Related by context. Frequent words. (Click for all words.) 54 financials 51 industrials 50 stocks 50 consumer staples 50 Industrials 50 subsectors 49 Consumer Durables 49 sector 49 Financials 49 MARKET SPX 48 subsector 48 cyclicals 48 relative outperformance 48 cyclical 48 midcap stocks 48 overweighting 48 sectors 47 valuation multiples 47 non durables 47 indices 47 subindex 46 increasingly commoditized 46 underweighting 46 BSE FMCG index 46 Consumer Discretionary 46 TWST What 46 XOI 46 outperformance 46 midcaps 45 midcap 45 relative underperformance 45 earnings 45 subindexes 45 S & 45 Conglomerates 45 durables 45 Relative Strength 45 market 44 frontline indices 44 smallcaps 44 KLA Tencor KLAC 44 consumer durables 44 downtick 44 underweighted 44 GSPM 44 pharma 44 indexes 44 analyst Matthew Fassler 43 Broader stock 43 Inc. NASDAQ BIDU 43 P Es 43 markets 43 VPRT 43 CNX IT 43 trends 43 Sensex Nifty 43 outperformer 43 outperformers 43 countertrend 43 Outperforming 43 macro headwinds 43 SPX 43 mean reversion 43 attractively valued 43 Profit Margin 43 www.standardandpoors.com indices 43 valuations 42 Midcaps 42 hardlines 42 AMZN 42 Ashwani Gujral 42 Broader indices 42 Infosys Satyam 42 Sectors 42 Select Sector 42 laggards 42 cyclically 42 F5 Networks FFIV 42 attractive valuations 42 PE multiples 42 megatrend 42 Levkovich 42 SPDR XLF 42 NASDAQ Composite 42 TRIN 42 SOXX 42 Sector Wrap 42 Ciena CIEN 42 emerging markets 42 smallcap stocks 42 rerating 42 Consumer durables 42 underlying fundamentals 42 CTSH 42 XLY 42 midcap index 42 verticals 42 National Semiconductor NSM 42 cyclical upturn 42 Brands YUM 42 contrarian perspective