Group Report
Home Improvement Retail Activated In Equity Portfolio
Building new portfolio holding in Home Improvement Retail. Our Consumer Discretionary holdings now overweight (versus S&P 500) with an 11% position our Select Industries Equity Portfolio.
Automotive Retail...Initiating A New 7% Portfolio Position
Adding a new equity group holding in Automotive Retail. This gives us about a market weight in the Consumer Discretionary sector, our most significant exposure in several years.
Booster Shot Of Health Care...Activating Pharmaceuticals & Health Care Facilities
Initiating new portfolio positions in Health Care Facilities and Pharmaceuticals. Former Generic Pharma portfolio holdings now being rolled into the broader Pharmaceuticals group.
Buying Mega-Cap Technology Stocks
Doug Ramsey presents the rationale for our move into the Tech…Big Ten stock group.
Buying REITs In Core And Asset Allocation Portfolios
Returning to REITs as an alternative to fixed income. Adding new 4% holding in both the Core and Asset Allocation Portfolios, with the focus exclusively on Residential and Health Care REITs. Weighted average yield of the new holding is about 5.7%.
Buying Oil & Gas Refiners
Initiating a new portfolio group holding in Oil & Gas Refining & Marketing group.
Industrial Metals Fall To "Neutral" After Six Year Run
Deactivating Industrial Metals after holding period of almost six years and a 400%+ gain.
Bottom Fishing The Regional Banks
GS Scores in April put Regional Banks in Attractive zone for the first time since October 2006. Valuations show the Regional Banks to be relatively cheap, and Insiders are buying.
New Group Position — Adding Biotechnology
Adding Biotechnology to Select Industries equity portfolio.
New Select Industries Group Position– Hypermarkets & Supercenters
Hypermarkets & Supercenters moved into the top 15 of the Group Selection (GS) Scores this month.
New Select Industries Group Position– Green Wave
Select Industries adds "Green Wave"...a thematic group focused on environmentally friendly services, products, and technologies.
New Select Industries Group Position– Auto Parts & Equipment
Auto Parts & Equipment has rated Attractive in seven of ten months this year, including the last two months.
New Select Industries Group Position– Life & Health Insurance
Life & Health Insurance has rated Attractive for five months now, steadily climbing up the rankings during that time.
Generic Pharmaceuticals...New Position In Select Industries
At a time when our Group Selection Scores have been deteriorating among the various Pharmaceutical groups tracked, our numbers for the Generic Pharma group have improved to the point where the group is now rated Attractive.
Mining Equipment - New Position In Select Industries
This month, we purchased Mining Equipment, a new thematic group that we have been monitoring internally for most of 2007.
Tech Awakening?
Info Tech turned in strong performance in a weak month for the market. Our work on Tech groups is improving and we are seeing some encouraging signs. Still not enough to turn us bullish– yet.
Oil & Gas Drilling– New Group Addition To Select Industries Portfolio
Oil & Gas Drilling is tied for fifth in our Group Selection Scores this month and was purchased for the equity portfolio.
Health Care Groups Show Strong Improvement In March GS Scores– Buying Managed Health Care
The biggest change within the GS Scores this past month has been the strong improvement in Health Care groups. In response to this, we added to our Health Care exposure with a new group position in Managed Health Care.
Introducing Leuthold's Small Cap Groups & Group Selection (GS) Scores
Beginning this month, we’ll be distributing a new research publication: Leuthold’s Small Cap Groups. The core of this new publication will be a 15 factor, small cap group selection model based on our time tested, and highly successful, Group Selection (GS) methodology (with a few twists).
Dialing Up Our Exposure To Telecom – Defensive, Dividend Yields, & Potential For Consolidation
Adding two new portfolio groups to Select Industries Portfolio this month: Integrated Telecom and Wireless Telecom. These additions create a portfolio weight that is four times the S&P 500 Telecom weight.
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