End of the Year Push for Stocks

Will good employment report continue the end of the year push for stocks? Which sectors will be the winner in 2014 and possibly in 2015? Some of the top performing industries are office supplies, silver, hospitals, national investment brokerage, etc.

Top 2014 Stocks

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of 0.42%. NASDAQ Composite has a weekly return of -0.23%. Dow Jones Industrials Average has a weekly return of 0.78%. The small cap (Russell 2000) has a return of 0.81%.

Best weekly performance of industry stocks of week 49, 2014 (December 1, 2014 – December 7, 2014) are:

1. Office Supplies 5.85%
2. Silver 5.53%
3. Hospitals 5.25%
4. Internet Service Providers 4.94%
5. National Investment Brokerage 4.64%
6. Trucks & Other Vehicles 4.59%
7. Synthetics 4.50%
8. Newspapers Publishing 3.45%
9. Gaming Activities 3.10%
10. Auto Dealerships 3.08%
11. Auto Parts Stores 2.84%

Top Mid Cap Growth ETFs 2014

Mid cap growth ETFs invest most of assets in stocks of U.S. medium sized companies with high potential growth. These ETFs may provide little to no dividend income for investors. ETFs are traded like stocks and can provide better tax strategies for investors.

Mid Growth Funds

These top performers are sorted based on its 1 year total return performance (up to November 27, 2014). You can find this best ETF funds review from this article. Other fund information can be found below such as expense ratio, Morningstar rating, fund’s NAV, holdings, yield, etc.

Top performing mid cap growth ETFs 2014 are:

1. Vanguard Mid-Cap Growth ETF (VOT)
2. PowerShares DWA Momentum ETF (PDP)
3. iShares Russell Mid-Cap Growth (IWP)
4. iShares Morningstar Mid-Cap Growth (JKH)
5. RevenueShares NavellierOverall A-100 ETF (RWV)
6. PowerShares Fundamental Pure Mid Growth ETF (PXMG)
7. iShares S&P Mid-Cap 400 Growth (IJK)
8. Vanguard S&P Mid-Cap 400 Growth ETF (IVOG)
9. First Trust Multi Cap Gr AlphaDEX ETF (FAD)
10. SPDR® S&P 400 Mid Cap Growth ETF (MDYG)

Fidelity Advisor New Insights Fund (FNIAX)

Fidelity Advisor New Insights Fund (FNIAX) is a large growth mutual fund. The fund objective is to provide capital appreciation. This equity fund may invest in stocks of companies whose value the adviser believes is not fully recognized by the public.

FNIAX Fund Profile

• Fund Inception Date: 07/31/2003
• Ticker Symbol: FNIAX
• CUSIP: 316071208
• Beta (3yr): 0.96
• Rank in category (YTD): 55%
• Category: Large Growth
• Distribution Yield: 0%
• Capital Gains: -
• Expense Ratio: 0.94%
• Net Assets: $ 27.9 billion
• Number of Years Up: 8 years
• Number of Years Down: 2 year
• Annual Turnover Rate: 79%

Fidelity Advisor New Insights Fund Performance

This large growth fund has no dividend yield. The fund managers are William Danoff and John D. Roth. The current total assets are $27.9 billion. The expense ratio fee is 0.94%. This class A fund has a sales load of 5.75%. The current share price is $28.31.

The Rise of Anti-Oil Stocks 2014

We have seen the rise of anti-oil stocks during this week of 48, 2014. Will these stocks maintain its performance for near future or not? Some of the top performing industries are major airlines, memory chips semiconductor, etc.

Top Anti-Oil Stocks

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of 0.24%. NASDAQ Composite has a weekly return of 1.67%. Dow Jones Industrials Average has a weekly return of 0.17%. The small cap (Russell 2000) has a return of 0.11%.

Best weekly performance of industry stocks of week 48, 2014 (November 24, 2014 – November 30, 2014) are:

1. Major Airlines 8.93%
2. Photographic Equipment & Supplies 8.64%
3. Memory Chips Semiconductor 8.10%
4. General Entertainment 5.50%
5. Regional Airlines 5.49%
6. Diversified Computer Systems 5.30%
7. Jewelry Stores 5.16%
8. Technical & System Software 4.71%
9. Life Insurance 4.60%
10. Diversified Entertainment 4.40%
11. CATV Systems 4.31%
12. Sporting Goods Stores 4.22%
13. Periodicals Publishing 4.09%
14. Trucking 4.02%
15. Broad Line Semiconductor 3.78%

Collapse of Oil Stocks 2014

We recently saw the collapse of oil stocks in 2014. Will these oil stocks finally bottom or not? This article will check into the worst performer stocks for the past 1 week.

Worst Industry Stocks

The following is the worst industry stocks:

1. Independent Oil & Gas -11.93%
2. Oil & Gas Equipment & Services -11.30%
3. Silver -8.61%
4. Oil & Gas Drilling & Exploration -8.08%
5. Basic Materials Wholesale -7.58%
6. General Contractors -7.39%
7. Gold -6.73%
8. Major Integrated Oil & Gas -6.24%
9. Shipping -5.84%
10. Oil & Gas Pipelines -4.54%
11. Technical Services -4.47%
12. Heavy Construction -4.40%
13. Oil & Gas Refining & Marketing -3.91%
14. Industrial Metals & Minerals -3.67%
15. Regional - Southwest Banks -3.52%
16. Copper -3.32%
17. Paper & Paper Products -3.27%
18. Specialty Chemicals -3.17%
19. Office Supplies -3.15%
20. Railroads -3.01%

Oil Sector Stocks

Worst performing independent oil & gas stocks are:

1. Quicksilver Resources Inc. (KWK) -51.45%
2. Forest Oil Corporation (FST) -47.22%
3. Energy XXI Ltd. (EXXI) -44.54%
4. Goodrich Petroleum Corp. (GDP) -41.21%
5. Penn Virginia Corporation (PVA) -37.74%

Top Core Funds Closed End Funds 2014

Core funds or large blend funds are investing mainly in large companies stocks. These funds may provide instant diversification for investors. Some of these core funds may provide income for investors. The funds objective is to provide total return including capital growth & income.

Large Blend Funds

Closed end funds (CEFs) are popular among retiree or value investors. Investors may get better income and return from these funds due to its unique features. The closed end funds are traded like stocks or exchange traded funds (ETFs).

These best performing core funds closed end funds are sorted based on its 1 year total return up to November 23, 3014. You may find other fund review information: expense ratio, fund’s NAV, management, objective, yield, top holdings, etc.

Top core funds closed end funds 2014 are:

1. Guggenheim Equal Weight Enhanced Equity Income Fund (GEQ)
2. Adams Express Company (ADX)
3. Denali Fund (DNY)
4. Cohen & Steers Closed-End Opportunity Fund (FOF)
5. Tri-Continental Corp (TY)
6. Zweig Fund (ZF)
7. Boulder Total Return Fund (BTF)

ClearBridge Energy MLP Fund (CEM)

ClearBridge Energy MLP (CEM) is another popular closed end fund. This CEF invests mainly in companies of Master Limited Partnerships issued in the energy sector. This equity fund objective is to provide high level of total return. It also has a high yield for income.

CEM Fund Details

• Fund Inception Date: 06/25/2010
• Ticker Symbol: CEM
• CUSIP: 184692101
• Rank in category (YTD): 77%
• Category: US Equity-MLP
• Distribution: 5.90%
• Effective Leverage: 20.29%
• Capital Gains: -
• Base Expense Ratio: 1.42%
• Net Assets: $ 2.75 billion
• Annual Turnover Rate: 21%
• Exchange: NYSE

This MLP closed end fund is managed Michael Clarfeld , Chris Eades , Richard Freeman, and Peter Vanderlee. It has a high dividend yield of 5.90%. The total expense fee is 2.20% per year. This leveraged fund was introduced to investors in June 2010.