Green Book July 2006
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Featured Articles
Attractive Groups Based On Group Insider Scores
During the last few months, we have been looking at the Insider Selling and Buying among various broad sectors and have also recently been presenting those specific equity industry groups that currently have the best scores based on the insider patterns of selling and buying.
Health Care's Top 20 Stocks
Highlight on the Health Care sector: Relative Valuations, Top Twenty Components, P/E Ratios, PSR, and Gross Profit Margins.
Inflation Watch
CPI still expected to decelerate over the next four months as current readings get compared to above average readings a year ago. The final three months of the year, however, could be another story.
Market Leaders Examined...The First Shall Become The Last
Stocks that had performed the best over the previous 11 month period got punished the worst in the declining market.
Mutual Fund Flow…..Cracks Forming In Public Confidence
Both domestic and foreign markets have seen confidence crushing declines, causing many investors to pull cash from equity holdings and perhaps direct that cash into safer havens.
New Select Industries Group Position– Life Science Tools & Services
New group holding established in Life Sciences Tools & Services, a relatively new S&P group that provides products and services to the Pharmaceutical and Biotech industries.
Q2 Market Action
For the first time since the market low in March 2003, many investors got a chance to remember what a good old fashioned correction felt like.
Show Me The Cash
Which S&P sectors have the most cash, and how may it be put to use?
The VIX: Another View On Buy Signals
There does appear to be some validity to using relative highs on the VIX as short term Buy indicators.
View From The North Country
Half time update. Leuthold looks back at December 2005 predictions. Additional comments on Inflation, Corporate Earnings, The Dollar, Oil Prices, Gold, and Federal Budget Deficit.
What Does Market Sentiment Look Like?
The month’s “Of Special Interest” examines Attitudinal portion of the Major Trend to assess whether the market hit an important bottom during May to June market decline.
Table of Contents
Stock Market
- View From The North Country
- Q2 Market Action
- Market Leaders Examined...The First Shall Become The Last
- Show Me The Cash
- The VIX: Another View On Buy Signals
- Mutual Fund Flow…..Cracks Forming In Public Confidence
Of Special Interest
Macro Monitor
Equity Strategies
- New Select Industries Group Position– Life Science Tools & Services
- Health Care's Top 20 Stocks
- Attractive Groups Based On Group Insider Scores
Inflation Watch
Attractive Groups Based On Group Insider Scores
During the last few months, we have been looking at the Insider Selling and Buying among various broad sectors and have also recently been presenting those specific equity industry groups that currently have the best scores based on the insider patterns of selling and buying.
Health Care's Top 20 Stocks
Highlight on the Health Care sector: Relative Valuations, Top Twenty Components, P/E Ratios, PSR, and Gross Profit Margins.
Inflation Watch
CPI still expected to decelerate over the next four months as current readings get compared to above average readings a year ago. The final three months of the year, however, could be another story.
Market Leaders Examined...The First Shall Become The Last
Stocks that had performed the best over the previous 11 month period got punished the worst in the declining market.
Mutual Fund Flow…..Cracks Forming In Public Confidence
Both domestic and foreign markets have seen confidence crushing declines, causing many investors to pull cash from equity holdings and perhaps direct that cash into safer havens.
New Select Industries Group Position– Life Science Tools & Services
New group holding established in Life Sciences Tools & Services, a relatively new S&P group that provides products and services to the Pharmaceutical and Biotech industries.
Q2 Market Action
For the first time since the market low in March 2003, many investors got a chance to remember what a good old fashioned correction felt like.
Show Me The Cash
Which S&P sectors have the most cash, and how may it be put to use?
The VIX: Another View On Buy Signals
There does appear to be some validity to using relative highs on the VIX as short term Buy indicators.
View From The North Country
Half time update. Leuthold looks back at December 2005 predictions. Additional comments on Inflation, Corporate Earnings, The Dollar, Oil Prices, Gold, and Federal Budget Deficit.
What Does Market Sentiment Look Like?
The month’s “Of Special Interest” examines Attitudinal portion of the Major Trend to assess whether the market hit an important bottom during May to June market decline.
Stock Market
- View From The North Country
- Q2 Market Action
- Market Leaders Examined...The First Shall Become The Last
- Show Me The Cash
- The VIX: Another View On Buy Signals
- Mutual Fund Flow…..Cracks Forming In Public Confidence
Of Special Interest
Macro Monitor
Equity Strategies
- New Select Industries Group Position– Life Science Tools & Services
- Health Care's Top 20 Stocks
- Attractive Groups Based On Group Insider Scores