Group Report
New Select Industries Group Holding: Undervalued & Unloved
One of Jim Floyd’s quantitative screens seeking under owned, overlooked, and out of favor stocks which have potential to be rediscovered.
New Select Industries Group Holding: Oil & Gas Exploration & Production
The oil play ain’t over yet. Look for this group to move as exploration heats up in second half of year.
New Select Industries Group Holding: Buying Natural Gas
Activating “Natural Gas Play” thematic group, which was upgraded to attractive this month. Charley Maxwell says it’s not too late.
New Select Industries Group Holding...Adding Pharmaceuticals And Deactivating Biotech
With the improvement of the Pharmaceutical group within our GS Score rankings to attractive, along with Biotech’s fall from grace (all the way to unattractive), we are getting a chance to make a move into the drug stocks.
New Select Industries Group Holding: Oil & Gas Refining & Marketing
See margin expansion, insider buying and VLT momentum buy signal.
New Select Industries Group Holding: Aerospace & Defense
We see insider buying, also some actual value here and an increase in defense spending.
New Select Industries Group Holding: Health Care Facilities
Group had really ugly 1999, now rated attractive and there are some real values here.
New Select Industries Group Holding: IT Consulting & Services
Group relative strength recently broke out on the upside.
New Select Industries Group Holding: Shipping Funds To Air Freight & Couriers Group
Group moved from Unattractive to Attractive in one month (someone has to move the goods purchased via the Net).
New Select Industries Group Holding: Oil Services...Lookin' Mighty Slick
This oversold group has already begun recovery from early-1999 lows, but is still down 44% from 1997 high.
New Select Industries Group Holding: Health Care Management Staging a Healthy Recovery
Improved earnings momentum, favorable demographics and lessening government pressures all coming together to set stage for Health Care to again provide market leadership.
New Select Industries Group Holding: Sometimes the Simple Things...Buy the Defense Contractors
It may seem simplistic to be buying these stocks with the ongoing news from the Balkans, but sometimes the simplest concepts can be the most rewarding.
New Select Industries Group Holding: Asia Exposure...The Worst May Be Over
This group has quickly moved up the ranks of our SS Score work to become the second highest scoring sector.
Internet Insanity Index
The insanity continued in January, with the Internet stocks up 56.9% during the month.
Internet Insanity Index
This Internet Insanity Index quantifies the mania which has swept up the Internet stocks over the past two years. It is constructed of first and second tier Internet components—technology companies that have been integral to the evolution of the Internet and retail companies which have gone through the roof by the mere mention of selling their wares over the Internet.
Energy…Global Giants: Oil Could Be a Slick Investment
New sector activated with a focus on the major oil companies from around the world.
Health Care...Biotechnology: New Sector Addition in Portfolio
We are activating the biotech sector in the Paid to Play Portfolio. The SS Score jumped to Attractive this month.
Growth...Recession Resistant - The Time Is Right
A fresh Recession Resistant screen uncovered 68 stocks - big cap companies whose earnings have held up well during the past three recessions.
Building a New Position: Housing
Buying 10% position in Housing. Moved up to Attractive last month, and currently the fourth highest ranked per our SS Scores. Expect current economic environment to be favorable for Housing.
Crimestoppers: Returning to the Scene
Returning to the scene and buying “Crimestoppers,” which returned to Attractive after serving nine month sentence in Neutral.