Key points from this week’s commentary:
A quick look at industry groups that are leading/lagging on a year-to-date basis, and the top performing stocks within each group.
Americas
|
Symbol
|
Name
|
# of Stocks
|
Price, % Chg YTD
|
Best/Worst YTD Stocks (>$500M mkt cap)
|
|
G5971
|
Retail/Whlsle-Jewelry
|
9
|
46.7%
|
Fosil (FOSL, +280%), Movado (MOV, +53%)
|
|
Computer Sftwr-Desktop CA
|
24
|
46.2%
|
Amaya (TSGI.CA, +35%)
|
|
|
G7810
|
Leisure-Movies & Related
|
20
|
41.3%
|
Netflix (NFLX, +105%), Eros Internationl (EROS, +40%)
|
|
G3559
|
Retail-Internet
|
31
|
39.3%
|
Carvana (CVNA, +117%), Etsy (ETSY, +109%), Shutterfly (SFLY, +89%)
|
|
G3220
|
Computer Sftwr-Security
|
30
|
39.0%
|
Okta (OKTA, +107%), Sailpoint Tech (SAIL, +90%), Rapid7 (RPD, +81%)
|
|
G3583
|
Computer Sftwr-Enterprse
|
62
|
36.0%
|
Twilio (TWLO, +150%), Liveperson (LPSN, +101%), Coupa Software (COUP, +99%)
|
|
G3270
|
Computer Sftwr-Desktop
|
7
|
35.1%
|
Redhat (RHT, +45%), Adobe Systems (ADBE, +44%)
|
|
G8077
|
Retail-Department Stores
|
5
|
32.8%
|
Dillards (DDS, +50%), Macy’s (M, +50%), Kohls (KSS, +35%)
|
|
Bldg-Resident/Comml BR
|
8
|
-28.2%
|
||
|
Apparel-Shoes & Rel Mfg BR
|
5
|
-30.5%
|
Alpargatas (Al3.BR, -35%), Arezzo (ARZ.BR, -26%)
|
|
|
Banks-Money Center AR
|
8
|
-33.3%
|
||
|
Retail-Drug Stores BR
|
5
|
-35.6%
|
Raia Drogasil (RAIA.BR, -30%)
|
|
|
Real Estate Dvlpmt/Ops BR
|
26
|
-37.1%
|
