The highest scoring names in large cap from 1 year ago (4/23/2013) returned an average 21.37% in the past year. Performance has been led MGA up 76%, NOC up 75%, MCK up 62%, HAL up 55%, and EQT up 55%.
- The top scoring sector is utilities.
- The best large cap industry is industrial metals & minerals.
The average large cap score pops to 59.86 this week, moving it above the four week moving average score of 58.23. The average large cap is trading -10.5% below its 52 week high, 2.78% above its 200 dma, has 4.09 days to cover held short, and is expected to post EPS growth of 13.96% next year.
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The best scoring large cap sector remains utilities. Industrial goods, basic materials, and consumer goods also score above average. Watch independent oil & gas given May and June are historically robust periods for seasonal outperformance. Healthcare and technology score in line. Services and financials score below average.
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| LG CAP | Â | Â | Â | 4/24/2014 | 4 Week MA |
| Company Name | Symbol | Sector | INDUSTRY | SCORE | SCORE |
| BEST | Â | Â | Â | Â | Â |
| Amphenol Corp | APH | TECHNOLOGY | DIVERSIFIED ELECTRONICS | 105 | 102.5 |
| Burger King | BKW | SERVICES | RESTAURANTS | 105 | 102.5 |
| Eqt Corp | EQT | UTILITIES | GAS UTILITIES | 105 | 103.75 |
| Johnson & Johnson | JNJ | HEALTHCARE | DRUG MANUFACTURERS | 105 | 98.75 |
| Kellogg Company | K | CONSUMER GOODS | PROCESSED & PACKAGED GOODS | 105 | 98.75 |
| Autonation | AN | SERVICES | AUTO DEALERSHIPS | 100 | 76.25 |
| Avalonbay Comm. | AVB | FINANCIALS | REITS | 100 | 95 |
| Chesapeake Energy | CHK | BASIC MATERIALS | INDEPENDENT OIL & GAS | 100 | 81.25 |
| EnCana Corp | ECA | BASIC MATERIALS | INDEPENDENT OIL & GAS | 100 | 100 |
| Edison Intl | EIX | UTILITIES | ELECTRIC UTILITIES | 100 | 100 |
| Essex Ppty Trust | ESS | FINANCIALS | REITS | 100 | 92.5 |
| Edwards Lifesciences | EW | HEALTHCARE | MEDICAL APPLIANCES & EQUIPMENT | 100 | 98.75 |
| General Dynamics | GD | INDUSTRIAL GOODS | AEROSPACE/DEFENSEÂ PRODUCTS & SERVICES | 100 | 97.5 |
| Goodyear Tire | GT | CONSUMER GOODS | RUBBER & PLASTICS | 100 | 95 |
| Illumina | ILMN | HEALTHCARE | BIOTECHNOLOGY | 100 | 96.25 |
| Eli Lilly | LLY | HEALTHCARE | DRUG MANUFACTURERS | 100 | 96.25 |
| Microchip Tech | MCHP | TECHNOLOGY | SEMICONDUCTOR-SPECIALIZED | 100 | 97.5 |
| Merck | MRK | HEALTHCARE | DRUG MANUFACTURERS | 100 | 98.75 |
| Nextera Energy | NEE | UTILITIES | ELECTRIC UTILITIES | 100 | 98.75 |
| O’Reilly Auto | ORLY | SERVICES | AUTO PARTS STORES | 100 | 97.5 |
| Pentair | PNR | INDUSTRIAL GOODS | INDUSTRIAL EQUIPMENT & COMPONENTS | 100 | 98.75 |
| Wisconsin Energy | WEC | UTILITIES | DIVERSIFIED UTILITIES | 100 | 100 |
| Alexion Pharma | ALXN | HEALTHCARE | DRUG MANUFACTURERS | 95 | 86.25 |
| Autozone | AZO | SERVICES | AUTO PARTS STORES | 95 | 91.25 |
| Brown Forman Corp | BF.B | CONSUMER GOODS | BEVERAGES | 95 | 92.5 |
| Core Lab | CLB | BASIC MATERIALS | OIL & GAS EQUIPMENT & SERVICES | 95 | 96.25 |
| Cummins Inc | CMI | INDUSTRIAL GOODS | DIVERSIFIED MACHINERY | 95 | 86.25 |
| 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 | 92.5 |
| Dover Corp | DOV | INDUSTRIAL GOODS | DIVERSIFIED MACHINERY | 95 | 93.75 |
| The Directv Group Inc | DTV | TECHNOLOGY | COMMUNICATION EQUIPMENT | 95 | 93.75 |
| DaVita Inc | DVA | HEALTHCARE | SPECIALIZED HEALTH SERVICES | 95 | 93.75 |
| Eastman Chemical Co | EMN | BASIC MATERIALS | CHEMICALS- MAJOR DIVERSIFIED | 95 | 93.75 |
| E O G Resources | EOG | BASIC MATERIALS | INDEPENDENT OIL & GAS | 95 | 93.75 |
| Entergy Corp New | ETR | UTILITIES | ELECTRIC UTILITIES | 95 | 88.75 |
| Green Mtn. Coffee Roasters | GMCR | CONSUMER GOODS | PROCESSED & PACKAGED GOODS | 95 | 93.75 |
| Halliburton | HAL | BASIC MATERIALS | OIL & GAS EQUIPMENT & SERVICES | 95 | 93.75 |
| L3 Communications | LLL | SERVICES | SECURITY & PROTECTION SERVICES | 95 | 92.5 |
| Lorillard Inc | LO | CONSUMER GOODS | CIGARETTES | 95 | 92.5 |
| Mdu Res Group Inc | MDU | INDUSTRIAL GOODS | GENERAL BUILDING MATERIALS | 95 | 93.75 |
| M & T Bank | MTB | FINANCIALS | REGIONAL BANKS | 95 | 81.25 |
| Noble Energy | NBL | BASIC MATERIALS | INDEPENDENT OIL & GAS | 95 | 75 |
| Northrup Grumman | NOC | INDUSTRIAL GOODS | AEROSPACE/DEFENSEÂ PRODUCTS & SERVICES | 95 | 86.25 |
| P P L Corp | PPL | UTILITIES | ELECTRIC UTILITIES | 95 | 93.75 |
| Quanta Svcs Inc | PWR | INDUSTRIAL GOODS | GENERAL CONTRACTORS | 95 | 92.5 |
| Reynolds American | RAI | CONSUMER GOODS | CIGARETTES | 95 | 93.75 |
| Scana Corp New | SCG | UTILITIES | DIVERSIFIED UTILITIES | 95 | 92.5 |
| S L Green | SLG | FINANCIALS | REITS | 95 | 93.75 |
| Snap On Inc | SNA | INDUSTRIAL GOODS | SMALL TOOLS & ACCESSORIES | 95 | 80 |
| Constellation Brands | STZ | CONSUMER GOODS | BEVERAGES | 95 | 92.5 |
| A T & T | T | TECHNOLOGY | TELECOM SERVICES – DOMESTIC | 95 | 75 |
| Transdigm Group Inc. | TDG | INDUSTRIAL GOODS | AEROSPACE/DEFENSEÂ PRODUCTS & SERVICES | 95 | 95 |
| Tyson Foods | TSN | CONSUMER GOODS | MEAT PRODUCTS | 95 | 96.25 |
| Under Armor | UA | CONSUMER GOODS | TEXTILES | 95 | 92.5 |
| United Tech. | UTX | CONGLOMERATES | CONGLOMERATES | 95 | 75 |
| Weatherfold International Inc | WFT | BASIC MATERIALS | OIL & GAS EQUIPMENT & SERVICES | 95 | 93.75 |
| Xcel Energy Inc | XEL | UTILITIES | ELECTRIC UTILITIES | 95 | 95 |
| Â | Â | Â | Â | Â | Â |
| WORST | Â | Â | Â | Â | Â |
| A S M L Holding | ASML | TECHNOLOGY | Â | 15 | 21.25 |
| Bed Bath & Beyond | BBBY | SERVICES | HOME FURNISHING & FIXTURES | 15 | 16.25 |
| Mattel Inc | MAT | CONSUMER GOODS | TOYS & GAMES | 15 | 16.25 |
| Alcatel | ALU | TECHNOLOGY | COMMUNICATION EQUIPMENT | 20 | 22.5 |
| American Movil | AMX | TECHNOLOGY | WIRELESS COMMUNICATIONS | 20 | 26.25 |
| Darden Restaurants Inc | DRI | SERVICES | RESTAURANTS | 20 | 28.75 |
| Fireeye Inc | FEYE | TECHNOLOGY | APPLICATION SOFTWARE | 20 | 25 |
| Incyte Corp | INCY | HEALTHCARE | BIOTECHNOLOGY | 20 | 21.25 |
| Leucadia Nat’l | LUK | CONGLOMERATES | CONGLOMERATES | 20 | 22.5 |
| Nomura Holdings | NMR | FINANCIALS | INVESTMENT BROKERAGE | 20 | 17.5 |
| Rackspace Hosting Inc. | RAX | TECHNOLOGY | INFORMATION TECHNOLOGY SERVICES | 20 | 20 |
| Sei Investments Co | SEIC | FINANCIALS | INVESTMENT BROKERAGE | 20 | 20 |
| Companhia Sid | SID | BASIC MATERIALS | STEEL & IRON | 20 | 22.5 |
