Sorry, no detailed look at the market this week.. It’s an R&R weekend for me. I’ll get up an analysis sometime this coming week.
::: Model Portfolio :::
** This section will now appear as a separate report about every other Wednesday.
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::: Best/Worst Performers :::
– Top 10 Performing Industries For the Week –
1. Manufactured Housing: 20.70%
2. Major Airlines: 17.55%
3. Health Care Plans: 12.20%
4. Medical Practitioners: 11.20%
5. Networking & Comm Devices: 8.25%
6. Computer Based Systems: 7.95%
7. Catalog & Mail Order Houses: 7.55%
8. Resorts & Casinos: 6.85%
9. Biotechnology: 6.40%
10. Auto Dealerships: 5.90%
– Top 10 Worst Performing Industries For the Week –
1. Semis – Memory Chips: -13.15%
2. Gold: -7.95%
3. Savings & Loans: -7.70%
4. Semis – Integrated Circuit: -7.55%
5. Surety & Title Insurance: -6.90%
6. Heavy Construction: -6.30%
7. Oil & Gas Drilling & Exploration: -6.20%
8. Independent Oil & Gas: -6.20%
9. Credit Services: -5.60%
10. Semis Equip & Materials: -5.60%
– Top 5 Best Performing ETFs For the Week –
1. HLDRS Broadband (BDH) 11.15%
2. HLDRS Biotech (BBH) 10.30%
3. India Fund (IFN) 9.95%
4. iPath India (INP) 9.20%
5. Morgan Stanley India (IIF) 7.90%
– Worst 5 Performing ETF’s –
1. US Nat Gas (UNG) -15.55%
2. Morgan Stanley E. Europe (RNE) -10.95%
3. Market Vectors Russia (RSX) -10.55%
4. SPDR Oil & Gas (XOP) -8.10%
5. HLDRS Semis (SMH) -7.55%
::: Upcoming Economic Reports (7/28/2008- 8/1/2008) :::
Monday: None
Tuesday: Consumer Confidence
Wednesday: ADP Employment, Crude Inventories
Thursday: GDP (adv), Initial Claims, Chicago PMI
Friday: Auto/Truck Sales, Nonfarm Payrolls, Construction Spending, ISM Index
::: Earnings I’m Watching This Week :::
Monday: Atheros Communications (ATHR), Authentec (AUTH), CF Industries (CF), HDFC Bank (HDB), Manitowoc (MTW), Plum Creek Timber (PCL), Sohu (SOHU), Mosaic (MOS)
Tuesday: Alpha Natural Resources (ANR), Amedisys (AMED), BEA Aerospace (BEAV), Centex (CTX), Coach (COH), Continental Resources (CLR), Cynosure (CYNO), Double Take (DBTK), Portfolio Recovery Associates (PRAA)
Wednesday: Cleveland Cliffs (CLF), Cameron (CAM), Covad (CVD), Cummins (CMI), Echelon (ELON), First Solar (FSLR), Garmin (GRMN), Hologic (HOLX), Itron (ITRI), Oceaneering (OII), Psychiatric Solutions (PSYS), Rubicon Tech (RBCN), Southwestern Energy (SWN), Starbucks (SBUX), Visa (V)
Thursday: Altria Group (MO), American Ecology (ECOL), Balchem (BCPC), Borg Warner (BWA), Capella Educations (CPLA), Chesapeake Energy (CHK), Chart Industries (GTLS), Cognizant Tech (CTSH), Dolby Laboratories (DLB), Forrester Research (FORR), LKQ Corp (LKQX), Morningstar (MORN), Natus Medical (BABY), Partner Communications (PTNR), Stanley (SXE), United Therapeutics (UTHR), VistaPrint (VPRT)
Friday: None