Shares that like/dislike July

Shares that like July

The following table lists the five FTSE 350 shares that have the best returns in July over the last ten years. For example, Elementis has an average return of 7.6% for the month of July. All stocks have risen in July for at least nine of the past ten years.

Company TIDM Avg(%)
Elementis 7.6
Brown (N) Group 6.9
Greene King 6.8
Shire 6.0
Land Securities Group 5.1

 Shares that dislike July

The following table lists the two FTSE 350 shares that have the worst returns in July over the last ten years. For example, IP Group has an average return of -4.1% for the month of July. Both stocks have fallen in at least seven of the past ten years in July.

Company TIDM Avg(%)
IP Group -4.1
SSE -2.0

An equally-weighted portfolio of the above strong July stocks would have out-performed every year an equally-weighted portfolio of the above weak July stocks by an average of 9.3 percentage points in July for the past ten years.

Social Share Toolbar

Elementis [ELM] – 50 years on the LSE

On this day in 1964 Elementis listed on the LSE.

Monthly seasonality of Elementis

The following chart plots the average monthly out-performance of the shares over the FTSE 100 Index since 1988. For example, on average Elementis has out-performed the FTSE 100 by 4.4 percentage points in March.
Average monthly performance of Elementis [ELM] relative to the FTSE 100 Index (1988-2013)

Observations:

  1. The strongest month for Elementis shares relative to the market has been March (the shares have out-performed the market in this month in 17 of the last 25 years).
  2. The weakest month for Elementis relative to the market has been September (the shares have only out-performed the market in this month in 11 of the past 26 years).

Elementis is in the FTSE 350 Chemicals [NMX1350] sector.

Social Share Toolbar

Chemical sector starts its 9-month out-performance of the FTSE 100

The 2013 edition of the Almanac looks at the historic monthly performance of the FTSE 350 sectors. The following chart looks at the chemicals sector.

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

Observations:

  1. The strongest month for the chemicals sector has been July; while the weakest has been September.
  2. From November, the chemicals sector has a continuous 9-month run of out-performing the general market.

The seven stocks in the FTSE 350 Chemicals sector [NMX1350] are:

Croda Intl. [CRDA] Morgan Crucible [MGCR]
Elementis [ELM] Victrex [VCT]
Filtrona [FLTR] Yule Catto [YULC]
Johnson Matthey [JMAT]
Social Share Toolbar