The ten most bullish stocks on StockTwits during December outperformed the market during January (from the first Friday to today). The S&P 500 index was up a fraction of a percent while the top 10 on StockTwits was up just over 2%. The portfolio is now starting to recover from the blowups from First Solar (FSLR) in October and Walter Energy (WLT) in November.

One thing of note is that there were five stocks in the list with losses over 5% and the other five had gains over 5%. This isn’t normal behavior and adds to the evidence from our breadth indicator that the market is becoming divided between very strong and very weak stocks.

It’s the first Friday of the month so the top 10 stock in the list below are the new picks that will be tracked during February. As always, you shouldn’t blindly buy the list. It is intended to be a starting point for your research. We use our Twitter and StockTwits sentiment indicators to time our trades.

Below is a performance chart and details of last month’s holdings. I’ll update the list with closing prices sometime over the weekend.