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Sector Sentiment


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#1 OEXCHAOS

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Posted 09 July 2007 - 07:36 AM

This is interrim numbers from Cramer's site, but I thought that they might be of interest. The formatting will be horrible, so apologies for that. Basically, the first colume is the sector, the second is a graphic, the third is the %Bullish or %Bearish and the last is the number of votes.

Here are the questions and the results.

Which of these sectors do you think is set to move up in the coming week? Posted Image Posted Image Posted Image Posted Image Aerospace and Defense Posted Image 4.65% 105 votes
Airlines Posted Image 2.12% 48 votes
Automobiles Posted Image 0.79% 18 votes
Beverages and Food Products Posted Image 1.81% 41 votes
Biotechnology Posted Image 5.31% 120 votes
Commercial Banks Posted Image 2.21% 50 votes
Computers and Peripherals Posted Image 6.55% 148 votes
Consumer Nondurables Posted Image 1.06% 24 votes
Energy Equipment & Services Posted Image 15.19% 343 votes
HMOs and Hospitals Posted Image 0.62% 14 votes
Homebuilding Posted Image 1.77% 40 votes
Insurance Posted Image 0.62% 14 votes
Integrated Oil Posted Image 13.2% 298 votes
Internet, Software Services Posted Image 7.26% 164 votes
Investment Bankers and Brokers Posted Image 3.05% 69 votes Media Posted Image 1.01% 23 votes
Multiline Retail Posted Image 1.01% 23 votes
Pharmaceuticals Posted Image 2.39% 54 votes
Precious Metals Posted Image 8.19% 185 votes
Semis, Semi Equipment Posted Image 5.4% 122 votes
Telecom Equipment Posted Image 5.44% 123 votes
Tobacco and Alcohol Posted Image 1.15% 26 votes
Wireless Communications Posted Image 6.2% 140 votes
Utilities Posted Image 2.48% 56 votes

Which of these sectors do you think is set to move down in the coming week? Posted Image Posted Image Posted Image Posted Image Aerospace and Defense Posted Image 0.57% 13 votes
Airlines Posted Image 8.5% 192 votes
Automobiles Posted Image 9.43% 213 votes
Beverages and Food Products Posted Image 1.41% 32 votes
Biotechnology Posted Image 3.45% 78 votes
Commercial Banks Posted Image 5.27% 119 votes
Computers and Peripherals Posted Image 1.37% 31 votes
Consumer Nondurables Posted Image 1.5% 34 votes
Energy Equipment & Services Posted Image 2.56% 58 votes
HMOs and Hospitals Posted Image 1.5% 34 votes
Homebuilding Posted Image 25.43% 574 votes
Insurance Posted Image 1.15% 26 votes
Integrated Oil Posted Image 5.36% 121 votes
Internet, Software Services Posted Image 1.32% 30 votes
Investment Bankers and Brokers Posted Image 4.74% 107 votes Media Posted Image 1.72% 39 votes
Multiline Retail Posted Image 2.48% 56 votes
Pharmaceuticals Posted Image 4.6% 104 votes
Precious Metals Posted Image 3.58% 81 votes
Semis, Semi Equipment Posted Image 1.9% 43 votes
Telecom Equipment Posted Image 1.24% 28 votes
Tobacco and Alcohol Posted Image 2.21% 50 votes
Wireless Communications Posted Image 2.17% 49 votes
Utilities Posted Image 5.58% 126 votes

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#2 OEXCHAOS

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Posted 09 July 2007 - 08:20 AM

I think that I've "fixed" the formatting... M

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#3 rkd80

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Posted 09 July 2007 - 08:22 AM

It appears that they are voting very 'offensively' and with great confidence in the economy. Interesting table, albeit not surprising if this is off Cramer's site.
“be right and sit tight”

#4 youmast

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Posted 09 July 2007 - 01:15 PM

The best sectors are those... with less votes on both sides. For example Cramer's gurus are not interested in tobaco, and have a look how beautiful MO chart is... Nobody votes for retails, and I like RL uptrend. Or how about no participans in foods? Tyson (TSN) is hot like a hot-dog. :D

#5 Rogerdodger

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Posted 09 July 2007 - 02:01 PM

I met Mrs. Tyson once.
She smelled like a chicken. A rich chicken.

They announced a deal to turn chicken fat into fuel with Tulsa's Syntroleum corp. and sell it to the DOD!
If "Fat is the new crude," then I just hit a gusher! :blush:

SYNM looks worse than VLNC!
http://stockcharts.c...4129&r=2341.png
http://stockcharts.c...64129&r=726.png

Edited by Rogerdodger, 09 July 2007 - 02:04 PM.


#6 pali

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Posted 09 July 2007 - 06:21 PM

HI Mark Very interesting list.The obvious question is " how to use it? " Do you propose to use it as a contrary indicator ? Buy those sectors that have the largest % negative votes and sell those that have the largest number of up or buy votes ? Incidentally Stock Trader`s Almanac 2007 contains Sector Index Seasonality Strategy Calendar which has similar data. Pali

#7 OEXCHAOS

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Posted 10 July 2007 - 07:46 AM

HI Mark
Very interesting list.The obvious question is " how to use it? "
Do you propose to use it as a contrary indicator ? Buy those sectors that have the largest % negative votes and sell those that have the largest number of up or buy votes ?
Incidentally Stock Trader`s Almanac 2007 contains Sector Index Seasonality Strategy Calendar which has similar data.
Pali


It was more of an FYI thing, but I though it interesting and since I was looking at it, I thought I'd share it.

In general, I think I'd watch for persistent Bearishness or Bullishness in various sectors. Also, as youmast advised, a total lack of interest either way could be a marker for potential values.

Mark

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