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Group Report

Feb 05 2003

New Select Industries Group Holding: Health Care Cost Containment

  • Feb 5, 2003

This thematic group shifted to attractive for February after slow but steady improvement over last six months.

Jan 05 2003

Tech Watch

  • Jan 5, 2003

Technology stocks retreat in December, as our broad tech index lost 16.0%.  However for all of Q4 Tech was up 33%.

Dec 04 2002

New Group Coverage - Homeland Security

  • Dec 4, 2002

We will begin regular coverage of our Homeland Security Theme in next month’s Blue Book—Equity Strategies.

Nov 05 2002

New Select Industries Group Holding: Constructing Position In Home Improvement Retail

  • Nov 5, 2002

At the beginning of October, the Home Improvement Retail group rose to Attractive based on our GS Scoring System. With the November calculation, this group got even more Attractive.

Nov 05 2002

Tech Watch

  • Nov 5, 2002

October provided welcomed relief for technology stock investors. After an average loss of 18% for tech stocks in September, the October rebound came along and more than made up for the loss in most cases.

Oct 04 2002

New Select Industries Group Holding: Prescribing Generic Pharmaceuticals

  • Oct 4, 2002

Upgraded to Attractive for October as a result of three consecutive months of rising quantitative scores.

Oct 04 2002

Tech Watch

  • Oct 4, 2002

Still extremely risky area of equities, but recovery may be near. Currently rank six tech groups “Attractive”.

Sep 04 2002

Tech Watch—Pockets of Strength Beginning to Emerge

  • Sep 4, 2002

Stock selection and small cap focus have provided the only hopes of surviving this decimated sector.

Sep 04 2002
Aug 05 2002

New Quantitative Group Screen…Unregulated Energy Producers

  • Aug 5, 2002

Added coverage of a new group to our Leuthold's Groups publication: Unregulated Energy Producers.

Aug 05 2002

New Select Industries Group Holding: Hooking Up New Position In Networkers

  • Aug 5, 2002

Rated Attractive last three months, moves into the “top five” in latest GS Score distribution.

Aug 05 2002

Tech Watch

  • Aug 5, 2002

Fundamentals continue to build for technology, but prices yet to react…..Evidence that tech fundamentals are now improving.

Jul 03 2002

New Group Coverage

  • Jul 3, 2002

Added coverage of three new groups to our Leuthold's Groups publication: High ROI Screen, Health Care Cost Containment, and Fountains of Youth.

Jul 03 2002

New Select Industries Group Holding: Adding Diversified Metals & Mining

  • Jul 3, 2002

Ranking in top twenty and making a play on declining dollar and rising inflation.

May 05 2002

New Select Industries Group Holding: Semiconductors

  • May 5, 2002

GS Score improved to Attractive on growth, judgmental and VLT.

May 05 2002

New Select Industries Group Holding: Consumer Electronics

  • May 5, 2002

Current “top five” scoring strong in Value, Contrarian, and VLT.

Apr 03 2002

New Group Coverage

  • Apr 3, 2002

Eliminating six groups and adding four to our Equity Strategies product next month. Components and methodologies explained.

Apr 03 2002

New Select Industries Group Holding: Gusher Of Gains From Oil Drillers?

  • Apr 3, 2002

Upgraded to Attractive with double-digit increase in quantitative GS Score. Scoring strong in Value, Judgmental, and VLT Momentum categories.

Mar 05 2002

Fad Groups

  • Mar 5, 2002

Looking at performance swings of Nanotechnology, Internet Software & Services, and Internet Reatil.

Mar 05 2002

New Select Industries Group Holding: Auto Parts & Equipment

  • Mar 5, 2002

Strong scores in Technicals and Relative Strength categories. Group has been in consolidation for years, but poised to test 1999 highs.