Our top scoring large cap stocks from 1 year ago have produced an average 297 bps of excess return to the S&P 500 over the past year. Among our best scoring picks from a year ago (5/7/2013) are SWY up 62%, MGA up 61%, NOC up 60%, MCK up 55%, and WFT up 54%.Â
- Utilities score best across large cap.
- The best large cap industry is major oil & gas
The average score across our large cap universe is 58.95 this week, above the four week moving average score of 57.29. The average large cap is trading -10.45% below its 52 week high, 2.67% above its 200 dma, has 3.7 days to cover short, and is expected to post EPS growth of 13.58% next year.
Utilities, industrial goods, and healthcare are the strongest large cap sectors. Basic materials also score above average. Consumer goods, financials, technology, and services score below average.
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| LG CAP | Â | Â | Â | 5/8/2014 | 4 Week MA |
| Company Name | Symbol | Sector | INDUSTRY | SCORE | SCORE |
| BEST | Â | Â | Â | Â | Â |
| Sigma Aldrich | SIAL | HEALTHCARE | SPECIALTY CHEMICALS | 110 | 90 |
| Amphenol Corp | APH | TECHNOLOGY | DIVERSIFIED ELECTRONICS | 105 | 102.5 |
| Eqt Corp | EQT | UTILITIES | GAS UTILITIES | 105 | 105 |
| Avalonbay Comm. | AVB | FINANCIALS | REITS | 100 | 98.75 |
| Burger King | BKW | SERVICES | RESTAURANTS | 100 | 102.5 |
| Energizer Hldgs Inc | ENR | INDUSTRIAL GOODS | INDUSTRIAL ELECTRICAL EQUIPMENT | 100 | 78.75 |
| Edwards Lifesciences | EW | HEALTHCARE | MEDICAL APPLIANCES & EQUIPMENT | 100 | 98.75 |
| General Dynamics | GD | INDUSTRIAL GOODS | AEROSPACE/DEFENSEÂ PRODUCTS & SERVICES | 100 | 97.5 |
| Idexx Lab | IDXX | HEALTHCARE | DIAGNOSTIC SUBSTANCES | 100 | 92.5 |
| Illumina | ILMN | HEALTHCARE | BIOTECHNOLOGY | 100 | 91.25 |
| Johnson & Johnson | JNJ | HEALTHCARE | DRUG MANUFACTURERS | 100 | 97.5 |
| Lorillard Inc | LO | CONSUMER GOODS | CIGARETTES | 100 | 95 |
| Lam Research Corp | LRCX | TECHNOLOGY | SEMICONDUCTOR EQUIPMENT & MATERIALS | 100 | 85 |
| Merck | MRK | HEALTHCARE | DRUG MANUFACTURERS | 100 | 98.75 |
| Nextera Energy | NEE | UTILITIES | ELECTRIC UTILITIES | 100 | 100 |
| Alexion Pharma | ALXN | HEALTHCARE | DRUG MANUFACTURERS | 95 | 87.5 |
| Autonation | AN | SERVICES | AUTO DEALERSHIPS | 95 | 85 |
| Brown Forman Corp | BF.B | CONSUMER GOODS | BEVERAGES | 95 | 92.5 |
| B P plc | BP | BASIC MATERIALS | MAJOR INTEGRATED OIL AND GAS | 95 | 75 |
| Chesapeake Energy | CHK | BASIC MATERIALS | INDEPENDENT OIL & GAS | 95 | 92.5 |
| Cummins Inc | CMI | INDUSTRIAL GOODS | DIVERSIFIED MACHINERY | 95 | 86.25 |
| Cabot Oil & Gas Corp | COG | BASIC MATERIALS | INDEPENDENT OIL & GAS | 95 | 78.75 |
| Camden Ppty | CPT | FINANCIALS | REITS | 95 | 93.75 |
| C V S Corp | CVS | SERVICES | DRUG STORES | 95 | 92.5 |
| Walt Disney Company | DIS | SERVICES | ENTERTAINMENT- DIVERSIFIED | 95 | 86.25 |
| Dover Corp | DOV | INDUSTRIAL GOODS | DIVERSIFIED MACHINERY | 95 | 92.5 |
| The Directv Group Inc | DTV | TECHNOLOGY | COMMUNICATION EQUIPMENT | 95 | 93.75 |
| EnCana Corp | ECA | BASIC MATERIALS | INDEPENDENT OIL & GAS | 95 | 96.25 |
| Edison Intl | EIX | UTILITIES | ELECTRIC UTILITIES | 95 | 98.75 |
| Eastman Chemical Co | EMN | BASIC MATERIALS | CHEMICALS- MAJOR DIVERSIFIED | 95 | 87.5 |
| E O G Resources | EOG | BASIC MATERIALS | INDEPENDENT OIL & GAS | 95 | 93.75 |
| Essex Ppty Trust | ESS | FINANCIALS | REITS | 95 | 91.25 |
| Entergy Corp New | ETR | UTILITIES | ELECTRIC UTILITIES | 95 | 95 |
| Fidelity Nat’l Info Svcs | FIS | SERVICES | BUSINESS SERVICES | 95 | 73.75 |
| Green Mtn. Coffee Roasters | GMCR | CONSUMER GOODS | PROCESSED & PACKAGED GOODS | 95 | 92.5 |
| Halliburton | HAL | BASIC MATERIALS | OIL & GAS EQUIPMENT & SERVICES | 95 | 93.75 |
| Kellogg Company | K | CONSUMER GOODS | PROCESSED & PACKAGED GOODS | 95 | 102.5 |
| L3 Communications | LLL | SERVICES | SECURITY & PROTECTION SERVICES | 95 | 92.5 |
| Eli Lilly | LLY | HEALTHCARE | DRUG MANUFACTURERS | 95 | 95 |
| Mdu Res Group Inc | MDU | INDUSTRIAL GOODS | GENERAL BUILDING MATERIALS | 95 | 93.75 |
| Northrup Grumman | NOC | INDUSTRIAL GOODS | AEROSPACE/DEFENSEÂ PRODUCTS & SERVICES | 95 | 80 |
| O’Reilly Auto | ORLY | SERVICES | AUTO PARTS STORES | 95 | 97.5 |
| Reynolds American | RAI | CONSUMER GOODS | CIGARETTES | 95 | 95 |
| S L Green | SLG | FINANCIALS | REITS | 95 | 93.75 |
| Snap On Inc | SNA | INDUSTRIAL GOODS | SMALL TOOLS & ACCESSORIES | 95 | 86.25 |
| Constellation Brands | STZ | CONSUMER GOODS | BEVERAGES | 95 | 92.5 |
| Transdigm Group Inc. | TDG | INDUSTRIAL GOODS | AEROSPACE/DEFENSEÂ PRODUCTS & SERVICES | 95 | 92.5 |
| Time Warner Cable Inc | TWC | SERVICES | CATV SYSTEMS | 95 | 81.25 |
| Valeant Pharma | VRX | HEALTHCARE | DRUG MANUFACTURERS | 95 | 81.25 |
| Wisconsin Energy | WEC | UTILITIES | DIVERSIFIED UTILITIES | 95 | 98.75 |
| Weatherfold International Inc | WFT | BASIC MATERIALS | OIL & GAS EQUIPMENT & SERVICES | 95 | 95 |
| Autozone | AZO | SERVICES | AUTO PARTS STORES | 90 | 92.5 |
| Continental Resources | CLR | BASIC MATERIALS | OIL & GAS DRILLING & EXPLORATION | 90 | 88.75 |
| DaVita Inc | DVA | HEALTHCARE | SPECIALIZED HEALTH SERVICES | 90 | 92.5 |
| Equity Residential | EQR | FINANCIALS | REITS | 90 | 87.5 |
| Gilead | GILD | HEALTHCARE | BIOTECHNOLOGY | 90 | 71.25 |
| Mead Johnson Nutrition | MJN | CONSUMER GOODS | PROCESSED & PACKAGED GOODS | 90 | 76.25 |
| P P L Corp | PPL | UTILITIES | ELECTRIC UTILITIES | 90 | 92.5 |
| Quanta Svcs Inc | PWR | INDUSTRIAL GOODS | GENERAL CONTRACTORS | 90 | 91.25 |
| Scana Corp New | SCG | UTILITIES | DIVERSIFIED UTILITIES | 90 | 93.75 |
| Salix Pharm | SLXP | HEALTHCARE | DRUGS-GENERIC | 90 | 88.75 |
| Tyson Foods | TSN | CONSUMER GOODS | MEAT PRODUCTS | 90 | 92.5 |
| Wells Fargo | WFC | FINANCIALS | MONEY CENTER BANKS | 90 | 87.5 |
| Xcel Energy Inc | XEL | UTILITIES | ELECTRIC UTILITIES | 90 | 93.75 |
| Â | Â | Â | Â | Â | Â |
| WORST | Â | Â | Â | Â | Â |
| Bed Bath & Beyond | BBBY | SERVICES | HOME FURNISHING & FIXTURES | 15 | 15 |
| Bunge | BG | CONSUMER GOODS | FARM PRODUCTS | 15 | 25 |
| A S M L Holding | ASML | TECHNOLOGY | Â | 20 | 18.75 |
| Fireeye Inc | FEYE | TECHNOLOGY | APPLICATION SOFTWARE | 20 | 17.5 |
| Gerdau SA | GGB | BASIC MATERIALS | STEEL & IRON | 20 | 21.25 |
| Leucadia Nat’l | LUK | CONGLOMERATES | CONGLOMERATES | 20 | 17.5 |
| Mattel Inc | MAT | CONSUMER GOODS | TOYS & GAMES | 20 | 17.5 |
| Nomura Holdings | NMR | FINANCIALS | INVESTMENT BROKERAGE | 20 | 17.5 |
| New York Community | NYCB | FINANCIALS | SAVINGS & LOANS | 20 | 30 |
| Rackspace Hosting Inc. | RAX | TECHNOLOGY | INFORMATION TECHNOLOGY SERVICES | 20 | 20 |
| Rackspace Hosting Inc. | RAX | TECHNOLOGY | INTERNET SOFTWARE & SERVICES | 20 | 21.25 |
| Red Hat Inc | RHT | TECHNOLOGY | APPLICATION SOFTWARE | 20 | 22.5 |
