Monday, May 12, 2008

Sector Sort: 05.12.08


Day YTD






Aluminum 6.35% 6.00%
Business Training & Employment Agencies 4.06% -2.08%
Apparel Retailers 3.23% -2.34%
Distillers & Vintners 3.06% -11.44%
Specialty Retailers 2.91% -6.57%
Life Insurance 2.71% -8.76%
Recreational Services 2.57% -13.73%
Restaurants & bars 2.49% -0.84%
Commercial Vehicles & Trucks 2.46% 1.51%
Insurance Brokers 2.45% -0.38%
Industrial Suppliers 2.38% 6.38%
Food Retailers & Wholesalers 2.38% -7.82%
Specialized Consumer Services 2.36% -10.91%
Media Agencies 2.36% 0.91%
Consumer Electronics 2.36% -54.32%
Forestry 2.34% -15.00%
Pipelines 2.29% 5.39%
Electrical Components & Equipment 2.25% -6.78%
Building Materials & Fixtures 2.22% -4.81%
Home Improvement Retailers 2.20% 5.38%
Hotels 2.18% 3.05%
Clothing & Accessories 2.17% 7.52%
Broadline Retailers 2.09% 7.61%
Marine Transportation 2.06% 2.77%
Transportation Services 1.97% 30.77%
Tobacco 1.85% -5.18%
Home Construction 1.85% 9.48%
Durable Household Products 1.76% -7.05%
Commodity Chemicals 1.75% 5.68%
Banks 1.74% -8.39%
Travel & Tourism 1.72% -7.64%
Industrial Machinery 1.72% 3.10%
Containers & Packaging 1.69% -4.40%
Steel 1.68% 25.32%
Airlines 1.67% -29.05%
Automobiles 1.57% -3.76%
Railroads 1.48% 25.49%
Paper 1.48% -22.04%
Property & Casualty Insurance 1.45% -8.69%
Brewers 1.44% -0.79%
Reinsurance 1.42% -10.35%
Waste & Disposal Services 1.41% 4.95%
Trucking 1.38% 19.96%
Auto Parts 1.37% -1.20%
Broadcasting & Entertainment 1.36% -0.05%
Specialty Chemicals 1.34% 5.36%
Toys 1.27% 0.81%
Aerospace 1.26% -5.91%
Publishing 1.25% -13.26%
Heavy Construction 1.23% -5.07%
Electronic Equipment 1.22% -7.08%
Business Support Services 1.17% -1.75%
Recreational Products 1.17% -18.03%
Financial Administration 1.16% -6.63%
Defense 1.14% 1.18%
Footwear 1.05% -4.17%
Multiutilities 0.97% -5.08%
Fixed Line Telecommunications 0.94% -9.29%
Tires 0.94% -4.09%
Furnishings 0.92% -16.90%
Biotechnology 0.91% 3.14%
Food Producers 0.90% -0.23%
Electricity 0.86% -6.57%
Platinum & Precious Metals 0.85% 35.40%
Pharmaceuticals 0.83% -12.55%
Diversified Industrials 0.80% -9.81%
Medical Supplies 0.66% -2.28%
Gambling 0.63% -22.86%
Medical Equipment 0.59% -3.40%
Drug Retailers 0.48% -3.50%
Delivery Services 0.40% 0.96%
Nondurable Household Products 0.28% -11.84%
Gas Distribution 0.25% 7.45%
Integrated Oil & Gas 0.23% -2.06%
Nonferrous Metals 0.21% 6.18%
Soft Drinks 0.17% -10.54%
Personal Products 0.10% -6.43%
Water 0.06% -19.53%
Health Care Providers 0.05% -25.06%
Exploration & Production -0.11% 17.95%
Mobile Telecommunications -0.26% -22.03%
Coal -0.74% 30.98%
Gold Mining -0.81% -9.34%
Oil Equipment & Services -1.45% 12.09%
Full Line Insurance -3.56% -29.28%

5 comments:

Anonymous said...

leisa- i see your son had an unnerving week- glad to hear all involved in the accident appear to be OK...i ended up in two collisions in 1983-4...a drunk driver running a red light destroyed my 1973 beetle, then i have to admit partial fault in a second accident which totaled my tercel...the important thing, of course, is that everyone was able to walk away...

nice- i bought an electric lawnmower in 2004...love it...;)

Leisa♠ said...

You were so lucky. My very first car was a 1972 and 1/2 VW Beetle (red). It had a flat windshield. The ones made in the last half of the year had a curved windshield. I had it a long time--up until just a few years ago where we traded it to a friend for some stucco work.

I called it my Fred Flintstone car. The gear shift felt like a toy, and I often felt like I had to get my feet out kicking to get up to speed for highway mergers.

Every car since has been one that could go. I have a 1982 Capri RS--my first post VW car. 5.0 liter with a shift. I still have it. My Taurus SHO (93) is what was totaled.

Anonymous said...

I used to have an electric mower but some family members kept running over the cord LOL

Was just at the gas station and the tank was only about 2/3 empty but the topup cost as much as it used to for a full fillup... not nice...

..and I see my short oil trade which was profitable this morning has now already gone into the red... oil is all over the place moving $1-$3 in a few minutes...

sitting tight... (until I get run over that is...)

Anonymous said...

well, it's not like you shorted oil at 100/101, where a ton of chart (technical, astrological, or otherwise) readers probably decided to provide the fuel for the move to 125...at some point this thing topples and instead of fighting traffic suddenly they're all moving in your direction and you're in a 'nice' position...

2nd

Anonymous said...

I figured Oil was going to go up again today and that the trade could be in trouble - as Gartman was doing the rounds this a.m. telling everyone about how Oil had an 'outside day' on Monday.

So obviously everyone faded Gartman's call once it became "public" - and then they squeezed those short Oil after the News Releases about Congress passing the law to not open certain areas for exploration...

After that Oil didn't fall that much after the news about trying to pass a law about not filling the SPR

IMO - an outside day by itself means little - it has to be confirmed...

Short Oil at $126 - position is small - and on a loose mental stop - my only consolation is that I day traded counter the position long oil stocks...

Oil does seem to be the 'last game in town'

Perhaps as long as the stock market wants to play "the worst is over the US will recover 2H08" there will always be come excuse to inch Oil higher...

Either way - looks like intraday volatility is increasing in Oil - so if one has to play both sides - so be it...