7/20/2006

What will be the sector theme

What sectors are likely to benefit from the bounce? Here are two sets of possibilities. Look at both set of sectors carefully. There are lots of opportunities. As to my own trading I am very excited about many centuries old high technology sector.

Quarter
Based on quarterly relative strength, these are top 20 sectors.
MG121,Major Integrated Oil & Gas
MG122,Independent Oil & Gas
MG123,Oil & Gas Refining & Marketing
MG125,Oil & Gas Equip & Services
MG131,Steel & Iron
MG132,Copper
MG134,Industrial Metals & Minerals
MG135,Gold
MG136,Silver
MG352,Tobacco Products - Other
MG441,Reit-Diversified/Industrial
MG442,Reit-Office
MG444,Reit-Hotel/Motel
MG446,Reit-Residential
MG523,Health Care Plans
MG627,Metal Fabrication
MG733,Drug Stores
MG771,Major Airlines
MG772,Regional Airlines
MG776,Shipping


Short term

Based on sectors which outperformed during recent intense market correction.
MG316,Toys & Games
MG342,Farm Products
MG349,Beverages-Soft Drinks
MG351,Cigarettes
MG352,Tobacco Products - Other
MG413,Regional-Mid Atlantic Banks
MG414,Regional-Southeast Banks
MG415,Regional-Midwest Banks
MG441,Reit-Diversified/Industrial
MG442,Reit-Office
MG443,Reit-Healthcare Facilities
MG446,Reit-Residential
MG447,Reit-Retail
MG523,Health Care Plans
MG527,Home Health Care
MG529,Specialized Health Services
MG733,Drug Stores
MG821,Multimedia & Graphics Software
MG912,Electric Utilities
MG915,Water Utilities

Update So much for my analytical ability,many stocks from many centuries old high technology sector had ugly reversal today.

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