Discordia Weekly Sector Reads
Exactly what it sounds like! Each Tuesday we publish our sector reads. These reads combine relative and absolute performance projections in order to come up with strength profiles. You could use these as the basis of a long/short sector strategy, or as a starting point for a top-down hunt to find the best positioned single names. The scale goes from -4 to +4. Good luck to all!
Utilities 4
Consumer Cyc 4
Healthcare 3
Technology 3
Financials 1
Industrials 1
Consumer Def 1
Materials 1
Real Estate 0
Communications 0
Energy -3
Changes since last week -> Consumer Cyc improves, Materials improves.
Utilities 4
Consumer Cyc 4
Healthcare 3
Technology 3
Financials 1
Industrials 1
Consumer Def 1
Materials 1
Real Estate 0
Communications 0
Energy -3
Changes since last week -> Consumer Cyc improves, Materials improves.
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