Bounce
Playing The Bounce Update: Bounce Was Trounced In January
Bounce stocks were trounced in January, especially small caps which plunged 19.3%.
Playing The Bounce Update: So Far, A Very Good Bounce Season
December Bounce performance was especially good for small caps.
Playing The Bounce Update: We Are Now In The Traditional “Bounce” Season
These stocks began bouncing in October…..significantly outperforming the S&P 500 and also beating the NASDAQ’s 4.1% October gain.
Playing The Bounce Update: We Are Now In The Traditional “Bounce” Season
Majority of this year’s “Playing The Bounce” list are Tech related names, re-enforcing our belief that the Tech stocks will continue to outperform on a tactical basis.
Playing The Bounce 2004-2005
Presenting our “Playing The Bounce” strategy, along with all the qualifying stocks. Many are Tech stocks. We may “Play The Bounce” within the asset allocation portfolios in coming weeks as market conditions present themselves.
Playing The Bounce Season Approaching
An initial screen for potential bounce candidates compiled in late August turned up a list well in excess of 200 names, highly concentrated in the Technology sector.
Playing The Bounce Update: Moderate Bounce In January
This year’s performance (through January 30th) was relatively good, but somewhat below past years’ typical results.
Playing The Bounce Update: Small Bounce In November And December
The 2003 performance through December 31st was relatively good, but somewhat below past years results.
Playing The Bounce Update: Small Bounce In November
There seems to be some decent performance coming from the large cap bounce stocks.
Playing The Bounce 2003-2004
This month’s “Of Special Interest” is an update of our annual “Playing The Bounce” exercise, in which we try to uncover stocks poised for a rebound after the tax selling abates.
Playing The Bounce Update: Feeble Bounce In January From Small/Mid Cap Components
The January Effect still lives…..it just comes a month earlier, in December.
Playing The Bounce Update: Trounced Instead Of Bounced In December
Despite the poor December performance, the total returns from October through December 31st were not too bad compared to the S&P 500.
Playing The Bounce Update: Big Bounce In October/November
It has so far been a great period for the October bounce stocks (with a big boost for the market itself).
Playing The Bounce Update
The Leuthold Group is not currently “Playing The Bounce,” but may do so in December, depending on market conditions.
“Playing The Bounce” 2002-2003
For those clients who may be interested, suggest reviewing qualifiers with a critical eye.
Bounce Update: No Bounce In January
We decided to Play The Bounce late in December. Window dressing and some tax loss selling had continued, creating a second bounce opportunity (at least we thought so).
Leuthold Group Playing The Bounce This Year
Tactical move that has worked moderately well so far.
Playing The Bounce Update
The Leuthold Group is not currently playing the bounce, but may consider doing so in December.
2001...January Bounced...February Trounced
Fortunately, we cashed in, in January. Tech stocks crashed in February. Luck or skill? We’ll take it.
2001.....An Excellent Bounce Year
Our strategy was to buy ten “quality” Large/Mid Cap names down at least 50% from their 2000 highs. A list of our ten purchases (equally weighted), as well as subsequent realized gains.
Perception for the Professional
March 2026 Issue
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March 2026 Issue
