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Pascal
09-22-2013, 08:40 AM
Over the past days, we have created 16 new sectors in different industry groups.

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The most important change is related to stocks that do most of their business on-line.

The Internet Content includes the search engines and stocks that are difficult to categorize in other groups.

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The internet Retail includes the companies that operate on-line merchant sites

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The Social Media sector includes the companies that raise revenue through advertisement on their web site. It is the old "eye ball" type of business model.

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Then the Software Game sector represents mostly on-line software companies.

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On the Software security, we have also included companies that provide wireless security

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Finally, the prototyping sector mostly represent the 3D printing stocks.

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I believe that these new sectors will allow us to have a more accurate stock selection but also a better grasp when sector rotation occurs.


Pascal

PS: If you know of other stocks that trade at least 300K shares on a daily base that should be included on these groups, do not hesitate to propose them.

Mike
09-22-2013, 12:19 PM
Internet Gaming:

Giant Interactive (GA), trades almost a million shares per day
Take-Two Interactive (TTWO), trades 5.7 million shares per day
Perfect World (PWRD), trades 650,000 shares per day

Mike
09-22-2013, 12:24 PM
Internet Retail:

Shutterstock (SSTK), 3.4m shares per day
Shutterfly (SFLY), 580K shares per day

Mike
09-22-2013, 12:28 PM
Software Security:

AVG, 1.4M shares per day
CHKP, 1.4M shares per day
FTNT, 3.5M shares per day

Pascal
09-22-2013, 12:40 PM
Thank you Mike.
I will include these too.


Pascal