Ranking for CW38 2020


Market Signal: Green

Some stocks had to be sold at a loss this week. 6 positions were sold and there were 5 new buys. Here is the latest ranking / Preview.

Disclaimer

  • Sold:

    • FOXF (price below SMA100)
    • EBAY
    • TER
    • SPSC
    • PII
    • OLLI (all no longer in top 20%)
  • Bought:

    • UPS (United Parcel Service (S&P 500))
    • PFSI (PennyMac Financial Servic (Barrons 400))
    • HBI (Hanesbrands Inc (S&P 500))
    • CARR (Carrier Global (S&P 500))
    • SEDG (Solaredge Tech (S&P 400))

Current portfolio:

Symbol Name Index Sector MC Dist to 52w High pct
AAPL Apple Inc. S&P 500 Technology 2.01T -16.4% 4.5%
MAS Masco Corporation S&P 500 Basic Materials 15.56B -1.2% 4.4%
WST West Pharmaceutical Services, Inc. S&P 500 Healthcare 20.95B -3.7% 4.4%
CDNS Cadence Design Systems, Inc. S&P 500 Technology 29.39B -12.2% 4.1%
APAM Artisan Partners Asset Management Inc. Barrons 400 Financial Services 2.96B -6.8% 4.0%
IDXX IDEXX Laboratories, Inc. S&P 500 Healthcare 31.39B -10.4% 4.0%
UPS United Parcel Service, Inc. S&P 500 Industrials 144.66B -3.6% 3.9%
FDX FedEx Corporation S&P 500 Industrials 63.18B -1.9% 3.8%
FND Floor & Decor Holdings, Inc. Barrons 400 Consumer Cyclical 7.74B -2.8% 3.8%
PYPL PayPal Holdings, Inc. S&P 500 Financial Services 220.15B -12.0% 3.7%
TSCO Tractor Supply Company S&P 500 Consumer Cyclical 16.31B -11.2% 3.4%
FCX Freeport-McMoRan Inc. S&P 500 Basic Materials 23.99B -2.0% 3.3%
NSP Insperity, Inc. S&P 400 Industrials 2.62B -38.4% 3.3%
CARR Carrier Global Corporation S&P 500 Industrials 25.82B -6.7% 3.1%
CMG Chipotle Mexican Grill, Inc. S&P 500 Consumer Cyclical 35.65B -8.5% 3.1%
VEEV Veeva Systems Inc. Barrons 400 Technology 41.78B -10.4% 3.0%
cash Cash Cash Cash 0.0% 3.0%
HBI Hanesbrands Inc. S&P 500 Consumer Cyclical 5.46B -5.8% 3.0%
LPX Louisiana-Pacific Corporation S&P 400 Basic Materials 3.72B -4.1% 2.9%
PDCO Patterson Companies, Inc. S&P 400 Healthcare 2.4B -18.8% 2.9%
GNRC Generac Holdings Inc. S&P 400 Industrials 11.68B -5.3% 2.9%
FSLR First Solar, Inc. S&P 400 Technology 8.21B -12.7% 2.9%
DHI D.R. Horton, Inc. S&P 500 Consumer Cyclical 26.66B -6.1% 2.8%
ABMD Abiomed, Inc. S&P 500 Healthcare 12.65B -13.6% 2.7%
MTH Meritage Homes Corporation Barrons 400 Consumer Cyclical 3.83B -6.5% 2.6%
YETI YETI Holdings, Inc. Barrons 400 Consumer Cyclical 4.21B -13.1% 2.5%
PFSI PennyMac Financial Services, Inc. Barrons 400 Financial Services 4.21B -4.6% 2.4%
LGIH LGI Homes, Inc. Barrons 400 Consumer Cyclical 2.87B -9.2% 2.3%
HZO MarineMax, Inc. Barrons 400 Consumer Cyclical 577.04M -21.3% 2.0%
SQ Square, Inc. Barrons 400 Technology 68.18B -15.4% 1.9%
ETSY Etsy, Inc. S&P 400 Consumer Cyclical 13.92B -20.4% 1.8%
SEDG SolarEdge Technologies, Inc. S&P 400 Technology 9.91B -14.5% 1.7%


Portfolio distribution:

pie title Sector Distribution "Consumer Cyclical":27.32 "Technology":18.06 "Industrials":16.96 "Healthcare":14.04 "Basic Materials":10.53 "Financial Services":10.06 "Cash":3.03


pie title Index Distribution "S&P 500":54.08 "Barrons 400":24.6 "S&P 400":18.3 "Cash":3.03

CW38  2020