The US stock market is in a general down trend at the moment. What securities are doing well? Slim pickins for sure, but here are 24 names out of the 7,195 NYSE, NASDAQ and AMEX universe that we find to explore further based on these selection criteria:

individual stocks, not funds
minimum $25,000 per minute trading liquidity
indicated yield of 2.5% or more to compete with 10-year Treasury yield
sales, earnings and dividends have grown more than 0% over the trailing 5 years
price above the 200-day average price
price above the 20-day average price
20-day average above the 50-day average
50-day average above the 100-day average
100-day average above the 200-day average.

For the moment, these stock have "escape velocity". That may not continue, but these are currently the strongest in terms of price behavior, liquidity, growth and competitive yield. There are certainly other liquid, growing, yielding stocks, but none others with the ideal stacking order of price over moving averages, and moving averages over each other. In rough times like these we want the extra comfort of the clearest up trends, as well as yield. That said, we have only a small portion of our historical equity target invested.

Securities Cited: CPL, SNH, EPD, BCE, ED, NHP, TE, DTE, SCG, XEL, MAA, NST, NEE, UGI, CHL, FRT, SKT, WTR, CPB, MCD, WEC, ABV, MKC.

Holdings Disclosure: As of August 30, we own EPD, ED, CHL, MCD. We do not own any other mentioned security in any managed account.

By Richard Shaw
http://www.qvmgroup.com

Richard Shaw leads the QVM team as President of QVM Group. Richard has extensive investment industry experience including serving on the board of directors of two large investment management companies, including Aberdeen Asset Management (listed London Stock Exchange) and as a charter investor and director of Lending Tree ( download short professional profile ). He provides portfolio design and management services to individual and corporate clients. He also edits the QVM investment blog. His writings are generally republished by SeekingAlpha and Reuters and are linked to sites such as Kiplinger and Yahoo Finance and other sites. He is a 1970 graduate of Dartmouth College.

Disclaimer: The above is a matter of opinion and is not intended as investment advice. Information and analysis above are derived from sources and utilizing methods believed reliable, but we cannot accept responsibility for any trading losses you may incur as a result of this analysis. Do your own due diligence.

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