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FANG, NOSH or SLAM (2015 stocks)

FANG, NOSH or SLAM ("the" 2015 stocks)

Ever heard of the famous "herd-stocks": FANG >> FB, AMZN, NFLX, Alphabet(Google), or 
NOSH >> NIKE, O'Reilly, Starbucks, Home Depot? All delivered a great outperformance versus S&P 500 in the year 2015:

FANG, NOSH (2015)
Following comparison betweeen the FANG & the NOSH Group outlays the 2,5%-performance, which these 8 stocks cumulatively added to the S&P 500-index in the period Jan. 2015 - Nov. 2015:

FANG, NOSH versus S&P 500 (Jan. 2015-Nov. 2015)

Thinking about NOSH I came up with my other selection of stocks, which were nice to be held in the wobbly 2015:
>> my own word/group-creation "SLAM": Skechers, Lowe's, Autozone, McDonald's.
Whether it's SKX, LOW, AZO, or MCD, all of them delivered a nice Outperformance versus the broad US-Stock-Market.

The reasons for the outperformance of these stocks my be found in the sustainable trends in the subcategories:
AutoParts, Food/Services, Online, Home Improvement Stores

Disclaimer: Ralph Gollner hereby discloses that he directly ownes some of the securities mentioned above (as per 3rd January 2016): FB, Alphabet, LOW, MCD (indirectly); During HY2-2015 I sold following stock-positions: AMZN, SKX

pic-source: http://www.zerohedge.com