While commodities was the place to be in 2010, there were some extremely strong pockets in the equity markets as there are almost every year. Below I’ve compiled a list of ‘liquid’ non micro cap stocks that returned at least 100% in 2010, with 2 hours to go. There were 112 opportunities to make mad money; of course some were buyouts….if anyone has 2011’s list in advance, I’d appreciate an email…

Criteria

Market cap of at least $300M Return of 100%+ Average daily volume of 200K+ Stock price over $10

I’ve highlighted names, we’ve either owned (blue) or discussed (purple) during the year. Some of these are amongst my favorite fundamental stories, hence I believe 2011 is going to be much tougher to find huge winners as they’ve had tremendous runs. Indeed as I expressed a month ago, 2010 might have been my best year ever in terms of the market moving up the names I focus on and championed – APKT, RVBD, FFIV, LVS, CMI, BWA, MGA, et al.