The Power of Industry Group Strength

[billyjoe]

Week Ending 4/24/15

1. Drug Stores-------CVS, WBA----------#4 five weeks ago
2. Health/HMO-------CNC*,HUM, CI, AET*, ANTM, UNH, MOH----#4 last week
3. Insurance Brokers-CISG, AON, WSH, PN, AJG-----------new this week
4. Dept. Stores------DDS, M------------#2 last week
5. Shoes------------SKX, WWW, NKE, RCKY, DECK--#6 two weeks ago
6. Steel Alloy--------ATI, GSM, RTI------#6 last week
7. Nursing Homes----ENSG, KND, BKD----#9 last week
8. Financial Software-DST*, FICO-------#8 two weeks ago
9. Containers--------BLL, CCK----------#10 eight weeks ago
10. Dairy Prod.------WWAV, DANOY, LWAY--#1 last week

Bonus Groups
11. Computer Graphics--SNPS, ANSS, DASTY, MENT, PTC--#9 two weeks ago
12. Elect. Connectors---MEI, APH, IEHC---------#3 two weeks ago
13. Hospitals-----------ADPT, CYH, UHS, SCAI, ACHC----new this week

* I own the stock

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

[billyjoe]

More good news: http://finance.yahoo.com/news/aetna-...114304946.html Reached alltime high over 110 in premarket trading.


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

[billyjoe]

Week Ending 5/1/2015

Huge rotation this week.Many new faces

1. Steel Alloy-----RTI, GSM, ATI-------#6 last week
2. Petroleum Drilling----ICD, SDLP-----new this week
3. Petroleum Intl. Integrated--GST, YPF-new this week
4. Shoes---SKX, RCKY, NKE, WWW, DECK, ADDYY--#5 last week
5. Building AC/Heating---AAON, AOS, WSO, LII, FIX--#9 five weeks ago
6. Building Cement-----USCR, VMC, MLM, EXP, CRH, USLM. MCEM, SUM---new this wek
7. Machinery Construction--------TEX---------------new this week
8. Auto Truck Tires---------------GT, PLOW--------new this week
9. Chemicals------------TSE,OEC, WLK, LYB, MEOH, AXTA---new this week
10. Electrical Connectors-----MEI, APH, IEHC--------------#12 last week
11. Insurance Brokers--------CISG, AON, WSH------#3 last week


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

[billyjoe]

Week Ending 5/8/15

1. Petroleum Drilling------ICD, SDLP-------#2 last week
2. Steel Alloy------------GSM, RTI, ATI---#1 last week
3. Insurance Brokers-----PN, CISG, AON, WSH--#11 last week
4. Shoes----------------SKX, NKE, RCKY, WWW, DECK, ADDYY--#4 last week
5. Building Cement------USCR, VMC, CRH, EXP, SUM, MLM-------#6 last week
6. AC/Heating----------AOS, WSO, AAON, FIX, LII--------------#9 six weeks ago
7. Insurance-----------MFC, PUK, PRU, PFG---------------------new this week
8. Petroleum Integrated-GST, YPF, PZE----------------#3 last week
9. Drug stores----------CVS, WBA, RAD--------------- #1 two weeks ago
10. Investment Banks---SAN, LYG, MTU, TD, JPM------- new this week
11. Building Misc.-------APOG, AYI, BLDR, MHK--------- new this week
12. Electrical Connectors-MEI, APH, IEHC---------------#10 last week

I don't own any of these stocks , but will when market confirms turnaround.

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

[billyjoe]

Week Ending 5/15/2015

1. Steel Alloy------------RTI, ATI, GSM, AYSI-----#2 last week
2. Petroleum Drilling------ICD, RIG, PES----------- #1 last week
3. Textiles--------------CFI, UFI, ITOCY--------- #5 four weeks ago
4. Drug Stores----------CVS, WBA, RAD---------- #9 last week
5. Dairy Products--------LWAY, WWAV------------#10 three weeks ago
6. Insurance Brokers----PN, AON, CISG----------- #3 last week
7. Air Freight-----------FDX, AAWW, ATSG------- new this week
8. AC/Heating----------AOS, FIX, AAON, WSO, LII-#6 last week
9. Construct. Equipment-CAT, ASTE, TEX---------new this week
10. Soft Drinks---------MNST, AKOB, PRMW, COKE-new this week
11. Funeral Services----CSV, SCI, HI-------------#7 seven weeks ago
12. Shoes-------------SKX, NKE, CROX, WWW---#4 last week
13. Building Cement----USCR, VMC, CRH---------#5 last week

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

[riverbabe]

12. Shoes. CNBC recommends FL. They report on Friday and NKE is BIG for them. (I have not verified this info. Do your own DD).

[billyjoe]

Week of 5/22/2015

1. Petroleum Drilling-------ICD, SDLP--------#2 last week
2. Healthcare/HMO-------CNC, HUM, AET*, CI, ANTM, MOH, UNT, HNT----#2 four weeks ago
3. Electrical Connectors---MEI, APH, IEHC----#12 two weeks ago
4. Insurance Brokers-----PN, AON, WSH------#6 last week
5. Funeral Services------CSV, MATW, SCI, HI-#11 last week
6. Airfreight-------------FDX, AAWW, ATSG, AIRT--#7 last week
7. Textiles--------------ITOCY, UFI----------#3 last week
8. Building/AC-----------AAON, AOS, WSO, LII--same as last week
9. Health/Outpatient/Home--USPH, AMSG, FMS--new this week
10. Machinery/Construction--TEX, ASTE--------#9 last week
11. Finance/Credit--------GPN, WWFT, MA*, ALLY, HAWKB, HAWK----new this week
12. Dairy-----------------WWAV--------------#5 last week
13. Leisure/Hotel---------HMIN----------------new this week
14. Steel Alloy-----------ATI-----------------#1 last week

* indicates I own the stock

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

[billyjoe]

Week Ending 5/29/2015

1. Healthcare/HMO-------HUM, CNC, AET, CI,ANTM, MOH, UNH, HNT----still holding AET, wish it had been HUM--Up from #2 last week
2. Drug Stores-----------CVS, WBA, RAD------#4 two weeks ago
3. Hospitals------------- ADPT, AAC, UHS, CYH, HCA, SCAI, ACHC------#13 five weeks ago
4. Insurance Brokers-----PN, AON, CNXR, AJG--------------------------same position as last week
5. Outpatient/Home Care-AMED, KANG, AMSG, USPH, AFAM, FMS------- #9 last week
6. Funeral Services------CSV, SCI, MATW----------------------------- down from #5 last week
7. AC/Heating-----------AOS, AAON, WSO, LII, FIX-------------------- up from #8
8. Movies---------------AVID, BONA, IMAX, EROS---------------------new this week
9. Hotel/Motel----------SNOW, HMIN, IHG,VAC, MAR------------------ up from #13 last week
10. Paint---------------VAL, FOE------------------------------------ new this week
11. Electrical Connectors-MEI, APH, IEHC------------------------------down from #3 last week
12. Tobacco------------RAI, LO, MO----------------------------------new this week

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

[billyjoe]

Week Ending 6/5/15

1. Fiber Optics------------INFN, CIEN, AFOP--------new this week
2. Multi Regional Banks----SIVB, FCB, WFC, NTRS, SQBK--#8 seven weeks ago
3. Movies-----------------AVID, BONA, EROS, IMAX------#8 last week
4. Healthcare/HMO--------CNC, AET*, HUM, CI, ANTH, UNH, MOH--#1 last week
5. Computer Graphics-----SNPS, ANSS, DASTY, MENT-----#11 six weeks ago
6. Healthcare/Outpatient--AMED, AMSG, USPH, FMS, ADUS-#5 last week
7. Internet Network-------INUV, FFIV, AKAM, RDCM-------new this week
8. Funeral Services-------CSV, MATW, SCI, HI------------#6 last week
9. Air Freight-------------FDX, AAWW, ATSG-------------#6 two weeks ago
10. Hotels/Motels--------SNOW, HMIN, IHG, VAC, MAR----#9 last week
11. Automation----------HOLI, HURC---------------------new this week
12. Drug Stores----------CVS, WBA, RAD, FDNH----------#2 last week

* indicates I own stock

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

[billyjoe]

Week Ending 6/12/15

1. Drug Stores----------------CVS, WBA, RAD------------up from #12 last week
2. Fiber Optics----------------LPTH, INFN, CIEN, OCLR----was #1 last week
3. Healthcare/Outpatient------AMED, AFAM, AMSG, USPH-up from #6 last week
4. Bank/Multi Regional---------SIVB, FCB, WFC, NTRS, SQBK-#2 last week
5. Healthcare/HMO-----------CNC, HUM, UNH, AET*, CI, ANTH, MOH, HNT----was #4 last week
6. Internet-------------------INUV, FFIV, AKAM-------------up from #7 last week

7. Building Mat/Paint----------VAL, FOE, RPM------------up from #10 two weeks ago
8. Financial Credit------------GPN, MA*, EEFT, PLPM, XOOM, ALLY, HAWK---was #11 three weeks ago
9. Hotel/Motel----------------HMIN, HTHT--------------up from #10 last week
10. Air Freight----------------FDX, AAWW, ATSG-------down from #9 last week
11. Banks West/So. West-----WIBC, CFR, PB, WAL, COLB, HFWA---new this week
12. Building/AC---------------AOS, ALON, LII, WSO-----was #7 two weeks ago

*I own

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

[billyjoe]

Week Ending 6/19/2015

1. Healthcare/HMO------CNC, CI, AET*, HUM, UNH, ANTM, MOH, HNT-----up from #5 last week
2. Telecom/Fiber Optics--INFN, CIEN-----same as last week
3. Healthcare/Outpatient-AMED, AFAM, USPH, AMSG, LHCG, ADUS------same as last week
4. Drugstores-----------CVS, WBA, RAD-------down from #1
5. Paint Products-------VAL, FOE, RPM--------up from #7
6. Sugar/Flour/Grain----MGPI, ADM, POST, GMK---new this week
7. Hospitals------------ADPT, AHC, UHS, CYH, SCAI, HCA, ACHC, LPNT--was #3 three weeks ago
8. Funeral Services-----CSV, MATW, SCI, HI------was #8 two weeks ago
9. Credit Services------GPN, PLPM, MA*, HAWK, EEFT, ALLY, ECPG---was #8 last week
10. Banks Multi Regional--FCB, SIVB, WFC, NTRS, SQBK--------was #4 last week
11. Movies-------------BONA, IMAX---------------was #3 two weeks ago

* indicates I own

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

[riverbabe]

Week Ending 6/19/2015


8. Funeral Services-----CSV, MATW, SCI, HI------was #8 two weeks ago

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

People must be dropping like flies. Or there is a lot of M&A going on with the big guys making big bucks. Otherwise can't wrap my brain around this. I asked the funeral director last week and he said there are very few "mom and pop" operations left.

Billy, I asked another funeral director last weekend in Chicago. Three of them were there. They said it's the aging population, the M&A and the big boys charging "anything they want." There are still a lot of family businesses left for the big boys to expand into. They all recommended funeral services as a great long term investment in a fast-growing industry. So there we have it!

[billyjoe]

River, I'm sure it's the M&A factor. My friend has had a family funeral home for 70 years. Major funeral chains approached his father about selling out 45 years ago. At that time it was almost unheard of. Especially in small towns.

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

[billyjoe]

Week ending 6/26/2015

1. Healthcare/HMO------CNC, CI, AET*, HUM, UNH, MOH, ANTH, HNT------stays at #1
2. Hospitals-------------ADPT, UHS, CYH, HCA, LPNT, THC, AAC, SCAI, ACHC, SSY---up from #7
3. Paint Products-------FOE, VAL-----up from #5
4. Credit Services------GPN, EEFT, MA*, HAWK, ECPG, ALLY, PLPM----up from #9
5. Regional Banks-------SIVB, FCB, NTRS, SQBK, STI-----up from #10

6. Healthcare/ Outpatient---AMED, USPH, AMSG, AFAM-----down from #3
7. Funeral Services---------CSV, MATW, SCI, HI-----------up from #8
8. Banks W/SW (tie)--------WIBC, CFR, PB, WAL-----------was #11 two weeks ago
9. Sugar/Flour/Grain (tie)---MGPI, ADM, GMK, POST---------down from #6
10. Insurance-(tie)---------MFC, PRU, PUK, PFG-----------was #7 seven weeks ago

11. Drugstores (tie)--------CVS, WBA, RAD, FDNH----------down from #4
12. Financial Software(tie)----DST*-------------------------was #8 nine weeks ago
13. Air Freight-(tie)--------AAWW, FDX, ATSG, AIRT-------was #10 two weeks ago

* I own

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

[billyjoe]

Week Ending 7/3/2015

1. Hospitals------------ADPT, UHS, AAC, HCA, CYH, LPNT, THC, ACHC-----up from #2
2. Healthcare/HMO-----CI, CNC, HNT, AET*, HUM, ANTM, MOH------------down from #1
3. Finance/Credit------MA*, EEFT, GPN, XOOM, HAWK, PLPM, ALLY, V-----up from #4
4. Health/Out Pat.-----AMED, USPH, AMSG, AFAM------------------------up from #6
5. Air Freight----------FDX, AAWW, AIRT, ATSG--------------------------up from #13
6. Bank/ Multi Reg-----SIVB, FCB, WFC, NTRS, SQBK---------------------down from #5
7. Paint Products------VAL, FOE----------------------------------------down from #3
8. Funeral Services----CSV, MATW, SCI, HI-----------------------------down from #7
9. Banks S/SW--------WIBC, PB, CFR, HFWA----------------------------down from #8
10. Tobacco----------AOI, RAI-----------------------------------------was #12 six weeks ago
11. Automation-------HOLI, HURC--------------------------------------was #11 four weeks ago
12. Sugar/Flour/Grain--MGPI, ADM, POST, GMK--------------------------was tied for 8-13th place last week

There are approximately 192 industry group so these are the cream of the crop, the top 6% of all industries for the week.

* indicates I own

My next post will tell you how good I'm doing with this method for picking stocks in 2015. Will include dollar amounts open and closed positions.

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