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Strategies & Market Trends : John Pitera's Market Laboratory

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To: The Ox who wrote (18677)1/31/2017 10:21:06 AM
From: robert b furman1 Recommendation

Recommended By
John Pitera

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Hi John and OX,

If you look at what the semi equipment big caps have done: amat ,klac, lrcx, ter, they have all recently had a big run up to new all time highs.

stockcharts.com

Now look at the secondary and tertiary semi equipments: brks, cohu, rtec,form,klic:

stockcharts.com

Generally the small caps have a run yet to go in order to catch up to the big cap brothers.

By the time this market completes its topping process ( assuming it is not different this time) the smaller caps will have out performed the big caps on a percentage basis.

Makes me think the Russell will shake out harder but in the end out perform. JMHO

Bob
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