E Best And Worst Large Cap Stocks – Tuesday, March 14

The average large cap score is 67.78 and the average score over the past four weeks is 69.16. The average large cap in our universe is trading -10.89% below its 52 week high, 4.25% above its 200 dma, has 4.19 days to cover short, and is expected to grow EPS by 12.8% in the coming year.

The best large cap sector is industrial goods. Technology, healthcare, and financials are also high scoring. Services score in line with the average universe score. Consumer, utilities and basic materials score below average.

The following stocks score best and worst in large cap this week. 

The best large cap industry is healthcare plans (AET, UNH, HUM, CI, ANTM). Insurance brokers (AJG, AON, MMC), medical instruments (SYK, BDX, BCR, COO, BSX, BAX), semi equipment (AMAT, KLAC, CREE, ASX, LRCX), and aerospace/defense (COL, RTN, NOC, LMT, HON) are also top scoring.  

The top baskets in basic materials are major chemicals (FMC , EMN, SHW, DOW, ASH) and ag chemicals (DD, AGU). In consumer goods, focus on cigarettes (MO, RAI, PM), processed & packaged goods (MKC, CAG), and auto parts (LEA, BWA). The top financials industries are insurance brokers, money center banks (PNC, BK, WFC, JPM, BNS), and P&C insurance (ALL, ACGL, XL, HIG, CNA). In healthcare, concentrate on healthcare plans and medical instruments. Aerospace/defense, industrial equipment (PH, EMR), and diversified machinery (ITW, IR, CMI) are best in industrial goods. The top scoring services groups are restaurants (QSR, DRI, MCD), lodging (WYN, MAR), and wholesale drugs (CAH, ABC). Semi equipment, scientific & technical instruments (MTD, WAT), and semi ICs (AVGO, SWKS, MRVL) are strong in technology. Foreign utilities are also attractive.