Sectors
Scanning The Markets
The best performing groups in May were some of the YTD worst performers.
Small vs. Large Cap Leadership...Small Cap Domination Also Getting Late In The Game
Still prefer the Small caps over Large caps, despite the fact that small caps are now selling at 1% premium relative to large caps, and that the small cap leadership phase is getting long in the tooth.
Scanning The Markets
Small and Mid Caps stumbled hard in a brutal month of trading and the major indices didn’t do much better. In March, we noted the lack of strong sector trends among the best and worst performing groups. This definitely reversed in April.
Scanning The Markets
Small and Mid Caps continued to outperform in March, with the S&P Small and Mid Cap both producing positive returns.
Earnings By Sector - Looking For EPS Growth In 2004
ComparIng earnings growth and estimates from Q1 2004 to those at the end of 2003.
NASDAQ vs. S&P Market Weights
Comparing the sector weights between the NASDAQ and the S&P 500.
Scanning The Markets
Investors reversed course from January with several of last month’s top performers becoming February’s worst performers.
Earnings By Sector - Looking For EPS Growth In 2004
Earnings momentum still strong. Q4 reported S&P 500 earnings came in stronger than expected and 2004 estimates boosted to $60.00 (up 22%) after recording a 78% increase in 2003.
Scanning The Markets
The equity markets began the year with a very solid performance.
Scanning The Markets
The equity markets ended the year with a bang, turning in very strong December performance.
Scanning The Markets
The equity markets finished strong in November, after slumping throughout much of the month.
Scanning The Markets
The equity markets turned in strong October performance. Only 4 of 150 groups had negative performance in October.
Scanning The Markets
The equity market took a breather in September.
Scanning The Markets
The equity market resumed its strong performance in July.
Scanning The Markets
The stock market was very strong in May, following a strong April.
Leadership From Lows...Two Perspectives
A look at group and sector leaders and laggers measured from both the October 9th 2002 bear market low and from the more recent, March 11th market low associated with the Iraq war.
Historical Swings In S&P 500 Sector Weights
A look at favoritism shifts in broad economic sectors, 1977 to date. Large weights prone to correction.
Scanning The Markets
The stock market was very strong in April across the entire market cap spectrum.
Scanning The Markets
The S&P 500 was up 0.8% in March, but ended Q1 down 3.6%.
Select Industries Sector Focus
Equity Portfolio concentrated in Health Care and Technology. Looking ahead to other potential areas of leadership: Oil Patch, Telecom Survivors, Airlines, and Unregulated Energy Producers.
Perception for the Professional
March 2026 Issue
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Sector Navigator
March 2026 Issue
