E ADR Best And Worst Report – December 15, 2014

Since 2010, the average return of our weekly best scoring ADRs have outpaced the MSCI EAFE by a median 465 bps over the following year, with no turnover.

The average ADR score is 43.54, below the four week moving average score of 48.27. The average ADR is trading -27.07% below its 52 week high, -10.69% below its 200 dma, has 3.83 days to cover held short, and is expected to post EPS growth of 17.48% next year.

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The top scoring ADR sector is services (SIG, ZNH, GSH, CEA, CUK, RYAAY, OMAB). Healthcare (RDY, FMS, LUX, RHHBY, NVS, NVO) and consumer goods (AMCRY, TTM, NSRGY, FBR, BUD) also score above average. Financials score in line. Utilities, technology, basics, and industrial goods score below average.

The best scoring zone is the Middle East (NICE, PTNR), followed by No. America/Canada (BCE, RY, BMO). The top regions are MENA, North America/Canada, and UK/Ireland (CUK, RYAAY, ARMH, BSYBY, PUK). The best countries include Israel (NICE, PTNR), Bermuda (SIG, AXS, SFL), Hong Kong (HKTV, SMI, MPEL), Argentina (BMA, BFR, GGAL), and Canada.

 

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