|Day Low/High||31.36 / 32.05|
|52 Wk Low/High||29.01 / 38.06|
Cloud and defense are still looking good, but watch out for retail names.
Somewhat surprisingly, 24 names made the cut this year, versus 20 last year.
I've built a lot of tracking portfolios over the years, and this one had the lowest variability of returns.
So far, so good, the portfolio is up about 14.5% versus 11% for the S&P Mid Cap 400 Index.
Several lesser-known banks make my stock screening cut, though higher-profile Snap-on, Tractor Supply and Manpower also are on the list.
University of Michigan's Value 40 list of longs contains some solid stock ideas.
It's repairing its balance sheet while moving into growing lending sectors..
Separating commercial and investment banking would be better for the banking industry, says Roy Whitehead, CEO of Washington Federal--the largest bank based in Washington state.