Equity Strategies Group-Level Analysis Of The Equity Markets
Highlighted Attractive Groups
Airlines, Asset Management & Custody Banks, and Automotive Retail all have attractive Valuations and strong VLT Momentum.
Do Health Care Stocks & Elections Mix?
A look at Health Care groups’ historical performance both pre-election and post-election; we identify past trends of leaders and laggards in each period.
Highlighted Attractive Groups
We examine the factor category strength behind Auto Parts & Equipment, Household Durables, and Paper Packaging. Each of these groups has rated Attractive or High Neutral for two consecutive months.
Housing Theme Framed Among Top GS Scores
Attractive-rated groups include Building Products, Homebuilding, and Household Durables—these three groups possess similar industry drivers and thus exhibit highly-correlated stock returns.
Highlighted Attractive Groups
We examine the factor category strength behind Apparel Retail, Life Sciences Tools & Services, and Technology Hardware Storage & Peripherals.
A Theme Develops Among “Unsexy” Tech; Semi Equipment Purchased
The semiconductor industry is a theme among our most highly-rated groups. Currently both the Semiconductors group (design and manufacture semiconductors) as well as its suppliers, Semiconductor Equipment, rate Attractive.
Highlighted Attractive Groups
We examine the factor category strength behind Food Retail & Distributors, Homebuilding, and Water Utilities.
Electronic Manufacturing Services: Attractive
The EMS group (from the Info Tech sector) now ranks as the third highest of 115 industries.
Highlighted Attractive Groups
We examine the factor category strength behind Commodity Chemicals, Hypermarkets & Super Centers, and Semiconductor Equipment.
Energy Sector: Too Much Risk Taking As Oil Price Bounced
Despite recent bounce among stocks in the Energy sector, the GS Scores still rate Energy groups poorly.
Specialty Chemicals & Gases Soars To Attractive
In conjunction with Materials’ solid rise in our sector rankings, we purchased Specialty Chemicals & Gases in the Select Industries Portfolio.
Glamour Growth Stocks: Better For The Long Haul
Are Glamour Growth stocks a good investment? Using data from the past 30 years, we found very different outcomes depending on the duration of investment. The best results are attained with a long-term holding period in mind.
Highlighted Attractive Groups
Materials leapt five spots to #3 in our broad sector rankings. Industrials remains the highest rated sector.
Building Products Group = Attractive
We recently purchased the Building Products group in our Select Industries Portfolio. Strong trends in existing U.S. home sales and the remodeling market, coupled with slow but steady growth in new construction, should bode well for future Building Products group performance.
Highlighted Attractive Groups
Air Freight & Logistics, Commercial Services, and Electronic Manufacturing Services caught our eye this month.
Insurance Theme Intact Among Top GS Scores
Group Selection (GS) Score strength among insurance-related industry groups has been a long-running theme within our quantitative framework.
Update: U.S.-Listed Chinese Companies Going Private
An update on a topic we’ve covered twice before—the wave of U.S.-listed Chinese companies that were mulling over going private. Because of relatively large discounts to offer prices, the taking-private targets represent a unique lower-risk investment opportunity.
Highlighted Attractive Groups
Food Retail & Distributors, Leisure Products, and Trading Companies & Distributors caught our eye this month.
Our Most Contrarian Group Ideas
We use our Group Selection (GS) Scores to identify the potential for a catalyst, and to gauge the health and future performance potential of those groups out of favor by analysts.
Purchased Specialized Finance: GS Score Surges
We see solid prospects for potential industry growth; consolidation and a full-blown industry evolution have resulted in group constituents having more in common than ever before.
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