Since 2010, our top scoring weekly has outpaced the SPX by a median 376 bps in the following year. The best performers from our list one year ago are MU up 77%, FB up 62%, RCL up 60%, AAPL up 50%, and TAP up 47%.

• The best large cap sector is healthcare
• The top large cap industry is railroads

The average large cap score is 69.06, above the four week moving average score of 65.62. The average large cap stock is trading -10.21% below its 52 week high, 2.83% above its 200 dma, has 3.91 days to cover held short, and is expected to post EPS growth of 10.96% next year.

The best large cap sector is healthcare. Utilities, financials, industrial goods, consumer goods, and services all score above average. Technology and basics score below average.

The top scoring large cap industry is railroads (CSX, UNP, NSC, KSU, CP). October marked only the third month since 2008 that average weekly rail carload volume exceeded 300,000. Total weekly carload volume (including intermodal) was 5.1% higher year-over-year in the most recently reported week. Year-to-date, rail carload volume is 4.5% above 2013. Drug wholesalers (ABC, MCK, CAH) score strong. Despite growing risk to subsidies, healthcare plans (WLP, UNH, CI, HUM) remain high scoring ahead of the second open enrollment period. Medical instruments (XRAY, COV, BDX, SYK, CFN, BCR) are top scoring. Watch Congress for potential movement on the 2.3% medical device tax. Diversified communication (LVLT, AMT) also scores highly.

In large cap basics, only chemicals (APD, SHW, ASH) score above average. Major food (ADM) and textiles (NKE, RL, VFC, PVH) are best in consumer goods. Asset managers (AMP, PFG, IVZ), P&C insurers (CINF, CB, ACE, WRB, HIG, TRV), and credit services (SLM, MCO, EFX, ADS, DFS) are attractive across financials. The top healthcare baskets are healthcare plans, medical instruments, and biotechnology (GILD, INCY, ILMN, CELG, REGN, MDVN). Buy diversified machinery (IR, PLL, ITW), aerospace/defense (RTN, GD, COL), and industrial equipment (PH, ROP) in industrial goods. Railroads, wholesale drugs, and restaurants (BKW, CMG, DRI) should be the focus in services. The top technology groups are diversified communication services, technical and system software (INFY, ADSK, SNPS), and Internet information providers (YHOO, FB). In utilities, diversified (SCG, ED) and electric utilities (XEL, AEP) are best.