E Large Cap Report: Best And Worst

he highest scoring names in large cap from 1 year ago (1/29/2013) returned 334 bps more than the S&P 500.  The best performers have been YHOO up 92%, BSX up 88%, and LNKD up 75%.


  • The best large cap sector is industrial goods
  • The best industry is lodging.

The average large cap score is 64.63, below the 68.29 four week moving average.  The average large cap stock is trading 11% below its 52 week high, 3.21% above its 200 dma, has 4.3 days to cover short, and is expected to see EPS growth of 12.67% next year.
 
The top scoring large cap sector remains industrial goods, supported by optimism over improving Europe and manufacturing growth in the U.S. and Mexico.  Healthcare also scores above average.  Notably, technology moves to above average this week — the first time in a long time we’ve seen that group score highly.  Services score in line.  Consumer, financials, basics and utilities score below average.
 
 

LG CAP       1/30/2014 4 Week MA
Company Name Symbol Sector INDUSTRY SCORE SCORE
BEST          
Autozone AZO SERVICES AUTO PARTS STORES 110 110
Microchip Tech MCHP TECHNOLOGY SEMICONDUCTOR-SPECIALIZED 110 110
Omnicare OCR SERVICES DRUG STORES 110 108.75
Verisign VRSN TECHNOLOGY INTERNET SOFTWARE & SERVICES 110 110
Allergan AGN HEALTHCARE DRUG MANUFACTURERS 105 105
Ameriprise Finl Inc AMP FINANCIALS ASSET MANAGEMENT 105 106.25
Amphenol Corp APH TECHNOLOGY DIVERSIFIED ELECTRONICS 105 103.75
Walt Disney Company DIS SERVICES ENTERTAINMENT- DIVERSIFIED 105 105
Corning GLW TECHNOLOGY COMMUNICATION EQUIPMENT 105 105
Mylan Labs MYL HEALTHCARE DRUGS-GENERIC 105 106.25
Open Text OTEX TECHNOLOGY INTERNET SOFTWARE & SERVICES 105 98.75
Sigma Aldrich SIAL HEALTHCARE SPECIALTY CHEMICALS 105 106.25
Alexion Pharma ALXN HEALTHCARE DRUG MANUFACTURERS 100 98.75
Aon Corp AON FINANCIALS INSURANCE BROKERS 100 97.5
Arrow Electronics Inc ARW SERVICES ELECTRONICS WHOLESALE 100 97.5
Boeing BA INDUSTRIAL GOODS AEROSPACE/DEFENSE  PRODUCTS & SERVICES 100 102.5
C.R. Bard Inc. BCR HEALTHCARE MEDICAL INSTRUMENTS & SUPPLIES 100 98.75
Core Lab CLB BASIC MATERIALS OIL & GAS EQUIPMENT & SERVICES 100 98.75
Covance Inc. CVD HEALTHCARE RESEARCH SERVICES 100 92.5
Express Scripts ESRX SERVICES MANAGEMENT SERVICES 100 98.75
Hyatt Hotels H SERVICES LODGING 100 100
Helmrich & Payne Inc HP BASIC MATERIALS OIL & GAS DRILLING & EXPLORATION 100 98.75
Illumina ILMN HEALTHCARE BIOTECHNOLOGY 100 98.75
O’Reilly Auto ORLY SERVICES AUTO PARTS STORES 100 93.75
Range Resources Corp RRC BASIC MATERIALS INDEPENDENT OIL & GAS 100 86.25
Thermo Electron Corp. TMO CONGLOMERATES CONGLOMERATES 100 100
Texas Instruments TXN TECHNOLOGY SEMICONDUCTOR- BROAD LINE 100 96.25
Visa Inc. V SERVICES BUSINESS SERVICES 100 100
Apple Computer AAPL TECHNOLOGY PERSONAL COMPUTERS 95 95
Actavis ACT HEALTHCARE DRUGS-GENERIC 95 96.25
Adobe Systems ADBE TECHNOLOGY APPLICATION SOFTWARE 95 93.75
Beam Inc. BEAM CONSUMER GOODS BEVERAGES – WINERIES & DISTILLERS 95 87.5
BE Aerospace Inc BEAV INDUSTRIAL GOODS AEROSPACE/DEFENSE  PRODUCTS & SERVICES 95 93.75
Biogen BIIB HEALTHCARE BIOTECHNOLOGY 95 93.75
Borg Warner BWA CONSUMER GOODS AUTO PARTS 95 96.25
C F Industries Hldngs CF BASIC MATERIALS AGRICULTURAL CHEMICALS 95 96.25
Check Point Software Technologies Ltd CHKP TECHNOLOGY SECURITY SOFTWARE & SERVICES 95 93.75
Comcast CMCSA SERVICES CATV SYSTEMS 95 93.75
Cabot Oil & Gas Corp COG BASIC MATERIALS INDEPENDENT OIL & GAS 95 73.75
Amdocs Ltd DOX TECHNOLOGY BUSINESS SOFTWARE & SERVICES 95 93.75
Eaton Corp ETN INDUSTRIAL GOODS INDUSTRIAL ELECTRICAL EQUIPMENT 95 92.5
Fluor Corp FLR INDUSTRIAL GOODS HEAVY CONSTRUCTION 95 93.75
Flowserve Corp FLS INDUSTRIAL GOODS DIVERSIFIED MACHINERY 95 92.5
Starwood Hotels and Resorts Worldwide HOT SERVICES LODGING 95 93.75
Jarden Corp JAH CONSUMER GOODS HOUSEWARES & ACCESSORIES 95 93.75
Jacobs Engineering JEC SERVICES TECHNICAL SERVICES 95 95
Michael Kors KORS SERVICES APPAREL STORES 95 90
Lennar Corp LEN INDUSTRIAL GOODS RESIDENTIAL CONSTRUCTION 95 96.25
L3 Communications LLL SERVICES SECURITY & PROTECTION SERVICES 95 93.75
Lockheed Martin LMT INDUSTRIAL GOODS AEROSPACE/DEFENSE  PRODUCTS & SERVICES 95 93.75
L S I Logic LSI TECHNOLOGY SEMICONDUCTOR-SPECIALIZED 95 93.75
Marriot International Inc MAR SERVICES LODGING 95 93.75
Northrup Grumman NOC INDUSTRIAL GOODS AEROSPACE/DEFENSE  PRODUCTS & SERVICES 95 95
Newell Rubbermaid NWL CONSUMER GOODS HOUSEWARES & ACCESSORIES 95 95
Priceline.com Inc. PCLN TECHNOLOGY INTERNET SERVICE PROVIDERS 95 93.75
Polaris Industries Partners PII CONSUMER GOODS RECREATIONAL VEHICLES 95 95
Packaging Corp. of America PKG CONSUMER GOODS PACKAGING & CONTAINERS 95 93.75
PNC Fin’l Svcs. Grp. PNC FINANCIALS MONEY CENTER BANKS 95 78.75
Rite Aid Corp RAD SERVICES DRUG STORES 95 93.75
St. Jude STJ HEALTHCARE MEDICAL APPLIANCES & EQUIPMENT 95 95
Skyworks Solutions SWKS TECHNOLOGY SEMICONDUCTOR- INTEGRATED CIRCUITS 95 93.75
Southwestern Energy SWN BASIC MATERIALS INDEPENDENT OIL & GAS 95 73.75
Transdigm Group Inc. TDG INDUSTRIAL GOODS AEROSPACE/DEFENSE  PRODUCTS & SERVICES 95 95
Tyco Int’l TYC TECHNOLOGY DIVERSIFIED ELECTRONICS 95 92.5
Universal Health UHS HEALTHCARE HOSPITALS 95 95
Valeant Pharma VRX HEALTHCARE DRUG MANUFACTURERS 95 93.75
Wyndham Worldwide WYN SERVICES LODGING 95 92.5
           
WORST          
China Mobile (Hong Kong) Ltd CHL TECHNOLOGY WIRELESS COMMUNICATIONS 15 15
China Unicom CHU TECHNOLOGY WIRELESS COMMUNICATIONS 20 22.5
Nissan Motors NSANY CONSUMER GOODS AUTO MANUFACTURERS- MAJOR 20 22.5
Ameren Corp AEE UTILITIES DIVERSIFIED UTILITIES 25 26.25
Apache APA BASIC MATERIALS INDEPENDENT OIL & GAS 25 32.5
Biomarin Pharmaceutical Inc BMRN HEALTHCARE BIOTECHNOLOGY 25 30
CenturyTel CTL TECHNOLOGY TELECOM SERVICES – DOMESTIC 25 30
Goldcorp Inc GG BASIC MATERIALS GOLD 25 31.25
Gerdau SA GGB BASIC MATERIALS STEEL & IRON 25 35
HDFC Bank Ltd HDB FINANCIALS FOREIGN REGIONAL BANKS 25 25
Icici Bank IBN FINANCIALS FOREIGN MONEY CENTER BANKS 25 28.75
Newmont Mining NEM BASIC MATERIALS GOLD 25 25
Staples Inc. SPLS SERVICES SPECIALTY RETAIL, OTHER 25 27.5

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