Small-cap cyclicals get all the attention early in every economic expansion because year-over-year earnings comparisons look great coming off a depressed base.
In the past three months, analysts have hiked their estimates for Cemex's year 2000 earnings by 6.1%, as against a 1.4% gain for other Mexican cyclicals.
In an example of that, shares of international luxury-brand apparel and accessories retailer Michael Kors (KORS) is the top performer this year in the consumer cyclicals sector as tracked by Morningstar, with a 79% return.