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Nov. 21, 2020, 3:59 p.m. EST

Momentum stocks may get an end-of-the-year push, history shows

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By Mark Hulbert

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Apple Inc. /zigman2/quotes/202934861/composite AAPL -2.45% , 63.9%

Lam Research Corp. /zigman2/quotes/208077897/composite LRCX -3.86% , 47.6%

Barrick Gold Corp. /zigman2/quotes/201432642/composite GOLD -1.81% , 40.6%

Microsoft Corp. /zigman2/quotes/207732364/composite MSFT -2.70% , 38.4%

Lowe’s Cos. /zigman2/quotes/205563664/composite LOW -2.92% , 35.3%

Cummins Inc. /zigman2/quotes/208385233/composite CMI +1.55% , 35.2%

Facebook Inc. Class A /zigman2/quotes/205064656/composite FB -1.39% , 34.9%

McKesson Corp. /zigman2/quotes/206975466/composite MCK -0.87% , 33.4%

For the record, I should report that I presented a similar list of stocks one year ago. For the month of December 2019, their average return was 5.2%, versus 2.9% for the S&P 500 (assuming dividends were reinvested).

Mark Hulbert is a regular contributor to MarketWatch. His Hulbert Ratings tracks investment newsletters that pay a flat fee to be audited. He can be reached at mark@hulbertratings.com

/zigman2/quotes/202934861/composite
US : U.S.: Nasdaq
$ 122.06
-3.06 -2.45%
Volume: 112.82M
March 3, 2021 4:00p
P/E Ratio
33.00
Dividend Yield
0.67%
Market Cap
$2100.53 billion
Rev. per Employee
$1.86M
loading...
/zigman2/quotes/208077897/composite
US : U.S.: Nasdaq
$ 551.23
-22.13 -3.86%
Volume: 1.63M
March 3, 2021 4:00p
P/E Ratio
27.35
Dividend Yield
0.94%
Market Cap
$81.94 billion
Rev. per Employee
$888,552
loading...
/zigman2/quotes/201432642/composite
US : U.S.: NYSE
$ 19.50
-0.36 -1.81%
Volume: 21.35M
March 3, 2021 4:00p
P/E Ratio
14.92
Dividend Yield
1.69%
Market Cap
$35.31 billion
Rev. per Employee
N/A
loading...
/zigman2/quotes/207732364/composite
US : U.S.: Nasdaq
$ 227.56
-6.31 -2.70%
Volume: 34.01M
March 3, 2021 4:00p
P/E Ratio
33.89
Dividend Yield
0.98%
Market Cap
$1763.90 billion
Rev. per Employee
$877,393
loading...
/zigman2/quotes/205563664/composite
US : U.S.: NYSE
$ 158.29
-4.76 -2.92%
Volume: 5.24M
March 3, 2021 4:03p
P/E Ratio
20.45
Dividend Yield
1.52%
Market Cap
$119.19 billion
Rev. per Employee
N/A
loading...
/zigman2/quotes/208385233/composite
US : U.S.: NYSE
$ 261.67
+3.99 +1.55%
Volume: 1.21M
March 3, 2021 4:04p
P/E Ratio
21.81
Dividend Yield
2.06%
Market Cap
$38.14 billion
Rev. per Employee
$342,603
loading...
/zigman2/quotes/205064656/composite
US : U.S.: Nasdaq
$ 255.41
-3.59 -1.39%
Volume: 15.51M
March 3, 2021 4:00p
P/E Ratio
25.28
Dividend Yield
N/A
Market Cap
$737.55 billion
Rev. per Employee
$1.47M
loading...
/zigman2/quotes/206975466/composite
US : U.S.: NYSE
$ 172.21
-1.51 -0.87%
Volume: 1.60M
March 3, 2021 4:02p
P/E Ratio
N/A
Dividend Yield
0.98%
Market Cap
$27.62 billion
Rev. per Employee
$2.89M
loading...

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About Mark Hulbert

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Mark Hulbert is editor of the Hulbert Financial Digest, which since 1980 has been tracking the performance of hundreds of investment advisors. The HFD...

Mark Hulbert is editor of the Hulbert Financial Digest, which since 1980 has been tracking the performance of hundreds of investment advisors. The HFD became a service of MarketWatch in April 2002. In addition to being a Senior Columnist for MarketWatch, Hulbert writes a monthly column for Barron’s.com and a column on investment strategies for the Journal of the American Association of Individual Investors. A frequent guest on television and radio shows, you may have seen Hulbert on CNBC, Wall Street Week, or ABC’s World News This Morning. Most recently, Dow Jones and MarketWatch launched a new weekly newsletter based on Hulbert's research, entitled Hulbert on Markets: What’s Working Now.

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