Large Cap Best And Worst - Tuesday, Jan. 10

• The best large cap sector is industrial goods.
• The highest scoring large cap industry is lodging.

The average score in our large cap universe is 58.54. Over the past four weeks, the average score is 59.39. The typical large cap stock in our universe is trading -10.89% below its 52 week high, 4.77% above its 200 dma, has 4.48 days to cover short and is expected to grow EPS by 12.24% next year.

Industrial goods, technology, financials, and basic materials are the top scoring large-cap sectors. Services score in line with the large cap universe average score. Healthcare, consumer goods, and utilities score below average and should be approached on an industry- and stock-specific basis. 

The following stocks score best and worst in large cap this week:

(Click on image to enlarge)

The next table provides insight into historical large cap scores. 

Healthcare plans (UNH, CI, HUM, ANTM) are the best large cap industry. Lodging (WYN, MAR, H), pipelines (WMB, SE), major chemicals (FMC, APD, EMN, DOW), and semi equipment (CREE, AMAT, KLAC, LRCX) can also be bought. 

In basics, concentrate on pipelines, major chemicals, and ag. chemicals (DD, CF, AGU, MOS). The only above average scoring basket in consumer goods is auto parts (BWA). Money center banks (PNC, JPM, BNS, BK), insurance brokers (AJG), and regional banks (BBT, RF, NTRS, MTB) offer upside in financials. The top healthcare groups are healthcare plans and medical instruments (SYK, BDX, BCR, COO). Concentrate on aerospace/defense (NOC , BA , RTN), farm & construction equipment (AGCO, CAT, DE), and diversified machinery (IR, DOV) in industrial goods. Focus on lodging, restaurants (QSR, DRI), and railroads (CSX, UNP, NSC) in services. The best technology industries are semi equipment, communication equipment (GLW, HRS), and specialized semiconductor (MCHP , NVDA , XLNX).