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2020-09-27
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Here are 35 stocks in the market's two hottest sectors that Wall Street loves
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The information technology sector is not among them. \n</p>\n<p>\n Here's how the 11 sectors of the benchmark S&P 500 Index have fared over the past month and for all of 2020 through Sept. 18: \n</p>\n<pre><table><tbody><tr><td>Index</td><td>Price change - Aug. 18 through Sept. 18</td><td>Price change - 2020 </td></tr><tr><td>Materials</td><td>4.6%</td><td>6.8% </td></tr><tr><td>Industrials</td><td>2.5%</td><td>-3.5% </td></tr><tr><td>Financials</td><td>0.0%</td><td>-20.1% </td></tr><tr><td>Real Estate</td><td>-1.7%</td><td>-8.4% </td></tr><tr><td>Consumer Staples</td><td>-1.8%</td><td>0.6% </td></tr><tr><td>Health Care</td><td>-1.9%</td><td>3.2% </td></tr><tr><td>Utilities</td><td>-2.9%</td><td>-10.2% </td></tr><tr><td>Information Technology</td><td>-2.9%</td><td>21.9% </td></tr><tr><td>Communication Services</td><td>-3.0%</td><td>6.4% </td></tr><tr><td>Consumer Discretionary</td><td>-4.0%</td><td>18.5% </td></tr><tr><td>Energy</td><td>-10.6%</td><td>-45.1% </td></tr><tr><td> </td><td></td><td></td></tr><tr><td>S&P 500 Index</td><td>-2.1%</td><td>2.7% </td></tr><tr><td></td><td>Source: FactSet </td><td></td></tr></tbody></table></pre>\n<p>\n All price changes in this article exclude dividends. \n</p>\n<p>\n You may be surprised to see the materials and industrials sectors leading over the past month, especially because so much of the financial media's focus has been on the FAANG stocks and Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>, whose combined market capitalization is $6.6 trillion, or 24% of the index's combined market cap, according to FactSet. \n</p>\n<p>\n Most of the FAANG + Microsoft group members have had a fantastic year, even with the declines over the past month: \n</p>\n<pre><table><tbody><tr><td>Company</td><td>Ticker</td><td>Price change - Aug. 18 through Sept. 18</td><td>Price change - 2020 </td></tr><tr><td><a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc. Class A</td><td>US:FB</td><td>-3.7%</td><td>23.0% </td></tr><tr><td>Apple Inc.</td><td>US:AAPL</td><td>-7.5%</td><td>45.5% </td></tr><tr><td>Amazon.com Inc.</td><td>US:AMZN</td><td>-10.8%</td><td>59.9% </td></tr><tr><td>Netflix Inc.</td><td>US:NFLX</td><td>-4.5%</td><td>45.2% </td></tr><tr><td>Alphabet Inc. Class C</td><td>US:GOOG</td><td>-6.3%</td><td>9.2% </td></tr><tr><td>Alphabet Inc. Class A</td><td>US:GOOGL</td><td>-6.7%</td><td>8.3% </td></tr><tr><td>Microsoft Corp.</td><td>US:MSFT</td><td>-5.2%</td><td>27.1% </td></tr><tr><td></td><td>Source: FactSet </td><td></td><td></td></tr></tbody></table></pre>\n<p>\n You may have to scroll the table to the right to see all the data. \n</p>\n<p>\n Among these six companies, only Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> and Microsoft are in the technology sector, while Facebook Inc. (FB), Netflix Inc. <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a> and Alphabet Inc. <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> (GOOGL) are in the communications services sector (also having a banner year) and Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> is in the consumer discretionary sector. \n</p>\n<p>\n But the cap-weighting of the S&P 500 means investors might not realize that 58% of those 500 stocks have actually declined during 2020. \n</p>\n<p>\n Turning back to the materials and industrials sectors, Jefferies analyst Steven DeSanctis wrote in a note to clients on Monday that he was confident about his \"overweight\" recommendation for both because of improving macroeconomic conditions. \n</p>\n<p>\n He cited a weakening dollar, greater demand from China and rising commodity prices for the materials sector, and improving industrial-supply numbers as well. He added that recent earnings-estimate revisions among analysts for the two sectors were positive and that tech-stock valuations were looking ripe. \n</p>\n<p>\n DeSanctis is actually focused on small-cap and mid-cap stocks. If we expand beyond the S&P 500 to the S&P 1500 Composite Index (which also includes the S&P Small Cap 600 Index and the S&P Mid Cap 400 Index), there are 324 stocks in the materials and industrials sectors. Narrowing the list, there are 223 companies with market capitalizations of at least $1 billion that are covered by at least five sell-side analysts. Among these 223, 35 have \"buy\" or equivalent ratings among at least 75% of analysts. \n</p>\n<p>\n Here they are, sorted by implied 12-month upside potential, based on consensus price targets (scroll the table at the bottom, to the right, to see all the data): \n</p>\n<pre><table><tbody><tr><td>Company</td><td>Ticker</td><td>Industry</td><td>Share 'buy' ratings</td><td>Closing price - Sept. 18</td><td>Cons. Price target</td><td>Implied 12-month upside potential</td><td>Price change - Aug. 18 through Sept. 18</td><td>Price change - 2020 </td></tr><tr><td><a href=\"https://laohu8.com/S/PATK\">Patrick Industries</a> Inc.</td><td>US:PATK</td><td>Homebuilding</td><td>100%</td><td>$51.74</td><td>$80.67</td><td>56%</td><td>-19.5%</td><td>-1.3% </td></tr><tr><td>Harsco Corp.</td><td>US:HSC</td><td>Metal Fabrication</td><td>83%</td><td>$15.34</td><td>$20.75</td><td>35%</td><td>4.7%</td><td>-33.3% </td></tr><tr><td>Applied Industrial Technologies Inc.</td><td>US:AIT</td><td>Wholesale Distributors</td><td>100%</td><td>$55.85</td><td>$75.40</td><td>35%</td><td>-11.6%</td><td>-16.3% </td></tr><tr><td>Curtiss-Wright Corp.</td><td>US:CW</td><td>Aerospace and Defense</td><td>100%</td><td>$98.70</td><td>$127.00</td><td>29%</td><td>-4.3%</td><td>-29.9% </td></tr><tr><td><a href=\"https://laohu8.com/S/CUB\">Cubic Corp</a>.</td><td>US:CUB</td><td>Aerospace and Defense</td><td>88%</td><td>$44.37</td><td>$56.86</td><td>28%</td><td>-3.4%</td><td>-30.2% </td></tr><tr><td>L3Harris Technologies Inc.</td><td>US:LHX</td><td>Aerospace and Defense</td><td>95%</td><td>$185.21</td><td>$236.45</td><td>28%</td><td>2.3%</td><td>-6.4% </td></tr><tr><td>Raytheon Technologies Corp.</td><td>US:RTX</td><td>Aerospace and Defense</td><td>75%</td><td>$62.35</td><td>$79.00</td><td>27%</td><td>0.4%</td><td>-29.4% </td></tr><tr><td><a href=\"https://laohu8.com/S/MTZ\">MasTec Inc</a>.</td><td>US:MTZ</td><td>Engineering and Construction</td><td>100%</td><td>$43.46</td><td>$54.82</td><td>26%</td><td>-4.4%</td><td>-32.3% </td></tr><tr><td>Ashland Global Holdings Inc.</td><td>US:ASH</td><td>Chemicals: Specialty</td><td>82%</td><td>$71.07</td><td>$88.60</td><td>25%</td><td>-6.9%</td><td>-7.1% </td></tr><tr><td>Ingevity Corp.</td><td>US:NGVT</td><td>Chemicals: Major Diversified</td><td>78%</td><td>$55.58</td><td>$68.89</td><td>24%</td><td>-5.5%</td><td>-36.4% </td></tr><tr><td>SkyWest, Inc.</td><td>US:SKYW</td><td>Airlines</td><td>100%</td><td>$33.75</td><td>$41.67</td><td>23%</td><td>10.7%</td><td>-47.8% </td></tr><tr><td><a href=\"https://laohu8.com/S/MRCY\">Mercury Systems Inc</a>.</td><td>US:MRCY</td><td>Electronic Equipment/ Instruments</td><td>82%</td><td>$75.27</td><td>$92.80</td><td>23%</td><td>-2.0%</td><td>8.9% </td></tr><tr><td><a href=\"https://laohu8.com/S/UNVR\">Univar Solutions Inc.</a></td><td>US:UNVR</td><td>Wholesale Distributors</td><td>78%</td><td>$18.38</td><td>$22.22</td><td>21%</td><td>1.8%</td><td>-24.2% </td></tr><tr><td>Carlisle Cos. Inc.</td><td>US:CSL</td><td>Miscellaneous Manufacturing</td><td>89%</td><td>$122.41</td><td>$147.75</td><td>21%</td><td>-2.9%</td><td>-24.4% </td></tr><tr><td><a href=\"https://laohu8.com/S/SPXC\">SPX Corp</a>.</td><td>US:SPXC</td><td>Industrial Conglomerates</td><td>83%</td><td>$43.50</td><td>$52.00</td><td>20%</td><td>-0.8%</td><td>-14.5% </td></tr><tr><td><a href=\"https://laohu8.com/S/MTX\">Minerals Technologies Inc</a>.</td><td>US:MTX</td><td>Chemicals: Specialty</td><td>100%</td><td>$49.67</td><td>$59.00</td><td>19%</td><td>-4.1%</td><td>-13.8% </td></tr><tr><td>Dycom Industries Inc.</td><td>US:DY</td><td>Engineering and Construction</td><td>86%</td><td>$55.39</td><td>$65.00</td><td>17%</td><td>17.3%</td><td>17.5% </td></tr><tr><td>Atlas Air Worldwide Holdings Inc.</td><td>US:AAWW</td><td>Air Freight/ Couriers</td><td>83%</td><td>$61.23</td><td>$71.83</td><td>17%</td><td>4.6%</td><td>122.1% </td></tr><tr><td>Aecom</td><td>US:ACM</td><td>Engineering and Construction</td><td>80%</td><td>$39.97</td><td>$46.44</td><td>16%</td><td>4.7%</td><td>-7.3% </td></tr><tr><td><a href=\"https://laohu8.com/S/TDY\">Teledyne Technologies Inc</a>.</td><td>US:TDY</td><td>Aerospace and Defense</td><td>100%</td><td>$325.07</td><td>$376.00</td><td>16%</td><td>1.6%</td><td>-6.2% </td></tr><tr><td>Northrop Grumman Corp.</td><td>US:NOC</td><td>Aerospace and Defense</td><td>77%</td><td>$341.50</td><td>$394.95</td><td>16%</td><td>1.2%</td><td>-0.7% </td></tr></tbody></table></pre>\n<p>\n (MORE TO FOLLOW) Dow Jones Newswires\n</p>\n<p>\n September 21, 2020 11:28 ET (15:28 GMT)\n</p>\n<p>\nMW Here are 35 stocks in the market's two hottest -2-\n</p>\n<pre><table><tbody><tr><td>Timken Co.</td><td>US:TKR</td><td>Metal Fabrication</td><td>90%</td><td>$55.77</td><td>$64.00</td><td>15%</td><td>2.6%</td><td>-1.0% </td></tr><tr><td><a href=\"https://laohu8.com/S/ACA\">Arcosa Inc</a>.</td><td>US:ACA</td><td>Trucks/ Construction/ Farm Machinery</td><td>100%</td><td>$45.40</td><td>$51.80</td><td>14%</td><td>0.5%</td><td>1.9% </td></tr><tr><td><a href=\"https://laohu8.com/S/JEC\">Jacobs Engineering Group Inc.</a></td><td>US:J</td><td>Engineering and Construction</td><td>94%</td><td>$94.11</td><td>$104.92</td><td>11%</td><td>4.7%</td><td>4.8% </td></tr><tr><td><a href=\"https://laohu8.com/S/FMC\">FMC Corp.</a></td><td>US:FMC</td><td>Chemicals: Agricultural</td><td>86%</td><td>$110.56</td><td>$123.11</td><td>11%</td><td>1.3%</td><td>10.8% </td></tr><tr><td>DuPont de Nemours Inc.</td><td>US:DD</td><td>Chemicals: Major Diversified</td><td>83%</td><td>$59.29</td><td>$65.20</td><td>10%</td><td>4.0%</td><td>-7.6% </td></tr><tr><td>Chart Industries Inc.</td><td>US:GTLS</td><td>Industrial Machinery</td><td>87%</td><td>$71.31</td><td>$78.07</td><td>9%</td><td>-1.1%</td><td>5.7% </td></tr><tr><td><a href=\"https://laohu8.com/S/BLDR\">Builders FirstSource</a> Inc.</td><td>US:BLDR</td><td>Building Products</td><td>90%</td><td>$31.71</td><td>$34.40</td><td>9%</td><td>7.5%</td><td>24.8% </td></tr><tr><td>Ametek Inc.</td><td>US:AME</td><td>Electrical Products</td><td>76%</td><td>$100.71</td><td>$108.87</td><td>8%</td><td>-0.9%</td><td>1.0% </td></tr><tr><td>Generac Holdings Inc.</td><td>US:GNRC</td><td>Electrical Products</td><td>77%</td><td>$182.68</td><td>$195.90</td><td>7%</td><td>0.6%</td><td>81.6% </td></tr><tr><td>Quanta Services Inc.</td><td>US:PWR</td><td>Engineering and Construction</td><td>100%</td><td>$51.90</td><td>$55.54</td><td>7%</td><td>3.1%</td><td>27.5% </td></tr><tr><td><a href=\"https://laohu8.com/S/XPO\">XPO Logistics</a> Inc.</td><td>US:XPO</td><td>Trucking</td><td>75%</td><td>$86.69</td><td>$92.17</td><td>6%</td><td>7.1%</td><td>8.8% </td></tr><tr><td>Vicor Corp.</td><td>US:VICR</td><td>Electronic Components</td><td>80%</td><td>$79.90</td><td>$83.00</td><td>4%</td><td>-1.5%</td><td>71.0% </td></tr><tr><td><a href=\"https://laohu8.com/S/IAA\">IAA Inc</a>.</td><td>US:IAA</td><td>Specialty Stores</td><td>100%</td><td>$51.05</td><td>$52.25</td><td>2%</td><td>5.9%</td><td>8.5% </td></tr><tr><td><a href=\"https://laohu8.com/S/RUN\">Sunrun Inc.</a></td><td>US:RUN</td><td>Electric Utilities</td><td>89%</td><td>$60.86</td><td>$50.61</td><td>-17%</td><td>31.4%</td><td>340.7% </td></tr><tr><td></td><td>Source: FactSet </td><td></td><td></td><td></td><td></td><td></td><td></td><td></td></tr></tbody></table></pre>\n<p>\n Don't miss: It's time for income-seeking investors to take a fresh look at these 28 utility stocks \n</p>\n<p>\n -Philip van Doorn; 415-439-6400; AskNewswires@dowjones.com \n</p>\n<pre>\n \n</pre>\n<p>\n <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n September 21, 2020 11:28 ET (15:28 GMT)\n</p>\n<p>\n Copyright (c) 2020 Dow Jones & Company, Inc.\n</p>\n</font></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here are 35 stocks in the market's two hottest sectors that Wall Street loves</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere are 35 stocks in the market's two hottest sectors that Wall Street loves\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2020-09-21 23:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Here are 35 stocks in the market's two hottest sectors that Wall Street loves\n</p>\n<p>\n By Philip van Doorn, MarketWatch \n</p>\n<p>\n Technology stocks are not among them \n</p>\n<p>\n Quick -- which stock sectors have been the best performers over the past month? The information technology sector is not among them. \n</p>\n<p>\n Here's how the 11 sectors of the benchmark S&P 500 Index have fared over the past month and for all of 2020 through Sept. 18: \n</p>\n<pre><table><tbody><tr><td>Index</td><td>Price change - Aug. 18 through Sept. 18</td><td>Price change - 2020 </td></tr><tr><td>Materials</td><td>4.6%</td><td>6.8% </td></tr><tr><td>Industrials</td><td>2.5%</td><td>-3.5% </td></tr><tr><td>Financials</td><td>0.0%</td><td>-20.1% </td></tr><tr><td>Real Estate</td><td>-1.7%</td><td>-8.4% </td></tr><tr><td>Consumer Staples</td><td>-1.8%</td><td>0.6% </td></tr><tr><td>Health Care</td><td>-1.9%</td><td>3.2% </td></tr><tr><td>Utilities</td><td>-2.9%</td><td>-10.2% </td></tr><tr><td>Information Technology</td><td>-2.9%</td><td>21.9% </td></tr><tr><td>Communication Services</td><td>-3.0%</td><td>6.4% </td></tr><tr><td>Consumer Discretionary</td><td>-4.0%</td><td>18.5% </td></tr><tr><td>Energy</td><td>-10.6%</td><td>-45.1% </td></tr><tr><td> </td><td></td><td></td></tr><tr><td>S&P 500 Index</td><td>-2.1%</td><td>2.7% </td></tr><tr><td></td><td>Source: FactSet </td><td></td></tr></tbody></table></pre>\n<p>\n All price changes in this article exclude dividends. \n</p>\n<p>\n You may be surprised to see the materials and industrials sectors leading over the past month, especially because so much of the financial media's focus has been on the FAANG stocks and Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>, whose combined market capitalization is $6.6 trillion, or 24% of the index's combined market cap, according to FactSet. \n</p>\n<p>\n Most of the FAANG + Microsoft group members have had a fantastic year, even with the declines over the past month: \n</p>\n<pre><table><tbody><tr><td>Company</td><td>Ticker</td><td>Price change - Aug. 18 through Sept. 18</td><td>Price change - 2020 </td></tr><tr><td><a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc. Class A</td><td>US:FB</td><td>-3.7%</td><td>23.0% </td></tr><tr><td>Apple Inc.</td><td>US:AAPL</td><td>-7.5%</td><td>45.5% </td></tr><tr><td>Amazon.com Inc.</td><td>US:AMZN</td><td>-10.8%</td><td>59.9% </td></tr><tr><td>Netflix Inc.</td><td>US:NFLX</td><td>-4.5%</td><td>45.2% </td></tr><tr><td>Alphabet Inc. Class C</td><td>US:GOOG</td><td>-6.3%</td><td>9.2% </td></tr><tr><td>Alphabet Inc. Class A</td><td>US:GOOGL</td><td>-6.7%</td><td>8.3% </td></tr><tr><td>Microsoft Corp.</td><td>US:MSFT</td><td>-5.2%</td><td>27.1% </td></tr><tr><td></td><td>Source: FactSet </td><td></td><td></td></tr></tbody></table></pre>\n<p>\n You may have to scroll the table to the right to see all the data. \n</p>\n<p>\n Among these six companies, only Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> and Microsoft are in the technology sector, while Facebook Inc. (FB), Netflix Inc. <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a> and Alphabet Inc. <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> (GOOGL) are in the communications services sector (also having a banner year) and Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> is in the consumer discretionary sector. \n</p>\n<p>\n But the cap-weighting of the S&P 500 means investors might not realize that 58% of those 500 stocks have actually declined during 2020. \n</p>\n<p>\n Turning back to the materials and industrials sectors, Jefferies analyst Steven DeSanctis wrote in a note to clients on Monday that he was confident about his \"overweight\" recommendation for both because of improving macroeconomic conditions. \n</p>\n<p>\n He cited a weakening dollar, greater demand from China and rising commodity prices for the materials sector, and improving industrial-supply numbers as well. He added that recent earnings-estimate revisions among analysts for the two sectors were positive and that tech-stock valuations were looking ripe. \n</p>\n<p>\n DeSanctis is actually focused on small-cap and mid-cap stocks. If we expand beyond the S&P 500 to the S&P 1500 Composite Index (which also includes the S&P Small Cap 600 Index and the S&P Mid Cap 400 Index), there are 324 stocks in the materials and industrials sectors. Narrowing the list, there are 223 companies with market capitalizations of at least $1 billion that are covered by at least five sell-side analysts. Among these 223, 35 have \"buy\" or equivalent ratings among at least 75% of analysts. \n</p>\n<p>\n Here they are, sorted by implied 12-month upside potential, based on consensus price targets (scroll the table at the bottom, to the right, to see all the data): \n</p>\n<pre><table><tbody><tr><td>Company</td><td>Ticker</td><td>Industry</td><td>Share 'buy' ratings</td><td>Closing price - Sept. 18</td><td>Cons. Price target</td><td>Implied 12-month upside potential</td><td>Price change - Aug. 18 through Sept. 18</td><td>Price change - 2020 </td></tr><tr><td><a href=\"https://laohu8.com/S/PATK\">Patrick Industries</a> Inc.</td><td>US:PATK</td><td>Homebuilding</td><td>100%</td><td>$51.74</td><td>$80.67</td><td>56%</td><td>-19.5%</td><td>-1.3% </td></tr><tr><td>Harsco Corp.</td><td>US:HSC</td><td>Metal Fabrication</td><td>83%</td><td>$15.34</td><td>$20.75</td><td>35%</td><td>4.7%</td><td>-33.3% </td></tr><tr><td>Applied Industrial Technologies Inc.</td><td>US:AIT</td><td>Wholesale Distributors</td><td>100%</td><td>$55.85</td><td>$75.40</td><td>35%</td><td>-11.6%</td><td>-16.3% </td></tr><tr><td>Curtiss-Wright Corp.</td><td>US:CW</td><td>Aerospace and Defense</td><td>100%</td><td>$98.70</td><td>$127.00</td><td>29%</td><td>-4.3%</td><td>-29.9% </td></tr><tr><td><a href=\"https://laohu8.com/S/CUB\">Cubic Corp</a>.</td><td>US:CUB</td><td>Aerospace and Defense</td><td>88%</td><td>$44.37</td><td>$56.86</td><td>28%</td><td>-3.4%</td><td>-30.2% </td></tr><tr><td>L3Harris Technologies Inc.</td><td>US:LHX</td><td>Aerospace and Defense</td><td>95%</td><td>$185.21</td><td>$236.45</td><td>28%</td><td>2.3%</td><td>-6.4% </td></tr><tr><td>Raytheon Technologies Corp.</td><td>US:RTX</td><td>Aerospace and Defense</td><td>75%</td><td>$62.35</td><td>$79.00</td><td>27%</td><td>0.4%</td><td>-29.4% </td></tr><tr><td><a href=\"https://laohu8.com/S/MTZ\">MasTec Inc</a>.</td><td>US:MTZ</td><td>Engineering and Construction</td><td>100%</td><td>$43.46</td><td>$54.82</td><td>26%</td><td>-4.4%</td><td>-32.3% </td></tr><tr><td>Ashland Global Holdings Inc.</td><td>US:ASH</td><td>Chemicals: Specialty</td><td>82%</td><td>$71.07</td><td>$88.60</td><td>25%</td><td>-6.9%</td><td>-7.1% </td></tr><tr><td>Ingevity Corp.</td><td>US:NGVT</td><td>Chemicals: Major Diversified</td><td>78%</td><td>$55.58</td><td>$68.89</td><td>24%</td><td>-5.5%</td><td>-36.4% </td></tr><tr><td>SkyWest, Inc.</td><td>US:SKYW</td><td>Airlines</td><td>100%</td><td>$33.75</td><td>$41.67</td><td>23%</td><td>10.7%</td><td>-47.8% </td></tr><tr><td><a href=\"https://laohu8.com/S/MRCY\">Mercury Systems Inc</a>.</td><td>US:MRCY</td><td>Electronic Equipment/ Instruments</td><td>82%</td><td>$75.27</td><td>$92.80</td><td>23%</td><td>-2.0%</td><td>8.9% </td></tr><tr><td><a href=\"https://laohu8.com/S/UNVR\">Univar Solutions Inc.</a></td><td>US:UNVR</td><td>Wholesale Distributors</td><td>78%</td><td>$18.38</td><td>$22.22</td><td>21%</td><td>1.8%</td><td>-24.2% </td></tr><tr><td>Carlisle Cos. Inc.</td><td>US:CSL</td><td>Miscellaneous Manufacturing</td><td>89%</td><td>$122.41</td><td>$147.75</td><td>21%</td><td>-2.9%</td><td>-24.4% </td></tr><tr><td><a href=\"https://laohu8.com/S/SPXC\">SPX Corp</a>.</td><td>US:SPXC</td><td>Industrial Conglomerates</td><td>83%</td><td>$43.50</td><td>$52.00</td><td>20%</td><td>-0.8%</td><td>-14.5% </td></tr><tr><td><a href=\"https://laohu8.com/S/MTX\">Minerals Technologies Inc</a>.</td><td>US:MTX</td><td>Chemicals: Specialty</td><td>100%</td><td>$49.67</td><td>$59.00</td><td>19%</td><td>-4.1%</td><td>-13.8% </td></tr><tr><td>Dycom Industries Inc.</td><td>US:DY</td><td>Engineering and Construction</td><td>86%</td><td>$55.39</td><td>$65.00</td><td>17%</td><td>17.3%</td><td>17.5% </td></tr><tr><td>Atlas Air Worldwide Holdings Inc.</td><td>US:AAWW</td><td>Air Freight/ Couriers</td><td>83%</td><td>$61.23</td><td>$71.83</td><td>17%</td><td>4.6%</td><td>122.1% </td></tr><tr><td>Aecom</td><td>US:ACM</td><td>Engineering and Construction</td><td>80%</td><td>$39.97</td><td>$46.44</td><td>16%</td><td>4.7%</td><td>-7.3% </td></tr><tr><td><a href=\"https://laohu8.com/S/TDY\">Teledyne Technologies Inc</a>.</td><td>US:TDY</td><td>Aerospace and Defense</td><td>100%</td><td>$325.07</td><td>$376.00</td><td>16%</td><td>1.6%</td><td>-6.2% </td></tr><tr><td>Northrop Grumman Corp.</td><td>US:NOC</td><td>Aerospace and Defense</td><td>77%</td><td>$341.50</td><td>$394.95</td><td>16%</td><td>1.2%</td><td>-0.7% </td></tr></tbody></table></pre>\n<p>\n (MORE TO FOLLOW) Dow Jones Newswires\n</p>\n<p>\n September 21, 2020 11:28 ET (15:28 GMT)\n</p>\n<p>\nMW Here are 35 stocks in the market's two hottest -2-\n</p>\n<pre><table><tbody><tr><td>Timken Co.</td><td>US:TKR</td><td>Metal Fabrication</td><td>90%</td><td>$55.77</td><td>$64.00</td><td>15%</td><td>2.6%</td><td>-1.0% </td></tr><tr><td><a href=\"https://laohu8.com/S/ACA\">Arcosa Inc</a>.</td><td>US:ACA</td><td>Trucks/ Construction/ Farm Machinery</td><td>100%</td><td>$45.40</td><td>$51.80</td><td>14%</td><td>0.5%</td><td>1.9% </td></tr><tr><td><a href=\"https://laohu8.com/S/JEC\">Jacobs Engineering Group Inc.</a></td><td>US:J</td><td>Engineering and Construction</td><td>94%</td><td>$94.11</td><td>$104.92</td><td>11%</td><td>4.7%</td><td>4.8% </td></tr><tr><td><a href=\"https://laohu8.com/S/FMC\">FMC Corp.</a></td><td>US:FMC</td><td>Chemicals: Agricultural</td><td>86%</td><td>$110.56</td><td>$123.11</td><td>11%</td><td>1.3%</td><td>10.8% </td></tr><tr><td>DuPont de Nemours Inc.</td><td>US:DD</td><td>Chemicals: Major Diversified</td><td>83%</td><td>$59.29</td><td>$65.20</td><td>10%</td><td>4.0%</td><td>-7.6% </td></tr><tr><td>Chart Industries Inc.</td><td>US:GTLS</td><td>Industrial Machinery</td><td>87%</td><td>$71.31</td><td>$78.07</td><td>9%</td><td>-1.1%</td><td>5.7% </td></tr><tr><td><a href=\"https://laohu8.com/S/BLDR\">Builders FirstSource</a> Inc.</td><td>US:BLDR</td><td>Building Products</td><td>90%</td><td>$31.71</td><td>$34.40</td><td>9%</td><td>7.5%</td><td>24.8% </td></tr><tr><td>Ametek Inc.</td><td>US:AME</td><td>Electrical Products</td><td>76%</td><td>$100.71</td><td>$108.87</td><td>8%</td><td>-0.9%</td><td>1.0% </td></tr><tr><td>Generac Holdings Inc.</td><td>US:GNRC</td><td>Electrical Products</td><td>77%</td><td>$182.68</td><td>$195.90</td><td>7%</td><td>0.6%</td><td>81.6% </td></tr><tr><td>Quanta Services Inc.</td><td>US:PWR</td><td>Engineering and Construction</td><td>100%</td><td>$51.90</td><td>$55.54</td><td>7%</td><td>3.1%</td><td>27.5% </td></tr><tr><td><a href=\"https://laohu8.com/S/XPO\">XPO Logistics</a> Inc.</td><td>US:XPO</td><td>Trucking</td><td>75%</td><td>$86.69</td><td>$92.17</td><td>6%</td><td>7.1%</td><td>8.8% </td></tr><tr><td>Vicor Corp.</td><td>US:VICR</td><td>Electronic Components</td><td>80%</td><td>$79.90</td><td>$83.00</td><td>4%</td><td>-1.5%</td><td>71.0% </td></tr><tr><td><a href=\"https://laohu8.com/S/IAA\">IAA Inc</a>.</td><td>US:IAA</td><td>Specialty Stores</td><td>100%</td><td>$51.05</td><td>$52.25</td><td>2%</td><td>5.9%</td><td>8.5% </td></tr><tr><td><a href=\"https://laohu8.com/S/RUN\">Sunrun Inc.</a></td><td>US:RUN</td><td>Electric Utilities</td><td>89%</td><td>$60.86</td><td>$50.61</td><td>-17%</td><td>31.4%</td><td>340.7% </td></tr><tr><td></td><td>Source: FactSet </td><td></td><td></td><td></td><td></td><td></td><td></td><td></td></tr></tbody></table></pre>\n<p>\n Don't miss: It's time for income-seeking investors to take a fresh look at these 28 utility stocks \n</p>\n<p>\n -Philip van Doorn; 415-439-6400; AskNewswires@dowjones.com \n</p>\n<pre>\n \n</pre>\n<p>\n <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n September 21, 2020 11:28 ET (15:28 GMT)\n</p>\n<p>\n Copyright (c) 2020 Dow Jones & Company, Inc.\n</p>\n</font></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SDS":"两倍做空标普500ETF","SKYW":"西空航空","UPRO":"三倍做多标普500ETF","TKR":"铁姆肯","GTLS":"查特工业","OEX":"标普100",".SPX":"S&P 500 Index","AAWW":"阿特拉斯航空全球控股公司","MSFT":"微软","LHX":"哈里斯公司","PWR":"广达公司","AAPL":"苹果","ACM":"Aecom Technology Corporation","QNETCN":"纳斯达克中美互联网老虎指数","CUB":"Lionheart Holdings","SSO":"两倍做多标普500ETF","NGVT":"Ingevity Corporation When Issued","MTX":"Minerals Technologies Inc","03086":"华夏纳指","PATK":"Patrick Industries","BLDR":"Builders FirstSource","MTZ":"MasTec Inc","GNRC":"Generac控股","IAA":"IAA Inc","SPXU":"三倍做空标普500ETF","NOC":"诺斯罗普格鲁曼","TDY":"Teledyne Technologies Inc","DD":"杜邦","ACA":"Arcosa Inc","DY":"戴康工业","RUN":"Sunrun Inc.","SPXC":"SPX Technologies","UNVR":"Univar Solutions Inc.","AME":"阿美特克","OEF":"标普100指数ETF-iShares","ASH":"亚什兰","VICR":"Vicor Corporation","09086":"华夏纳指-U","AMZN":"亚马逊","CW":"寇蒂斯莱特","J":"雅各布工程","IVV":"标普500指数ETF","FMC":"FMC Corp.","CSL":"卡莱尔伙伴","MRCY":"Mercury Systems Inc","RTX":"雷神技术公司"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2069727195","content_text":"MW Here are 35 stocks in the market's two hottest sectors that Wall Street loves\n\n\n By Philip van Doorn, MarketWatch \n\n\n Technology stocks are not among them \n\n\n Quick -- which stock sectors have been the best performers over the past month? The information technology sector is not among them. \n\n\n Here's how the 11 sectors of the benchmark S&P 500 Index have fared over the past month and for all of 2020 through Sept. 18: \n\nIndexPrice change - Aug. 18 through Sept. 18Price change - 2020 Materials4.6%6.8% Industrials2.5%-3.5% Financials0.0%-20.1% Real Estate-1.7%-8.4% Consumer Staples-1.8%0.6% Health Care-1.9%3.2% Utilities-2.9%-10.2% Information Technology-2.9%21.9% Communication Services-3.0%6.4% Consumer Discretionary-4.0%18.5% Energy-10.6%-45.1% S&P 500 Index-2.1%2.7% Source: FactSet \n\n All price changes in this article exclude dividends. \n\n\n You may be surprised to see the materials and industrials sectors leading over the past month, especially because so much of the financial media's focus has been on the FAANG stocks and Microsoft Corp. $(MSFT)$, whose combined market capitalization is $6.6 trillion, or 24% of the index's combined market cap, according to FactSet. \n\n\n Most of the FAANG + Microsoft group members have had a fantastic year, even with the declines over the past month: \n\nCompanyTickerPrice change - Aug. 18 through Sept. 18Price change - 2020 Facebook Inc. Class AUS:FB-3.7%23.0% Apple Inc.US:AAPL-7.5%45.5% Amazon.com Inc.US:AMZN-10.8%59.9% Netflix Inc.US:NFLX-4.5%45.2% Alphabet Inc. Class CUS:GOOG-6.3%9.2% Alphabet Inc. Class AUS:GOOGL-6.7%8.3% Microsoft Corp.US:MSFT-5.2%27.1% Source: FactSet \n\n You may have to scroll the table to the right to see all the data. \n\n\n Among these six companies, only Apple Inc. $(AAPL)$ and Microsoft are in the technology sector, while Facebook Inc. (FB), Netflix Inc. $(NFLX)$ and Alphabet Inc. $(GOOGL)$ (GOOGL) are in the communications services sector (also having a banner year) and Amazon.com Inc. $(AMZN)$ is in the consumer discretionary sector. \n\n\n But the cap-weighting of the S&P 500 means investors might not realize that 58% of those 500 stocks have actually declined during 2020. \n\n\n Turning back to the materials and industrials sectors, Jefferies analyst Steven DeSanctis wrote in a note to clients on Monday that he was confident about his \"overweight\" recommendation for both because of improving macroeconomic conditions. \n\n\n He cited a weakening dollar, greater demand from China and rising commodity prices for the materials sector, and improving industrial-supply numbers as well. He added that recent earnings-estimate revisions among analysts for the two sectors were positive and that tech-stock valuations were looking ripe. \n\n\n DeSanctis is actually focused on small-cap and mid-cap stocks. If we expand beyond the S&P 500 to the S&P 1500 Composite Index (which also includes the S&P Small Cap 600 Index and the S&P Mid Cap 400 Index), there are 324 stocks in the materials and industrials sectors. Narrowing the list, there are 223 companies with market capitalizations of at least $1 billion that are covered by at least five sell-side analysts. Among these 223, 35 have \"buy\" or equivalent ratings among at least 75% of analysts. \n\n\n Here they are, sorted by implied 12-month upside potential, based on consensus price targets (scroll the table at the bottom, to the right, to see all the data): \n\nCompanyTickerIndustryShare 'buy' ratingsClosing price - Sept. 18Cons. Price targetImplied 12-month upside potentialPrice change - Aug. 18 through Sept. 18Price change - 2020 Patrick Industries Inc.US:PATKHomebuilding100%$51.74$80.6756%-19.5%-1.3% Harsco Corp.US:HSCMetal Fabrication83%$15.34$20.7535%4.7%-33.3% Applied Industrial Technologies Inc.US:AITWholesale Distributors100%$55.85$75.4035%-11.6%-16.3% Curtiss-Wright Corp.US:CWAerospace and Defense100%$98.70$127.0029%-4.3%-29.9% Cubic Corp.US:CUBAerospace and Defense88%$44.37$56.8628%-3.4%-30.2% L3Harris Technologies Inc.US:LHXAerospace and Defense95%$185.21$236.4528%2.3%-6.4% Raytheon Technologies Corp.US:RTXAerospace and Defense75%$62.35$79.0027%0.4%-29.4% MasTec Inc.US:MTZEngineering and Construction100%$43.46$54.8226%-4.4%-32.3% Ashland Global Holdings Inc.US:ASHChemicals: Specialty82%$71.07$88.6025%-6.9%-7.1% Ingevity Corp.US:NGVTChemicals: Major Diversified78%$55.58$68.8924%-5.5%-36.4% SkyWest, Inc.US:SKYWAirlines100%$33.75$41.6723%10.7%-47.8% Mercury Systems Inc.US:MRCYElectronic Equipment/ Instruments82%$75.27$92.8023%-2.0%8.9% Univar Solutions Inc.US:UNVRWholesale Distributors78%$18.38$22.2221%1.8%-24.2% Carlisle Cos. Inc.US:CSLMiscellaneous Manufacturing89%$122.41$147.7521%-2.9%-24.4% SPX Corp.US:SPXCIndustrial Conglomerates83%$43.50$52.0020%-0.8%-14.5% Minerals Technologies Inc.US:MTXChemicals: Specialty100%$49.67$59.0019%-4.1%-13.8% Dycom Industries Inc.US:DYEngineering and Construction86%$55.39$65.0017%17.3%17.5% Atlas Air Worldwide Holdings Inc.US:AAWWAir Freight/ Couriers83%$61.23$71.8317%4.6%122.1% AecomUS:ACMEngineering and Construction80%$39.97$46.4416%4.7%-7.3% Teledyne Technologies Inc.US:TDYAerospace and Defense100%$325.07$376.0016%1.6%-6.2% Northrop Grumman Corp.US:NOCAerospace and Defense77%$341.50$394.9516%1.2%-0.7% \n\n (MORE TO FOLLOW) Dow Jones Newswires\n\n\n September 21, 2020 11:28 ET (15:28 GMT)\n\n\nMW Here are 35 stocks in the market's two hottest -2-\n\nTimken Co.US:TKRMetal Fabrication90%$55.77$64.0015%2.6%-1.0% Arcosa Inc.US:ACATrucks/ Construction/ Farm Machinery100%$45.40$51.8014%0.5%1.9% Jacobs Engineering Group Inc.US:JEngineering and Construction94%$94.11$104.9211%4.7%4.8% FMC Corp.US:FMCChemicals: Agricultural86%$110.56$123.1111%1.3%10.8% DuPont de Nemours Inc.US:DDChemicals: Major Diversified83%$59.29$65.2010%4.0%-7.6% Chart Industries Inc.US:GTLSIndustrial Machinery87%$71.31$78.079%-1.1%5.7% Builders FirstSource Inc.US:BLDRBuilding Products90%$31.71$34.409%7.5%24.8% Ametek Inc.US:AMEElectrical Products76%$100.71$108.878%-0.9%1.0% Generac Holdings Inc.US:GNRCElectrical Products77%$182.68$195.907%0.6%81.6% Quanta Services Inc.US:PWREngineering and Construction100%$51.90$55.547%3.1%27.5% XPO Logistics Inc.US:XPOTrucking75%$86.69$92.176%7.1%8.8% Vicor Corp.US:VICRElectronic Components80%$79.90$83.004%-1.5%71.0% IAA Inc.US:IAASpecialty Stores100%$51.05$52.252%5.9%8.5% Sunrun Inc.US:RUNElectric Utilities89%$60.86$50.61-17%31.4%340.7% Source: FactSet \n\n Don't miss: It's time for income-seeking investors to take a fresh look at these 28 utility stocks \n\n\n -Philip van Doorn; 415-439-6400; AskNewswires@dowjones.com \n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n September 21, 2020 11:28 ET (15:28 GMT)\n\n\n Copyright (c) 2020 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1505,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":27,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/974278632"}
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