Equity Strategies Group-Level Analysis Of The Equity Markets
Scanning the Markets
A performance rundowns for Leuthold equity market sectors (and other measures), ranked by third quarter performance.
Scanning the Markets
A performance rundown for Leuthold equity market sectors (and other measures) ranked by August performance.
In Search of the Meaning of Life (Insurance)
We are activating the “Life Insurance” concept in September and plan to have an initial exposure of about 6% of our Model Equity portfolio. The sector has picked up on a relative basis in 1992, aided by declining interest rates, improved cost structures, and some reduction of concerns over real estate exposure.
Is It Time To Buy Japanese Stocks?
A pullback to 16000 or thereabouts could trigger some action on our part. One possible strategy we have discussed is an ADR package of major exporters.
Scanning the Markets
A performance rundown for Leuthold equity market sectors (and other measures) ranked by July performance.
Scanning the Markets
The DJIA managed to score a 2.6% gain in the second quarter and the S&P 500 edged up 1.1%. But for most managers, it was tough sledding, especially for the heroes of 1992.
Calling On the “Phones”
We are activating “The Phones” this month and plan a 5% position for this concept within our Model Equity Portfolio. Our goal is to provide a very defensive concept with reasonable P/E ratios and relatively high dividend yields in big liquid phone companies.
Scanning the Markets
A performance rundown for Leuthold equity market sectors (and other measures) ranked by May performance.
A New Risk Control Program: AdvantHedge
In 1988, Leuthold first presented his partners at Weeden and Company with the idea of a defensive short selling program designed for large pools of capital, employing only highly liquid large cap stocks selected on a highly disciplined quantitative basis.
Scanning the Markets
A performance rundown for Leuthold equity market sectors (and other measures) ranked by year to date performance.
Scanning The Markets
The table on the next page is a performance rundown for Leuthold equity market sectors (and other measures) ranked by February 1992 performance.
The Outlook Is Bright For "Consumer Lite"
The evidence is building.
Scanning The Markets
The table on the next page is a peformance rundown for our equity market sectors (and other measures) ranked by 1991 performance.
Scanning the Markets
A performance rundown for our equity market sectors (and other measures) ranked by November 1991 performance.
Scanning the Markets
A performance rundown for our equity market sectors (and other measures) ranked by October 1991 performance.
Playing the Bounce.....Stage One Revised List
In late October, clients were sent an Interim Memo containing a preliminary list of “bounce” stocks to consider buying in early November. This is the first of our two stage 1991 bounce strategy.
Developing Europe.... A New Conceptual Sector Commitment
After the initial burst of enthusiasm, the turmoil and troubles of the past two years have brought expectations back down to reality or below. We view this as a second and better opportunity to initiate a “Developing Europe” investment theme.
Scanning the Markets
A performance rundown for our equity market sectors (and other measures) ranked by September 1991 performance.
Scanning the Markets
A performance rundown for our equity market sectors (and other measures) ranked by August 1991 performance.
Growth Bargain Basket Screen…..Results Have Improved
A number of modifications were made in the screening process as we attempted to exclude stocks with fading earnings momentum. It appears our modifications have been effective.
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