Small Cap Investment Report
The best scoring small caps from one year ago (1/3/2013) have outperformed the R2K by 948 bps over the past year, with no turnover. The best performers have been RAD up 265%, MDSO up 190%, PRCP up 131%, JAZZ up 128%, NLS up 123%, and TYL up 108%.
- The best scoring small cap sector is industrial goods
- The best scoring small cap industry is industrial metals & minerals
The average small cap score is 64.81, above the four week moving average score of 64.74. The average small cap is trading 10.09% above its 200 dma, has 7.13 days to cover short, and is expected to grow EPS by 30.7% next year.
The best scoring small cap sector is industrial goods. Services and consumer goods also score above average. Financials and healthcare score in line. Basics, technology, and utilities score below average.
SMALL CAP | 1/2/2014 | 4 Week MA | |||
Company Name | Symbol | Sector | INDUSTRY | SCORE | SCORE |
BEST | |||||
Century Aluminum | CENX | BASIC MATERIALS | ALUMINUM | 105 | 87.5 |
Hanger Orthopedic | HGR | HEALTHCARE | SPECIALIZED HEALTH SERVICES | 105 | 86.25 |
Mercantile Bank | MBWM | FINANCIALS | REGIONAL BANKS | 105 | 85 |
Agilysys Inc | AGYS | SERVICES | ELECTRONICS WHOLESALE | 100 | 87.5 |
Anacor Pharma | ANAC | HEALTHCARE | BIOTECHNOLOGY | 100 | 100 |
Ann Taylor | ANN | SERVICES | APPAREL STORES | 100 | 68.75 |
Domino's Pizza Inc | DPZ | SERVICES | FOOD WHOLESALE | 100 | 96.25 |
First Fin'l Bankshares | FFIN | FINANCIALS | REGIONAL BANKS | 100 | 97.5 |
Greenbrier Companies Inc | GBX | SERVICES | RAILROADS | 100 | 88.75 |
Genesco Inc. | GCO | SERVICES | APPAREL STORES | 100 | 78.75 |
Saba Software | SABA | TECHNOLOGY | INTERNET SOFTWARE & SERVICES | 100 | 88.75 |
Sun Hydraulics Inc | SNHY | INDUSTRIAL GOODS | INDUSTRIAL EQUIPMENT & COMPONENTS | 100 | 90 |
Amerco Inc | UHAL | SERVICES | RENTAL & LEASING SERVICES | 100 | 97.5 |
Encore Wire | WIRE | BASIC MATERIALS | COPPER | 100 | 97.5 |
Wintrust Fin'l | WTFC | FINANCIALS | REGIONAL BANKS | 100 | 91.25 |
Transaction Sys Architects | ACIW | TECHNOLOGY | TECHINICAL & SYSTEM SOFTWARE | 95 | 92.5 |
Affymetrix Inc | AFFX | TECHNOLOGY | SCIENTIFIC & TECHNICAL INSTRUMENTS | 95 | 86.25 |
Infospace | BCOR | TECHNOLOGY | INTERNET INFORMATION PROVIDER | 95 | 95 |
Belden CDT | BDC | INDUSTRIAL GOODS | INDUSTRIAL ELECTRICAL EQUIPMENT | 95 | 98.75 |
Builders FirstSource | BLDR | SERVICES | HOME IMPROVEMENT STORES | 95 | 71.25 |
Bon Ton Stores | BONT | SERVICES | DEPARTMENT STORES | 95 | 88.75 |
C B R L Group | CBRL | SERVICES | RESTAURANTS | 95 | 90 |
Calgon Carbon Corp. | CCC | INDUSTRIAL GOODS | POLLUTION & TREATMENT CONTROLS | 95 | 95 |
C D I Corp | CDI | SERVICES | STAFFING & OUTSOURCING SERVICES | 95 | 87.5 |
Cardinal Fin'l | CFNL | FINANCIALS | REGIONAL BANKS | 95 | 83.75 |
Chemed Inc | CHE | HEALTHCARE | HOME HEALTH CARE | 95 | 82.5 |
Carrizo Oil and Gas Inc | CRZO | BASIC MATERIALS | INDEPENDENT GAS & OIL | 95 | 93.75 |
Cali. Water Svcs. | CWT | UTILITIES | WATER UTILITIES | 95 | 81.25 |
Dixie Group | DXYN | CONSUMER GOODS | TEXTILES | 95 | 75 |
Finish Line Inc | FINL | SERVICES | APPAREL STORES | 95 | 87.5 |
Hub Group Inc | HUBG | SERVICES | AIR DELIVERY & FREIGHT SERVICES | 95 | 81.25 |
Imax Corp | IMAX | CONSUMER GOODS | PHOTOGRAPHIC EQUIPMENT & SUPPLIES | 95 | 75 |
LCA Vision | LCAV | HEALTHCARE | MEDICAL PRACTITIONERS | 95 | 63.75 |
Littelfuse | LFUS | INDUSTRIAL GOODS | INDUSTRIAL ELECTRICAL EQUIPMENT | 95 | 88.75 |
Matthews Intl Corp Cl A | MATW | INDUSTRIAL GOODS | METAL FABRICATION | 95 | 92.5 |
OpenTable | OPEN | TECHNOLOGY | INTERNET INFORMATION PROVIDER | 95 | 95 |
PLX Technology Inc. | PLXT | TECHNOLOGY | SEMICONDUCTOR- INTEGRATED CIRCUITS | 95 | 82.5 |
Perceptron Inc | PRCP | TECHNOLOGY | SCIENTIFIC & TECHNICAL INSTRUMENTS | 95 | 67.5 |
Red Robin Gourmet Burgers Inc | RRGB | SERVICES | RESTAURANTS | 95 | 88.75 |
Silicom LTD | SILC | TECHNOLOGY | NETWORKING & COMMUNICATION DEVICES | 95 | 92.5 |
S S & C Tech | SSNC | TECHNOLOGY | BUSINESS SOFTWARE & SERVICES | 95 | 92.5 |
Dealertrack Hldgs Inc | TRAK | TECHNOLOGY | APPLICATION SOFTWARE | 95 | 90 |
Olympic Steel Inc | ZEUS | BASIC MATERIALS | STEEL & IRON | 95 | 85 |
WORST | |||||
Affymax | AFFY | HEALTHCARE | BIOTECHNOLOGY | 15 | 21.25 |
Sigma Designs | SIGM | TECHNOLOGY | SEMICONDUCTOR-SPECIALIZED | 15 | 21.25 |
Alvarion LTD | ALVR | TECHNOLOGY | WIRELESS COMMUNICATIONS | 20 | 22.5 |
Protalix Biothera | PLX | HEALTHCARE | BIOTECHNOLOGY | 20 | 27.5 |
Yellow Roadway Corporation | YRCWD | SERVICES | TRUCKING | 20 | 35 |
Commentary:
The best scoring small cap industry heading into 2014 is industrial metals & minerals (BOOM, RTI). Sporting goods (SWHC, RGR) remain high scoring. Farm & construction machinery (ASTE, CMCO) benefit from rising commercial construction and ongoing residential recovery. Railroads (GBX) will enjoy easier comparisons against lackluster coal and grain volume and ongoing strength in intermodal in 2013. That supports railcar vendors. Technical & system software (ACIW, TYL) rounds out the best scoring small cap industry ranking this week.
In small cap basics, buy industrial metals & minerals, steel & iron (ZEUS, HSC), and synthetics (POL, MTX). The top consumer goods industries are sporting goods, processed & packaged goods (BDBD, HAIN, DMND), and home furnishing & fixtures (ETH, STLY). In financials, only regional banks (MBWM, WTFC, FFIN, CFNL) score above average -- trade up in market cap instead. Home healthcare (CHE, GTIV) and medical appliances (ALGN, RMD, OFIX) are best in healthcare. Almost every industrials industry scores above average. Focus on farm & construction machinery, industrial equipment & components (SNHY, B), diversified machinery (MIDD, TWIN), and metal fabrication (MATW). The top services baskets are railroads, staffing (CDI, KFRC, BBSI), consumer services (MNRO), and research services (FORR). Apparel stores (GCO, ANN, FINL, SCVL) also score highly.
SMALL CAP INDUSTRY SCORE | 1/2/2014 | |
Sector | INDUSTRY | Score |
BASIC MATERIALS | INDUSTRIAL METALS & MINERALS | 85.00 |
BASIC MATERIALS | STEEL & IRON | 73.57 |
BASIC MATERIALS | SYNTHETICS | 67.50 |
BASIC MATERIALS | OIL & GAS EQUIPMENT & SERVICES | 66.67 |
BASIC MATERIALS | INDEPENDENT OIL & GAS | 54.38 |
BASIC MATERIALS | OIL & GAS DRILLING & EXPLORATION | 45.00 |
CONSUMER GOODS | SPORTING GOODS | 85.00 |
CONSUMER GOODS | PROCESSED & PACKAGED GOODS | 70.00 |
CONSUMER GOODS | HOME FURNISHING & FIXTURES | 68.33 |
CONSUMER GOODS | BUSINESS EQUIPMENT | 67.50 |
CONSUMER GOODS | TEXTILES | 66.43 |
CONSUMER GOODS | PERSONAL PRODUCTS | 57.50 |
CONSUMER GOODS | AUTO PARTS | 55.00 |
CONSUMER GOODS | FARM PRODUCTS | 50.00 |
FINANCIALS | REGIONAL BANKS | 78.75 |
FINANCIALS | PROPERTY & CASUALITY INSURANCE | 65.00 |
FINANCIALS | SAVINGS & LOANS | 64.50 |
FINANCIALS | INVESTMENT BROKERAGE | 60.83 |
FINANCIALS | REITS | 48.33 |
FINANCIALS | CREDIT SERVICES | 47.50 |
HEALTHCARE | HOME HEALTH CARE | 76.25 |
HEALTHCARE | MEDICAL APPLIANCES & EQUIPMENT | 66.39 |
HEALTHCARE | SPECIALIZED HEALTH SERVICES | 65.00 |
HEALTHCARE | MEDICAL INSTRUMENTS & SUPPLIES | 64.29 |
HEALTHCARE | DRUG RELATED PRODUCTS | 63.33 |
HEALTHCARE | BIOTECHNOLOGY | 61.55 |
HEALTHCARE | DRUG MANUFACTURERS | 56.67 |
HEALTHCARE | DRUGS-GENERIC | 55.00 |
INDUSTRIAL GOODS | FARM & CONSTRUCTION MACHINERY | 80.00 |
INDUSTRIAL GOODS | INDUSTRIAL EQUIPMENT & COMPONENTS | 77.50 |
INDUSTRIAL GOODS | DIVERSIFIED MACHINERY | 74.00 |
INDUSTRIAL GOODS | METAL FABRICATION | 70.00 |
INDUSTRIAL GOODS | GENERAL BUILDING MATERIALS | 67.50 |
INDUSTRIAL GOODS | INDUSTRIAL ELECTRICAL EQUIPMENT | 67.50 |
INDUSTRIAL GOODS | RESIDENTIAL CONSTRUCTION | 67.50 |
INDUSTRIAL GOODS | AEROSPACE/DEFENSE PRODUCTS & SERVICES | 67.00 |
INDUSTRIAL GOODS | HEAVY CONSTRUCTION | 58.00 |
SERVICES | RAILROADS | 80.00 |
SERVICES | STAFFING & OUTSOURCING SERVICES | 78.00 |
SERVICES | CONSUMER SERVICES | 77.50 |
SERVICES | RESEARCH SERVICES | 73.75 |
SERVICES | APPAREL STORES | 73.13 |
SERVICES | LODGING | 72.50 |
SERVICES | RESTAURANTS | 71.50 |
SERVICES | BUSINESS SERVICES | 70.45 |
SERVICES | MANAGEMENT SERVICES | 70.00 |
SERVICES | MARKETING SERVICES | 65.00 |
SERVICES | EDUCATION & TRAINING SERV | 63.33 |
SERVICES | SPECIALTY RETAIL, OTHER | 62.86 |
SERVICES | RESORTS AND CASINOS | 56.67 |
SERVICES | TRUCKING | 56.00 |
SERVICES | BROADCASTING | 53.00 |
SERVICES | CATALOG & MAIL ORDER HOUSES | 51.67 |
TECHNOLOGY | TECHINICAL & SYSTEM SOFTWARE | 80.00 |
TECHNOLOGY | SCIENTIFIC & TECHNICAL INSTRUMENTS | 78.00 |
TECHNOLOGY | INTERNET INFORMATION PROVIDER | 75.00 |
TECHNOLOGY | DIVERSIFIED ELECTRONICS | 70.00 |
TECHNOLOGY | BUSINESS SOFTWARE & SERVICES | 69.17 |
TECHNOLOGY | APPLICATION SOFTWARE | 67.14 |
TECHNOLOGY | INFORMATION TECHNOLOGY SERVICES | 64.29 |
TECHNOLOGY | COMPUTER PERIPHERALS | 64.17 |
TECHNOLOGY | SEMICONDUCTOR EQUIPMENT & MATERIALS | 63.33 |
TECHNOLOGY | SEMICONDUCTOR- INTEGRATED CIRCUITS | 62.14 |
TECHNOLOGY | COMMUNICATION EQUIPMENT | 55.00 |
TECHNOLOGY | NETWORKING & COMMUNICATION DEVICES | 52.50 |
TECHNOLOGY | INTERNET SOFTWARE & SERVICES | 51.11 |
TECHNOLOGY | SEMICONDUCTOR-SPECIALIZED | 50.00 |
TECHNOLOGY | PRINTED CIRCUIT BOARDS | 48.33 |
TECHNOLOGY | MULTIMEDIA & GRAPHICS SOFTWARE | 47.50 |
TECHNOLOGY | INTERNET SERVICE PROVIDERS | 36.67 |
TECHNOLOGY | WIRELESS COMMUNICATIONS | 33.33 |
None.