Wednesday, May 14, 2008

Sector Sort 05.13.08

Sector/Subsector Day YTD



Heavy Construction 7.92% -3.90%
Coal 5.04% 30.01%
Distillers & Vintners 4.25% -8.73%
Consumer Electronics 2.11% -53.24%
Exploration & Production 1.96% 17.82%
Nonferrous Metals 1.83% 6.40%
Oil Equipment & Services 1.71% 10.47%
Toys 1.65% 2.10%
Specialty Finance 1.54% -4.46%
Steel 1.45% 27.42%
Full Line Insurance 1.45% -31.80%
Publishing 1.43% -12.17%
Industrial Machinery 1.27% 4.88%
Financial Administration 1.26% -5.54%
Railroads 1.14% 27.35%
Aluminum 1.12% 12.73%
Clothing & Accessories 1.00% 9.85%
Gas Distribution 0.94% 7.73%
Brewers 0.93% 0.63%
Electrical Components & Equipment 0.89% -4.69%
Electronic Office Equipment 0.88% -8.73%
Commercial Vehicles & Trucks 0.87% 4.00%
Computer Services 0.83% 10.61%
Aerospace 0.76% -4.73%
Furnishings 0.72% -16.13%
Gambling 0.71% -22.37%
Specialty Retailers 0.70% -3.85%
Water 0.70% -19.48%
Trucking 0.69% 21.61%
Broadcasting & Entertainment 0.67% 1.30%
Auto Parts 0.65% 0.16%
Internet 0.64% -10.68%
Specialized Consumer Services 0.63% -8.80%
Semiconductors 0.63% -7.00%
Defense 0.62% 2.33%
Nondurable Household Products 0.60% -11.59%
Pipelines 0.58% 7.80%
Building Materials & Fixtures 0.57% -2.69%
Restaurants & bars 0.55% 1.63%
Integrated Oil & Gas 0.54% -1.83%
Platinum & Precious Metals 0.53% 36.54%
Industrial Suppliers 0.49% 8.92%
Footwear 0.49% -3.16%
Tobacco 0.48% -3.43%
Transportation Services 0.47% 33.35%
Durable Household Products 0.46% -5.41%
Electronic Equipment 0.35% -5.95%
Fixed Line Telecommunications 0.33% -8.43%
Forestry 0.30% -13.01%
Business Support Services 0.29% -0.60%
Commodity Chemicals 0.25% 7.52%
Drug Retailers 0.19% -3.04%
Containers & Packaging 0.18% -2.78%
Personal Products 0.16% -6.33%
Real Estate Investment Trusts 0.13% 6.00%
Multiutilities 0.09% -4.16%
Media Agencies 0.08% 3.29%
Diversified Industrials 0.04% -9.09%
Software 0.03% -10.21%
Waste & Disposal Services 0.02% 6.44%
Soft Drinks 0.01% -10.39%
Telecommunications Equipment -0.02% -4.20%
Delivery Services -0.11% 1.36%
Recreational Products -0.11% -17.07%
Pharmaceuticals -0.14% -11.82%
Travel & Tourism -0.16% -6.05%
Marine Transportation -0.20% 4.88%
Automobiles -0.29% -2.25%
Home Improvement Retailers -0.31% 7.71%
Paper -0.32% -20.88%
Food Retailers & Wholesalers -0.37% -5.63%
Property & Casualty Insurance -0.39% -7.36%
Reinsurance -0.40% -9.08%
Food Producers -0.44% 0.67%
Insurance Brokers -0.45% 2.05%
Mobile Telecommunications -0.47% -22.23%
Electricity -0.47% -5.77%
Specialty Chemicals -0.49% 6.78%
Airlines -0.66% -27.86%
Gold Mining -0.68% -10.08%
Tires -0.69% -3.19%
Business Training & Employment Agencies -0.71% 1.90%
Apparel Retailers -0.71% 0.81%
Medical Equipment -0.84% -2.82%
Health Care Providers -0.87% -25.02%
Home Construction -0.89% 11.51%
Computer Hardware -0.92% -9.08%
Medical Supplies -0.98% -1.64%
Hotels -1.00% 5.29%
Biotechnology -1.03% 4.09%
Broadline Retailers -1.18% 9.86%
Real Estate Holding & Development -1.21% 3.73%
Life Insurance -1.33% -6.29%
Mortgage Finance -1.38% -27.84%
Investment Services -1.46% -18.39%
Asset Managers -1.63% -8.48%
Recreational Services -1.66% -11.52%
Consumer Finance -1.71% 6.34%
Banks -2.11% -6.80%

6 comments:

Anonymous said...

Yes, inflation is under control, CPI shows this... Gold shows this... in these numbers and price manipulations we trust...

Banks have ample liquidity...
Losing $6+ billion and raising capital is a good thing... right?

USD has bottomed and this is being screamed from every corner... we hear you we hear you!

Dow Transports tape is "painting" 'worst is over'
and DOW Theorists obligingly agree...

Abbey J Cohen cheerleading has begun...

Central Banks are in control...
S&P 1440+ in sight...

We get the message LOL....

Doesn't hurt its an optins week...

Lift those asks Wall Street!

nice

Anonymous said...

Leisa

btw...

Very glad to hear that your son and father are improving...

I too had an unfortunate incident in which the car I was driving in was totalled.

An elderly gentlemen (80+) ran straight through a stop sign into oncoming traffic (ie: me)

I was going about 75km and he hit broadside.

The funny things was (in retrospect that is) that I had just bought the car 6 weeks ago lol....

So I can understand how your son would have been shaken up somewhat but am glad to hear he is 'on the mend'

Regarding the market - I see many running out to buy puts on this afternoon's profit taking...

It is options week, so I assume those put buyers are buying long term puts... or are they calling a top at the 200dma's??

Also non-PM metals stocks smell weak the past few days.. though they are still in a daily uptrend

nice

Leisa♠ said...

NG--I'm glad you are not hurt. A totaled car 6 weeks old? New? Used? I was telling my son that if we had bought a brand new car that was driven off the showroom, it automatically loses value--though you can get gap insurance for that. As it was, it was my 1993 Taurus SHO with 155K miles. He has his eye on a Mazda 6.

There is no gap insurance for our bods, though. I'm sure you will be sore.

Anonymous said...

Leisa

Ya the car was brand new...

Happened last year - luckily I escaped with only a small gash on my head (the impact bent the frame). Luckily no one else was in the car.

The offending driver's daughter actually called to apologize - and she said that they had revoked her father's license as he was unfit (ie: too old) to drive.

Funny thing was during the accident I had one of those 'out of body experieces' - I thought I was toast!

On the topic of Oil and commodities...

Leisa do you think we need a spike up in oil and commodities sometime this year - as a precondition to a significant correction?

Kind of like a 'ring the bell at the top' event?

The rising dollar doesn't seem to be doing much to be honest.

The Volcker testimony today was interesting - and the runup in these assets must really be on the mind of all these Central Banks now...

Heard today that JP Morgan is now getting into Oil and Energy trading - directly trading the physical that is I believe.

So that means the Fed's "point man" will be trading the energy market - very interesting...

Wonder what they are upto?

Leisa♠ said...

I'm thinking that we will have a blow off in commodities--then.....we'll see news about diminishing demand (I heard some smart guest talking on CNBC about how much oil developed nations news and they are slowing down). I've made this point before.

I still like Engdahl's article (I hope that you read it) on trading. These prices go far beyond "fundamentals"--seems to be more funny metals, funny oil, and funny grains!

Anonymous said...

Leisa

Just got around to reading the Engdahl article...

Thanks for posting that - very interesting...

I sure find it odd that given all that went on in the Enron fiasco - that Enron-type loopholes and OTC trading in Energy would now be going on --> on an even larger scale.

I'm sure in the end if oil blows up (or blows up the economy) - all the Central Bankers will have a convenient scapegoat...