Equity Strategies Group-Level Analysis Of The Equity Markets

Proceeds from the sales of the Rails were used to establish a new 8.1% position in “Deep Value” stocks.

• Read more

There remains considerable macro support for industrial commodities. 

• Read more

Highlight on the Health Care sector: Relative Valuations, Top Twenty Components, P/E Ratios, PSR, and Gross Profit Margins.

• Read more

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.

• Read more

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.

• Read more

Group deactivations allowed for purchase of two new equity groups: Undervalued & Unloved and Industrial Gases.

• Read more

Used market weakness in Tokyo to begin building position in Japanese equities.

• Read more

Establishing new Select Industries Equity Portfolio position in Homeland Security, which replaces the deactivated Home Entertainment Software.

• Read more

Group Selection Scores worked well in 2005. Buying top 20 ranked equity groups each month based on GS Scores produced a 19% gain for the year, well above the 3% S&P 500 performance (price only).

• Read more

Group has rated Attractive for the past two months, after bouncing between Neutral and Attractive throughout 2005.

• Read more

Industrial Metal equities far outpaced both the S&P 500 (up 3.5%) and our Leuthold Materials Sector Index (up 7.0%).

• Read more

Proceeds from group reductions were used to establish a new position in Application Software, which is currently one of four Attractively rated Tech groups.

• Read more

Reducing exposure to Independent Power Producers in the all equity Select Industries Portfolio. GS Scores still rank group Attractive, but we are concerned about the “spark spread”.

• Read more

The weakness in metal equities this month was, in our opinion, mainly driven by a healthy dose of profit taking.

• Read more

The Industrial Metals equity group was up a whopping 11.7% in September versus a 0.7% gain for the S&P 500 and a 4.0% gain for the Leuthold Materials Sector.

• Read more

Adding new 6% holding in Biotech stocks, replacing holdings from Distillers & Vintners as well as Fertilizers & Ag Chemicals (both groups deactivated).

• Read more

The YTD performance of the Industrial Metals equity group is particularly impressive when you consider that the group was down 13.7% through mid-May.

• Read more

Taking off with a flight on the Airlines. Added this contrarian play as a 5% portfolio holding. Group Selection Scores moved this group to Attractive in September, and most Airlines have made real progress reducing operating costs.

• Read more

Metal equities broke out above their trendline near the end of May, and have continued to rally since.

• Read more

We may be nearing a crossroads with our long-term holding in the Industrial Metals equities group.

• Read more