The Best Mid Caps Report
The best scoring mid caps from one year ago (12/26/2012) averaged 804 bps of excess over the S&P 400, with 0% turnover. The top performers included NFLX up 314%, MAN up 103%, HBI up 97%, ILMN up 88%, and VRX up 85%.
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HAPPY HOLIDAYS!
IMPORTANT! Scores have rolled to reflect Q1 seasonality.
- The best sector in mid cap is consumer goods.
- The top mid cap industry is restaurants
The average mid cap score is 72.18, above the four week moving average score of 71.74. The average mid cap is trading 7.01% above its 200 dma, has 6.58 days to cover short and is expected to grow EPS 14.57% next year.
Consumer goods, industrials and services score above average. Technology, healthcare, financials, basics, and utilities score below average.
MID CAP | 12/24/2013 | 4 Week MA | |||
Company Name | Symbol | Sector | INDUSTRY | SCORE | SCORE |
BEST | |||||
Hasbro Inc | HAS | CONSUMER GOODS | TOYS & GAMES | 110 | 96.25 |
Omnicare | OCR | SERVICES | DRUG STORES | 110 | 108.75 |
Verisign | VRSN | TECHNOLOGY | INTERNET SOFTWARE & SERVICES | 110 | 108.75 |
Conseco Inc | CNO | FINANCIALS | ACCIDENT & HEALTH INSURANCE | 105 | 87.5 |
Dillard's Inc. | DDS | SERVICES | DEPARTMENT STORES | 105 | 102.5 |
Int'l Rectifier | IRF | TECHNOLOGY | SEMICONDUCTOR- INTEGRATED CIRCUITS | 105 | 97.5 |
Kansas City Southern | KSU | SERVICES | RAILROADS | 105 | 96.25 |
Phillips van Heusen | PVH | CONSUMER GOODS | TEXTILES | 105 | 90 |
Tractor Supply Co. | TSCO | SERVICES | SPECIALTY RETAIL, OTHER | 105 | 92.5 |
Actavis | ACT | HEALTHCARE | DRUGS-GENERIC | 100 | 82.5 |
Alexion Pharma | ALXN | HEALTHCARE | DRUG MANUFACTURERS | 100 | 98.75 |
Arris Group | ARRS | TECHNOLOGY | COMMUNICATION EQUIPMENT | 100 | 95 |
Cheesecake Factory Inc | CAKE | SERVICES | RESTAURANTS | 100 | 97.5 |
Church and Dwight Co Inc | CHD | CONSUMER GOODS | CLEANING PRODUCTS | 100 | 97.5 |
Choice Hotels International, Inc | CHH | SERVICES | LODGING | 100 | 97.5 |
Columbia Sportswear | COLM | CONSUMER GOODS | TEXTILES | 100 | 88.75 |
Carlisle Co's | CSL | CONSUMER GOODS | RUBBER & PLASTICS | 100 | 96.25 |
Curtiss-Wright Corp. | CW | INDUSTRIAL GOODS | AEROSPACE/DEFENSE PRODUCTS & SERVICES | 100 | 98.75 |
Diebold Inc | DBD | CONSUMER GOODS | BUSINESS EQUIPMENT | 100 | 72.5 |
Eaton Vance | EV | FINANCIALS | ASSET MANAGEMENT | 100 | 77.5 |
Helmrich & Payne Inc | HP | BASIC MATERIALS | OIL & GAS DRILLING & EXPLORATION | 100 | 100 |
Hormel Foods | HRL | CONSUMER GOODS | MEAT PRODUCTS | 100 | 92.5 |
Heartland Express | HTLD | SERVICES | TRUCKING | 100 | 102.5 |
Illumina | ILMN | HEALTHCARE | BIOTECHNOLOGY | 100 | 98.75 |
Jack Henry | JKHY | TECHNOLOGY | BUSINESS SOFTWARE & SERVICES | 100 | 81.25 |
Lennar Corp | LEN | INDUSTRIAL GOODS | RESIDENTIAL CONSTRUCTION | 100 | 91.25 |
Mettler Toledo Inc. | MTD | TECHNOLOGY | SCIENTIFIC & TECHNICAL INSTRUMENTS | 100 | 103.75 |
Manitowoc Company Inc | MTW | INDUSTRIAL GOODS | FARM & CONSTRUCTION MACHINERY | 100 | 91.25 |
NetEase | NTES | TECHNOLOGY | INTERNET INFORMATION PROVIDER | 100 | 76.25 |
NVR Inc | NVR | INDUSTRIAL GOODS | RESIDENTIAL CONSTRUCTION | 100 | 80 |
Open Text | OTEX | TECHNOLOGY | INTERNET SOFTWARE & SERVICES | 100 | 100 |
Polaris Industries Partners | PII | CONSUMER GOODS | RECREATIONAL VEHICLES | 100 | 93.75 |
Stifel Fin'l | SF | FINANCIALS | INVESTMENT BROKERAGE | 100 | 98.75 |
Terex Corp | TEX | INDUSTRIAL GOODS | FARM & CONSTRUCTION MACHINERY | 100 | 100 |
TiVo Inc | TIVO | SERVICES | CATV SYSTEMS | 100 | 56.25 |
Tempur Pedic | TPX | CONSUMER GOODS | HOME FURNISHING & FIXTURES | 100 | 87.5 |
Toro Corp | TTC | INDUSTRIAL GOODS | SMALL TOOLS & ACCESSORIES | 100 | 98.75 |
Tupperware Brands | TUP | CONSUMER GOODS | PACKAGING & CONTAINERS | 100 | 95 |
Vistaprint NV | VPRT | SERVICES | BUSINESS SERVICES | 100 | 91.25 |
Wolverine World Wide | WWW | CONSUMER GOODS | TEXTILES | 100 | 97.5 |
WORST | |||||
Harmony Gold Mining | HMY | BASIC MATERIALS | GOLD | 20 | 31.25 |
Amedisys Inc | AMED | HEALTHCARE | HOME HEALTH CARE | 25 | 60 |
Radio Shack | RSH | SERVICES | ELECTRONICS STORES | 25 | 25 |
Taubman Centers | TCO | FINANCIALS | REITS | 25 | 37.5 |
Forest Oil | FST | BASIC MATERIALS | INDEPENDENT OIL & GAS | 30 | 37.5 |
Telephone & Data Systems Inc | TDS | TECHNOLOGY | WIRELESS COMMUNICATIONS | 30 | 30 |
Thor Industries | THO | CONSUMER GOODS | RECREATIONAL VEHICLES | 30 | 67.5 |
Commentary:
The best mid cap industry heading into 2014 is restaurants (CAKE, WEN, EAT). Wholesale electronics (AVT, ARW, WCC) offer upside into Q1, in line with historical seasonality. Drug makers (ALXN, VRX, UTHR) benefit from label expansion, orphan pricing power and specialty pipeline maturity. Buy small tools (TTC, SNA, SSD) on rising industrial demand and construction upside opportunity. Farm & construction machinery (TEX, MTW) score highly ahead of rising commercial construction spending.
The top mid cap basics industry is steel & iron (CRS, CMC, STLD), followed by major chemicals (FMC, ASH) and drillers (HP). The best consumer industries are textiles (PVH, WWW, COLM, SKX, HBI), business equipment (DBD, PAY), and auto parts (TEN, FDML, BWA). In financials, focus on investment brokers (SF, LM, GHL) and asset managers (EV, AMG, LAZ). Regional banks (SIVB, ASBC, FHN) also score above average. Only drug makers score above average in healthcare. Small tools, farm & construction machinery and residential construction (NVR, LEN, TOL) score best in industrials. Across services, concentrate on restaurants, electronics wholesale, and trucking (HTLD, KNX). The top technology baskets include semi ICs (IRF, SWKS, TQNT), Internet software (VRSN, OTEX), and technical & system software (ANSS, MCRS, SNPS).
MID CAP INDUSTRY SCORE BY SECTOR | 12/24/2013 | |
Sector | INDUSTRY | SCORE |
BASIC MATERIALS | STEEL & IRON | 85.00 |
BASIC MATERIALS | CHEMICALS- MAJOR DIVERSIFIED | 80.00 |
BASIC MATERIALS | OIL & GAS DRILLING & EXPLORATION | 75.00 |
BASIC MATERIALS | SPECIALTY CHEMICALS | 75.00 |
BASIC MATERIALS | INDEPENDENT OIL & GAS | 68.57 |
BASIC MATERIALS | INDUSTRIAL METALS & MINERALS | 61.67 |
BASIC MATERIALS | OIL & GAS EQUIPMENT & SERVICES | 61.00 |
BASIC MATERIALS | OIL & GAS REFINING & MARKETING | 60.00 |
CONSUMER GOODS | TEXTILES | 85.00 |
CONSUMER GOODS | BUSINESS EQUIPMENT | 81.67 |
CONSUMER GOODS | AUTO PARTS | 78.75 |
CONSUMER GOODS | HOME FURNISHING & FIXTURES | 76.25 |
CONSUMER GOODS | PACKAGING & CONTAINERS | 73.57 |
CONSUMER GOODS | BEVERAGES | 72.50 |
CONSUMER GOODS | PAPER & PAPER PRODUCTS | 67.50 |
CONSUMER GOODS | PROCESSED & PACKAGED GOODS | 61.67 |
FINANCIALS | INVESTMENT BROKERAGE | 85.00 |
FINANCIALS | ASSET MANAGEMENT | 81.00 |
FINANCIALS | REGIONAL BANKS | 75.00 |
FINANCIALS | PROPERTY & CASUALITY INSURANCE | 71.67 |
FINANCIALS | INSURANCE BROKERS | 67.50 |
FINANCIALS | REITS | 58.48 |
HEALTHCARE | DRUG MANUFACTURERS | 91.67 |
HEALTHCARE | MEDICAL INSTRUMENTS & SUPPLIES | 72.50 |
HEALTHCARE | BIOTECHNOLOGY | 62.50 |
HEALTHCARE | DIAGNOSTIC SUBSTANCES | 62.50 |
HEALTHCARE | HOSPITALS | 57.00 |
INDUSTRIAL GOODS | SMALL TOOLS & ACCESSORIES | 91.67 |
INDUSTRIAL GOODS | FARM & CONSTRUCTION MACHINERY | 90.00 |
INDUSTRIAL GOODS | RESIDENTIAL CONSTRUCTION | 85.00 |
INDUSTRIAL GOODS | AEROSPACE/DEFENSE PRODUCTS & SERVICES | 83.89 |
INDUSTRIAL GOODS | INDUSTRIAL ELECTRICAL EQUIPMENT | 71.25 |
INDUSTRIAL GOODS | DIVERSIFIED MACHINERY | 65.00 |
INDUSTRIAL GOODS | GENERAL BUILDING MATERIALS | 61.67 |
INDUSTRIAL GOODS | WASTE MANAGEMENT | 60.00 |
SERVICES | RESTAURANTS | 93.33 |
SERVICES | ELECTRONICS WHOLESALE | 92.50 |
SERVICES | TRUCKING | 83.33 |
SERVICES | ADVERTISING AGENCIES | 80.00 |
SERVICES | SPECIALTY RETAIL, OTHER | 78.33 |
SERVICES | BUSINESS SERVICES | 77.50 |
SERVICES | EDUCATION & TRAINING SERV | 77.00 |
SERVICES | MOVIE PRODUCTION, THEATERS | 76.67 |
SERVICES | PUBLISHING-NEWSPAPERS | 70.00 |
SERVICES | APPAREL STORES | 67.50 |
SERVICES | BROADCASTING | 65.00 |
SERVICES | AUTO DEALERSHIPS | 63.33 |
SERVICES | DISCOUNT, VARIETY STORES | 60.00 |
SERVICES | PERSONAL SERVICES | 51.67 |
TECHNOLOGY | SEMICONDUCTOR- INTEGRATED CIRCUITS | 83.75 |
TECHNOLOGY | INTERNET SOFTWARE & SERVICES | 82.50 |
TECHNOLOGY | TECHNICAL & SYSTEM SOFTWARE | 79.00 |
TECHNOLOGY | COMPUTER PERIPHERALS | 76.67 |
TECHNOLOGY | SEMICONDUCTOR EQUIPMENT & MATERIALS | 76.67 |
TECHNOLOGY | COMMUNICATION EQUIPMENT | 72.00 |
TECHNOLOGY | INFORMATION & DELIVERY SERVICES | 70.00 |
TECHNOLOGY | SEMICONDUCTOR-SPECIALIZED | 70.00 |
TECHNOLOGY | BUSINESS SOFTWARE & SERVICES | 69.00 |
TECHNOLOGY | SCIENTIFIC & TECHNICAL INSTRUMENTS | 68.75 |
TECHNOLOGY | DIVERSIFIED ELECTRONICS | 60.00 |
TECHNOLOGY | SEMICONDUCTOR-BROAD LINE | 60.00 |
TECHNOLOGY | PRINTED CIRCUIT BOARDS | 41.67 |
UTILITIES | DIVERSIFIED UTILITIES | 65.00 |
UTILITIES | GAS UTILITIES | 56.67 |
Methodology:
Our weekly best and worst reports show you stocks with the best potential returns over the coming 6 to 12 months. The score is calculated by fusing together the key drivers of price movement including, earnings beats, earnings growth, at-the-market insider buys, institutional activity, short ratio analysis, price to earnings analysis and calendar quarter seasonality. Those stocks appearing in our best list should be bought while those appearing in our worst list should be sold.
None.