|
Ticker Symbol
|
Industry
|
|
AWK
|
WATER
|
|
CKP
|
INSTRMNT
|
|
NUAN
|
SOFTWARE
|
|
DEO
|
BEVERAGE
|
|
ITC
|
UTILCENT
|
|
NWE
|
UTILWEST
|
|
NU
|
UTILEAST
|
|
CRM
|
B2B
|
|
WFR
|
SEMICOND
|
|
BWP
|
PIPEMLP
|
Just to add to the previous note, these are the WORST industries
and stocks according to the model.
These are dominated by defensive stocks. Three power utilities and a water
utility. Beverage is also defensive.
If these are the short selections… then the market seems to
be expecting a liquidity driven breakout.
The market could be wrong, of course, but this is what it is
expecting.
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