The Power of Industry Group Strength

[mimo_100]

mimo, We've got some overlap. I don't know the time period for choosing these. I can get a 10 day delta of the top moving industries but that will give completely different results. Keep posting your top 10 when you get a chance. Thanks

---------------billy

billy,

Stockfetcher breaks down results by today, 1 week, 1 month, 3 months, 6 months, 1 year, 2 year. Not sure how valuable a YTD ranking would be in this case.


In your first post in this thread you wrote "... Airlines have been doing great for the last year and in most cases 2 years with a few dips along the way."


I assumed you were evaluating the industry performance over 1 yr or two years, and then finding the best of the best.

Tim

[billyjoe]

Mimo, For the airlines I based the 2 year comment on my experience over that time owning UAL and DAL. I then compared the graphs of several airlines over the same time period and noted the small corrections and general uptrend from 2013-2015. Most followed a similar pattern. It's odd the semiconductors don't show up in the top 10 since TQNT/RFMD = QRVO and SWKS have been doing great. We can't list all the groups so many in the top 25 are also making money but a bit under the radar.

------------------billy

[billyjoe]

Week ending 1/30/15

1. Retail Drugs------CVS, RAD, WBA
2. AC/Heating-------AOS, LII, WSO, AAON
3. Retail Food------CORE, SVU, UNFI
4. Machine Automation--HOLI
5. Supermarkets----KR, DEG, IMKTA, CASY
6. Home Furnish----WSM, BBBY, SCSS
7. Drug Whsle.------MCK, ABC, MWIV
8. Restaurant------SBUX, CMG, PZZA, BWLD
9. Semiconductors--SWKS, FSL, TSEM, SIMO, PSEM
10. Health/HMO----CNC, AET, UNH, HNT

--------------billy

[billyjoe]

Week Ending 2/6/2015

1. Building AC/Heating------AOS, AAON, WSO, LII, WSOB----------------up from #2
2. Home Furnishing---------WSM, KIRK, BBBY, SCSS----------------------up from #6
3. Drug Wholesale----------MCK*, ABC, MNK, MWIV, CAH----------------up from #7
4. Retail Food--------------SVU, CORE, UNFI, SFM-------------------------down from #3
5. Building Maintenance----EME, FSRV--------------------------------------new this week
6. Computer Graphics------CIMT, SNPS, ANSS, DASTY-------------------new this week, was #10 two weeks ago
7. Semiconductors---------SWKS*, FSL, SIMO, ONNN, TSEM, TSM, AVGO--up from #9
8. Home Misc.-------------LBY-----------------------------------------------new this week
9. Retail Drugstore---------CVS, RAD, WBH--------------------------------down from #1
10.Supermarkets----------KR, DEG, PTRY, IMKTA-------------------------down from #5

* indicates I own shares

----------------billy

[billyjoe]

Week ending 2/13

1. Retail Drugs----------RAD, CVS, WBA-----------up from #9
2. Health/HMO--------- CNC*, AET, CI, UNH, ANTH, HUM-------new this week, #10 two weeks ago
3. Software/Financial---ADVS, JKHY, DST, SSNC-------new this week
4. Aero/Defense/ Elect.--CUB, RYCEY, KTOS-----------new this week
5. Contain/Metal/Glass---BLL, CCK--------------------new this week
6. Semiconductors------SWKS*, FSL, TSM, AVGO, ONNN---up from #7
7. Supermarkets--------DEG, KR, IMKTA, PTRY--------up from #10
8. Building/AC-----------AAON, AOS,WSO, LII--------down from #1
9. Drug Whsle-----------MCK*, MNK, ABC, MWIV, CAH----down from #3
10. Textiles------------UFI, CFI----------------------new this week

* I own these

Out of the top 10 this week are: Home Furnishings, Retail Food, Building Maintenance, Computer Graphics, Home Misc.

----------------billy

[billyjoe]

Week Ending 2/20/15

1. Aerospace/Defense------CUB, KTOS, RYCEY-------up from #4
2. Chemical/Fertilizer-------UAN, CF, AGU, MOS, TNH----new this week
3. Financial Software------DST, JKHY, ADVS, FICO--same as last week
4. Home/Misc.-------------LBY, TUP, NWL, NCFT----new this week
5. Computer Graphics------SNPS, ANSS, DASTY, MENT---was #6 two wks. ago
6. Healthcare/HMO---------CNC*, AET*, CI, UNH, ANTM, HUM, MOH, HNT--down from #2
7. Drugstores--------------RAD, CVS, WBA-----down from #1
8. Supermarkets---------- DEG, IMKTA, KR, PTRY, CASY------down from #7
9. Container/Metal/Glass---BLL, CCK, SLGN-----down from #5
10. Semiconductors--------SWKS*, FSL, TSM, AVGO-----down from #6

*I own these

----------------billy

[billyjoe]

Week Ending 2/27/15

1. Drug Stores----------CVS, RAD, WBA--------------up from 7th last week
2. Health/HMO----------CNC*,AET*, CI, UNH, HUM, ANTH, MOH---6th last week
3. Chemical/Fert--------AGU, UAN, CF, MOS, TNH------down from 2nd
4. Dept.Stores----------KSS, DDS, JCP, JWN--------New this week
5. Equip/Transport Mfg.-GBX, WAB, RAIL, TRN-------New this week
6. Misc.Wares----------LBY, TUP, NWL-------------Down from 4th
7. Petrol/Refine---------TSO, ALDW, VLO, MPL, DK--New this week
8. Mail Order-----------FLWS, VIPS, HSNI----------New this week
9. Aero/Defense--------CUB, KTOS---------------- Down from 1st
10. Containers---------BLL, CCK, SLGN-------------Down from 9th

* I own

Any stock in the top 10 groups has great potential when you realize there are 194 groups not counting ETF's.

----------------billy

[billyjoe]

Week Ending 3/6/2015

1. Electrical Connectors-------MEI, APH, IEHC----------------new this week
2. Supermarkets--------------IMKTA, DEG, KR, PTRY---------#8 two weeks ago
3. Healthcare/HMO------------CNC*, AET*, HUM, CI, UNH, ANTH, MOH--#3 last week
4. Drug Stores----------------CVS, WBA, RAD---------------#1 last week
5. Mail Order-----------------FLWS, VIPS. HSNI-------------#8 last week

6. Financial Software---------ADVS, DST, JKHY, EPAY, FICO---#3 two weeks ago
7. Regional Banks------------FCB, SIVB, WFC-----------------new this week
8. Textiles-------------------UFI, CFI------------------------#10 three weeks ago
9. Semiconductor MFG.------SWKS*, FSL, TSEM, AVGO, TSM--#10 two weeks ago
10. Aerospace/ Defense------CUB, KTOS----------------------#9 last week

Bonus

11. Building Products--------AMWD,AYI, MHK, TREX------------new this week

* I own it

--------------------billy

[billyjoe]

Week Ending 3/13/2015

1. Healthcare/HMO----CNC*, HUM, AET*, ANTM, CI, UNH, MOH, HNT------------#3 last week
2. Elect. Connectors---MEI, APH, IEHC---------------------------------------- #1 last week
3. Supermarkets------IMKTA, KR, DEG, PTRY---------------------------------- #2 last week
4. Financial Sftwre----ADVS, JKHY, DST, EPAY-------------------------------- #6 last week
5. Multi Reg. Banks---FCB, SIVB, WFC, SQBK--------------------------------- #7 last week
6. Transport Equip.---TRN, RAIL, WAB, GBX----------------------------------- new this week
7. Retail Chains-------COST------------------------------------------------- new this week
8. Textiles-----------UFI, CFI-------------------------------------------------#8 last week
9. Drug Mfg.---------DEPO, VRX, AGN, SHPG, SLXP, AMRN--------------------- new this week
10. RV Mfg..---------PATK, DW, THO, WGO, NOBH, CVCO--------------------- new this week

* indicates I own

-----------------------billy

[billyjoe]

Week Ending 3/20/2015

1. Health/HMO---------CNC*, HUM, AET*, ANTM, CI, UNH, MOH, HNT---1st 2nd week in a row
2. Elect. Connectors---MEI, APH, IEHC--------------------------------2nd 2 weeks in a row
3. Financial Sftwre-----ADVS, JKHY, DST, EPAY, FICO------------------4th last week
4. Drug Mfg.----------DEPO, VRX, SHPG, AGN, AKRX, SLXP-------------9th last week
5. Bank Multi. Region---FCB, SIVB, WFC, SQBK-------------------------5th last week
6. Mobile Hm. Mfg.----PATK, DW, THO, WGO, CVCO, NOBH-------------10th last week
7. Supermarkets------DEG, IMKTA, KR, SPTN, SFS----------------------3rd last week
8. Retail Chains-------COST, TGT-------------------------------------7th last week
9. Semiconduct. Mfg.-SWKS, AVGO, FSL, TSEM, TSRA, TSM, MSCC, MPWR, AMBA-8th 3/6/15
10. Funeral Services--CSV, MATW, SCI, HI-----------------------------new this week

* indicates I own shares

----------billy

[riverbabe]

Week Ending 3/20/2015

10. Funeral Services--CSV, MATW, SCI, HI-----------------------------new this week

----------billy

I have never understood the "why?" of this.

[billyjoe]

Week ending 3/27/2015

1. Healthcare/HMO--------CNC, HUM, CI, AET, ANTM, UNH, MOH, HNT------3rd week in a row #1
2. Financial Software------DST, JKHY, ADVS, FICO, EPAY------------------up from #3
3. Electrical Connectors---MEI, APH, IEHC--------------------------------down from #2
4. Retail Chainstore-------COST-----------------------------------------up from #8
5. Supermarkets----------DEG, KR, IMKTA, SPTN-------------------------up from #7
6. Nursing Homes---------ENSG, KND, BKD-------------------------------new this week
7. Funeral Services-------CSV, MATW, SCI------------------------------up from #10
8. Periodicals-------------MSO------------------------------------------new this week
9. Building/AC Mfg.-------AOS, AAON, WSO, LII, FIX, WSOB--------------#8 six weeks ago
10. RV Mfg.--------------PATK, DW, THO, CVCO, NOBH------------------down from #6
11. Textiles--------------UFI, CFI--------------------------------------#8 two weeks ago
12. Shoes---------------SKK, WWW, NKE, RCKY-------------------------new this week

---------------billy

[billyjoe]

Week Ending 4/3/15

1. Healthcare/HMO------CNC, HUM, CI, AET, MOH, ANTM, UNH, HNT------4th in a row at #1
2. Dept.Stores----------KSS, DDS--------------------------------------new this week
3. Electrical Connectors-MEI, APH, IEHC---------------------------------same as last week
4. Supermarkets--------DEG, IMKTA, KR, SPTN, CASY-------------------up from 5 last week
5. Textiles-------------CFI, UFI, CRWS--------------------------------up from 11 last week
6. Financial Sftware----DST, JKHY, FICO, ADVS------------------------down from #2 last week
7. Regional Banks------FCB, SIVB, IBTX, SQBK, WFC, NTRS, STI---------was #5 two weeks ago
8. Building-------------IBP, WLH, DHI, LEN-----------------------------new this week
9. Periodicals----------MSO, MDP, ENL, NLSN---------------------------down from #8
10. Retail Chains-------COST, TGT------------------------------------down from #4
11. Building Maintenance-EME, FSRV, ROL, ABM, IESC------------------new this week

In the last 5 weeks the following groups have appeared on these lists: Building Products, Mobile Home Builders, Building /AC Mfg., Building Home MFG., and Building Maintenance. looks like the start of a trend.

----------------------billy

[billyjoe]

Week Ending 4-10-2015

1. Dept. Stores-----------DDS, KSS, M--------up from #2
2. Healthcare/HMO-------CNC, HUM, CI, AET, MOH, UNH, ANTM, HNT-----was #1 last 4 weeks
3. Electrical Connectors---MEI, APH, IEHC-------------same as last week
4. Retail Chainstores------COST, TGT---------up from #10
5. Supermarkets----------DEG, KR, IMKTA, SPTN,CASY, SFS---was #4 last week
6. Shoe Mfg..------------SKX, RCKY, WWW, NKE, DECK-------up from #12 two weeks ago
7. Textiles---------------CFI, UFI, CRWS--------------------down from #5 last week
8. Financial Software-----DST, FICO, JKHY, ADVS, EPAY, SSNC, PEGA--down from #6
9. Computer Graphics----SNPS, ANSS, DASTY, MENT---------new this week
10. Banks Regional-------FCB, SIVB, SQBK, WFC, NTRS-------down from #7

------------------billy

[billyjoe]

Week Ending 4-17-2015

1. Dairy--------------WWAV, LWAY, DANOY----------new this week
2. Dept. Stores-------GMAN, DDS, BONT, KSS, M-----was #1 last week
3. Building------------IBP, CCS, KBH, BZH, DHI, MTH, NVR---#8 two weeks ago
4. Healthcare/HMO---CNC, HUM, CI, AET, ANTM, UNH, MOH, HNT--down from #2 last week
5. Textiles-----------UFI, CFI, CRWS----------------up from #7 last week
6. Steel Alloy--------RTI, GSM, USAP, ATI-----------new this week
7. Transport. Equip.--WAB, GBX, RAIL, TRN, CNRD, TWIN--was #6 five weeks ago
8. Bank Muti Region--FCB, SIVB, SQBK, WFC---------#10 last week
9. Nursing Homes----ENSG, KND, BKD----------------new this week
10. Chainstores------COST, TGT, WMT-------------#4 last week

--------------billy