Investing in Funny Ticker Symbols: August Update

Young Rae Kim | continues to track its portfolio of funny ticker stocks against the performance of the S&P 500 and there have been major updates since last month’s review.

Since its inception, the “FUNY Index” has more than doubled the S&P 500 for a return of 47.77 percent, while the S&P500 had a return of 22.76 percent since the November low. Here is a breakdown of the FUNY Index during the timeframe (November 15 – August 15).



BioTelemetry, Inc. (BEAT) was the winner again this month with a whopping return of 235 percent. Biotelemetry, formally called Cardionet, changed the company name on Tuesday. The company is a developer of heartbeat monitoring technology who has soared all the way up to just around $8 per share.

Moving onto the food industry, two popular pizza chains Papa Johns, Int’l Inc. (PZZA) and Pizza Hut owned by Yum! Brands Inc. (YUM) , went head-to-head, putting their best pizzas forward. Papa Johns came up on top with a return of 47.39 percent while Yum! Brands had a return of just 4.27 percent.

However, Yum! Brands has also recouped after being down 4.54 percent last month. Over the last five years, Papa Johns has steadily gained value, jumping from around $8 per share to almost $70. Finishing up the restaurant section, The Cheesecake Factory, Inc. (CAKE) is also showing significant return, up 30.96 percent since Nov. 15.  The company announced the opening of a new restaurant in Novi, Michigan on Tuesday.

Other companies that enjoyed profits during this period include Southwest Airlines Co. (LUV) , which posted a return of 52.22 percent, and OM Group Inc. (OMG) , which has improved drastically since November.  

All stocks from the FUNY Index have improved since the November low. The three names--Asia Tigers Fund Inc. (GRR) , Thoratec Corp. (THOR) , and YUM! Brands--were actually down last month, but brought themselves back up, improving the overall return of the FUNY Index. However, this does not come as a huge surprise considering the S&P 500 rose by over 4 percent from last month.

DISCLOSURE: The views and opinions expressed in this article are those of the authors, and do not represent the views of Readers should not consider statements made by the author as formal recommendations and should consult their financial advisor before making any investment decisions. To read our full disclosure, please go to:


Symbol Name Price Change % Volume
BEAT BioTelemetry Inc. 18.55 -0.05 -0.27 169,587
BOOM Dynamic Materials Corporation 10.33 0.14 1.37 22,961
CAKE The Cheesecake Factory Incorporated 49.66 -1.61 -3.14 804,979
FIZZ National Beverage Corp. 48.75 -0.60 -1.22 202,040
HOG Harley-Davidson Inc. 55.61 0.86 1.57 3,910,619
JEHLY Johnson Electric Holdings Ltd. ADR (New) 25.40 0.00 0.00 0
LUV Southwest Airlines Company 42.29 0.04 0.09 7,813,331
OMG OM Group, Inc. n/a n/a n/a 0
PZZA Papa Johns International Inc. 79.98 -0.52 -0.65 290,014
WOOF VCA Inc. 67.86 0.09 0.13 765,744
YUM Yum! Brands Inc. 86.20 -1.04 -1.19 2,477,915
ZEUS Olympic Steel Inc. 23.32 0.11 0.47 60,927


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