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Top Scoring Weekly Returns: Buy and Hold 1 Year

Top scoring weekly returns:  Buy and Hold 1 Year The best sector is industrial goods IMPORTANT!   Scores have shifted to reflect Q1 seasonality.    The best scoring sector heading into the first quarter remains industrial goods.  Consumer goods, services, and financials also score above average.  In consumer, focus on mid and small cap.  In financials, buy large and small cap rather than mid cap.   Healthcare scores in line -- focus on large cap.   Technology, basics, and utilities score below average.     Small cap stocks produce the highest median return in the first quarter.  The DJ30 has the weakest (neutral) seasonality for the period.  The other major market ETFs boast solid seasonal tailwinds.   Industrial Goods   Industrials (XLI) have neutral seasonality for the first quarter, returning a median 4.87%.     The following table includes the top seasonal plays in industrials for Q1.     Among the top scoring industrials, residential construction (LEN, NVR) is improving and can be bought again.  Aerospace (BA, CW) remains solid thanks to rising production rates.  European recovery offers upside to results for machinery (TWIN, ITT) and equipment (BDC, LFUS).   Watch for an acceleration in commercial construction activity this year (MTW, TEX).   Services   Consumer discretionary has neutral seasonality for the first quarter, producing a median 2.03% return.      The following table shows the strongest seasonal plays in services for Q1.  Restaurants (DRI, BWLD, EAT, PNRA, PZZA) are heavily represented and should be your focus early in the quarter.  Retailers (ROST, SHLD, BKE, JWN, ARO, etc) also offer solid seasonality through the Q4 EPS reporting season.   Top scoring services stocks are mixed across industry, with railroads (KSU, CSX, GBX), apparel stores (ANN, GCO) and restaurants (CBRL, RRGB, CAKE) well represented.       Consumer Goods   Consumer offers solid seasonality through the first quarter, generating a median 2.6% return in the period.   The following consumer stocks offer the best seasonality for Q1.       Textiles (PVH, COLM, WWW) are among the best scoring in consumer goods.  Packaging (OI, TUP) is also strong scoring exiting the holidays. Financials   Financials offer neutral seasonality in the first quarter, returning a median 3.17%.     The following are the best seasonal performers in financials for Q1.  Money center banks (BMO, CS, RY) and REITs (BPO, JLL, CBG, HCN, etc.) are heavily represented.  C&I loans total $1585.9 billion in November, just shy of the prior peak, and significantly above the $1470 billion a year ago.     Loan portfolio growth in 2014 supports regional banks (MBWM, JPM, WTFC, CFNL, FFIN) as they look to deploy more of their deposits.  Easing standards and improving consumer balance sheets support consumer loan growth.  Increasing economic activity will continue to support C&I loan demand.      Economic Data to Watch this Week:          December 30th December 31st Pending Home Sales   Case Shiller Chicago PMI  61 Consumer Conf.  76     Top Scoring Stocks:      LG CAP   12/24/2013 4 Week MA MID CAP   12/24/2013 4 Week MA Symbol Sector SCORE SCORE Symbol Sector SCORE SCORE BEST       BEST       AMP FINANCIALS 110 108.75 HAS CONSUMER GOODS 110 96.25 AZO SERVICES 110 107.5 OCR SERVICES 110 108.75 CELG HEALTHCARE 110 96.25 VRSN TECHNOLOGY 110 108.75 CHK BASIC MATERIALS 110 97.5 CNO FINANCIALS 105 87.5 DIS SERVICES 110 107.5 DDS SERVICES 105 102.5 GLW TECHNOLOGY 110 93.75 IRF TECHNOLOGY 105 97.5 JPM FINANCIALS 110 90 KSU SERVICES 105 96.25 MCHP TECHNOLOGY 110 101.25 PVH CONSUMER GOODS 105 90 MYL HEALTHCARE 110 96.25 TSCO SERVICES 105 92.5 SIAL HEALTHCARE 110 102.5 ACT HEALTHCARE 100 82.5 AGN HEALTHCARE 105 87.5 ALXN HEALTHCARE 100 98.75 APH TECHNOLOGY 105 103.75 ARRS TECHNOLOGY 100 95 BA INDUSTRIAL GOODS 105 103.75  CAKE SERVICES 100 97.5 BDX HEALTHCARE 105 96.25 CHD CONSUMER GOODS 100 97.5 CLR BASIC MATERIALS 105 97.5 CHH SERVICES 100 97.5 CSX SERVICES 105 103.75 COLM CONSUMER GOODS 100 88.75 ITT INDUSTRIAL GOODS 105 91.25 CSL CONSUMER GOODS 100 96.25 MJN CONSUMER GOODS 105 90 CW INDUSTRIAL GOODS 100 98.75 OI CONSUMER GOODS 105 105 DBD CONSUMER GOODS 100 72.5 TAP CONSUMER GOODS 105 96.25 EV FINANCIALS 100 77.5 UPL BASIC MATERIALS 105 73.75 HP BASIC MATERIALS 100 100 AAPL TECHNOLOGY 100 98.75 HRL CONSUMER GOODS 100 92.5 AON FINANCIALS 100 98.75 HTLD SERVICES 100 102.5 ATVI TECHNOLOGY 100 78.75 ILMN HEALTHCARE 100 98.75 CF BASIC MATERIALS 100 98.75 JKHY TECHNOLOGY 100 81.25 DG SERVICES 100 91.25  LEN INDUSTRIAL GOODS 100 91.25 ESRX SERVICES 100 80 MTD TECHNOLOGY 100 103.75 H SERVICES 100 97.5 MTW INDUSTRIAL GOODS 100 91.25 LNC FINANCIALS 100 97.5 NTES TECHNOLOGY 100 76.25 LO CONSUMER GOODS 100 96.25 NVR INDUSTRIAL GOODS 100 80 MCO FINANCIALS 100 98.75 OTEX TECHNOLOGY 100 100 MON BASIC MATERIALS 100 97.5 PII CONSUMER GOODS 100 93.75 NUE BASIC MATERIALS 100 97.5 SF FINANCIALS 100 98.75 NWL CONSUMER GOODS 100 100 TEX INDUSTRIAL GOODS 100 100 RRC BASIC MATERIALS 100 78.75 TIVO SERVICES 100 56.25 RY FINANCIALS 100 83.75 TPX CONSUMER GOODS 100 87.5 STJ HEALTHCARE 100 87.5 TTC INDUSTRIAL GOODS 100 98.75 TMO CONGLOMERATES 100 86.25 TUP CONSUMER GOODS 100 95 V SERVICES 100 87.5 VPRT SERVICES 100 91.25 WM INDUSTRIAL GOODS 100 90 WWW CONSUMER GOODS 100 97.5 WY INDUSTRIAL GOODS 100 87.5         SMALL CAP   12/26/2013 4 Week MA ADRS   12/23/2013 4 Week MA Symbol Sector SCORE SCORE Symbol COUNTRY SCORE SCORE BEST       BEST       MBWM FINANCIALS 110 78.75 JST China 100 90.00 TWIN INDUSTRIAL GOODS 110 96.25 RY Canada 100 83.75 AGYS SERVICES 105 77.5 ARMH United Kingdom 95 93.75 CENX BASIC MATERIALS 105 73.75 IX Japan 95 90.00 HGR HEALTHCARE 105 76.25 SIG Bermuda 95 92.50 WTFC FINANCIALS 105 87.5 ASX Taiwan 90 81.25 ABCO SERVICES 100 86.25 BUD Belgium 90 87.50 AFFX TECHNOLOGY 100 82.5 HMC Japan 90 80.00 ANN SERVICES 100 58.75 INFY India 90 90.00 BCOR TECHNOLOGY 100 92.5 JOBS China 90 90.00 BDC INDUSTRIAL GOODS 100 100 MT Luxembourg 90 87.50 BLDR SERVICES 100 60 NICE Israel 90 70.00 CBRL SERVICES 100 90 NVO Denmark 90 82.50 CFNL FINANCIALS 100 77.5 NVS Switzerland 90 73.75 CHE HEALTHCARE 100 80 RIO United Kingdom 90 88.75 CWT UTILITIES 100 75 SNN United Kingdom 90 91.25 DPZ SERVICES 100 93.75 TOT France 90 78.75 FFIN FINANCIALS 100 97.5 AKZOY Netherlands 85 83.75 GBX SERVICES 100 82.5 APSA Argentina 85 83.75 GCO SERVICES 100 73.75 ASR México 85 87.50 LFUS INDUSTRIAL GOODS 100 85 BASFY Germany 85 82.50 PLXT TECHNOLOGY 100 76.25 BAYRY Germany 85 83.75 PRCP TECHNOLOGY 100 51.25 CRH Ireland 85 82.50 RRGB SERVICES 100 85 HMIN China 85 85.00 SNHY INDUSTRIAL GOODS 100 86.25 LFC China 85 87.50 TRAK TECHNOLOGY 100 86.25 PUK United Kingdom 85 86.25 UHAL SERVICES 100 97.5 RDS.A United Kingdom 85 63.75 WIRE BASIC MATERIALS 100 93.75 SCMWY Switzerland 85 82.50 ZEUS BASIC MATERIALS 100 78.75 SHPGY United Kingdom 85 83.75 ACIW TECHNOLOGY 95 92.5 SID Brazil 85 80.00 ALGN HEALTHCARE 95 71.25 TRIB Ireland 85 82.50 BONT SERVICES 95 86.25 TSU Brazil 85 83.75 BOOM BASIC MATERIALS 95 82.5 WIT India 85 83.75 CCC INDUSTRIAL GOODS 95 96.25 BP United Kingdom 80 77.50 CDI SERVICES 95 78.75 BRGYY United Kingdom 80 77.50 COHR TECHNOLOGY 95 88.75 BT United Kingdom 80 77.50 CRZO BASIC MATERIALS 95 92.5 CRESY Argentina 80 82.50 DXYN CONSUMER GOODS 95 65 GA China 80 77.50 FINL SERVICES 95 83.75 IRS Argentina 80 80.00 HUBG SERVICES 95 75 NTL Argentina 80 82.50 HZO SERVICES 95 96.25 TTM India 80 77.50 IVAC TECHNOLOGY 95 81.25 VIP Russia 80 78.75 MIDD INDUSTRIAL GOODS 95 98.75 WPPGY United Kingdom 80 77.50 NWBI FINANCIALS 95 96.25 YPF Argentina 80 78.75 RGR CONSUMER GOODS 95 76.25         SABA TECHNOLOGY 95 81.25         SILC TECHNOLOGY 95 92.5         SSNC TECHNOLOGY 95 92.5         STFC FINANCIALS 95 80         UEIC CONSUMER GOODS 95 92.5          
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