Green Book July 1985
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Featured Articles
Bond Market Summary
The cyclical bull market still lives, but the best of the move is behind us. 9% T-bond yields should be realized in the next year or so, but shorter term not much upside action is expected from current levels. Actually, a correction seems more likely, maybe to 11.3%-11.5%.
Conceptual Screens July 1985
Jim Floyd has just completed a quarterly update on four stock selection screens. Some clients find this to be the most valuable work in our publications. Herein, you will find the new additions and deletions for our Undervalued & Unloved, Consumer High Growth, Growth Bargain Basket and Bank Double Plays.
Half Time
Drug stocks and Regional Banks helped us to a 21% gain in the first half of 1985, but are now being reduced. In the last half, our major bets are on technology, and selected cash cows, with perhaps a boost from consumer glamour growth stocks. Some consideration is also being given to an S&L play.
Inside the Stock Market
It didn’t seem like much, but June turned out to be all right. Net gains for the averages were in the 1-2% range, but our model gained close to 3%. Annualized, that’s not bad.
View from the North Country
South African Divestiture: The campaign against investing in companies doing business with South Africa is rapidly building momentum…TV Tulips: Recent prices paid for commercial TV properties may be tulip bulb prices… Will It Take a Crisis?: I am just about convinced that only a crisis can bring meaningful fiscal reform.
Table of Contents
Stock Market
Macro Monitor
Equity Strategies
Bond Market Summary
The cyclical bull market still lives, but the best of the move is behind us. 9% T-bond yields should be realized in the next year or so, but shorter term not much upside action is expected from current levels. Actually, a correction seems more likely, maybe to 11.3%-11.5%.
Conceptual Screens July 1985
Jim Floyd has just completed a quarterly update on four stock selection screens. Some clients find this to be the most valuable work in our publications. Herein, you will find the new additions and deletions for our Undervalued & Unloved, Consumer High Growth, Growth Bargain Basket and Bank Double Plays.
Half Time
Drug stocks and Regional Banks helped us to a 21% gain in the first half of 1985, but are now being reduced. In the last half, our major bets are on technology, and selected cash cows, with perhaps a boost from consumer glamour growth stocks. Some consideration is also being given to an S&L play.
Inside the Stock Market
It didn’t seem like much, but June turned out to be all right. Net gains for the averages were in the 1-2% range, but our model gained close to 3%. Annualized, that’s not bad.
View from the North Country
South African Divestiture: The campaign against investing in companies doing business with South Africa is rapidly building momentum…TV Tulips: Recent prices paid for commercial TV properties may be tulip bulb prices… Will It Take a Crisis?: I am just about convinced that only a crisis can bring meaningful fiscal reform.