Wednesday, May 07, 2008

Sector Sort: 05.06.08


Day YTD






Tires 5.67% -0.93%
Exploration & Production 4.04% 19.21%
Platinum & Precious Metals 3.17% 44.82%
Consumer Electronics 3.10% -51.98%
Mobile Telecommunications 3.06% -23.61%
Coal 3.06% 28.33%
Aluminum 2.99% 3.44%
Brewers 2.32% 1.33%
Oil Equipment & Services 2.32% 9.53%
Marine Transportation 2.32% 5.98%
Pipelines 2.08% 2.08%
Trucking 2.06% 25.93%
Home Construction 1.98% 20.01%
Heavy Construction 1.91% -4.98%
Electrical Components & Equipment 1.88% -5.40%
Forestry 1.80% -13.21%
Paper 1.79% -21.68%
Gambling 1.73% -21.88%
Steel 1.71% 25.26%
Railroads 1.59% 27.79%
Full Line Insurance 1.56% -16.94%
Travel & Tourism 1.48% -8.88%
Delivery Services 1.44% 6.44%
Tobacco 1.42% -5.23%
Gas Distribution 1.32% 6.42%
Integrated Oil & Gas 1.31% -1.36%
Commercial Vehicles & Trucks 1.28% 2.87%
Gold Mining 1.23% -9.29%
Specialty Chemicals 1.19% 5.81%
Publishing 1.14% -13.05%
Broadcasting & Entertainment 1.10% 0.12%
Hotels 1.08% 6.41%
Nonferrous Metals 1.07% 9.17%
Apparel Retailers 1.07% -0.49%
Distillers & Vintners 0.95% -9.20%
Personal Products 0.91% -4.04%
Business Support Services 0.86% 0.54%
Footwear 0.85% -0.65%
Commodity Chemicals 0.75% 6.64%
Drug Retailers 0.71% -2.54%
Recreational Products 0.64% -16.61%
Property & Casualty Insurance 0.64% -6.73%
Aerospace 0.62% -4.00%
Medical Equipment 0.62% -2.19%
Reinsurance 0.54% -9.14%
Containers & Packaging 0.53% -3.53%
Banks 0.53% -2.82%
Clothing & Accessories 0.51% 10.46%
Transportation Services 0.49% 30.39%
Media Agencies 0.42% 2.89%
Auto Parts 0.41% -0.55%
Toys 0.37% -2.16%
Specialized Consumer Services 0.36% -8.91%
Biotechnology 0.34% 4.34%
Electronic Equipment 0.32% -6.60%
Multiutilities 0.23% -3.70%
Industrial Machinery 0.22% 3.63%
Waste & Disposal Services 0.22% 5.57%
Business Training & Employment Agencies 0.20% -1.83%
Life Insurance 0.20% -4.83%
Defense 0.19% 1.36%
Durable Household Products 0.19% -5.20%
Financial Administration -0.02% -5.85%
Automobiles -0.03% 0.61%
Specialty Retailers -0.03% -3.93%
Soft Drinks -0.06% -7.95%
Electricity -0.06% -5.74%
Nondurable Household Products -0.10% -9.88%
Furnishings -0.13% -15.09%
Food Producers -0.14% 1.00%
Insurance Brokers -0.17% 1.29%
Industrial Suppliers -0.19% 8.67%
Building Materials & Fixtures -0.20% -4.24%
Home Improvement Retailers -0.25% 10.40%
Diversified Industrials -0.32% -8.05%
Restaurants & bars -0.34% 1.69%
Medical Supplies -0.38% -0.66%
Fixed Line Telecommunications -0.40% -7.13%
Pharmaceuticals -0.43% -10.61%
Broadline Retailers -0.50% 8.26%
Health Care Providers -0.53% -25.24%
Food Retailers & Wholesalers -0.62% -5.93%
Recreational Services -0.82% -12.01%
Airlines -1.89% -26.47%
Water -6.25% -15.14%

1 comment:

Anonymous said...

Hard to believe....

Oil supplies up 6 MILLION barrels this a.m.

Exxon removes Force majeure on Nigeria...

And oil still makes a new high???

Euro is on support - if the ECB doesn't say anything worthwhile tomorrow - expect a bounce in Gold and gold stocks since we already sold down into the meeting.

Otherwise if we get a clean break of support on the Euro, I will try a short on commodity stocks again.

Small positions of course since we are dealing with 'irrational exuberance' here...

Bob Pisani was exhorting the public on CNBC to short commodities and Soros just announced he was selling the Euro - so maybe that trade is over...

we'll find out tomorrow - can't see how the US stock market will climb higher is the Euro goes back to 1.60

But this is one odd market... anything can happen...

nice