Domestic Groups

In April, the technology stocks came roaring back to life. Of the 20 best performing groups during the month, 14 were technology related.

• Read more

If we get another performance month like April, we may again have to re-christen this as The Internet Opportunity Index.

• Read more

March was an ugly month for the market as a whole, with the S&P 500 diving 6.4% and the NASDAQ plummeted 14.5%. Unlike February, the decline in March was pretty broad based.

• Read more

Upgrade to Attractive for April led us to this mid/small cap flavored group. Current GS score bolstered by strengthening Value and Judgmental related factors. Group fundamentals should benefit from U.S. infrastructure spending (including utilities) and eventual economic rebound.

• Read more

The 10 best and 10 worst performing equity groups over the last twelve months.

• Read more

Once again it looks like the market turned on a dime. In January, we saw many big losers from 2000 bounce back. But in February, things reversed again.

• Read more

Quite a reversal of fortune in January, compared to last year. Of the 20 best performers in January, 13 groups are still down over the last twelve months.

• Read more

Investors are likely happy to see 2000 come to an end. While much of the focus was on the crushing defeat of Tech stocks last year, there were many pockets of strength.

• Read more

It was not too hard for our equity groups to outperform during November, as 83 of our 132 equity groups (63%) outperformed the S&P 500, with 41 of these turning in flat or positive returns (31% of all groups). Compared to the NASDAQ, 113 of the groups (86%) performed better.

• Read more

Group has been rated Attractive since March 2000, but December GS Score elevated it to the top five.

• Read more

The Internet Insanity Index was hammered with a 36% loss in November. Some of these companies will likely survive, but many will expire. We advise avoiding the group.

• Read more

Seven new groups and themes added to our Blue Book this month.

• Read more

The DJIA was up 3.0% in October, but most other market indices fell. The S&P 500 was down 0.5%, with the NASDAQ continuing to trail the pack with an 8.3% loss during the month.

• Read more

Leuthold’s perspective regarding the nine groups currently employed in the Paid To Play Portfolio.…Sector underweights can be as significant (or more so) than sector overweights.

• Read more

The market conditions looked stronger at the beginning of September, but warnings of disappointing earnings quickly drove the market down.

• Read more

Technology stocks came roaring back in August, with the broad Information Technology sector racking up a 17.4% gain.

• Read more

The DJIA was the winner among the major stock market indices with its small 0.7% gain. Most of the measures were down in July...the NASDAQ lost 5.0% and the S&P 500 fell 1.6%. Despite the overall market weakness, there were still several groups that did well.

• Read more

Technology stocks led the market again in June, after being hit hard in May.

• Read more

Despite the painful tech market in May, with the S&P 500 down 2.2% and the NASDAQ down 11.9%, there were several groups performing well.

• Read more

Technology stocks were particularly hard hit in April, with nine of the 15 worst performing groups being Tech related.

• Read more