E Mid Cap Report

The highest scoring names in mid cap from 1 year ago (3/20/2013) returned 49 bps more than the S&P 500.  The best performers are NFLX up 132%, GMCR up 103%, VRX up 91%, HBI up 81%, ACXM up 80%, and SIVB up 80%.


 


 

  • The best mid cap sector is financials.
  • The top scoring mid cap industry is trucking.

The average mid cap score is 67.38, below the four week moving average score of 68.63. The average mid cap company is trading -11.95% below its 52 week high, 5.60% above its 200 dma, has 5.68 days to cover short, and is expected to grow EPS by 18.9% next year.
 
The top scoring sector this week is financials. Consumer goods also score above average. Industrials and healthcare score in line. Technology, utilities, services, and basics score below average.

 

MID CAP       3/20/2014 4 Week MA
Company Name Symbol Sector INDUSTRY SCORE SCORE
BEST          
Cavium Networks CAVM TECHNOLOGY SEMICONDUCTOR- BROAD LINE 105 107.5
Cadence Design CDNS TECHNOLOGY TECHINICAL & SYSTEM SOFTWARE 105 108.75
Heartland Express HTLD SERVICES TRUCKING 105 103.75
Nat’l Retail Ppty NNN FINANCIALS REITS 105 92.5
Teradyne TER TECHNOLOGY SEMICONDUCTOR EQUIPMENT & MATERIALS 105 103.75
Alliance Bernstein AB FINANCIALS ASSET MANAGEMENT 100 98.75
Cheesecake Factory Inc CAKE SERVICES RESTAURANTS 100 85
Conseco Inc CNO FINANCIALS ACCIDENT & HEALTH INSURANCE 100 102.5
Columbia Sportswear COLM CONSUMER GOODS TEXTILES 100 100
Diebold Inc DBD CONSUMER GOODS BUSINESS EQUIPMENT 100 98.75
First Tennessee FHN FINANCIALS REGIONAL BANKS 100 86.25
Genesco Inc. GCO SERVICES APPAREL STORES 100 93.75
Int’l Rectifier IRF TECHNOLOGY SEMICONDUCTOR- INTEGRATED CIRCUITS 100 107.5
I T T Corp ITT INDUSTRIAL GOODS DIVERSIFIED MACHINERY 100 102.5
Middleby Corp MIDD INDUSTRIAL GOODS DIVERSIFIED MACHINERY 100 98.75
Redwood Trust RWT FINANCIALS REITS 100 92.5
Stifel Fin’l SF FINANCIALS INVESTMENT BROKERAGE 100 98.75
Tempur Pedic TPX CONSUMER GOODS HOME FURNISHING & FIXTURES 100 98.75
Dealertrack Hldgs Inc TRAK TECHNOLOGY APPLICATION SOFTWARE 100 103.75
Wintrust Fin’l WTFC FINANCIALS REGIONAL BANKS 100 87.5
Akorn Inc AKRX HEALTHCARE DRUGS-GENERIC 100 91.25
Globus Medical GMED HEALTHCARE MEDICAL APPLIANCES & EQUIPMENT 100 98.75
Teleflex TFX HEALTHCARE MEDICAL INSTRUMENTS & SUPPLIES 100 102.5
Advisory Board Co ABCO SERVICES RESEARCH SERVICES 95 91.25
Ann Taylor ANN SERVICES APPAREL STORES 95 76.25
Belden CDT BDC INDUSTRIAL GOODS INDUSTRIAL ELECTRICAL EQUIPMENT 95 97.5
Brandywine Realty Trust BDN FINANCIALS REITS 95 88.75
Choice Hotels International, Inc CHH SERVICES LODGING 95 97.5
Compass Minerals International Inc CMP BASIC MATERIALS SYNTHETICS 95 97.5
Centene Corp CNC HEALTHCARE HEALTH CARE PLANS 95 88.75
Domino’s Pizza Inc DPZ SERVICES FOOD WHOLESALE 95 95
Hub Group Inc HUBG SERVICES AIR DELIVERY & FREIGHT SERVICES 95 90
Impax Lab IPXL HEALTHCARE DRUG MANUFACTURERS 95 98.75
Littelfuse LFUS INDUSTRIAL GOODS INDUSTRIAL ELECTRICAL EQUIPMENT 95 97.5
Medidata Solutions MDSO TECHNOLOGY HEALTHCARE INFORMATION SERVICES 95 93.75
Manitowoc Company Inc MTW INDUSTRIAL GOODS FARM & CONSTRUCTION MACHINERY 95 92.5
Olin Corp OLN BASIC MATERIALS COPPER 95 92.5
Terex Corp TEX INDUSTRIAL GOODS FARM & CONSTRUCTION MACHINERY 95 97.5
Ultra Petroleum Corp. UPL BASIC MATERIALS INDEPENDENT OIL & GAS 95 97.5
Charles River Labs CRL HEALTHCARE BIOTECHNOLOGY 95 92.5
ICON PLC ICLR HEALTHCARE MEDICAL LABORATORIES AND RESEARCH 95 92.5
Och-Ziff OZM FINANCIALS ASSET MANAGEMENT 95 85
Sirona Dental SIRO HEALTHCARE MEDICAL APPLIANCES & EQUIPMENT 95 81.25
VCA Antech WOOF SERVICES PERSONAL SERVICES 95 85
Whitewave Foods WWAV CONSUMER GOODS FOOD – MAJOR DIVERSIFIED 95 97.5
Alere Inc. ALR HEALTHCARE MEDICAL LABORATORIES AND RESEARCH 90 93.75
Andersons Inc ANDE CONSUMER GOODS FARM PRODUCTS 90 88.75
Alexandria R E  Equities ARE FINANCIALS REITS 90 87.5
Arris Group ARRS TECHNOLOGY COMMUNICATION EQUIPMENT 90 92.5
Brocade Communications Systems BRCD TECHNOLOGY DATA STORAGE DEVICES 90 92.5
Carrizo Oil and Gas Inc CRZO BASIC MATERIALS INDEPENDENT GAS & OIL 90 93.75
Carlisle Co’s CSL CONSUMER GOODS RUBBER & PLASTICS 90 91.25
Curtiss-Wright Corp. CW INDUSTRIAL GOODS AEROSPACE/DEFENSE  PRODUCTS & SERVICES 90 92.5
Dillard’s Inc. DDS SERVICES DEPARTMENT STORES 90 88.75
Devry Inc. DV SERVICES EDUCATION & TRAINING SERV 90 91.25
Esterline Tech ESL INDUSTRIAL GOODS AEROSPACE/DEFENSE  PRODUCTS & SERVICES 90 93.75
Flextronics FLEX TECHNOLOGY PRINTED CIRCUIT BOARDS 90 88.75
Kilroy Realty KRC FINANCIALS REITS 90 88.75
Lennox Int’l LII CONSUMER GOODS APPLIANCES 90 93.75
NVR Inc NVR INDUSTRIAL GOODS RESIDENTIAL CONSTRUCTION 90 91.25
OpenTable OPEN TECHNOLOGY INTERNET INFORMATION PROVIDER 90 85
Oshkosh Truck OSK CONSUMER GOODS TRUCKS & OTHER VEHICLES 90 92.5
Bank of The Ozarks OZRK FINANCIALS REGIONAL BANKS 90 88.75
Parexel Int’l PRXL SERVICES RESEARCH SERVICES 90 92.5
Papa Johns Int’l PZZA SERVICES RESTAURANTS 90 87.5
SVB Financial SIVB FINANCIALS REGIONAL BANKS 90 90
Skechers USA SKX CONSUMER GOODS TEXTILES 90 91.25
S P X Corp. SPW INDUSTRIAL GOODS DIVERSIFIED MACHINERY 90 92.5
Tenneco Automotive TEN CONSUMER GOODS AUTO PARTS 90 92.5
Trinity Industries Inc TRN SERVICES RAILROADS 90 90
Toro Corp TTC INDUSTRIAL GOODS SMALL TOOLS & ACCESSORIES 90 91.25
Take Two Software TTWO TECHNOLOGY MULTIMEDIA & GRAPHICS SOFTWARE 90 90
Amerco Inc UHAL SERVICES RENTAL & LEASING SERVICES 90 91.25
Viewpoint Fin’l VPFG FINANCIALS DIVERSIFIED INVESTMENTS 90 88.75
Vishay VSH TECHNOLOGY DIVERSIFIED ELECTRONICS 90 88.75
Wendy’s International Inc WEN SERVICES RESTAURANTS 90 92.5
Palo Alto Networks PANW TECHNOLOGY NETWORKING & COMMUNICATION DEVICES 90 92.5
Western Refining WNR BASIC MATERIALS OIL & GAS REFINING & MARKETING 90 82.5
           
WORST          
Thoratec THOR HEALTHCARE MEDICAL INSTRUMENTS & SUPPLIES 20 28.75
Kennametal Inc. KMT INDUSTRIAL GOODS MACHINE TOOLS & ACCESSORIES 25 30
Aluminum Corp of China ACH BASIC MATERIALS ALUMINUM 30 38.75
Cumulus Media CMLS SERVICES RADIO BROADCASTING 30 45
Conns Inc. CONN SERVICES ELECTRONIC STORES 30 32.5
Dresser – rand Group DRC INDUSTRIAL GOODS DIVERSIFIED MACHINERY 30 40
Dreamworks Animation SKG Inc DWA SERVICES MOVIE PRODUCTION, THEATERS 30 41.25
Fairchild Semi FCS TECHNOLOGY SEMICONDUCTOR- INTEGRATED CIRCUITS 30 43.75
Janus Capital Group Inc JNS FINANCIALS ASSET MANAGEMENT 30 43.75
Medicine’s Co. MDCO HEALTHCARE DRUG MANUFACTURERS 30 32.5
Polypore Int’l PPO BASIC MATERIALS SPECIALTY CHEMICALS 30 32.5

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