The Best Mid Caps, Including OCR, SSD, TRN, VRSN
The best scoring mid caps from one year ago (12/19/2012) averaged 526 bps of excess over the S&P 400, with 0% turnover. The top performers included ACXM up 101%, CNO up 81%, BEAV up 74%, BC up 67%, and OCR up 67%.
- Consumer goods are the top mid cap sector.
- Small tools & accessories are the best industry.
The average mid cap score is 69.84, below the 4 week moving average score of 71.77. The average mid cap is trading 4.63% above its 200 dma, has 6.25 days to cover short, and is expected to grow EPS 14.49% next year.
The best mid cap sector is consumer goods. Industrials and healthcare also score above average. Services and basics score in line. Financials, technology and utilities score below average.
| MID CAP | 12/18/2013 | 4 Week MA | |||
| Company Name | Symbol | Sector | INDUSTRY | SCORE | SCORE |
| BEST | |||||
| Omnicare | OCR | SERVICES | DRUG STORES | 110 | 108.75 |
| Simpson Manufacturing | SSD | INDUSTRIAL GOODS | SMALL TOOLS & ACCESSORIES | 110 | 98.75 |
| Trinity Industries Inc | TRN | SERVICES | RAILROADS | 110 | 107.5 |
| Verisign | VRSN | TECHNOLOGY | INTERNET SOFTWARE & SERVICES | 110 | 108.75 |
| Acxiom Corp | ACXM | TECHNOLOGY | IT SERVICES | 105 | 102.5 |
| Hancock Hldng | HBHC | FINANCIALS | REGIONAL BANKS | 105 | 103.75 |
| Manpower | MAN | SERVICES | STAFFING & OUTSOURCING SERVICES | 105 | 102.5 |
| Mettler Toledo Inc. | MTD | TECHNOLOGY | SCIENTIFIC & TECHNICAL INSTRUMENTS | 105 | 106.25 |
| Wendy's International Inc | WEN | SERVICES | RESTAURANTS | 105 | 97.5 |
| Alliance Data Systems Corp. | ADS | FINANCIALS | CREDIT SERVICES | 100 | 97.5 |
| A G C O Corp | AGCO | INDUSTRIAL GOODS | FARM & CONSTRUCTION MACHINERY | 100 | 80 |
| Arris Group | ARRS | TECHNOLOGY | COMMUNICATION EQUIPMENT | 100 | 92.5 |
| Borg Warner | BWA | CONSUMER GOODS | AUTO PARTS | 100 | 100 |
| Clarcor Inc. | CLC | CONSUMER GOODS | AUTO PARTS | 100 | 91.25 |
| Curtiss-Wright Corp. | CW | INDUSTRIAL GOODS | AEROSPACE/DEFENSE PRODUCTS & SERVICES | 100 | 98.75 |
| Dillard's Inc. | DDS | SERVICES | DEPARTMENT STORES | 100 | 102.5 |
| FTI Consulting Inc | FCN | SERVICES | MANAGEMENT SERVICES | 100 | 95 |
| Gentix Corp | GNTX | CONSUMER GOODS | AUTO PARTS | 100 | 97.5 |
| Helmrich & Payne Inc | HP | BASIC MATERIALS | OIL & GAS DRILLING & EXPLORATION | 100 | 98.75 |
| Heartland Express | HTLD | SERVICES | TRUCKING | 100 | 103.75 |
| Illumina | ILMN | HEALTHCARE | BIOTECHNOLOGY | 100 | 98.75 |
| Int'l Rectifier | IRF | TECHNOLOGY | SEMICONDUCTOR- INTEGRATED CIRCUITS | 100 | 90 |
| Nasdaq OMX Group | NDAQ | FINANCIALS | DIVERSIFIED INVESTMENTS | 100 | 102.5 |
| Open Text | OTEX | TECHNOLOGY | INTERNET SOFTWARE & SERVICES | 100 | 98.75 |
| Perkinelmer | PKI | HEALTHCARE | MEDICAL INSTRUMENTS & SUPPLIES | 100 | 93.75 |
| Stifel Fin'l | SF | FINANCIALS | INVESTMENT BROKERAGE | 100 | 98.75 |
| Terex Corp | TEX | INDUSTRIAL GOODS | FARM & CONSTRUCTION MACHINERY | 100 | 100 |
| Toro Corp | TTC | INDUSTRIAL GOODS | SMALL TOOLS & ACCESSORIES | 100 | 98.75 |
| Advance Auto Parts | AAP | SERVICES | AUTO PARTS STORES | 95 | 95 |
| Alere Inc. | ALR | HEALTHCARE | MEDICAL LABORATORIES AND RESEARCH | 95 | 85 |
| Autoliv | ALV | CONSUMER GOODS | AUTO PARTS | 95 | 97.5 |
| Alexion Pharma | ALXN | HEALTHCARE | DRUG MANUFACTURERS | 95 | 97.5 |
| Affiliated Managers Group | AMG | FINANCIALS | ASSET MANAGEMENT | 95 | 95 |
| Alliant Tech | ATK | INDUSTRIAL GOODS | AEROSPACE/DEFENSE PRODUCTS & SERVICES | 95 | 93.75 |
| Avery Dennison | AVY | CONSUMER GOODS | PAPER & PAPER PRODUCTS | 95 | 98.75 |
| BE Aerospace Inc | BEAV | INDUSTRIAL GOODS | AEROSPACE/DEFENSE PRODUCTS & SERVICES | 95 | 97.5 |
| Bally Tech Inc. | BYI | SERVICES | GAMING ACTIVITIES | 95 | 97.5 |
| Cheesecake Factory Inc | CAKE | SERVICES | RESTAURANTS | 95 | 97.5 |
| Church and Dwight Co Inc | CHD | CONSUMER GOODS | CLEANING PRODUCTS | 95 | 96.25 |
| Choice Hotels International, Inc | CHH | SERVICES | LODGING | 95 | 96.25 |
| Commercial Metals Co | CMC | BASIC MATERIALS | STEEL & IRON | 95 | 98.75 |
| Carpenter Technology Corp. | CRS | BASIC MATERIALS | STEEL & IRON | 95 | 96.25 |
| Carlisle Co's | CSL | CONSUMER GOODS | RUBBER & PLASTICS | 95 | 93.75 |
| Deckers Outdoor | DECK | CONSUMER GOODS | TEXTILES | 95 | 98.75 |
| Education Mgmt. Corp. | EDMC | SERVICES | EDUCATION & TRAINING SERV | 95 | 96.25 |
| Esterline Tech | ESL | INDUSTRIAL GOODS | AEROSPACE/DEFENSE PRODUCTS & SERVICES | 95 | 87.5 |
| Goodyear Tire | GT | CONSUMER GOODS | RUBBER & PLASTICS | 95 | 93.75 |
| Hill-rom Holdings | HRC | HEALTHCARE | MEDICAL INSTRUMENTS & SUPPLIES | 95 | 96.25 |
| HSN, Inc. | HSNI | SERVICES | CATALOG & MAIL ORDER HOUSES | 95 | 81.25 |
| Idexx Lab | IDXX | HEALTHCARE | DIAGNOSTIC SUBSTANCES | 95 | 95 |
| Lamar Advertising Co | LAMR | SERVICES | MARKETING SERVICES | 95 | 92.5 |
| Level 3 Communications Inc | LVLT | TECHNOLOGY | DIVERSIFIED COMMUNICATION SERVICES | 95 | 97.5 |
| Mednax Inc. | MD | HEALTHCARE | SPECIALIZED HEALTH SERVICES | 95 | 97.5 |
| Manitowoc Company Inc | MTW | INDUSTRIAL GOODS | FARM & CONSTRUCTION MACHINERY | 95 | 81.25 |
| Netflix | NFLX | SERVICES | MUSIC & VIDEO STORES | 95 | 93.75 |
| Olin Corp | OLN | BASIC MATERIALS | COPPER | 95 | 95 |
| Penske Automotive | PAG | SERVICES | AUTO DEALERSHIPS | 95 | 95 |
| Pall Corp | PLL | INDUSTRIAL GOODS | DIVERSIFIED MACHINERY | 95 | 97.5 |
| Pentair | PNR | INDUSTRIAL GOODS | INDUSTRIAL EQUIPMENT & COMPONENTS | 95 | 93.75 |
| Ryder Systems | R | SERVICES | RENTAL & LEASING SERVICES | 95 | 93.75 |
| Robert Half International Inc. | RHI | SERVICES | STAFFING & OUTSOURCING SERVICES | 95 | 98.75 |
| Sealed Air | SEE | CONSUMER GOODS | PACKAGING & CONTAINERS | 95 | 86.25 |
| Transdigm Group Inc. | TDG | INDUSTRIAL GOODS | AEROSPACE/DEFENSE PRODUCTS & SERVICES | 95 | 88.75 |
| Teledyne Technologies Inc | TDY | INDUSTRIAL GOODS | AEROSPACE/DEFENSE PRODUCTS & SERVICES | 95 | 92.5 |
| Tupperware Brands | TUP | CONSUMER GOODS | PACKAGING & CONTAINERS | 95 | 93.75 |
| Wolverine World Wide | WWW | CONSUMER GOODS | TEXTILES | 95 | 97.5 |
| WORST | |||||
| Big Lots, Inc. | BIG | SERVICES | DISCOUNT, VARIETY STORES | 20 | 40 |
| Mack-Cali Realty | CLI | FINANCIALS | REITS | 20 | 30 |
| Rent-a-Center | RCII | SERVICES | RENTAL & LEASING SERVICES | 20 | 22.5 |
| Douglas Emmett | DEI | FINANCIALS | REITS | 25 | 26.25 |
| Radio Shack | RSH | SERVICES | ELECTRONICS STORES | 25 | 25 |
| Strayer Education | STRA | SERVICES | EDUCATION & TRAINING SERV | 25 | 25 |
| Teradata Corp del | TDC | TECHNOLOGY | DIVERSIFIED COMPUTER SYSTEMS | 25 | 33.75 |
| Telephone & Data Systems Inc | TDS | TECHNOLOGY | WIRELESS COMMUNICATIONS | 25 | 36.25 |
| Weight Watchers | WTW | SERVICES | PERSONAL SERVICES | 25 | 27.5 |
Commentary:
The best mid cap industry is small tools & accessories (SSD, TTC, SNA). Farm & construction machinery (TEX, AGCO, MTW) is strong. Aerospace & defense (CW, TDY, TDG, ESL, BEAV, ATK, HXL, MOGA) offers upside. Drug makers (ALXN, UTHR, VRX) benefit from label expansion and maturing pipelines. Specialty drugs provide pricing power. Beverages (STZ, MNST) and restaurants (WEN, CAKE) are also among the best scoring industries this week.
In mid cap basics, buy specialty chemicals (GRA, NEU, CBT), steel & iron (CRS, CMC, STLD, HSC), and major chemicals (ASH, FMC). Across consumer, focus on beverages, auto parts (GNTX, CLC, BWA, ALV), and packaging (TUP, SEE, BLL, PKG). The best financials baskets are investment brokers (SF, LM, GHL, RJF), regional banks (HBHC, CYN, SIVB), and asset managers (AMG, JNS, LAZ). In healthcare, buy drug makers, biotech and diagnostic substances. The top industrials groups are small tools, farm & construction machines, and aerospace/defense. In services, concentrate on restaurants, truckers (HTLD, KNX) and auto dealers (PAG, CPRT). In technology, focus on internet software (VRSN, OTEX) and diversified electronics (MOLX).
| MID CAP INDUSTRY SCORE BY SECTOR | 12/18/2013 | |
| Sector | INDUSTRY | SCORE |
| BASIC MATERIALS | SPECIALTY CHEMICALS | 86.67 |
| BASIC MATERIALS | STEEL & IRON | 86.00 |
| BASIC MATERIALS | CHEMICALS- MAJOR DIVERSIFIED | 71.67 |
| BASIC MATERIALS | INDUSTRIAL METALS & MINERALS | 71.67 |
| BASIC MATERIALS | OIL & GAS DRILLING & EXPLORATION | 70.00 |
| BASIC MATERIALS | OIL & GAS REFINING & MARKETING | 67.50 |
| BASIC MATERIALS | INDEPENDENT OIL & GAS | 62.14 |
| BASIC MATERIALS | OIL & GAS EQUIPMENT & SERVICES | 54.00 |
| CONSUMER GOODS | BEVERAGES | 87.50 |
| CONSUMER GOODS | AUTO PARTS | 84.38 |
| CONSUMER GOODS | PACKAGING & CONTAINERS | 77.14 |
| CONSUMER GOODS | TEXTILES | 76.00 |
| CONSUMER GOODS | PROCESSED & PACKAGED GOODS | 73.33 |
| CONSUMER GOODS | HOME FURNISHING & FIXTURES | 72.50 |
| CONSUMER GOODS | PAPER & PAPER PRODUCTS | 72.50 |
| CONSUMER GOODS | BUSINESS EQUIPMENT | 66.67 |
| FINANCIALS | INVESTMENT BROKERAGE | 83.33 |
| FINANCIALS | REGIONAL BANKS | 79.29 |
| FINANCIALS | ASSET MANAGEMENT | 77.00 |
| FINANCIALS | PROPERTY & CASUALITY INSURANCE | 66.67 |
| FINANCIALS | REITS | 49.78 |
| FINANCIALS | INSURANCE BROKERS | 45.00 |
| HEALTHCARE | DRUG MANUFACTURERS | 88.33 |
| HEALTHCARE | BIOTECHNOLOGY | 80.00 |
| HEALTHCARE | DIAGNOSTIC SUBSTANCES | 77.50 |
| HEALTHCARE | MEDICAL INSTRUMENTS & SUPPLIES | 72.50 |
| HEALTHCARE | HOSPITALS | 48.00 |
| INDUSTRIAL GOODS | SMALL TOOLS & ACCESSORIES | 100.00 |
| INDUSTRIAL GOODS | FARM & CONSTRUCTION MACHINERY | 98.33 |
| INDUSTRIAL GOODS | AEROSPACE/DEFENSE PRODUCTS & SERVICES | 91.11 |
| INDUSTRIAL GOODS | DIVERSIFIED MACHINERY | 75.83 |
| INDUSTRIAL GOODS | INDUSTRIAL ELECTRICAL EQUIPMENT | 71.25 |
| INDUSTRIAL GOODS | WASTE MANAGEMENT | 60.00 |
| INDUSTRIAL GOODS | RESIDENTIAL CONSTRUCTION | 57.00 |
| INDUSTRIAL GOODS | GENERAL BUILDING MATERIALS | 56.67 |
| SERVICES | RESTAURANTS | 86.67 |
| SERVICES | TRUCKING | 85.00 |
| SERVICES | AUTO DEALERSHIPS | 80.00 |
| SERVICES | BUSINESS SERVICES | 76.67 |
| SERVICES | ELECTRONICS WHOLESALE | 76.25 |
| SERVICES | PUBLISHING-NEWSPAPERS | 72.50 |
| SERVICES | SPECIALTY RETAIL, OTHER | 71.67 |
| SERVICES | EDUCATION & TRAINING SERV | 65.00 |
| SERVICES | MOVIE PRODUCTION, THEATERS | 63.33 |
| SERVICES | ADVERTISING AGENCIES | 60.00 |
| SERVICES | APPAREL STORES | 55.00 |
| SERVICES | BROADCASTING | 53.33 |
| SERVICES | PERSONAL SERVICES | 50.00 |
| SERVICES | DISCOUNT, VARIETY STORES | 38.33 |
| TECHNOLOGY | INTERNET SOFTWARE & SERVICES | 82.50 |
| TECHNOLOGY | DIVERSIFIED ELECTRONICS | 75.00 |
| TECHNOLOGY | INFORMATION & DELIVERY SERVICES | 70.00 |
| TECHNOLOGY | TECHNICAL & SYSTEM SOFTWARE | 69.00 |
| TECHNOLOGY | SEMICONDUCTOR- INTEGRATED CIRCUITS | 67.50 |
| TECHNOLOGY | SEMICONDUCTOR EQUIPMENT & MATERIALS | 66.67 |
| TECHNOLOGY | SEMICONDUCTOR-SPECIALIZED | 66.67 |
| TECHNOLOGY | SCIENTIFIC & TECHNICAL INSTRUMENTS | 62.50 |
| TECHNOLOGY | SEMICONDUCTOR-BROAD LINE | 62.50 |
| TECHNOLOGY | BUSINESS SOFTWARE & SERVICES | 59.00 |
| TECHNOLOGY | COMMUNICATION EQUIPMENT | 59.00 |
| TECHNOLOGY | COMPUTER PERIPHERALS | 58.33 |
| TECHNOLOGY | PRINTED CIRCUIT BOARDS | 46.67 |
| UTILITIES | GAS UTILITIES | 63.33 |
| UTILITIES | DIVERSIFIED UTILITIES | 58.33 |
None.
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