Weekly ADR Investment Report
Since 2010, the average top scoring ADR has returned 521 bps more than the EAFE in the following 12 months, with no turnover.
The average ADR score is 45.08, below the four week moving average score of 47.93, The average ADR is trading -17% below its 52 week high, 2.03% above its 200 dma, has 3.65 days to cover short, and is expected to post EPS growth of 25.5% next year.
The best seasonal ADRs for Q2 are:
| ADRS | 3/31/2014 | 4 Week MA | ||||||
| Company Name | Symbol | Sector | INDUSTRY | REGION | COUNTRY | ZONE | SCORE | SCORE |
| BEST | ||||||||
| ICON | ICLR | SERVICES | HealthCareEquip.&Ser | United Kingdom & Ireland | Ireland | Europe | 95 | 82.50 |
| PSIVIDA LTD | PSDV | HEALTHCARE | Drug Delivery | North America | United States | North America | 95 | 96.25 |
| WuXi Pharmatech | WX | HEALTHCARE | Pharma. & Biotech. | North Asia | China | Asia | 95 | 70.00 |
| Astrazeneca | AZN | HEALTHCARE | Pharma. & Biotech. | United Kingdom & Ireland | United Kingdom | Europe | 90 | 75.00 |
| National Grid | NGG | UTILITIES | Gas,H20&Multiutility | United Kingdom & Ireland | United Kingdom | Europe | 90 | 76.25 |
| Novo Nordisk | NVO | HEALTHCARE | Pharma. & Biotech. | Continental Europe | Denmark | Europe | 90 | 87.50 |
| ASM International - New York Shares | ASMI | TECHNOLOGY | Tech.Hardware&Equip. | Continental Europe | Netherlands | Europe | 85 | 71.25 |
| Daimler | DDAIF | CONSUMER GOODS | Automobiles & Parts | Continental Europe | Germany | Europe | 85 | 60.00 |
| Ryanair | RYAAY | SERVICES | Travel & Leisure | United Kingdom & Ireland | Ireland | Europe | 85 | 83.75 |
| SHIP FINANCE INT'L | SFL | SERVICES | Shipping | Bermuda | 85 | 81.25 | ||
| Spreadtrum Communications | SPRD | TECHNOLOGY | Tech.Hardware&Equip. | North Asia | China | Asia | 85 | 85.00 |
| GLOBAL SOURCES | GSOL | TECHNOLOGY | Internet Information Providers | Bermuda | 80 | 75.00 | ||
| KongZhong | KONG | CONGLOMERATES | Mobile Telecom. | North Asia | China | Asia | 80 | 91.25 |
| Grupo Aeroportuario del Centro Norte | OMAB | SERVICES | IndustrialTransport. | Latin America | México | Latin America | 80 | 61.25 |
| SIGNET GROUP PLC | SIG | SERVICES | Jewelry Stores | Bermuda | 80 | 90.00 | ||
| WORST | ||||||||
| China Eastern Airlines | CEA | SERVICES | Travel & Leisure | North Asia | China | Asia | 15 | 35.00 |
| DRDGOLD | DRD | BASIC MATERIALS | Mining | Sub-Saharan Africa | South Africa | Africa | 15 | 31.25 |
| Gerdau | GGB | BASIC MATERIALS | Indust.Metals&Mining | Latin America | Brazil | Latin America | 15 | 17.50 |
| Guangshen Railway | GSH | SERVICES | Travel & Leisure | North Asia | China | Asia | 15 | 12.50 |
| Empresas ICA | ICA | INDUSTRIAL GOODS | Construct.&Materials | Latin America | México | Latin America | 15 | 40.00 |
| LUKOIL | LUKOY | BASIC MATERIALS | Oil & Gas Producers | Central & Eastern Europe | Russia | Europe | 15 | 40.00 |
| Mizuho Financial | MFG | FINANCIALS | Banks | North Asia | Japan | Asia | 15 | 23.75 |
| Rediff.com India | REDF | TECHNOLOGY | Software&ComputerSvc | South Asia | India | Asia | 15 | 13.75 |
| Sinopec Shanghai Petrochemical | SHI | BASIC MATERIALS | Chemicals | North Asia | China | Asia | 15 | 47.50 |
| SORL AUTO PARTS | SORL | CONSUMER GOODS | Automobiles & Parts | North Asia | China | Asia | 15 | 58.75 |
| Suntech Power | STP | TECHNOLOGY | Alternative Energy | North Asia | China | Asia | 15 | 16.25 |
| Vale - Com | VALE | BASIC MATERIALS | Indust.Metals&Mining | Latin America | Brazil | Latin America | 15 | 23.75 |
| Xinyuan Real Estate | XIN | INDUSTRIAL GOODS | Real Estate Inv&Serv | North Asia | China | Asia | 15 | 25.00 |
| Yanzhou Coal Mining | YZC | BASIC MATERIALS | Mining | North Asia | China | Asia | 15 | 28.75 |
| China Southern Airlines | ZNH | SERVICES | Travel & Leisure | North Asia | China | Asia | 15 | 27.50 |
| Gravity | GRVY | TECHNOLOGY | Leisure Goods | North Asia | Korea | Asia | 10 | 38.75 |
| Ku6 Media Co., Ltd | KUTV | TECHNOLOGY | Mobile Telecom. | North Asia | China | Asia | 10 | 31.25 |
| Prana Biotechnology | PRAN | HEALTHCARE | Pharma. & Biotech. | Australia & New Zealand | Australia | Asia | 10 | 50.00 |
The top scoring sector across ADRs is healthcare (PSDV, WX, AZN, NVO, NVS, RDY, SHPG), utilitIes (NGG, KEP), and services (ICLR, RYAAY, SFL, OMAB, SIG). Technology scores in line. Consumer, financials, industrials, and basics score below average.
The best scoring zone is North America/Canada (PSDV, TU, BCE, ECA), followed by Europe (ICLR, AZN, NVO, NGG, DDAIF, RYAAY, ASMI). The top regions include North America, UK/Ireland (ICLR, AZN, NGG, RYAAY, BTI), and Continental Europe (NVO, DDAIF, ASMI, NVS, ERIC, LOGI). The best countries are Ireland (ICLR, RYAAY, FLY), Bermuda (SFL, SIG, GSOL), and Canada (TU, BCE, ECA).
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