E Mid Cap Report - Best And Worst





The best scoring mid cap industry is trucking (HTLD, ODFL, KNX). Asset managers (OZM, AB, WETF) score highly. Fee revenue benefits from rotation out of lower fee fixed income into equity and asset allocation products. Industrial electrical equipment (LFUS, BDC, RBC) offers upside opportunity on EU recovery and construction spending growth. Semi broadline (CAVM) rounds out our best scoring in mid cap this week.

In mid cap basics, buy synthetics (CMP, POL), and oil and gas equipment & services (PDS, EXH, RES). In consumer, focus on textiles (COLM, SKX, CRI), business equipment (DBD, PAY), and auto parts (TEN, DAN, FDML). The best financials baskets are asset managers, accident & health insurers (CNO, AIZ), and regional banks (WTFC, FHN, SIVB, OZRK, ASBC). No mid cap healthcare groups score above average, buy large cap instead. Every industrials basket scores above average, led by industrial electrical equipment, and residential construction (NVR, RYL). The best services groups are trucking, education (DV, LOPE), and restaurants (WEN, CAKE, PZZA). In technology, buy broadline semi, semi equipment (TER, SPIL), and scientific & technical instruments (COHR, BRKR).


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