I can't recall another period I've been around where so many momentum
— it is staggering to see the damage in these once high fliers.
Netflix (NFLX) -65%
Green Mountain Roasters (GMCR) -60%
First Solar (FSLR) -57%
OpenTable (OPEN) -41%
Travelzoo (TZOO) -37%
Molycorp (MCP) -34%
Sina (SINA) -26%
In the survivor camp we have names like Chipotle Mexican Grill (CMG), lululemon (LULU), Whole Food Markets (WMM), Mastercard (MA), and Priceline (PCLN). Intuitive Surgical (ISRG) — which is either hated or loved, depending on the quarter, is back in the loved seat.
Baidu (BIDU), Amazon (AMZN), and Apple (AAPL) took some hits this quarter as well, but are sort of just meandering sideways.
It has definitely been slim pickings for those who have been hiding out in the 'usual suspects'.