The recent U.S. stock rally, which began off the bottom in late June and saw the market break to new all-time highs in early July, has been anemic by almost any measure. While not that much seems to be happening on the surface, underneath it the internals have been undergoing change. The groups leading the rally are not the same groups leading the market prior to the rally. It is not uncommon for this to occur and investors need to pay attention to this behavior whenever a new rally begins and should consider adjusting their portfolios based on new market circumstances as they arise.
As of late August 2016, the top performing stock market sectors in order have been Energy (NYSEARCA:XLE), Utilities (NYSEARCA:XLU), Basic Materials (NYSEARCA:XLB) and Industrials. All have outperformed the S&P 500, along with Technology (NYSEARCA:XLK) and Consumer Staples (NYSEARCA:XLP). Utilities have led stocks all year except for a brief few days in late April, but started losing their momentum right after the rally began two months ago. Utilities, Energy and Basic Materials are now essentially tied for first place year-to-date. In the chart below, the S&P 500 (NYSEARCA:SPY) is the black line, Utilities are the gold line, companies in the energy sector are represented by the blue line, Basic Materials are the red line and Industrials are the orange line.
Top Performing Stocks For 2018: Liberty Interactive Corporation(QVCA)
- [By WWW.THESTREET.COM]
QVC (QVCA) was upgraded to buy from neutral at Bank of America/Merrill Lynch. $25 price target. The company can turn its sales around and deserves a higher multiple, analysts said.
Top Performing Stocks For 2018: Connecticut Water Service, Inc.(CTWS)
- [By Lisa Levin]
Friday afternoon, utilities shares gained 0.14 percent. Meanwhile, top gainers in the sector included Artesian Resources Corporation (NASDAQ: ARTNA), and Connecticut Water Service Inc (NASDAQ: CTWS).
Top Performing Stocks For 2018: Biotricity (BTCY)
- [By Peter Graham]
On the other hand, small cap wearables stock Biotricity (OTCQB: BTCY)is a different wearables play as theCompanys mission is to revolutionize chronic care management by developing innovative solutions that bridge the gap between diagnostic care and disease management. A medical technology company, Biotricity is focused on delivering innovative, remote biometric monitoring solutions to the healthcare and consumer markets, including diagnostic and post-diagnostic solutions for chronic conditions and lifestyle improvement. Biotricitys R&D continues to focus on the preventative healthcare market, with a vision of putting health management into the hands of the individual. The Company aims to support the self-management of critical and chronic conditions with the use of innovative solutions to ease the growing burden on the healthcare system.
- [By James E. Brumley]
When an investor thinks of stocks in the cardio-monitoring arena, names like General Electric Company (NYSE:GE) and Medtronic PLC (NYSE:MDT) tend to surface first. And well they should. Medtronic is the largest name dedicated solely to equipment that tells doctors and nurses how well a patient’s heart is functioning, while GE Healthcare smartly leverages the name of its parent company’s recognizable name to win market share in the medical equipment space.
General Electric and Medtronic aren’t the only names in town, however, and certainly not the top prospects for an investor seeking out a fresh, undiscovered growth opportunity. That honor arguably belongs to an up-and-coming small cap outfit called Biotricity Inc. (OTCMKTS:BTCY), which is nearing its first-ever revenue.
Don’t look for a Biotricity product quite yet, as they’re not on the market. Consumers as well as investors will want to keep their eyes and ears open for two of them soon though, however, with one of those devices being a high-precision, FDA-approved instrument for use by healthcare workers in a clinical setting. The other device is a consumer-oriented version of the same technology, giving BTCY access to not just one but two crucial markets. Even more recently Biotricity reported it was opening up its development pipeline to the fetal monitoring and sleep apnea markets. Heart-monitoring is the near-term venture, though.
The two products are called biotricity and biolife (neither moniker is supposed to be capitalized). The latter is a wireless, remote consumer-oriented heart rate and activity monitoring device, and the former is a clinical-grade monitoring device… also wireless and remotely operated/monitored.
Bioflux is only available by prescription. The bioflux hardware includes an ECG (heart-rhythm) monitoring device, software, and if desired, service from a monitoring lab that performs remote diagnostic monitoring for up to 30 consecutive days at a time. It
- [By Matthew Briar]
In October, medical technology developer Biotricity Inc. (OTCMKTS:BTCY) announced part of its heart-monitoring hardware received the necessary 501k clearance from the Food & Drug Administration. It was a not-so-subtle reminder that the company is nearing the end of the R&D journey with its bioflux device, which provides caregivers round-the-clock monitoring of a heart patient’s vital stats. BTCY could have the device on the market within a matter of weeks, putting the organization into a multi-billion dollar market with a platform like no other.
And yet, heart-monitoring is only going to be a part of what the company does.
Another news later that same month was a not-so-subtle reminder…. Biotricity Inc. is already eyeing the entry into other markets aside from the cardiac market that would benefit from remote monitoring.
One has to back-track to the September 29th press release to set the stage. That’s when the company announced it would take the same basic remote-monitoring technology and apply it to fetal monitoring and sleep apnea, at least. The way the PR read left open the possibility to even more medically-related uses.
For some it may have been a read-it-and-forget-it affair. Lots of companies announce their intentions, and then get around to doing it whenever they feel like it, IF they feel like it. Biotricity wasn’t just blowing smoke though. In October the company announced that its primary development partner — the University of Calgary — and it laid out specific plans to create ‘remote monitoring mobile devices in a number of clinical settings, including peri-operative medicine, maternal/fetal medicine and acute and chronic care medicine in order to facilitate the application of “smart” medical grade wearables to the hospital and out-patient settings.’
This second mention of the idea suggests it’s going to happen sooner than later, even as the company continues to push bioflux to
Top Performing Stocks For 2018: Tetra Technologies, Inc.(TTI)
- [By Lisa Levin]
Energy sector was the top gainer in the US market on Wednesday. Top gainers in the sector included TETRA Technologies, Inc. (NYSE: TTI), CARBO Ceramics Inc. (NYSE: CRR), and Atwood Oceanics, Inc. (NYSE: ATW).
Top Performing Stocks For 2018: Zion Oil & Gas Inc(ZN)
- [By Lisa Levin]
In trading on Wednesday, energy shares fell by 0.76 percent. Meanwhile, top losers in the sector included Whiting Petroleum Corp (NYSE: WLL), down 6 percent, and Zion Oil & Gas, Inc. (NASDAQ: ZN) down 7 percent.
- [By Lisa Levin]
Shares of Zion Oil & Gas, Inc. (NASDAQ: ZN) got a boost, shooting up 47 percent to $6.21.
Spark Energy Inc (NASDAQ: SPKE) shares were also up, gaining 10 percent to $19.10. Guggenheim upgraded Spark Energy from Neutral to Buy.
- [By Lisa Levin]
Shares of Zion Oil & Gas, Inc. (NASDAQ: ZN) got a boost, shooting up 20 percent to $5.07.
Spark Energy Inc (NASDAQ: SPKE) shares were also up, gaining 12 percent to $19.40. Guggenheim upgraded Spark Energy from Neutral to Buy.
Top Performing Stocks For 2018: CVR Partners LP(UAN)
- [By Robert Rapier]
Enter CVR Partners LP (NYSE: UAN), the only company in the US to produce fertilizer from petroleum coke (petcoke). Petcoke is a byproduct of petroleum refining, and prices are usually set off coal prices, since these two products compete in the same niche. Thus the same dynamics that currently threaten the distributions of Rentech Nitrogen Partners and Terra Nitrogen Company play in CVR Partners’ favor.
- [By Cameron Swinehart]
Going forward I will be looking to add investments on my watchlist and trim other positions. It will be interesting to see how an overweight commodity portfolio will perform relative to the rest of the market.
Cost Basis# SharesCurrent Price% of PortfolioCurrent ValueReturnMetal/Miners Sprott Physical Gold Trust (PHYS)$12.4985$11.043.75%$938.40-13.13%Sprott Physical Silver Trust (PSLV)$7.95125$8.744.37%$1,092.509.04%FreePort-McMoran (FCX)$31.6731$33.874.20%$1,049.976.50%Ishares MSCI Global Gold Miners ETF (RING)$13.0695$10.644.04%$1,010.80-22.74%Energy Statoil ASA(STO)$21.7940$22.683.63%$907.203.92%Vanguard Natural Resources LLC (VNR)$27.5636$27.874.01%$1,003.321.11%ConocoPhillips (COP)$63.6822.43$71.006.37%$1,592.5310.31%Agriculture CVR Partner LP (UAN)$26.3630.9$18.932.34%$584.94-39.25%Adecoagro$6.78125$7.443.72%$930.008.87%Archer-Daniels Midland (ADM)$34.80 30$37.244.47%$1,117.206.55%Mixed Commodity Powershares DB Commodity Index (DBC)$26.3540$25.954.15%$1,038.00-1.54%Sprott Resource Corp$3.34400$2.714.34%$1,084.00-23.25% Total % of portfolio49.40% Cost Basis12,666.00 Current Value12,348.86 Return-2.50% Source: Investing For The Future Surge In Commodity Prices
Disclosure: I am long ADM, FCX, UAN, AGRO, RING, VNR, SCPZF.PK, COP, DBC, PHYS, PSLV. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. (More…)
- [By Lisa Levin]
In trading on Tuesday, basic materials shares declined by 1.82 percent. Meanwhile, top losers in the sector included CVR Partners LP (NYSE: UAN), down 10 percent, and Resolute Forest Products Inc (NYSE: RFP), down 9 percent.