The TL20 group of stocks to consider is having a better November so far than the broader market. The group declined two percent last week, better than the nearly six percent sell-off of the Nasdaq Composite Index. With the group now halfway through earnings reports, the results have been pretty good.

With eleven of ten having reported, the majority of the reports have been better than expected, and the forecasts, for those that forecasted, have been better than expected. And the average stock “pop” following the report has been a decent four percent.

Arista Networks has been the big start of the season, reporting better-than-expected results this past Monday, and a stunning forecast for the year ahead when it held its analyst day on Thursday.