Thursday, March 19, 2015

Illinois Companies Stock Market Prices Up 601% Since March 6, 2009 ..... a Massive Acceleration From the 553% Growth Only 4 1/2 Months Ago

Former US Fed Chair Ben Bernanke will be delivering a key economic presentation at the University of Southern Indiana in Evansville, Indiana on March 23, 2015.  It is open to the public and free of charge.  The University of Illinois in Urbana-Champaign, which has the best accounting program in the US, is only 180 miles away, Walt Frazier's Southern Illinois University 100 miles away, Eastern Illinois University 130 miles away, Western Illinois University 320 miles away, Northern Illinois University 350 miles away, Illinois State University 230 miles away, Springfield, IL 230 miles away, Chicago and its many great Universities 290 miles away and 3 Floyds Brewing Company in Munster, IN 260 miles away.

Thus, as a backdrop for this upcoming speech and continuing a much deserved tribute to Bernanke's key role in helping the US avoid a Deep, Prolonged Financial Depression, I think it would be helpful to update just what has been going on with Stock Market Prices for Companies in each US State since March 6, 2009, the lowest point for the overall US Stock Market resulting from the aftershocks of the horrific late 2008 US Financial Meltdown, through the most recent date March 18, 2015......a roughly six year period of time.

Long-term Audited Earnings From Continuing Operations Under US Generally Accepted Accounting Principles (GAAP) drive Long-Term Changes in Stock Market Prices.  These Company Earnings crashed with the late 2008 US Financial Meltdown and thus the linked Stock Market Prices of the related Companies also crashed.

But since the 2008 US Financial Meltdown, these Earnings have been consistently exceptional and thus the Stock Market Prices of the related Companies have also consistently exploded upwardly in the past six years.

This is the dilemma faced by the current US Fed ..... raise US interest rates or continue former US Fed Chair Ben Bernanke's economic policies which have continued to spur Company Earnings and thus also Company Stock Market Prices. 

I think the current US Fed should tweak Bernanke's economic policies some to try to more effectively deal with income and wealth inequality, but why in the world would you want to alter them significantly since they have been so incredibly successful?

And the US Congress, and frankly also US Companies,  just have to do a much better job addressing income and wealth inequality.

Illinois Companies stock market prices have been on absolute fire in the past 4 1/2 months.  They experienced spectacular average stock market price growth of 601% for the 6 years since March 6, 2009 through the most recent date March 18, 2015.  This average growth since March 6, 2009 was a substantially lower but still superb 553% only 4 1/2 months ago.

Illinois Companies spectacular 601% average stock market price increase in the past six years is the second highest, just behind Ohio's 619%, so far of all US States with at least 100 Companies included in the latter part of the alphabet (I through Z).

Chicago Metro Area Companies had an even more spectacular 649% average stock market price growth in the past 6 years.

Sixteen Chicago Metro Area Companies had more than Ten-Bag stock market price appreciation in the past 6 years ...... and five of them had more than Thirty-Bag stock market price appreciation in the past 6 years

Below here are the 111 Illinois Headquartered Companies with Stock Market Caps now above $100 mil and which have had their common stocks trading from December 31, 2007, or early in 2008 for companies first going public then, through the most recent date March 18, 2015, or the date the Companies were sold, if they were sold since the beginning of 2014.






Market Market Market






Price Price Price






% % %






Change Change Change



Market Market Market 3-6-09 12-31-07 12-31-07



Price Price Price to to to
Illinois Company HQs
3-18-15 3-6-09 12-31-07 3-18-15 3-6-09 3-18-15


$s $s $s


Chicago Metro Area Company







General Growth Properties Chicago IL      30.94        0.33      41.18 9276% -99% -25%
Tenneco Lake Forest IL      57.04        0.86      26.07 6533% -97% 119%
KapStone Paper & Packaging Northbrook IL      32.75        0.75        3.50 4267% -79% 836%
Ulta Salon, Cosmetics & Fragrances Bolingbrook IL     150.99        4.40      17.15 3332% -74% 780%
Akorn Lake Forest IL      48.15        1.53        7.34 3047% -79% 556%
Brunswick Lake Forest IL      52.29        2.18      17.05 2299% -87% 207%
Manitex Intl Bridgeview IL        9.25        0.46        6.07 1911% -92% 52%
Coleman Cable Waukegan  IL       26.25        1.44        9.45 1723% -85% 178%
United Continental Chicago IL      68.10        3.94      35.66 1628% -89% 91%
Strategic Hotels & Resorts Chicago IL      12.63        0.77      16.73 1540% -95% -25%
Sparton Corp Schaumburg IL      23.75        1.50        4.94 1483% -70% 381%
Methode Electronics Chicago IL      45.67        3.37      16.44 1255% -80% 178%
Middleby Elgin IL     107.23        7.99      25.54 1243% -69% 320%
Century Aluminum Chicago IL      14.61        1.10      53.94 1228% -98% -73%
Material Sciences Corp Elk Grove Village  IL       12.74        1.00        7.43 1174% -87% 71%
Discover Financial Services Riverwoods IL      58.95        4.95      15.08 1091% -67% 291%
Littelfuse Chicago IL      98.46        9.54      32.96 932% -71% 199%
Catamaran Lisle IL      49.80        5.01        3.63 895% 38% 1274%
Jones Lang LaSalle Chicago IL     164.46      16.99      71.16 868% -76% 131%
Hillshire Brands Chicago IL      62.96        7.08      16.06 789% -56% 292%
First Industrial Realty Trust Chicago IL      21.40        2.51      34.60 753% -93% -38%
Packaging Corp America Lake Forest IL      79.66        9.92      28.20 703% -65% 182%
ACCO Brands Lake Zurich IL        7.51        1.10      16.04 583% -93% -53%
Taylor Capital Group Rosemont IL      21.05        3.10      20.40 579% -85% 3%
John B Sanfilippo Elgin IL      37.16        5.58        8.42 566% -34% 341%
CNA Financial Chicago IL      41.52        6.98      33.72 495% -79% 23%
USG Corp Chicago IL      25.39        4.29      35.79 492% -88% -29%
VASCO Data Security Oakbrook Terrace IL      23.85        4.09      27.92 483% -85% -15%
Orbitz Worldwide Chicago IL      11.81        2.17        8.50 444% -74% 39%
Motorola Solutions Schaumburg IL      66.65      12.70      16.04 425% -21% 316%
Boeing Chicago IL     155.73      30.10      87.46 417% -66% 78%
Zebra Technologies Lincolnshire IL      85.82      16.69      34.70 414% -52% 147%
CF Industries Deerfield IL     294.80      60.59     110.06 387% -45% 168%
Allstate Northbrook IL      70.62      14.55      52.23 385% -72% 35%
Kemper Corp Chicago IL      39.62        8.34      47.99 375% -83% -17%
Wintrust Financial Rosemont IL      47.60      10.05      33.13 374% -70% 44%
Equity Residential Chicago IL      80.41      17.09      36.47 371% -53% 120%
IDEX Corp Lake Forest IL      77.02      17.53      36.13 339% -51% 113%
Beam Suntory Inc Deerfield IL      83.47      19.07      72.36 338% -74% 15%
United Stationers Deerfield IL      40.00        9.25      23.11 333% -60% 73%
Ingredion Inc Westchester IL      79.29      18.46      36.75 330% -50% 116%
Calamos Asset Management Naperville IL      12.89        3.05      29.78 323% -90% -57%
GATX Chicago IL      60.08      14.70      36.68 309% -60% 64%
LKQ Corp Chicago IL      24.31        6.10      10.51 299% -42% 131%
John Bean Technologies Chicago IL      35.04        8.85      14.00 296% -37% 150%
Hospira Lake Forest IL      87.72      22.21      42.64 295% -48% 106%
Walgreens Boots Alliance Deerfield IL      87.18      22.09      38.08 295% -42% 129%
AMCOL Intl Hoffman Estates IL      45.74      11.59      36.03 295% -68% 27%
Federal Signal Oak Brook IL      15.54        3.99      11.22 289% -64% 39%
WW Grainger Lake Forest IL     238.41      61.45      87.52 288% -30% 172%
PrivateBancorp Chicago IL      35.91        9.57      32.65 275% -71% 10%
Illinois Tool Works Glenview IL      99.81      26.80      53.54 272% -50% 86%
Equity LifeStyle Properties Chicago IL      56.64      15.29      22.84 271% -33% 148%
Ventas Chicago IL      71.50      20.41      45.25 250% -55% 58%
Merge Healthcare Chicago IL        4.51        1.31        1.19 244% 10% 279%
Dover Downers Grove IL      72.10      22.32      46.09 223% -52% 56%
Treehouse Foods Oak Brook IL      85.63      26.56      22.99 222% 16% 272%
RR Donnelley & Sons Chicago IL      18.80        5.87      37.74 220% -84% -50%
Stepan Company Northfield IL      40.38      12.90      16.27 213% -21% 148%
MB Financial Chicago IL      31.21      10.17      30.83 207% -67% 1%
Great Lakes Dredge & Dock Oak Brook IL        5.88        1.92        8.72 206% -78% -33%
Arthur J Gallagher Itasca IL      47.74      15.68      24.19 204% -35% 97%
Anixter Intl Glenview IL      78.09      25.90      62.27 202% -58% 25%
Schawk Des Plaines IL      20.80        6.94      15.52 200% -55% 34%
AAR Corp Wood Dale IL      32.87      10.99      38.03 199% -71% -14%
Stericycle Lake Forest IL     140.51      47.74      59.40 194% -20% 137%
Lifeway Foods Morton Grove IL      19.41        6.82      11.83 185% -42% 64%
First Midwest Bancorp Itasca IL      17.34        6.28      30.60 176% -79% -43%
CME Group Chicago IL      98.99      36.49     137.20 171% -73% -28%
Morningstar Chicago IL      75.59      28.79      77.75 163% -63% -3%
Cabot Microelectronics Aurora IL      48.53      19.06      35.91 155% -47% 35%
InnerWorkings Chicago IL        6.60        2.62      17.26 152% -85% -62%
Hub Group Downers Grove IL      39.89      15.87      26.58 151% -40% 50%
Mondelez Deerfield IL      35.02      14.15      21.35 148% -34% 64%
Oil-Dri Corp America Chicago IL      31.51      13.11      21.94 140% -40% 44%
Abbott Laboratories Abbott Park IL      47.39      22.44      26.87 111% -16% 76%
FreightCar America Chicago IL      30.35      14.52      35.00 109% -59% -13%
PCTEL Bloomingdale IL        8.80        4.31        6.86 104% -37% 28%
Old Republic Intl Chicago IL      15.26        7.66      15.41 99% -50% -1%
Tootsie Rolls Industries Chicago IL      33.40      17.33      22.96 93% -25% 45%
McDonald's Oak Brook IL      97.00      52.12      58.91 86% -12% 65%
Inland Real Estate Oak Brook IL      10.75        6.12      14.16 76% -57% -24%
Lawson Products Chicago IL      24.84      14.25      37.92 74% -62% -34%
Heidrick & Struggles Intl Chicago IL      24.36      14.00      37.11 74% -62% -34%
BankFinancial Corp Burr Ridge IL      12.74        7.54      15.82 69% -52% -19%
Huron Consulting Group Chicago IL      66.76      40.75      80.63 64% -49% -17%
Northern Trust Chicago IL      71.31      47.38      76.58 51% -38% -7%
Allscripts Healthcare Solutions Chicago IL      11.72        7.93      19.42 48% -59% -40%
Heritage-Crystal Clean Elgin IL      12.84        8.84      14.19 45% -38% -10%
Baxter Intl Deerfield IL      68.55      51.92      58.05 32% -11% 18%
Terra Nitrogen Co. LP Deerfield IL     145.79     118.97     149.53 23% -20% -2%
Navigant Consulting Chicago IL      13.54      11.07      13.67 22% -19% -1%
Sears Holdings Hoffman Estates IL      40.10      33.01      94.81 21% -65% -58%
Telephone & Data Systems Chicago IL      26.13      23.08      57.59 13% -60% -55%
Rubicon Technology Bensenville IL        4.11        3.93      23.75 5% -83% -83%
Inteliquent Chicago IL      15.88      18.99      19.02 -16% 0% -17%
Coeur Mining Inc Chicago IL        5.19        6.30      49.40 -18% -87% -89%
DeVry Education Group Downers Group IL      36.15      44.19      51.96 -18% -15% -30%
Landauer Glenwood IL      34.80      50.65      51.85 -31% -2% -33%
Career Education Schaumburg IL        5.75      20.80      25.14 -72% -17% -77%









Average % Change all 100 Chicago Area



649% -56% 92%









Downstate Illinois Company







Horace Mann Educators Corp Springfield DS      33.25        6.46      18.94 415% -66% 76%
Deere Moline  DS       89.32      25.51      93.12 250% -73% -4%
Caterpillar Peoria  DS       81.33      23.23      72.56 250% -68% 12%
Titan Intl Quincy DS        9.62        3.33      25.01 189% -87% -62%
Richardson Electronics Lafox DS        9.09        3.17        7.01 187% -55% 30%
Consolidated Communications Mattoon DS      21.29        8.38      19.90 154% -58% 7%
Aptar Group Crystal Lake DS      63.95      25.55      40.91 150% -38% 56%
RLI Corp Peoria DS      52.07      21.88      28.40 138% -23% 83%
Archer Daniels Midland Decatur DS      47.17      25.96      46.43 82% -44% 2%
First Busey Champaign DS        6.55        6.15      19.86 7% -69% -67%
First Mid-Illinois Bancshares Mattoon DS      19.72      19.90      26.05 -1% -24% -24%









Average % Change all 11 Downstate




165% -55% 10%









Average % Change all 111 Illinois




601% -56% 84%