Group Watch
Paper Packaging Gets Crumpled
Technology Hardware Stores & Peripherals and Oil & Gas Refining & Marketing are this week's best groups. Aerospace & Defense and Paper Packaging are this week's worst groups.
Semiconductor Equipment Falters
Interactive Media & Services and Insurance Brokers are this week's best groups. Semiconductor Equipment and Electronic Components are this week's worst groups.
Sector Navigator July 2026
Our group coverage spans most of the traditional groups as defined by Standard & Poor’s and Morgan Stanley Capital International. At times, we found ourselves in disagreement with the S&P/MSCI “standardized” group delineation, but
this structure was maintained, with minimal modifications. We have, however, added additional component stocks to all groups and adopted our proprietary approach to component weightings.
Life Sciences Tools & Services Get Well
Big Health Care and Life Sciences Tools & Services are this week's best performing groups. Interactive Media & Services and Alternative Carriers are this week's worst performing groups.
Electrical Equipment Provides A Spark
Electrical Equipment and Interactive Home Entertainment were this week's best performing groups. Integrated Oil & Gas and Oil & Gas Drilling were this week's worst performing groups.
Personal Products Clean Up
Beverages and Personal Products were this week's best performing groups. Application Software and Precious Metals were this week's worst performing groups.
Technology Hardware Storage & Peripherals Boots Up
Technology Hardware Stores & Peripherals and Technology Distributors are this week's best groups. Big Communication Services and Cable & Satellite are thisweek's best groups.
Sector Navigator June 2026
Our group coverage spans most of the traditional groups as defined by Standard & Poor’s and Morgan Stanley Capital International. At times, we found ourselves in disagreement with the S&P/MSCI “standardized” group delineation, but this structure was maintained, with minimal modifications. We have, however, added additional component stocks to all groups and adopted our proprietary approach to component weightings.
Alternative Carriers Make The Connection
Technology Hardware Stores & Peripherals and Alternative Carriers are this week's best groups. Integrated Oil & Gas and Oil & Gas Drilling are this week's worst groups.
IT Consulting & Other Services Makes A Quantum Leap
Systems Software and IT Consulting & Other Services are this week's best groups. Construct, Farm, Heavy Trucks and Precious Metals are this week's worst groups.
IT Consulting & Other Services Makes A Quantum Leap
Systems Software and IT Consulting & Other Services are this week's best groups. Construct, Farm, Heavy Trucks and Precious Metals are this week's worst groups.
Advertising Misses The Target
Big Tech and Alternative Carriers are this week's best groups. Application Software and Advertising are this week's worst groups.
Internet Services & Infrastructure Opens The Clouds
Systems Software and Internet Services & Infrastructure are this week's best groups. Integrated Oil & Gas and Health Care Distributors are this week's worst groups.
Sector Navigator May 2026
Our group coverage spans most of the traditional groups as defined by Standard & Poor’s and Morgan Stanley Capital International. At times, we found ourselves in disagreement with the S&P/MSCI “standardized” group delineation, but
this structure was maintained, with minimal modifications. We have, however, added additional component stocks to all groups and adopted our proprietary approach to component weightings.
Cable & Satellite Loses Connection
Semiconductors and Managed Health Care are this week's best groups. Health Care Equipment and Cable & Satellite are this week's worst groups.
Semiconductors Process A Win
Semiconductors and Homebuilding are this week's best groups. Aerospace & Defense and Passenger Ground Transportation are this week's worst groups.
Passenger Ground Transportation Gets A Lift
Big Tech and Passenger Ground Transportation are this week's best groups. Construct, Farm, Heavy Trucks and Water Utilities are this week's worst groups.
Semiconductor Equipment Moves Higher
Semiconductor Equipment and Electronic Components are this week's best groups. Application Software and Health Care Technology are this week's worst groups.
Precious Metals Regain Luster
Precious Metals and Communications Equipment were this week's best performing groups. Health Care Technology and Big Energy were this week's worst performing groups.
Sector Navigator April 2026
Our group coverage spans most of the traditional groups as defined by Standard & Poor’s and Morgan Stanley Capital International. At times, we found ourselves in disagreement with the S&P/MSCI “standardized” group delineation, but this structure was maintained, with minimal modifications. We have, however, added additional component stocks to all groups and adopted our proprietary approach to component weightings.
Perception for the Professional
July 2026 Issue
Featured Articles
Sector Navigator
July 2026 Issue
