The top-ranked large-cap sector this week is REITs (HCP, ESS, PLD, O. AVB, ARE, VTR, UDR, EQR). Industrial goods (LEN, PH, NVR, BA, VMC, MDU), utilities (SO, ED, AEP, XEL, WEC, AEE), and consumer goods (CSL, WHR, STZ, NKE, MDLZ, K, HRL, GIS, CPB) ranks above average. Play defense until growth sectors improve. Financials score neutral. Technology, healthcare, and basic materials rate below average.
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The following are the best and worst scoring large-cap stock s this week:
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The best large-cap industries this week are trucking (KNX, JBHT, ODFL), general building materials (VMC, MDU, MLM, FAST), processed & packaged goods (K, GIS, CPB, CAG), residential construction (LEN, NVR, TOL), and P&C insurers (CINF, CB, WRB, ACGL).
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Ag chemicals (CF) and major chemicals (FMC, SHW) score best in basic materials. Concentrate on processed & packaged goods, personal products (KMB, PG, EL), and appliances (WHR) in consumer goods. Focus on P&C insurers, money center banks (STI, BNS, WFC, JPM), and diversified investments (CBOE, NDAQ) in financials. Generic drugs (ZTS) and medical instruments (SYK, PODD, BAX) are top-rated in healthcare. General building materials, residential construction, and aerospace/defense (BA, TDY, TDG, RTN, NOC, LMT, CW) offer upside in industrial goods. REITs are ranked above average. Trucking, staffing (PAYX, MAN), and business services (CTAS, CME, CSGP, TSS, FLT) score highest in services. The top technology baskets are semi equipment & materials (TER, KLAC, ENTG), domestic telecom (VZ, T), and data storage (STX). Electric utilities (SO, AEP, XEL, ETR) can also be bought.
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