfolio of the above weak May stocks by an average of 10.8 percentage points in May for the past ten years.

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Food Producers sector monthly seasonality analysis

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

The following chart plots the average out-performance of the FTSE 350 Food Producers sector over the FTSE 100 Index by month since 1999. For example, since 1999 on average the Food Producers sector has under-performed the FTSE 100 Index by 2.2 percentage points in January.

Observations:

  1. The strongest months have beem May and November – the sector has under-performed the market only four times in the past 14 years in May.
  2. The weakest month has been January – the sector has out-performed the market only four times in January in the last 13 years.

The six stocks in the FTSE 350 Food Producers sector [NMX3570] are-

Associated British Foods [ABF] Devro [DVO]
Cranswick [CWK] Tate & Lyle [TATE]
Dairy Crest Group [DCG] Unilever [ULVR]
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