Airlines

While their scores remain strong, the underlying factor strength has shifted as these stocks have soared. Our quantitative disciplines and a compelling underlying fundamental story are keeping us in flight.

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This group has been Attractive since March, and currently ranks fourth in our Group Scoring model. We think an improving fundamental story, coupled with a strong GS Score, is emerging from this ravaged industry. 

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Establishing new Select Industries equity portfolio holding in Airlines.

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Leuthold shares summary comments on various subjects, such as Consumer Sentiment, and the dollar, among others. Also, airlines as growth stocks (?) and the 2006 Elections: the Incumbent advantage still dominates.

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So why do we still hold a position in Airlines? Short answer is: “Opinions are for show,but the numbers are for dough.”   GS Score still rates group high in Attractive zone.

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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.

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Sector employed in equity portfolio (Jan. 1997).

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A new sector “Buy The Numbers” is being added to the equity model this month. It is a hybrid quantitative theme that has been in the development stage at The Leuthold Group for a number of months.

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Snow Emergency Declared At The Leuthold Group...Holiday Wishes To All...Polling The Pro's (Leuthold Clients)...Northwest Airlines Battle Rages On...Mike Hamilton Frequent NWA Flier And Constant Skeptic Of NWA's Financial Aid Package

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In September and October, we viewed the improved market action of the “Airlines” as possibly only a knee jerk response to lower oil prices. But in November, oil prices strengthened and so did the airlines. Clearly, more was going on than just lower oil prices.

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A Swede jumps ship at the Leuthold Port, a month of much research recapped, hypocrites on the Hill and Airline miseries.

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Update on the coming Japanese Oil Patch invasion: We are now even more convinced, it is only a matter of time.…ARFF (Angry Revengeful Frequent Flyers) – You too can be a member!

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We are establishing a new 6% position in the airlines this month. I just heard five Wall Street firms put out new buy recommendations today. Let us hope the crowd is not always wrong.

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The February 23 memo advised clients of new tactical move into a package of major airlines, a 6 to 12-month tactical play. The sharp 23% decline in Airlines since Jan. 20 is viewed as a rare second opportunity to buy an industry in the midst of a profit surge at pre-recognition levels.

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