Green Book March 2012
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Featured Articles
Are Low Volatility Equity Strategies The Panacea That People Are Talking About?
An examination of the low volatility stock anomaly and when it does or does not work... along with a look under the hood at the PowerShares Low Volatility ETF.
Asia Thematic Investing: “Advertising Spending Beneficiaries”
Leuthold’s Jun Zhu provides some color on a new thematic group: “Asia Advertising Spending Beneficiaries.”
Expecting A Little March Madness
Things seem calm on the surface… is a little March Madness in store?
New Bull Market - Or Up-Leg In An Old Bull?
Bull markets following economic versus “non-economic” bear markets—what’s the difference?
New Group Position: Computer & Office Hardware
The Computer & Office Hardware group had been rated Neutral as recently as December, but quickly moved up the GS Score rankings and received the second highest score in the latest calculations.
New Group Position: Integrated Oil & Gas
The Integrated Oil & Gas group was bought in the Select Industries Portfolio in late February. The group has been rated Attractive a majority of the time since November 2010.
Small Cap Stocks: Hard To Make The Numbers Work…
Leuthold’s Doug Ramsey takes an in depth look at historical Small and Large Cap cycles and offers insight as to where we stand now and what can be expected going forward.
Stock Market Observations
Under the “principle of alternation”—in which price patterns vary from cycle to cycle for the sole purpose of fooling market participants—the bull market is (in my view) unlikely to top out in the spring or winter of 2012.
Valuations At The Quintile Level
Valuations are sliced and explored from a different angle.
Table of Contents
Stock Market
- Expecting A Little March Madness
- Stock Market Observations
- New Bull Market - Or Up-Leg In An Old Bull?
- Are Low Volatility Equity Strategies The Panacea That People Are Talking About?
- Asia Thematic Investing: “Advertising Spending Beneficiaries”
Of Special Interest
Equity Strategies
Quant
Are Low Volatility Equity Strategies The Panacea That People Are Talking About?
An examination of the low volatility stock anomaly and when it does or does not work... along with a look under the hood at the PowerShares Low Volatility ETF.
Asia Thematic Investing: “Advertising Spending Beneficiaries”
Leuthold’s Jun Zhu provides some color on a new thematic group: “Asia Advertising Spending Beneficiaries.”
Expecting A Little March Madness
Things seem calm on the surface… is a little March Madness in store?
New Bull Market - Or Up-Leg In An Old Bull?
Bull markets following economic versus “non-economic” bear markets—what’s the difference?
New Group Position: Computer & Office Hardware
The Computer & Office Hardware group had been rated Neutral as recently as December, but quickly moved up the GS Score rankings and received the second highest score in the latest calculations.
New Group Position: Integrated Oil & Gas
The Integrated Oil & Gas group was bought in the Select Industries Portfolio in late February. The group has been rated Attractive a majority of the time since November 2010.
Small Cap Stocks: Hard To Make The Numbers Work…
Leuthold’s Doug Ramsey takes an in depth look at historical Small and Large Cap cycles and offers insight as to where we stand now and what can be expected going forward.
Stock Market Observations
Under the “principle of alternation”—in which price patterns vary from cycle to cycle for the sole purpose of fooling market participants—the bull market is (in my view) unlikely to top out in the spring or winter of 2012.
Valuations At The Quintile Level
Valuations are sliced and explored from a different angle.
Stock Market
- Expecting A Little March Madness
- Stock Market Observations
- New Bull Market - Or Up-Leg In An Old Bull?
- Are Low Volatility Equity Strategies The Panacea That People Are Talking About?
- Asia Thematic Investing: “Advertising Spending Beneficiaries”