• The best large cap sector is industrials.
• The highest scoring large cap industry is healthcare plans.

The average score in our large cap universe is 66.30. Over the past four weeks, the score has averaged 65.01. The typical large cap stock in our coverage is trading -10.46% below its 52 week high, 4.99% above its 200 dma, has 4.48 days to cover short, and is anticipated growing its EPS by 12.3% in the coming year.

Industrial goods is the best sector. Technology and basic materials also score above average. Financials and services score in line with the average large cap score. Healthcare, consumer goods, and utilities score poorly.

The best industry is healthcare plans (UNH, HUM, CI, ANTM). Lodging (WYN, MAR, H), semi IC (SWKS, AVGO, MRVL), semi equipment/materials (CREE, AMAT, KLAC, LRCX), and communication equipment (GLW, QCOM) are also top scoring.

In basics, focus on ag. chemicals (CF, AGU, MOS), refiners (HES, VLO, MRO), and major chemicals (FMC, EMN). The top consumer basket is auto parts (LEA, BWA, ALV). In financials, concentrate on money center banks (PNC, JPM, BNS, WFC, RY), insurance brokers (AJG), and regional banks (BBT, RF, ZION, NTRS). Healthcare plans and medical instruments (SYK, BCR) are best in healthcare. Every industrials basket scores above average, led by diversified machinery (IR, FLS, DOV), farm & construction machinery (AGCO, CAT, DE), and aerospace/defense (BA, GD). Buy lodging, restaurants (DRI, QSR), and rails (CSX, UNP, NSC) in services. In technology, focus on semi ICs, semi equipment, and communication equipment.