Ranking for CW4 2020


Market Signal: Green

Ranking for CW04 / 2020 / Preview.

  • Sold (no longer in Top 20%):

    • PBF (PBF Energy Inc)
    • JHG (Janus Henderson Group plc)
  • Bought

    • ERI (Eldorado Resorts, Inc.)

Current portfolio:

Symbol Name Index Sector MC Dist to 52w High stake
JBL Jabil Inc. S&P 400 Technology 6.54B -0.0264 0.0596
ABBV AbbVie Inc. S&P 500 Healthcare 130.4B -0.0415 0.0588
TKR The Timken Company S&P 400 Industrials 4.3B -0.0301 0.0542
FTNT Fortinet, Inc. S&P 500 Technology 20.13B -0.0151 0.0535
STT State Street Corporation S&P 500 Financial Services 29.69B -0.0494 0.052
LEG Leggett & Platt, Incorporated S&P 500 Consumer Cyclical 6.74B -0.0756 0.0513
SRCL Stericycle, Inc. S&P 400 Industrials 5.72B -0.0575 0.0495
GNRC Generac Holdings Inc. Barrons 400 Industrials 6.38B -0.0329 0.0495
ATKR Atkore International Group Inc. Barrons 400 Industrials 1.98B -0.0173 0.0492
SWKS Skyworks Solutions, Inc. S&P 500 Technology 21.13B -0.0137 0.0476
BLDR Builders FirstSource, Inc. Barrons 400 Industrials 3.13B -0.0198 0.0473
LRCX Lam Research Corporation S&P 500 Technology 44.74B -0.0113 0.0468
ERI Eldorado Resorts, Inc. S&P 400 Consumer Cyclical 4.64B -0.0317 0.0452
SHOO Steven Madden, Ltd. Barrons 400 Consumer Cyclical 3.5B -0.0709 0.0442
ALGN Align Technology, Inc. S&P 500 Healthcare 21.67B -0.1783 0.0417
FORM FormFactor, Inc. Barrons 400 Technology 2.07B -0.0183 0.0406
NVDA NVIDIA Corporation S&P 500 Technology 151.45B -0.0218 0.04
AMD Advanced Micro Devices, Inc. S&P 500 Technology 59.26B -0.02 0.038
PZZA Papa John’s International, Inc. S&P 400 Consumer Cyclical 2.04B -0.026 0.0349
URI United Rentals, Inc. S&P 500 Industrials 11.74B -0.0817 0.0347
THC Tenet Healthcare Corporation S&P 400 Healthcare 3.76B -0.081 0.0322
cash Cash Cash Cash 0 0.0294


Sector distribution:

Sector pct
Technology 0.326126
Industrials 0.284268
Consumer Cyclical 0.175559
Healthcare 0.132692
Financial Services 0.0519931
Cash 0.0293626


Index distribution:

Index pct
S&P 500 0.464417
S&P 400 0.275543
Barrons 400 0.230678
Cash 0.0293626


See you next week!

CW04  2020