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Retail and Manufacturing Stocks Breaking Out

|Includes:AutoZone, Inc (AZO), BLL, BWA, CAT, CMI, DF, EL, FMC, FOSL, GWW, HLF, LEA, NDSN, NEU, PII, PNRA, RL, ROP, SJM, TTC, UNP

Following 2 impressive days of market action (which in turn was preceded by some relative VIX panic spikes hitting Top Bands), on the new 5-year high list today are some interesting names that seem to be grouped into a couple of sectors:

Dominating the list of new multi-year highs are what I would call Retail/Consumer type names such as: 

Autozone (NYSE:AZO)
Polo Ralph Lauren (NYSE:RL)
Panera Bread (NASDAQ:PNRA)
Estee Lauder (NYSE:EL)
Fossil (NASDAQ:FOSL)
Herbalife (NYSE:HLF)
JM Smucker (NYSE:SJM)


As well as Industrial/Manufacturing types (some consumer manufacturing) such as:

WW Grainger (NYSE:GWW)
Cummins (NYSE:CMI)
Lear (NYSE:LEA)
Union Pacific (NYSE:UNP)
Caterpillar (NYSE:CAT)
Polaris (NYSE:PII)
BorgWarner (NYSE:BWA)
Toro (NYSE:TTC)


Other manufacturing type names in a variety of sectors are also hitting highs, including NewMarket (NYSE:NEU), FMC Corp (NYSE:FMC), Nordson (NASDAQ:NDSN), Roper (NYSE:ROP), Ball (NYSE:BLL).

A noteworthy name that was making multi-year lows recently is Dean Foods (NYSE:DF) a big maker of dairy products that may be being hurt by store brands and a large debtload.

Do your own research (both technical and fundamental, depending on your trading/investing strategy), but there certainly are some interesting names breaking out this week on the market rally.

Disclosure: No positions.

Stocks: AZO, RL, PNRA, EL, FOSL, HLF, SJM, GWW, CMI, LEA, UNP, CAT, PII, BWA, TTC, NEU, FMC, NDSN, ROP, BLL, DF