E Mid Cap Report

The best scoring mid caps from one year ago (1/24/2013) averaged 601 bps of excess over the S&P 400, with 0% turnover.  The top performers include NFLX up 219%, ILMN up 169%, and VRX up 116%.

NOTE:  Universe composition has been updated based on market capitalization

  • The best mid cap sector is industrial goods.

The average mid cap score is 69.67, above the four week moving average score of 69.38.  The average mid cap is trading -10.87% below its 52 week high, 6.48% above its 200 dma, has 7.35 days to cover short, and is expected to see EPS growth of 17.18% next year.
 
Industrial goods, healthcare, consumer, and technology score above average.  Services score in line.  Financials, basics, and utilities score below average.
 


 

MID CAP       1/23/2014  4 Week MA
Company Name Symbol Sector INDUSTRY SCORE SCORE
BEST          
Int’l Rectifier IRF TECHNOLOGY SEMICONDUCTOR- INTEGRATED CIRCUITS 110 107.5
Teradyne TER TECHNOLOGY SEMICONDUCTOR EQUIPMENT & MATERIALS 110 97.5
Conseco Inc CNO FINANCIALS ACCIDENT & HEALTH INSURANCE 105 103.75
Alliance Bernstein AB FINANCIALS ASSET MANAGEMENT 100 86.25
Belden CDT BDC INDUSTRIAL GOODS INDUSTRIAL ELECTRICAL EQUIPMENT 100 96.25
Choice Hotels International, Inc CHH SERVICES LODGING 100 97.5
Diebold Inc DBD CONSUMER GOODS BUSINESS EQUIPMENT 100 86.25
Dillard’s Inc. DDS SERVICES DEPARTMENT STORES 100 101.25
First Fin’l Bankshares FFIN FINANCIALS REGIONAL BANKS 100 97.5
Heartland Express HTLD SERVICES TRUCKING 100 100
I T T Corp ITT INDUSTRIAL GOODS DIVERSIFIED MACHINERY 100 102.5
Littelfuse LFUS INDUSTRIAL GOODS INDUSTRIAL ELECTRICAL EQUIPMENT 100 97.5
Medidata Solutions MDSO TECHNOLOGY HEALTHCARE INFORMATION SERVICES 100 96.25
Middleby Corp MIDD INDUSTRIAL GOODS DIVERSIFIED MACHINERY 100 96.25
Molina Healthcare MOH HEALTHCARE HEALTH CARE PLANS 100 86.25
Manitowoc Company Inc MTW INDUSTRIAL GOODS FARM & CONSTRUCTION MACHINERY 100 98.75
NVR Inc NVR INDUSTRIAL GOODS RESIDENTIAL CONSTRUCTION 100 97.5
OpenTable OPEN TECHNOLOGY INTERNET INFORMATION PROVIDER 100 97.5
Stifel Fin’l SF FINANCIALS INVESTMENT BROKERAGE 100 98.75
Terex Corp TEX INDUSTRIAL GOODS FARM & CONSTRUCTION MACHINERY 100 98.75
Dealertrack Hldgs Inc TRAK TECHNOLOGY APPLICATION SOFTWARE 100 97.5
Amerco Inc UHAL SERVICES RENTAL & LEASING SERVICES 100 98.75
Wintrust Fin’l WTFC FINANCIALS REGIONAL BANKS 100 98.75
Transaction Sys Architects ACIW TECHNOLOGY TECHINICAL & SYSTEM SOFTWARE 95 92.5
Align Tech ALGN HEALTHCARE MEDICAL APPLIANCES & EQUIPMENT 95 92.5
Arris Group ARRS TECHNOLOGY COMMUNICATION EQUIPMENT 95 96.25
Brocade Communications Systems BRCD TECHNOLOGY DATA STORAGE DEVICES 95 95
Commercial Metals Co CMC BASIC MATERIALS STEEL & IRON 95 96.25
Compass Minerals International Inc CMP BASIC MATERIALS SYNTHETICS 95 78.75
Coherent Inc COHR TECHNOLOGY SCIENTIFIC & TECHNICAL INSTRUMENTS 95 93.75
Columbia Sportswear COLM CONSUMER GOODS TEXTILES 95 97.5
Carpenter Technology Corp. CRS BASIC MATERIALS STEEL & IRON 95 95
Carrizo Oil and Gas Inc CRZO BASIC MATERIALS INDEPENDENT GAS & OIL 95 92.5
Carlisle Co’s CSL CONSUMER GOODS RUBBER & PLASTICS 95 95
Curtiss-Wright Corp. CW INDUSTRIAL GOODS AEROSPACE/DEFENSE  PRODUCTS & SERVICES 95 96.25
Domino’s Pizza Inc DPZ SERVICES FOOD WHOLESALE 95 97.5
Esterline Tech ESL INDUSTRIAL GOODS AEROSPACE/DEFENSE  PRODUCTS & SERVICES 95 93.75
Federal Mogul Corp FDML CONSUMER GOODS AUTO PARTS 95 97.5
Hub Group Inc HUBG SERVICES AIR DELIVERY & FREIGHT SERVICES 95 96.25
Lennox Int’l LII CONSUMER GOODS APPLIANCES 95 93.75
Olin Corp OLN BASIC MATERIALS COPPER 95 92.5
Oshkosh Truck OSK CONSUMER GOODS TRUCKS & OTHER VEHICLES 95 93.75
S P X Corp. SPW INDUSTRIAL GOODS DIVERSIFIED MACHINERY 95 93.75
Tenneco Automotive TEN CONSUMER GOODS AUTO PARTS 95 92.5
TiVo Inc TIVO SERVICES CATV SYSTEMS 95 91.25
Tempur Pedic TPX CONSUMER GOODS HOME FURNISHING & FIXTURES 95 96.25
Trinity Industries Inc TRN SERVICES RAILROADS 95 90
Toro Corp TTC INDUSTRIAL GOODS SMALL TOOLS & ACCESSORIES 95 96.25
Wendy’s International Inc  WEN SERVICES RESTAURANTS 95 92.5
           
WORST          
Casey’s Gen’l Store CASY SERVICES GROCERY STORES 30 27.5
Cooper Tire and Rubber Co  CTB CONSUMER GOODS RUBBER & PLASTICS 30 33.75
Dsw Inc Cl A DSW SERVICES APPAREL STORES 30 33.75
Fairchild Semi FCS TECHNOLOGY SEMICONDUCTOR- INTEGRATED CIRCUITS 30 28.75
Hudson City Bancorp HCBK FINANCIALS SAVINGS & LOANS 30 38.75
J D S Uniphase JDSU TECHNOLOGY COMMUNICATION EQUIPMENT 30 31.25
Newfield Expl Co NFX BASIC MATERIALS INDEPENDENT OIL & GAS 30 35
Thor Industries THO CONSUMER GOODS RECREATIONAL VEHICLES 30 31.25
Thoratec THOR HEALTHCARE MEDICAL INSTRUMENTS & SUPPLIES 30 33.75

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