MasterCard Inc. reported third-quarter 2014 operating earnings per share (EPS) of 87 cents.

Visa Inc.’s fourth-quarter fiscal 2014 operating earnings per Class A common share (EPS) of $2.18 outpaced the Zacks Consensus Estimate of $2.11 by 3.3%.

Not only did the large caps finally shows some vulnerability, but small caps are now looking like they are in a full-blown correction from their highs reached back in July.

The average large cap stock is trading -10.38% below its 52 week high, 1.81% above its 200 dma, has 4.49 days to cover held short, and is expected to post EPS growth of 13.27% next year.

Financials are the best scoring sector across our universe.

Since 2010, the top scoring stocks in our weekly large cap report have returned an average 363 bps of excess to the SPX in the following year.