The Power of Industry Group Strength

[billyjoe]

Just checked my open and closed positions for stocks I bought that were on my top stocks top groups list starting in January 2015.

Closed positions: SWKS $9509, CNC $5370, LUV ($17), ODFL ($1084), BWLD ($1361)


Open Positions: DST $535, MCK $2389, AAPL $5170, MA $5179, AET $5566

Ratio winners to losers 7/3 Dollars gain/loss 33,718/2,462

In the case of ODFL and BWLD they hadn't appeared long on the top lists. Perhaps I should have waited for multiple appearances before buying. All the big winners have been at or near the top for many weeks or months.

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

[riverbabe]

Re. #8. Funeral Services, please see my edited post #42 below. Am also posting this on Lucavia's 10-year investment thread.

[billyjoe]

Just bought a bunch more AET on this dip. I don't think the drop is justified and expect a strong recovery for AET.

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

[billyjoe]

Week Ending 7/10/15

1. Hospitals--------------ADPT, CYH, HCA, UHS, AAC, LPNT, THC, ACHC, SCAI-----#1 second week in a row
2. Credit---------------- HAWK, MA*, EEFT, GPN, XOOM, ECPG, GDOT, GSBD, ALLY--up from #3
3. Health/HMO---------- CNC, CI, UNH, HUM, MOH------------------------------- was #2 last week
4. Tobacco------------- RAI, VGR---------------------------------------------- up from #10
5. Air Freight----------- FDX, AAWW, RTSG, AIRT------------------------------- same as last week
6. Banks Multi Region----FCB, SIVB, NTRS, SQBK-------------------------------- same as last week
7. Paint Products------- VAL, FOE---------------------------------------------- same as last week
8. Furniture------------ BSET, TPX, LEG, KNL, FLXS, MLHR---------------------- new this week
9. Health/Outpatient----AMED, AFAM, USPH, AMSG, LHCG----------------------- down from #4
10. Insuirance----------PUK, PRO, MFC, PFG------------------------------------was #10 two weeks ago
11. Banks W/SW-(tie)-- WIBC, HFWA, CFR, EWBC, HAFC-------------------------was #9 last week
11. Building (tie)--------IBP, NWHM, NVR, LEN, TOL, DHI, CCS------------------- new this week

* I own

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

[billyjoe]

Week ending 7/17/2015

1. Finance/Credit-----------EEFT, HAWK, GPN, MA*, ECPG, XOOM, V------up from #2
2. Healthcare/HMO---------CNC, MOH, UNH, CI--------------------------up from #3
3. Hospitals----------------ADPT, HCA, UHS, CYH, LPNT, ACHC, THC, AAC-down from #1
4. Banks Multi Region-------FCB, SIVB, WFC, SQBK, NTRS----------------up from #6
5. Insurance---------------PUK, PRU, MFC, PFG-------------------------up from #10
6. Tobacco----------------RAI-----------------------------------------down from #4
7. Outpatient Care---------AMED, AFAM, LHCG, CIVI, USPH, AMSG, FMS--up from #9
8. Banks W/SW------------WIBC, HTBK, HFWA, COLB--------------------up from #11
9. Furniture---------------BSET, LEG, TPX, KNL, FLXS-------------------down from #8
10. Insurance Prop/Casualty---HRTG, ASSI, AMSF, UVE, MHLD, ACGL, ESNT--new this week
11. Periodicals------------MSO------------------------------------------new this week
12. Air Freight------------FDX, ATSG, AIRT------------------------------down from #5
* I own
Multiple ties this week: #2,3 #4,5,6 #9,10,11,12
-------------------billy

[billyjoe]

Week Ending 7/24/15

1. Banks Multi Region-------------FCB, HBAN----------up from #4
2. Tobacco----------------------RAI, AOI, MO--------up from #6
3. Finance Credit---------------- HAWK, EEFT, V------down from #1
4. Hospitals---------------------ADPT, UHS, HCA, LPNT, ACHC, THC---down from #3
5. General Insuance-------------PRU, PFG, AIG--------same as last week
6. FiberOptics-------------------LPTH, INFN, CIEN-----#2 five weeks ago
7. Healthcare/Outpatient--------AMED, AFAM, AMSG, USPH, LHCG----same as last week
8. Insurance Brokers-------------PN, AON-------------new this week
9. Movies-----------------------EROS, BONA----------was #11 five weeks ago
10. Periodicals-------------------MSO----------------was #11 last week
11. Banks West/SW-------------HTBK, HAFC, COLB----was #8 last week
12. Insur. Property/Casualty-----UVE, AFSI, ACGL, AMSF, HRTG, MHLD----was #10 last week
13. Retail Discount--------------PMST, DG------------new this week
14. Banks Midwest--------------FSB, PVTB, FRME, HTLF------new this week
15. Savings & Loan--------------TREE, BOFI, LTXB-----------new this week


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

[billyjoe]

Week ending July 31st, 2015

Some newcomers . maybe a changing of the guard is happening. Will all the health related stocks have a resurgence?

1. Tobacco-------RAI, AOI, VGR-------------------up from #2
2. Credit---------HAWK, EEFT, GPN, PLPM, GDOT, MA, V---up from #3
3. Periodicals-----RENX, MSO---------------------up from #10
4. Insur. Brokers--PN, AON-----------------------up from #8
5. Bank Mult Reg-FCB, SIVB, NTRS----------------down from #1
6. Building Prod.--AMWD, AYI, PGEM, PGTI, EFOI---new this week
7. Prep. Foods---HAIN, CVGW, SXT, JBSS---------new this week
8. Movies--------EROS, BONA--------------------up from #9
9. Sugar/Fl/Grain-POST, GMK, INGR---------------#12 four weeks ago
10. Health Bus. Services--MD, HCSG, PRAH--------new this week
11. General Insurance----JRVR, PFG, PRU, MFC----down from #5
12. Investment Banks----BAC, JPM, SAN, MLVF, UBS--was #10 twelve weeks ago
13. Hospitals------------ADPT, UHS, HCA, CYH----down from #4
14. Finance Software----PEGA, JKHY, SSNC-------was #8 fourteen weeks ago

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

[riverbabe]

Remember the heady days a few years ago when COAL was king and we all made a bundle? http://finance.yahoo.com/news/coal-m...134842994.html

[billyjoe]

Week Ending 8/7/2015

1. Building/AC products--------------TECU, AOS, FIX-----------#12 eight weeks ago
2. Sugar/Flour/Grain-----------------POST, MGPI, GMK---------#9 last week
3. General Insurance----------------JRVR, PRU, PFG, PUK------ #11 last week
4. Bank/Multi Region----------------SIVB, FCB, NTRS, SQBK----#5 last week
5. Credit---------------------------EEFT, PLPM, GPN, HAWK, MA, V---#2 last week
6. Prepared Food-------------------CVGW, HAIN---------------#7 last week
7. Tobacco--------------------------RAI, MO------------------#1 last week
8. Misc.Building Products------------EFOI, AYI, AMWD, MHK, PGEM--#6 last week
9. Banks W/SW---------------------HTBK, HFWA, CACB, HAFC--#11 two weeks ago
10. Building/Cement Prod.-----------USCR, CRH----------------#13 twelve weeks ago
11. Insurance Brokers---------------CISG, PN, AON------------#4 last week
12. Mobile/MFG/RV------------------THO, DW, PATK-----------new this week

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

[billyjoe]

Week Ending 8/14/2015

1. Building Heating/AC---------------FIX, AOS, LII, WSO, AAON------------remains at #1
2. Insurance General----------------PFG, PRU, PUK-----------------------up from #3
3. Building Misc.--------------------EFOI, AYI, AMWD, PGEM--------------up from #8
4. Sugar/Flour/Grain----------------POST, MGPI, INGR, GMK--------------down from #2
5. Tobacco------------------------RAI, AOI, MO-------------------------up from #7
6. Bank Multi Region----------------FCB, SIVB, NTRS, SQBK--------------down from #4
7. Building Maintenance------------ROL, EME, ABM, CIGI, IESC------------new this week
8. Containers----------------------SEE, BERY, CPGI, GPK-----------------new this week
9. Prepared Food------------------HAIN, JJSF, SXT----------------------down from #6
10. Auto Parts--------------------AAP,ORLY,AZO,LAD,PAG,GPI,AN--------new this week
11. Cement Prod.-----------------USCR, CRH, MLM, EXP-----------------down from #10
12. Computer Systems------------MRGE, NICE, MRCY--------------------new this week

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

[billyjoe]

Week Ending 8/21/15

Housing Related Stocks are Dominating. What does this mean?

1. AC//Heating Products-----------FIX, TECU, AOS, WSO, LII------------#1 three weeks in a row
2. Tobacco-----------------------RAI, MO------------------------------up from #5
3. Building Misc.------------------EFOI, AMWD, AYI, PGEM, BLD----------remains at #3
4. Residential Commercial Bldg.----IBP, CCS, DHI, NVR, LEN, TOL----------new this week
5. Candy-------------------------HSY, RMCF---------------------------new this week
6. Periodicals---------------------MSO, RENX, NLSN--------------------was #3 three weeks ago
7. Building Maintenance-----------ROL, EME, ABM, CIGI-----------------same as last week
8. Building Mobile Mfg.------------THO, DW, PATK, CRU, NOBH-----------was #12 two weeks ago
9. Containers Paper/Plastic-------CPGI, BERY, SEE, GPK-----------------was #8 last week
10. Prepared Foods--------------CVGW, SXT---------------------------was #9 last week
11. Insurance Property Casualty--AMSF, HCC, MHLD, UVE, ACGL, AFSI, SIGI--was #12 four weeks ago
12. Bank Midwest----------------HTLF, PVTB, COFS, MCBC, PSBQ, FSB-was #14 four weeks ago
13. Bank Southeast--------------PBIB, CSFL, CFNL-------------------------new this week

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

[billyjoe]

Week Ending 8/28/2015

1. AC/Heating Prods.--------------TECU, FIX, WSO, AOS, LII------------#1 four weeks in a row
2. Flour/Sugar/Grain--------------MGPI, POST, GMK---------------------#4 two weeks ago
3. Tobacco-----------------------RAI, MO-----------------------------#2 last week
4. Periodicals--------------------MDP,MSO, RENX, NLSN----------------#6 last week
5. Credit Services----------------GPN, EEFT, MA, PLPM, V, HAWK--------#5 three weeks ago
6. Prepared Food----------------CVGW, JBSS, SXT, HAIN---------------#10 last week
7. Auto/Truck Tires--------------CTB, GT, PLOW------------------------new this week
8. Building Cement---------------USCR, CRH, MLM, EXP, VMC-----------#11 two weeks ago
9. Building Mobile Mfg.-----------DW, THO, PATK, NOBH-----------------#8 last week
10. Funeral Services-------------CSV, MATW, SCI----------------------#8 eight weeks ago
11. Financial Software------------JKHY, SSNC-------------------------#14 four weeks ago
12. Bank Multi Region-------------FCB, WFC---------------------------#6 two weeks ago
13. Containers Paper Plastic------SEE, CPGI----------------------------#9 last week
14. Meat Products---------------CALM, HRL, TSN, SEB-----------------new this week

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

[billyjoe]

Week Ending 9/4/2015

1. Heating/AC------FIX, AOS, TECU, WSO, CII---------#1 five weeks in a row
2. Tobacco--------RAI, AOI, MO, VGR------------------up from #3
3. Bldg. Mobile MFG.---PATK, THO, DW, NOBH, CVCO---up from #9
4. Bldg, Cement----USCR, MLM, CRH, VMC, EXP, MCEM--up from #8
5. Retail Chains----TGT, COST------------------------new this week
6. Soap/Cleaning---CHD, SLDG-----------------------new this week
7. Building Misc.----EFOI, AYI, PGEM, BLD, MHK, APOG-was #3 two weeks ago
8. Candy----------HSY-------------------------------was #5 two weeks ago
9. Periodicals------MSO, RENX, MDP, NLSN------------was #4 last week
10. Meat Products-CALM, HRL, TSN, IBA, SEB, MHG, SAFM--was #14 last week
11. Tires----------CTB, GT, PLOW---------------------was #7 last week
12. Computer Systems--NICE, MRGE, MRCY, ERMS------was #12 three weeks ago
13. Savings/Loan-------TREE, BOFI, ACFC, STL, PPBI, BHLB-new this week

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

[billyjoe]

Week Ending 9/11/2015

1. Heating AC------TECU, AOS, FIX, LII, WSO--------#1 six weeks in a row
2. BLDG. Cement---USCR, CRH, MLM, VMC, EXP, MCEM--was #4 last week
3. Candy----------HSY, RMCF-------------------------was #8 last week
4. Tobacco--------RAI, AOI---------------------------was #2 last week
5. Periodicals------MDP, RENX, NLSN, MSO-------------was #9 last week
6. Retail Bldg Prod.-CENT, TSCO, SHW, HD, CENTA, LOW-new this week
7. Bldg.Mobile Mfg.-PATK, THO, DW, NOBH--------------was #3 last week
8. Meat Products--CALM. HRL, TSN, SEB, IBA, MHG, SAFM, PPC--was #10 last week
9. Retail Chains----TGT, COST----------------------------------was #5 last week
10. Bldg, Residential-IBP, CCS, DHI, NVR, LEN, TOL, BIRDF--------new this week
11. Financial Software--JKHY, SSNC, PEGA----------------------was #11 two weeks ago
12. Computer Systems--NICE, MRGE, MRCY, ERMS, SSNI---------same as last week

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

[billyjoe]

Week Ending 9/18/15

1. Heating /AC--------------TECU, AOS, FIX, WSO, LII--------------#1 seven weeks straight!
2. Electrical Connectors-----MEI, IEHC------------------------------ new this week
3. Automation--------------HOLI, HURC---------------------------- new this week
4. Tobacco-----------------RAI, MO, AOI---------------------------same as last week
5. Drugs-------------------VRX, DEPO, JNP, ENDP, NVO--------------new this week
6. Periodicals--------------NLSN, MDP, RENX, MSO-------------------was #5 last week
7. Soap/Cleaning Supply---CHD, SLGD*------------------------------was #6 two weeks ago
8. Building/Mobile MFG.-----PATK, DW, THO, NOBH-------------------was $7 last week
9. Candy------------------HSY, RMCF------------------------------was #3 last week
10. Building/ Cement-------USCR, MLM, CRH, VMC, EXP--------------was #2 last week
11. Computer Systems----NICE, MRGE, MRCY, SSNI, DBD-------------was #12 last week
12. Retail Chains----------TGT, COST-------------------------------was #9 last week
13. Building Products------CENT, CENTA, TSCO, HD, SHW, LOW, HDS-was #6 last week
14. Auto/Truck Tires------CTB, GT, PLOW---------------------------was #11 two weeks ago
15. Meat Products--------CALM, HRL, TSN, MHG, IBA----------------was #8 last week

*SLDG, a Mr.Market find

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