In June, 86% of the energy stocks in the MSCI World Index had positive price performance year-to-date. Since that time, however, energy stocks have been clobbered. In mid-October, only 11% of energy stocks were higher YTD. This has marginally improved to 28% as of yesterday....
The energy sector has been the hardest hit sector over the past month as well as over the past year. On an equal-weighted basis, the energy sector is down 14.7% over the past month and down 9.7% over the past year....
As we never tire of saying, we believe that companies that continually invest in knowledge-intensive activities such as research and development and have deep reservoirs of intangible capital on its balance sheet are structurally misunderstood and undervalued in the financial community....
While many commenters noted how the Russel 2000 has now entered into a correction after another weak close yesterday, we thought it is noteworthy to highlight that this weakness isn’t just in small-caps like most commenters are implying but it is in large-caps as well....
The health care sector has undeniably been the stock market leader over the past four years. Looking at the Developed Markets (DM) and Emerging Markets (EM) together, the health care sector has returned 122.4% over the past four years. Besting, the second place consumer discretionary...
We have introduced our knowledge leader concept to our readers over the past few weeks (click here, here, here and here for more information). Today, we thought we would check in on how knowledge leaders (i.e. leading, innovative firms with a deep intangible capital reservoir) have...
Of the 30 factors that we track, Price to Earnings ratio had the highest correlation to the market in May followed closely correlation to the Euro and 1-month change in sales estimate. For the past year, Price to Book ratio has the highest correlation (0.94)....
We noted earlier this month that the Energy sector was far outperforming the rest of the market for most of 2014. Over the past few weeks the rest of the market has closed the gap. QTD Energy is still atop the leaderboard (and in 2nd place YTD),...
A lot of the time by focusing solely on the headline indices investors can miss seeing the level of the dispersion happening among individual stocks. With the more recent pick up in volatility, the difference between the performance winners and the performance losers year-to-day is...
We have hit on the odd stock performance in March a few times in the last couple of weeks (see here, here, and here). Now that we are officially in the second quarter, let’s take a look back at the performance during the month of March...
In early February we mentioned that consumer discretionary was starting to show some cracks in their leadership status. And a few weeks ago we mentioned how richly valued this groups of stocks had become. Today we pick on Consumer Discretionary stocks again showing how they...
March has been relatively rough month for equities so far. Of the 24 industries that we track, 23 are negative! The only industry that is currently positive MTD is the Semiconductor & Semiconductor Equipment industry. This group had a strong week last week (+3.23%) while...
In February, Health Care and Utilities led the way higher as the overall index had a very nice monthly gain. Pharma, Biotech and Life Sciences were the top performing industry. Impressively, all 24 industry groups were positive during the month....
Sector Performance Country Performance Industry Performance Best Performing Stocks Worst Performing Stocks...
Energy stocks led the week higher as the MSCI World as a whole, on an equal weighted basis, was up 0.5%. The worse performing sector was Health Care which was down -0.2%. Information Technology remains the best performer over the past year. Further breakdown of...
