Weekend Report: Best Stocks To Buy

By Todd Campbell

Sunday, June 22, 2014 5:49 PM EDT

Top scoring weekly returns: Buy and Hold 1 Year

Overall Average: 545 bps EXCESS E. B. Capital Markets, LLC - Trailing 52 Week Best Scoring Stock Returns: 0% Turnover

The best scoring sector remains utilities this week.

Basic materials and healthcare score in line with the average universe score. In basics and healthcare, large and mid cap score better relative to peers than small cap.

Consumer goods, industrial goods, technology, services, and financials all score below average. In consumer goods, focus on small cap. In induststrials, large and small cap are best. Services historically endure headwinds tied to retail sector headwinds through summer; however, some industries (trucking for example) remain high scoring.

The following chart visualizes score by sector and market cap.

The four week moving average score moved above the eight and 12 week moving average score this week. Historically, that has been a bullish signal for risk (beta) plays. That said, one week doesn't equal a trend..stay tuned.

The following table breaks out stocks trading more than 5% above their 200 dma, with high short interest and where more than 30% of the floating shares are held short. These companies expose short sellers to higher than normal short squeeze risk -- tread carefully.

Utilities

During the first quarter, total electricity consumption was 5% higher than 2013. The EIA forecasts that the average U.S. residential electricity customer will spend 4.9% more this summer (through August) than last year year as consumption grows 1.2% and prices climb 3.7%.

In New England, the average bill paid by electricity consumers will be up 5.6% from last year, while in the east south central states average bills will be 8.7% higher. Overall, the EIA expects that U.S. electricity prices for residential consumers will average 12.5 cents per kilowatt hour this year, up 3.4% from 2013.

Utilities remain the second leading source for dividend yield, trailing only telecom. Early year sector strength has current average utilities yields slightly below their 10 year average, according to Factset; however, four of the top ten yielding stocks remain utilities companies. Although utilities yields are slightly below their 10 year average, trailing 12 month payout ratios are slightly higher than their average 10 year levels.

The following are the best scoring across our utilities universe this week:

Top Scoring Utilities				6/12/2014	6/19/2014	4 Week MA
Company Name	Symbol	Sector	INDUSTRY	SCORE	SCORE	SCORE
Edison Intl	EIX	UTILITIES	ELECTRIC UTILITIES	95	100	98.75
Nextera Energy	NEE	UTILITIES	ELECTRIC UTILITIES	95	100	98.75
Piedmont Natural Gas	PNY	UTILITIES	GAS UTILITIES	100	100	87.5
Entergy Corp New	ETR	UTILITIES	ELECTRIC UTILITIES	95	95	95
P P L Corp	PPL	UTILITIES	ELECTRIC UTILITIES	90	95	93.75
Energen Corp	EGN	UTILITIES	GAS UTILITIES	95	95	95
Calpine Corp	CPN	UTILITIES	ELECTRIC UTILITIES	85	85	85
Nrg Energy Inc	NRG	UTILITIES	ELECTRIC UTILITIES	80	85	82.5
Public Service Ent.	PEG	UTILITIES	DIVERSIFIED UTILITIES	85	85	87.5
New Jersey Resources	NJR	UTILITIES	GAS UTILITIES	85	85	85
American Elec Pwr Inc	AEP	UTILITIES	ELECTRIC UTILITIES	75	80	78.75
Dte Energy Co	DTE	UTILITIES	ELECTRIC UTILITIES	80	80	82.5
Avista	AVA	UTILITIES	DIVERSIFIED UTILITIES	85	80	81.25
Laclede Group Inc.	LG	UTILITIES	GAS UTILITIES	80	80	80

Top Scoring Stocks

LG CAP		6/19/2014	4 Week MA	MID CAP		6/19/2014	4 Week MA
Symbol	Sector	SCORE	SCORE	Symbol	Sector	SCORE	SCORE
BEST				BEST
EQT	UTILITIES	105	103.75	FTR	TECHNOLOGY	105	101.25
OXY	BASIC MATERIALS	105	98.75	CNC	HEALTHCARE	100	95
RSG	INDUSTRIAL GOODS	105	91.25	CTB	CONSUMER GOODS	100	98.75
SIAL	HEALTHCARE	105	108.75	HME	FINANCIALS	100	97.5
ADS	FINANCIALS	100	77.5	PNY	UTILITIES	100	87.5
APH	TECHNOLOGY	100	103.75	QCOR	HEALTHCARE	100	95
BKW	SERVICES	100	103.75	ARLP	BASIC MATERIALS	95	95
CHK	BASIC MATERIALS	100	93.75	CRZO	BASIC MATERIALS	95	95
CSX	SERVICES	100	103.75	EGN	UTILITIES	95	95
DHR	CONGLOMERATES	100	90	HLS	HEALTHCARE	95	86.25
ECA	BASIC MATERIALS	100	98.75	HLX	BASIC MATERIALS	95	82.5
EIX	UTILITIES	100	98.75	HUBG	SERVICES	95	93.75
JNJ	HEALTHCARE	100	102.5	ICLR	HEALTHCARE	95	82.5
LRCX	TECHNOLOGY	100	100	PRAA	SERVICES	95	86.25
MRK	HEALTHCARE	100	98.75	WOOF	SERVICES	95	92.5
NEE	UTILITIES	100	98.75	AER	SERVICES	90	93.75
SJR	SERVICES	100	91.25	AHL	FINANCIALS	90	88.75
ALB	BASIC MATERIALS	95	91.25	DDS	SERVICES	90	93.75
AN	SERVICES	95	97.5	FDS	TECHNOLOGY	90	70
AVB	FINANCIALS	95	96.25	ITT	INDUSTRIAL GOODS	90	76.25
BP	BASIC MATERIALS	95	81.25	ODFL	SERVICES	90	93.75
DOV	INDUSTRIAL GOODS	95	93.75	PDS	BASIC MATERIALS	90	90
ENR	INDUSTRIAL GOODS	95	96.25	PRXL	SERVICES	90	81.25
EOG	BASIC MATERIALS	95	95	R	SERVICES	90	93.75
ETR	UTILITIES	95	95	ROVI	TECHNOLOGY	90	91.25
GD	INDUSTRIAL GOODS	95	98.75	SCI	SERVICES	90	93.75
GMCR	CONSUMER GOODS	95	97.5	SPW	INDUSTRIAL GOODS	90	92.5
GT	CONSUMER GOODS	95	95	SSNC	TECHNOLOGY	90	87.5
HAL	BASIC MATERIALS	95	95	TCO	FINANCIALS	90	92.5
IDXX	HEALTHCARE	95	97.5	TEN	CONSUMER GOODS	90	92.5
ILMN	HEALTHCARE	95	97.5	WIN	TECHNOLOGY	90	90
K	CONSUMER GOODS	95	97.5
LO	CONSUMER GOODS	95	95
MCHP	TECHNOLOGY	95	86.25
NBL	BASIC MATERIALS	95	82.5
PPL	UTILITIES	95	93.75
RAI	CONSUMER GOODS	95	95
STZ	CONSUMER GOODS	95	93.75
UA	CONSUMER GOODS	95	88.75
UHS	HEALTHCARE	95	95
SMALL CAP		6/19/2014	4 Week MA	ADRS		6/16/2014	4 Week MA
Symbol	Sector	SCORE	SCORE	Symbol	COUNTRY	SCORE	SCORE
BEST				BEST
ARTC	HEALTHCARE	95	93.75	ICLR	Ireland	95	83.75
GB	HEALTHCARE	95	97.5	AZN	United Kingdom	90	90
HURN	FINANCIALS	95	95	BIDU	China	90	76.25
SWHC	CONSUMER GOODS	95	98.75	GOLD	South Africa	90	67.5
ALIM	HEALTHCARE	90	76.25	NGG	United Kingdom	90	87.5
CTRN	SERVICES	90	96.25	NTES	China	90	68.75
ECOL	INDUSTRIAL GOODS	90	92.5	NVO	Denmark	90	77.5
MED	SERVICES	90	90	CIB	Colombia	85	85
PDLI	HEALTHCARE	90	93.75	NTT	Japan	85	83.75
AMRI	HEALTHCARE	85	85	ASMI	Netherlands	80	82.5
AMSG	HEALTHCARE	85	76.25	CTRP	China	80	80
ANEN	TECHNOLOGY	85	85	OMAB	México	80	81.25
BSTC	HEALTHCARE	85	83.75	SFL	Bermuda	80	83.75
IDIX	HEALTHCARE	85	88.75	BSAC	Chile	75	75
MACK	HEALTHCARE	85	87.5	BTI	United Kingdom	75	72.5
MPWR	TECHNOLOGY	85	83.75	CISG	China	75	78.75
NTRI	SERVICES	85	80	DCM	Japan	75	62.5
SIMO	TECHNOLOGY	85	72.5	ENL	Netherlands	75	67.5
TWIN	INDUSTRIAL GOODS	85	88.75	HNP	China	75	77.5
AVAV	INDUSTRIAL GOODS	80	60	PSDV	United States	75	73.75
CMTL	TECHNOLOGY	80	71.25	PVD	Chile	75	73.75
DIOD	TECHNOLOGY	80	82.5	SIG	Bermuda	75	78.75
EXAC	HEALTHCARE	80	71.25	SNP	China	75	75
GBX	SERVICES	80	78.75	TEO	Argentina	75	78.75
GDP	BASIC MATERIALS	80	80	TSM	Taiwan	75	73.75
IRWD	HEALTHCARE	80	78.75	TU	Canada	75	72.5
KTOS	TECHNOLOGY	80	83.75
LG	UTILITIES	80	80
MRTN	SERVICES	80	78.75
MTOR	CONSUMER GOODS	80	82.5
NLS	CONSUMER GOODS	80	82.5
ORB	INDUSTRIAL GOODS	80	66.25
PERY	CONSUMER GOODS	80	82.5
PMC	SERVICES	80	82.5
SAIA	SERVICES	80	82.5
SQNM	HEALTHCARE	80	78.75
STFC	FINANCIALS	80	72.5

None.

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