Mid Cap Best & Worst Report - April 29, 2015

Since 2010, the best scoring names in our weekly mid cap report have outpaced the S&P 400 by a median 334 bps in the following year.

  • Healthcare is the best scoring large cap sector.
  •  The top mid cap industry is processed & packaged goods.

The average mid cap score is 61.31, which is above the four week moving average score of 60.15. The average mid cap is trading -12.96% below its 52 week high, 5.90% above its 200 dma, has 6.78 days to cover held short, and is expected to grow EPS by 15.94% next year.

Healthcare, utilities, technology, and consumer goods score above average. Services score in line. Financials, industrial goods, and basic materials score below average.

The best mid cap industry is processed & packaged goods (GIS, HAIN, FLO). Information & delivery services (FDS, DNB) also score highly. Printed circuit boards (FLEX, CLS, JBL) offer upside. Technical software (TYL, MENT) and business software (SSNC, PEGA, WBMD, TIBX) round out the best scoring industry ranking this week.

In mid cap basics, buy specialty chemicals (NEU, PPO) and oil & gas equipment & services (HLX, RES, PDS); however, stay stock specific. In consumer, focus on processed & packaged goods and textiles (WWW, SKX, CRI, COLM).  Asset managers (OZM, AB), accident & health insurance (AFL), and regional banks (SIVB, FHN, OZRK, CATY, BXS) are best across financials. The top healthcare groups are healthcare plans (CNC, WCG), medical instruments (TFX, PKI, HRC, NUVA), and hospitals (LPNT, CYH, SEM). In industrials, concentrate on industrial electrical equipment (RBC, AOS). The best scoring services industries are specialty retail (OUTR, AAN, BID), restaurants (PZZA, CBRL, TXRH, BWLD), and department stores (DDS, JCP). In technology, information & delivery services, printed circuit boards, and technical & system software are your best bets.

Disclosure: None.

How did you like this article? Let us know so we can better customize your reading experience.

Comments

Leave a comment to automatically be entered into our contest to win a free Echo Show.